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 101–150 of 784
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DE | DEERE & CO | 8K | $1M+ | SH |
| IWD | ISHARES TR | 18K | $1M+ | SH |
| IWP | ISHARES TR | 27K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| PEP | PEPSICO INC | 26K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 56K | $1M+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 31K | $1M+ | SH |
| SO | SOUTHERN CO | 40K | $1M+ | SH |
| QUS | SPDR SERIES TRUST | 20K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 7K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 42K | $1M+ | SH |
| REGL | PROSHARES TR | 39K | $1M+ | SH |
| IVW | ISHARES TR | 27K | $1M+ | SH |
| IEFA | ISHARES TR | 37K | $1M+ | SH |
| CMI | CUMMINS INC | 6K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 35K | $1M+ | SH |
| ABT | ABBOTT LABS | 25K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 41K | $1M+ | SH |
| IJR | ISHARES TR | 26K | $1M+ | SH |
| DVY | ISHARES TR | 22K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 12K | $1M+ | SH |
| BILS | SPDR SERIES TRUST | 31K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 55K | $1M+ | SH |
| BOND | PIMCO ETF TR | 31K | $1M+ | SH |
| UNP | UNION PAC CORP | 12K | $1M+ | SH |
| TCAL | T ROWE PRICE ETF INC | 121K | $1M+ | SH |
| QQQJ | INVESCO EXCH TRADED FD TR II | 77K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 70K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 19K | $1M+ | SH |
| IWM | ISHARES TR | 11K | $1M+ | SH |
| ETN | EATON CORP PLC | 9K | $1M+ | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 63K | $1M+ | SH |
| ADBE | ADOBE INC | 8K | $1M+ | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 93K | $1M+ | SH |
| DIS | DISNEY WALT CO | 24K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 8K | $1M+ | SH |
| CI | THE CIGNA GROUP | 10K | $1M+ | SH |
| IXUS | ISHARES TR | 31K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 13K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 40K | $1M+ | SH |
| ISPY | PROSHARES TR | 56K | $1M+ | SH |
| TCHP | T ROWE PRICE ETF INC | 51K | $1M+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 12K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 14K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 5K | $1M+ | SH |
| NFLX | NETFLIX INC | 26K | $1M+ | SH |
| MCK | MCKESSON CORP | 3K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 18K | $1M+ | SH |