Top 50 Essex Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.61% | 323.7K | $82.1M | +0.50%(+1.60K) | $96.12(+210.94%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.21% | 99.1K | $57.2M | -0.04%(-37) | $296.80(+140.80%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.19% | 105.3K | $39.0M | +1.11%(+1.15K) | $225.37(+79.79%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 2.05% | 89.6K | $36.5M | -0.53%(-474) | $37.92(+117.64%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 1.92% | 79.6K | $34.2M | -2.99%(-2.46K) | $181.48(+137.22%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.81% | 184.7K | $32.2M | +1.11%(+2.02K) | $29.50(+665.58%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.8% | 111.8K | $32.1M | -0.74%(-832) | $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) | $529.96(+40.07%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.44% | 39.4K | $25.7M | +0.79%(+310) | $454.65(+64.03%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 1.43% | 171.6K | $25.4M | +0.58%(+987) | $109.43(+42.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.84% | +55.46% |
| Top 20 Holdings Unweighted | +18.30% | +65.58% |
Sign up free to track Essex Financial Services, Inc., compare funds side by side, and get alerts the moment positions change.