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 151–200 of 784
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWB | ISHARES TR | 6K | $1M+ | SH |
| SOXX | ISHARES TR | 8K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 12K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 4K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 8K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 40K | $1M+ | SH |
| AMGN | AMGEN INC | 7K | $1M+ | SH |
| FEOE | RBB FUND TRUST | 46K | $1M+ | SH |
| T | AT&T INC | 88K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 22K | $1M+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 16K | $1M+ | SH |
| AMLP | ALPS ETF TR | 46K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 41K | $1M+ | SH |
| RAAX | VANECK ETF TRUST | 62K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 10K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 63K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 104K | $1M+ | SH |
| C | CITIGROUP INC | 18K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 18K | $1M+ | SH |
| TBUX | T ROWE PRICE ETF INC | 41K | $1M+ | SH |
| IVE | ISHARES TR | 9K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 25K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 21K | $1M+ | SH |
| KKR | KKR & CO INC | 15K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 27K | $1M+ | SH |
| ALL | ALLSTATE CORP | 9K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 16K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 21K | $1M+ | SH |
| NFLT | ETFIS SER TR I | 83K | $1M+ | SH |
| QUAL | ISHARES TR | 10K | $1M+ | SH |
| FUND | SPROTT FOCUS TR INC | 218K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 7K | $1M+ | SH |
| QCOM | QUALCOMM INC | 11K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 22K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 14K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 33K | $1M+ | SH |
| INTC | INTEL CORP | 48K | $1M+ | SH |
| O | REALTY INCOME CORP | 31K | $1M+ | SH |
| CB | CHUBB LIMITED | 6K | $1M+ | SH |
| ILCG | ISHARES TR | 17K | $1M+ | SH |
| LIN | LINDE PLC | 4K | $1M+ | SH |
| FELV | FIDELITY COVINGTON TRUST | 47K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 6K | $1M+ | SH |
| VAW | VANGUARD WORLD FD | 8K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 3K | $1M+ | SH |
| ITA | ISHARES TR | 8K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 18K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 4K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 8K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 7K | $1M+ | SH |