CIK 1889147
Essex LLC
Institutional 13F holdings & portfolio
Holdings
182
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 182
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 249K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 614K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 424K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 354K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 936K | $1M+ | SH |
| SJNK | SPDR SERIES TRUST | 842K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 657K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 793K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 232K | $1M+ | SH |
| NBIS | NEBIUS GROUP N.V. | 205K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 16K | $1M+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 642K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 390K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 33K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 56K | $1M+ | SH |
| IYW | ISHARES TR | 48K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 172K | $1M+ | SH |
| AAPL | APPLE INC | 33K | $1M+ | SH |
| GOOGL | ALPHABET INC | 25K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 65K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 47K | $1M+ | SH |
| GOOG | ALPHABET INC | 23K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 46K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 13K | $1M+ | SH |
| GE | GE AEROSPACE | 20K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 158K | $1M+ | SH |
| XSW | SPDR SERIES TRUST | 27K | $1M+ | SH |
| AMZN | AMAZON COM INC | 21K | $1M+ | SH |
| RTX | RTX CORPORATION | 25K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 22K | $1M+ | SH |
| DE | DEERE & CO | 10K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 12K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 18K | $1M+ | SH |
| MLPX | GLOBAL X FDS | 54K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 24K | $1M+ | SH |
| MRK | MERCK & CO INC | 28K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 10K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 54K | $1M+ | SH |
| SHYG | ISHARES TR | 62K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 94K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 31K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 16K | $1M+ | SH |
| LIN | LINDE PLC | 5K | $1M+ | SH |
| IYH | ISHARES TR | 34K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 50K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 19K | $1M+ | SH |