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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Essex Private Wealth Management, Llc reports $42.49M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are VTI (14.3%), HDV (12.4%) and IJR (7.7%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Essex Private Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803087). View Essex Private Wealth Management, Llc’s 13F filings on SEC