Essex Financial Services, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EF Essex Financial Services, Inc. | Institutional Filer | ▲ 1.41% | $1.78B | 794 |
Current Portfolio Holdings
Showing all 794 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 324K | $82.1M | 4.61% |
| 2 | QQQ | Invesco QQQ Trust | — | 99K | $57.2M | 3.21% |
| 3 | MSFT | Microsoft Corporation | Technology | 105K | $39.0M | 2.19% |
| 4 | VOOG | VANGUARD ADMIRAL FDS INC | — | 90K | $36.5M | 2.05% |
| 5 | GLD | SPDR GOLD TR | — | 80K | $34.2M | 1.92% |
| 6 | NVDA | NVIDIA Corporation | Technology | 185K | $32.2M | 1.81% |
| 7 | GOOGL | Alphabet Inc. | Technology | 112K | $32.1M | 1.80% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 47K | $30.7M | 1.72% |
| 9 | IVV | ISHARES TR | — | 39K | $25.7M | 1.44% |
| 10 | VYM | VANGUARD WHITEHALL FDS | — | 172K | $25.4M | 1.43% |
| 11 | PYLD | PIMCO ETF TR | — | 950K | $24.9M | 1.40% |
| 12 | XOM | Exxon Mobil Corporation | Energy | 138K | $23.4M | 1.31% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 112K | $23.3M | 1.31% |
| 14 | TPL | Texas Pacific Land Corporation | Energy | 48K | $22.7M | 1.27% |
| 15 | LLY | Eli Lilly and Company | Healthcare | 23K | $21.4M | 1.20% |
Showing 1 to 15 of 794 holdings