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 51–100 of 784
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 46K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 9 | $1M+ | SH |
| STRV | EA SERIES TRUST | 152K | $1M+ | SH |
| AVGO | BROADCOM INC | 19K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 119K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 25K | $1M+ | SH |
| KO | COCA COLA CO | 93K | $1M+ | SH |
| IJH | ISHARES TR | 97K | $1M+ | SH |
| CODI | COMPASS DIVERSIFIED | 1.3M | $1M+ | SH |
| WMT | WALMART INC | 54K | $1M+ | SH |
| IWR | ISHARES TR | 62K | $1M+ | SH |
| IWF | ISHARES TR | 12K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 68K | $1M+ | SH |
| TJX | TJX COS INC NEW | 38K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 164K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 79K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 40K | $1M+ | SH |
| CSCO | CISCO SYS INC | 69K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 116K | $1M+ | SH |
| IUSG | ISHARES TR | 30K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 30K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 14K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 94K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 103K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 83K | $1M+ | SH |
| LDUR | PIMCO ETF TR | 49K | $1M+ | SH |
| HD | HOME DEPOT INC | 13K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 104K | $1M+ | SH |
| MRK | MERCK & CO INC | 44K | $1M+ | SH |
| ORCL | ORACLE CORP | 23K | $1M+ | SH |
| PFE | PFIZER INC | 183K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 8K | $1M+ | SH |
| GEV | GE VERNOVA INC | 7K | $1M+ | SH |
| PAAA | PGIM ETF TR | 87K | $1M+ | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 38K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 76K | $1M+ | SH |
| ALAB | ASTERA LABS INC | 26K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 77K | $1M+ | SH |
| BX | BLACKSTONE INC | 27K | $1M+ | SH |
| BLFY | BLUE FOUNDRY BANCORP | 326K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 5K | $1M+ | SH |
| PMBS | PIMCO ETF TR | 79K | $1M+ | SH |
| ASML | ASML HOLDING N V | 4K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 9K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 42K | $1M+ | SH |
| MCD | MCDONALDS CORP | 12K | $1M+ | SH |
| TMSL | T ROWE PRICE ETF INC | 106K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 80K | $1M+ | SH |