EF

Essex Financial Services, Inc.

13F
Essex Financial Services, Inc.
Last update 2024-10-24 624 Stocks (45 new)
Value $1.39 Bil Turnover 3 %
Countries:
Top Holdings: AAPL(5.47%)QQQ(3.40%)MSFT(3.24%)VOOG(2.26%)NVDA(1.98%)
Portfolio Report
Summary Stock Picks Current Portfolio
Essex Financial Services, Inc.... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
322,522
76069.930
-6.32%
5.470
-0.34%
0.000
+3.19%
+17.04%
3389420.991
Hardware
QQQ 		INVESCO QQQ Trust
95,260
47245.370
-0.82%
3.400
-0.03%
0.020
+13.63%
+25.25%
312157.026
 
MSFT 		Microsoft Corp
105,404
45058.010
-4.34%
3.240
-0.14%
0.000
+4.17%
+13.11%
3145177.615
Software
VOOG 		Vanguard S&P 500 Growth ETF
89,110
31494.130
-0.74%
2.260
-0.02%
0.260
+14.30%
+34.64%
12000.987
 
NVDA 		NVIDIA Corp
191,435
27485.240
-3.92%
1.980
-0.06%
0.000
+36.03%
+199.51%
3637553.700
Semiconductors
CODI 		Compass Diversified Holdings
1,302,174
27371.850
+20.15%
1.970
+0.33%
1.720
+15.85%
+8.41%
1760.429
Conglomerates
SPY 		S&P 500 ETF TRUST ETF
819,581
25906.780
-0.25%
1.860
0%
0.080
+11.93%
+25.58%
617362.995
 
IVV 		iShares Core S&P 500 ETF
40,547
23765.860
+1.63%
1.710
+0.03%
0.000
+11.87%
+25.57%
565718.602
 
LLY 		Eli Lilly and Co
26,107
23735.230
-7.56%
1.710
-0.13%
0.000
-7.28%
+41.16%
777356.649
Drug Manufacturers
GLD 		SPDR Gold Shares ETF
90,305
22929.420
+1.95%
1.650
+0.03%
0.030
+5.10%
+25.57%
73238.737
 

Essex Financial Services, Inc.'s Historical Top Holdings Breakdowns

Essex Financial Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-09-30Reduce
-0.34%
●
207.23 ($223.32) 234.82
$224.23
0.41%
Reduce -6.32%
322,522
-21,757
CODI 		Compass Diversified Holdings2024-09-30Add
+0.33%
●
20.23 ($21.8) 24.06
$23.27
6.74%
Add 20.15%
1,302,174
218,394
AVGO 		Broadcom Inc2024-09-30Reduce
-0.19%
●
136.27 ($160.32) 178.09
$176.22
9.92%
Reduce -89.48%
20,692
-176,008
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-09-30Reduce
-0.19%
●
113.41 ($121.07) 125.62
$131.55
8.66%
Reduce -15.21%
124,693
-22,363
PFE 		Pfizer Inc2024-09-30Reduce
-0.18%
●
27.7 ($29.17) 31.39
$26.19
-10.22%
Reduce -28.52%
211,388
-84,335
FBND 		Fidelity Total Bond ETF2024-09-30Add
+0.17%
●
44.65 ($46.21) 47.21
$45.35
-1.86%
Add 81.23%
116,353
52,150
HD 		The Home Depot Inc2024-09-30Reduce
-0.16%
●
333.64 ($364.74) 405.2
$403.08
10.51%
Reduce -30.71%
13,904
-6,161
XOM 		Exxon Mobil Corp2024-09-30Reduce
-0.15%
●
109.72 ($115.47) 119
$120.35
4.23%
Reduce -11.66%
130,197
-17,183
MSFT 		Microsoft Corp2024-09-30Reduce
-0.14%
●
395.15 ($427.47) 467.56
$423.03
-1.04%
Reduce -4.34%
105,404
-4,781
LLY 		Eli Lilly and Co2024-09-30Reduce
-0.13%
●
772.14 ($899.05) 960.02
$818.86
-8.92%
Reduce -7.56%
26,107
-2,136

Essex Financial Services, Inc. Total Holding History ($B)

To

Essex Financial Services, Inc.'s Asset Allocation

To

Essex Financial Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Essex Financial Services, Inc.'s Hypothetical Growth since 2024-09-30

Essex Financial Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Essex Financial Services, Inc.'s Holdings Heat Map

Size field:

Essex Financial Services, Inc.'s Holdings Bubble Chart

Essex Financial Services, Inc. News

  • 1

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