StockDriftsStockDriftsTop 34 Essex Private Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 14.31% | 21.5K | $6.1M | -0.94%(-204) | — | 2024-09-30 | |
| HDV | ISHARES TR | 12.4% | 44.8K | $5.3M | +3.40%(+1.47K) | — | 2024-09-30 | |
| IJR | ISHARES TR | 7.73% | 28.1K | $3.3M | +4.72%(+1.27K) | — | 2024-09-30 | |
| RSPT | INVESCO EXCHANGE TRADED FD T | 6.84% | 77.1K | $2.9M | -0.60%(-463) | — | 2024-09-30 | |
| VHT | VANGUARD WORLD FD | 6.31% | 9.5K | $2.7M | +2.45%(+227) | — | 2024-09-30 | |
| XLY | SELECT SECTOR SPDR TR | 6.3% | 13.4K | $2.7M | +2.09%(+274) | — | 2024-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.25% | 56.8K | $2.7M | +4.30%(+2.34K) | — | 2024-09-30 | |
| XT | ISHARES TR | 5% | 34.9K | $2.1M | +1.60%(+550) | — | 2024-09-30 | |
| FELV | FIDELITY COVINGTON TRUST | 4.25% | 58.4K | $1.8M | +0.43%(+250) | — | 2024-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.38% | 11.8K | $1.4M | +0.10%(+12) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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