$413 Million is the total value of Essex Financial Services, Inc.'s 305 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 12.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GE | Sell | GENERAL ELECTRIC CO | $17,329,000 | -1.6% | 550,492 | -0.6% | 4.19% | -3.9% |
| XOM | Buy | EXXON MOBIL CORP | $17,028,000 | +14.3% | 181,648 | +1.9% | 4.12% | +11.6% |
| PFE | Sell | PFIZER INC | $12,349,000 | +16.9% | 350,718 | -1.6% | 2.99% | +14.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $11,821,000 | +6.6% | 97,450 | -4.9% | 2.86% | +4.2% |
| AAPL | Sell | APPLE INC | $9,269,000 | -14.6% | 96,961 | -2.6% | 2.24% | -16.6% |
| BRKA | BERKSHIRE HATHAWAYINC DEL CL A | $8,245,000 | +1.7% | 38 | 0.0% | 2.00% | -0.7% | |
| AMGN | Sell | AMGEN INC | $8,068,000 | +1.3% | 53,024 | -0.2% | 1.95% | -1.0% |
| CODI | Sell | COMPASS DIVERSIFIEDHLDGSsh ben int | $7,777,000 | +5.7% | 468,771 | -0.3% | 1.88% | +3.2% |
| PG | Sell | PROCTER & GAMBLE CO | $7,723,000 | +2.2% | 91,207 | -0.6% | 1.87% | -0.2% |
| T | Buy | AT&T INC | $6,989,000 | +25.1% | 161,749 | +13.4% | 1.69% | +22.3% |
| INTC | Sell | INTEL CORP | $6,683,000 | +1.2% | 203,749 | -0.2% | 1.62% | -1.1% |
| SPY | Sell | SPDR S&P 500etf | $6,225,000 | +0.8% | 29,719 | -1.1% | 1.51% | -1.5% |
| MO | Sell | ALTRIA GROUP INC | $5,876,000 | +1.2% | 85,219 | -8.0% | 1.42% | -1.1% |
| NOBL | Buy | PROSHARES TR S&P 500DIVID ARISTOetf | $5,693,000 | +32.0% | 104,625 | +26.9% | 1.38% | +28.9% |
| VOOG | Buy | VANGUARD ADMIRAL FDSINCetf | $5,588,000 | +36.2% | 53,371 | +35.2% | 1.35% | +33.1% |
| SPLV | Buy | POWERSHARESEXCHANGE-TRADED FDTR II S&P 500 LOWVOLATILITY PORTetf | $4,874,000 | +17.8% | 113,938 | +11.1% | 1.18% | +15.0% |
| USB | Sell | US BANCORP | $4,561,000 | -1.8% | 113,095 | -1.1% | 1.10% | -4.1% |
| MSFT | Buy | MICROSOFT CORP | $4,477,000 | -6.5% | 87,490 | +0.9% | 1.08% | -8.7% |
| JPM | Buy | JP MORGAN CHASE &CO | $4,246,000 | +7.1% | 68,326 | +2.0% | 1.03% | +4.6% |
| VZ | Sell | VERIZONCOMMUNICATIONS INC | $4,106,000 | +2.9% | 73,535 | -0.3% | 0.99% | +0.5% |
| BA | Buy | BOEING CO | $4,080,000 | +2.6% | 31,418 | +0.3% | 0.99% | +0.2% |
| IBM | Sell | INTERNATIONALBUSINESS MACHS CORP | $4,071,000 | -0.5% | 26,822 | -0.7% | 0.98% | -2.9% |
| HD | Sell | HOME DEPOT INC | $4,054,000 | -8.9% | 31,752 | -4.8% | 0.98% | -11.0% |
| PEP | Buy | PEPSICO INC | $3,973,000 | +10.5% | 37,504 | +6.9% | 0.96% | +7.9% |
| WFC | Sell | WELLS FARGO & CO | $3,940,000 | -3.3% | 83,247 | -1.2% | 0.95% | -5.6% |
