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 251–300 of 784
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MS | MORGAN STANLEY | 6K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 5K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 14K | $1M+ | SH |
| CSX | CSX CORP | 31K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| VSDM | VANGUARD MUN BD FDS | 15K | $1M+ | SH |
| AMX | AMERICA MOVIL SAB DE CV | 53K | $1M+ | SH |
| EBC | EASTERN BANKSHARES INC | 60K | $1M+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 19K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 30K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 4K | $1M+ | SH |
| HTGC | HERCULES CAPITAL INC | 57K | $1M+ | SH |
| IBB | ISHARES TR | 6K | $1M+ | SH |
| IQQQ | PROSHARES TR | 24K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 13K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 7K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| ISTB | ISHARES TR | 21K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| GLW | CORNING INC | 12K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 1K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 10K | $1M+ | SH |
| EVSM | MORGAN STANLEY ETF TRUST | 20K | $1M+ | SH |
| YUM | YUM BRANDS INC | 7K | $1M+ | SH |
| PBT | PERMIAN BASIN RTY TR | 59K | $1M+ | SH |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | 16K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 8K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 18K | $500K+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 34K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 10K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 1K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 10K | $500K+ | SH |
| PAVE | GLOBAL X FDS | 20K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 18K | $500K+ | SH |
| IJT | ISHARES TR | 7K | $500K+ | SH |
| SYY | SYSCO CORP | 13K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| VOT | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| HIMU | BLACKROCK ETF TRUST II | 20K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 11K | $500K+ | SH |
| FLQM | FRANKLIN TEMPLETON ETF TR | 17K | $500K+ | SH |
| INFL | LISTED FDS TR | 21K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 10K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 8K | $500K+ | SH |
| XOP | SPDR SERIES TRUST | 7K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 8K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 34K | $500K+ | SH |
| LB | LANDBRIDGE COMPANY LLC | 19K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |