CIK 1315785
Essex Financial Services, Inc.
Institutional 13F holdings & portfolio
Holdings
784
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 784
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 322K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 99K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 104K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 90K | $1M+ | SH |
| GOOGL | ALPHABET INC | 113K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 183K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 48K | $1M+ | SH |
| GLD | SPDR GOLD TR | 82K | $1M+ | SH |
| IVV | ISHARES TR | 39K | $1M+ | SH |
| AMZN | AMAZON COM INC | 109K | $1M+ | SH |
| LLY | ELI LILLY & CO | 23K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 171K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 812K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 64K | $1M+ | SH |
| ITOT | ISHARES TR | 133K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 34K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 138K | $1M+ | SH |
| GOOG | ALPHABET INC | 52K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 85K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 83K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 310K | $1M+ | SH |
| RECS | COLUMBIA ETF TR I | 357K | $1M+ | SH |
| RTX | RTX CORPORATION | 73K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 402K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 46K | $1M+ | SH |
| MINT | PIMCO ETF TR | 130K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 62K | $1M+ | SH |
| TSLA | TESLA INC | 28K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 55K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 256K | $1M+ | SH |
| NOBL | PROSHARES TR | 113K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 35K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 259K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| DGRO | ISHARES TR | 151K | $1M+ | SH |
| META | META PLATFORMS INC | 15K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 251K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 34K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 132K | $1M+ | SH |
| V | VISA INC | 25K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 61K | $1M+ | SH |
| GE | GE AEROSPACE | 28K | $1M+ | SH |
| ABBV | ABBVIE INC | 37K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 158K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 136K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 217K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| BILZ | PIMCO ETF TR | 81K | $1M+ | SH |
| CAT | CATERPILLAR INC | 13K | $1M+ | SH |
| USMV | ISHARES TR | 76K | $1M+ | SH |