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 201–250 of 784
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVS | CVS HEALTH CORP | 20K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 7K | $1M+ | SH |
| MMM | 3M CO | 10K | $1M+ | SH |
| SWK | STANLEY BLACK & DECKER INC | 21K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 55K | $1M+ | SH |
| GQGU | ADVISORS INNER CIRCLE FD III | 61K | $1M+ | SH |
| CRM | SALESFORCE INC | 5K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 14K | $1M+ | SH |
| BUXX | EA SERIES TRUST | 69K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 4K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 14K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 15K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 3K | $1M+ | SH |
| IXN | ISHARES TR | 13K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 5K | $1M+ | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 29K | $1M+ | SH |
| FIDU | FIDELITY COVINGTON TRUST | 16K | $1M+ | SH |
| PFF | ISHARES TR | 43K | $1M+ | SH |
| BA | BOEING CO | 6K | $1M+ | SH |
| LOW | LOWES COS INC | 6K | $1M+ | SH |
| SPYX | SPDR SERIES TRUST | 24K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 10K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 17K | $1M+ | SH |
| MTB | M & T BK CORP | 6K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 10K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 7K | $1M+ | SH |
| IYW | ISHARES TR | 6K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 13K | $1M+ | SH |
| ES | EVERSOURCE ENERGY | 19K | $1M+ | SH |
| WBS | WEBSTER FINL CORP | 20K | $1M+ | SH |
| CME | CME GROUP INC | 5K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 5K | $1M+ | SH |
| SMDV | PROSHARES TR | 19K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 15K | $1M+ | SH |
| NVS | NOVARTIS AG | 9K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 36K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 3K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 3K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 226 | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 5K | $1M+ | SH |
| PPG | PPG INDS INC | 12K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 7K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 15K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 15K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 4K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 36K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 5K | $1M+ | SH |
| GDXJ | VANECK ETF TRUST | 10K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 3K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 23K | $1M+ | SH |