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 551–600 of 784
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STXK | EA SERIES TRUST | 11K | $100K–$500K | SH |
| CSHI | NEOS ETF TRUST | 7K | $100K–$500K | SH |
| BINC | BLACKROCK ETF TRUST II | 7K | $100K–$500K | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| IR | INGERSOLL RAND INC | 4K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 14K | $100K–$500K | SH |
| HPQ | HP INC | 16K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 3K | $100K–$500K | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| QLTY | GMO ETF TRUST | 9K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 5K | $100K–$500K | SH |
| GBDC | GOLUB CAP BDC INC | 25K | $100K–$500K | SH |
| JBL | JABIL INC | 1K | $100K–$500K | SH |
| MKC | MCCORMICK & CO INC | 5K | $100K–$500K | SH |
| GXO | GXO LOGISTICS INCORPORATED | 6K | $100K–$500K | SH |
| ZS | ZSCALER INC | 1K | $100K–$500K | SH |
| FDV | FEDERATED HERMES ETF TRUST | 12K | $100K–$500K | SH |
| IFRA | ISHARES TR | 6K | $100K–$500K | SH |
| ARKQ | ARK ETF TR | 3K | $100K–$500K | SH |
| PDX | PIMCO DYNAMIC INCOME STRATEG | 18K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 9K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 1K | $100K–$500K | SH |
| FMAT | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| ARM | ARM HOLDINGS PLC | 3K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 6K | $100K–$500K | SH |
| JBHT | HUNT J B TRANS SVCS INC | 2K | $100K–$500K | SH |
| ETD | ETHAN ALLEN INTERIORS INC | 14K | $100K–$500K | SH |
| ACWI | ISHARES TR | 2K | $100K–$500K | SH |
| DJD | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 1K | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC | 7K | $100K–$500K | SH |
| RACE | FERRARI N V | 862 | $100K–$500K | SH |
| DON | WISDOMTREE TR | 6K | $100K–$500K | SH |
| EQT | EQT CORP | 6K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 7K | $100K–$500K | SH |
| UPRO | PROSHARES TR | 3K | $100K–$500K | SH |
| KVUE | KENVUE INC | 18K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 310 | $100K–$500K | SH |
| DFAU | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| WRBY | WARBY PARKER INC | 14K | $100K–$500K | SH |
| MCO | MOODYS CORP | 604 | $100K–$500K | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| VCRM | VANGUARD MUN BD FDS | 4K | $100K–$500K | SH |
| FXI | ISHARES TR | 8K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| MCHI | ISHARES TR | 5K | $100K–$500K | SH |
| EBAY | EBAY INC. | 3K | $100K–$500K | SH |
| BXMT | BLACKSTONE MTG TR INC | 16K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| MGM | MGM RESORTS INTERNATIONAL | 8K | $100K–$500K | SH |