Essex Financial Services, Inc.
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 FUND
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,085,310 | 218,586 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,888,698 | 217,592 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,815,294 | 218,447 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,635,315 | 218,625 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,651,533 | 222,879 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,718,055 | 234,707 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,825,747 | 237,110 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,947,044 | 260,300 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,156,906 | 268,272 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,179,000 | 272,375 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,073,009 | 275,300 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,189,891 | 275,458 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,239,528 | 276,485 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,210,702 | 277,378 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,904,556 | 276,825 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,094,021 | 276,987 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,506,675 | 276,370 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,384,943 | 277,319 | Shares | Sole | 2022-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||