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 301–350 of 784
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ENB | ENBRIDGE INC | 20K | $500K+ | SH |
| UL | UNILEVER PLC | 14K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 10K | $500K+ | SH |
| D | DOMINION ENERGY INC | 16K | $500K+ | SH |
| PAYX | PAYCHEX INC | 8K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 3K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $500K+ | SH |
| PREF | PRINCIPAL EXCHANGE TRADED FD | 47K | $500K+ | SH |
| VIS | VANGUARD WORLD FD | 3K | $500K+ | SH |
| CWEN.A | CLEARWAY ENERGY INC | 28K | $500K+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| CLOZ | SERIES PORTFOLIOS TR | 33K | $500K+ | SH |
| SBSW | SIBANYE STILLWATER LTD | 61K | $500K+ | SH |
| EWX | SPDR INDEX SHS FDS | 13K | $500K+ | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 70K | $500K+ | SH |
| IONQ | IONQ INC | 19K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 17K | $500K+ | SH |
| DVN | DEVON ENERGY CORP NEW | 23K | $500K+ | SH |
| TSLX | SIXTH STREET SPECIALTY LENDI | 40K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 4K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 10K | $500K+ | SH |
| SBRA | SABRA HEALTH CARE REIT INC | 45K | $500K+ | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 7K | $500K+ | SH |
| PSX | PHILLIPS 66 | 7K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 14K | $500K+ | SH |
| PULS | PGIM ETF TR | 17K | $500K+ | SH |
| ONEY | SPDR SERIES TRUST | 7K | $500K+ | SH |
| BLK | BLACKROCK INC | 782 | $500K+ | SH |
| IWY | ISHARES TR | 3K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| DB | DEUTSCHE BANK A G | 21K | $500K+ | SH |
| FTSD | FRANKLIN ETF TR | 9K | $500K+ | SH |
| EFA | ISHARES TR | 9K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| PXE | INVESCO EXCHANGE TRADED FD T | 29K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |
| FAST | FASTENAL CO | 19K | $500K+ | SH |
| PSDM | PGIM ETF TR | 15K | $500K+ | SH |
| FSCC | FEDERATED HERMES ETF TRUST | 26K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 11K | $500K+ | SH |
| FNV | FRANCO NEV CORP | 4K | $500K+ | SH |
| RIO | RIO TINTO PLC | 10K | $500K+ | SH |
| TD | TORONTO DOMINION BK ONT | 8K | $500K+ | SH |
| CNI | CANADIAN NATL RY CO | 8K | $500K+ | SH |
| VCRB | VANGUARD MALVERN FDS | 10K | $500K+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 5K | $500K+ | SH |
| JAAA | JANUS DETROIT STR TR | 15K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 6K | $500K+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 13K | $500K+ | SH |