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Essex Financial Services, Inc.

Portfolio Manager
Essex Financial Services, Inc.
Performance
-5.32% (2026 Q1)
AUM (13F)
$1.78B
# of Holdings
794
Performance Rank
Allocation (Top 20)
33.68%

Essex Financial Services, Inc. Holdings Map

Top 50 Essex Financial Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.61%323.7K$82.1M
+0.50%(+1.60K)
2025-Q1: 323.4K shares2025-Q2: 327.8K shares2025-Q3: 325.4K shares2025-Q4: 322.1K shares2026-Q1: 323.7K shares
$96.12(+210.94%)
2026-03-31
QQQ
INVESCO QQQ TR
3.21%99.1K$57.2M
-0.04%(-37)
2025-Q1: 96.8K shares2025-Q2: 99.9K shares2025-Q3: 99.9K shares2025-Q4: 99.1K shares2026-Q1: 99.1K shares
$296.80(+140.80%)
2026-03-31
MSFT
MICROSOFT CORP
2.19%105.3K$39.0M
+1.11%(+1.15K)
2025-Q1: 103.9K shares2025-Q2: 107.2K shares2025-Q3: 106.2K shares2025-Q4: 104.2K shares2026-Q1: 105.3K shares
$225.37(+79.79%)
2026-03-31
VOOG
VANGUARD ADMIRAL FDS INC
2.05%89.6K$36.5M
-0.53%(-474)
2025-Q1: 90.5K shares2025-Q2: 90.1K shares2025-Q3: 91.2K shares2025-Q4: 90.0K shares2026-Q1: 89.6K shares
$37.92(+117.64%)
2026-03-31
GLD
SPDR GOLD TR
1.92%79.6K$34.2M
-2.99%(-2.46K)
2025-Q1: 90.6K shares2025-Q2: 88.9K shares2025-Q3: 83.8K shares2025-Q4: 82.0K shares2026-Q1: 79.6K shares
$181.48(+137.22%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.81%184.7K$32.2M
+1.11%(+2.02K)
2025-Q1: 193.8K shares2025-Q2: 190.7K shares2025-Q3: 187.8K shares2025-Q4: 182.7K shares2026-Q1: 184.7K shares
$29.50(+665.58%)
2026-03-31
GOOGL
ALPHABET INC
1.8%111.8K$32.1M
-0.74%(-832)
2025-Q1: 109.2K shares2025-Q2: 110.6K shares2025-Q3: 111.1K shares2025-Q4: 112.6K shares2026-Q1: 111.8K shares
$84.64(+375.71%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
1.72%47.3K$30.7M
-1.43%(-686)
2025-Q1: 45.4K shares2025-Q2: 48.4K shares2025-Q3: 47.8K shares2025-Q4: 48.0K shares2026-Q1: 47.3K shares
$529.96(+40.07%)
2026-03-31
IVV
ISHARES TR
1.44%39.4K$25.7M
+0.79%(+310)
2025-Q1: 39.6K shares2025-Q2: 37.7K shares2025-Q3: 39.0K shares2025-Q4: 39.1K shares2026-Q1: 39.4K shares
$454.65(+64.03%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
1.43%171.6K$25.4M
+0.58%(+987)
2025-Q1: 159.2K shares2025-Q2: 162.0K shares2025-Q3: 165.6K shares2025-Q4: 170.6K shares2026-Q1: 171.6K shares
$109.43(+42.22%)
2026-03-31

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