Essex Financial Services, Inc.
CIK
1315785
City
ESSEX
State / Country
CT
Top Portfolio Positions
472 positions ·
$1,001,429,632 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
323,679 | $82,146,493 | 8.20% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
99,109 | $57,203,732 | 5.71% | |
| MSFT |
Microsoft Corp
Technology
|
105,311 | $38,982,972 | 3.89% | |
| GLD |
Spdr Gold Trust
|
79,590 | $34,246,781 | 3.42% | |
| NVDA |
Nvidia Corp
Technology
|
184,682 | $32,208,540 | 3.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
111,778 | $32,142,881 | 3.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
47,270 | $30,741,571 | 3.07% | |
| XOM |
Exxon Mobil Corp
Energy
|
137,784 | $23,376,433 | 2.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
112,006 | $23,327,489 | 2.33% | |
| TPL |
Texas Pacific Land Corp
Energy
|
47,828 | $22,697,255 | 2.27% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ETV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,854 | 30,933 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $436,271 | 30,381 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $425,376 | 29,851 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $406,599 | 29,315 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $380,012 | 28,767 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $404,762 | 28,089 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $383,088 | 27,760 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $370,169 | 27,079 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $343,601 | 26,574 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $321,566 | 26,080 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $306,168 | 25,578 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $320,982 | 25,116 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $311,291 | 24,647 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $296,979 | 24,184 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $317,519 | 24,146 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $324,820 | 24,043 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $374,036 | 23,946 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $332,355 | 19,854 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $317,465 | 19,854 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $323,239 | 19,855 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $307,553 | 19,855 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $304,774 | 19,855 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $274,594 | 19,855 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $280,352 | 19,855 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $239,451 | 19,855 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||