| CVX | Sell | CHEVRON CORP | $3,571,000 | +6.1% | 34,067 | -3.5% | 0.86% | +3.6% |
| UTX | Sell | UNITED TECHNOLOGIESCORP | $3,509,000 | -4.3% | 34,214 | -6.5% | 0.85% | -6.5% |
| LLY | Sell | LILLY ELI & CO | $3,359,000 | +8.4% | 42,656 | -0.9% | 0.81% | +6.0% |
| CVS | Sell | CVS HEALTH CORP | $3,341,000 | -10.5% | 34,892 | -3.1% | 0.81% | -12.6% |
| BRKB | Sell | BERKSHIRE HATHAWAYINC DEL CL B NEW | $3,304,000 | -6.1% | 22,816 | -8.0% | 0.80% | -8.4% |
| RSP | Sell | RYDEX ETF TRGUGGENHEIM S&P 500etf | $3,295,000 | +820.4% | 41,005 | -10.0% | 0.80% | +795.5% |
| GOOGL | Sell | ALPHABET INC | $3,262,000 | -20.8% | 4,636 | -14.2% | 0.79% | -22.6% |
| SO | Sell | SOUTHERN CO | $3,079,000 | +0.4% | 57,417 | -3.2% | 0.74% | -2.0% |
| CSCO | Sell | CISCO SYSTEMS INC | $3,071,000 | -6.1% | 107,030 | -6.8% | 0.74% | -8.3% |
| DIS | Sell | DISNEY WALT CODISNEY | $3,002,000 | -6.9% | 30,691 | -5.5% | 0.73% | -9.0% |
| PM | Sell | PHILIP MORRIS INTLINC | $2,959,000 | -6.0% | 29,089 | -9.3% | 0.72% | -8.2% |
| BMY | Buy | BRISTOL MYERS SQUIBBCO | $2,884,000 | +31.9% | 39,212 | +14.5% | 0.70% | +28.8% |
| MRK | Sell | MERCK & CO INC | $2,851,000 | +0.6% | 49,484 | -7.6% | 0.69% | -1.7% |
| KO | Buy | COCA COLA COMPANY | $2,833,000 | -0.8% | 62,508 | +1.5% | 0.68% | -3.1% |
| BAC | Sell | BANK AMER CORP | $2,702,000 | -8.1% | 203,591 | -6.4% | 0.65% | -10.2% |
| QQQ | Sell | POWERSHARES QQQ TRUNIT SER 1etf | $2,611,000 | -2.8% | 24,276 | -1.3% | 0.63% | -5.0% |
| GILD | Sell | GILEAD SCIENCES INC | $2,600,000 | -13.2% | 31,164 | -4.5% | 0.63% | -15.2% |
| CELG | Sell | CELGENE CORP | $2,525,000 | -5.0% | 25,597 | -3.6% | 0.61% | -7.1% |
| IWR | Sell | ISHARES TR RUSSELLMID-CAP ETFetf | $2,455,000 | -1.8% | 14,596 | -4.9% | 0.59% | -4.0% |
| GOOG | Sell | ALPHABET INC | $2,411,000 | -28.0% | 3,484 | -22.5% | 0.58% | -29.7% |
| EFAV | Buy | KINDER MORGAN INCDELpfd | $2,403,000 | +26.4% | 42,630 | +19.4% | 0.58% | +23.4% |
| DD | Buy | DU PONT E I DENEMOURS & CO | $2,375,000 | +2.8% | 36,650 | +0.4% | 0.58% | +0.5% |
| GD | Buy | GENERAL DYNAMICSCORP | $2,361,000 | +31.8% | 16,958 | +24.3% | 0.57% | +28.6% |
| V | Sell | VISA INC | $2,351,000 | -15.3% | 31,693 | -12.7% | 0.57% | -17.2% |
| VHT | Buy | VANGUARD WORLD FDS HEALTH CAREetf | $2,182,000 | +6.1% | 16,723 | +0.3% | 0.53% | +3.7% |
| SLB | Buy | SCHLUMBERGER LTD | $2,081,000 | +9.4% | 26,315 | +2.0% | 0.50% | +6.8% |
| MMM | Sell | 3M CO | $2,050,000 | -5.9% | 11,708 | -10.5% | 0.50% | -8.1% |
| FB | Buy | FACEBOOK INC | $2,008,000 | +2.1% | 17,567 | +1.9% | 0.49% | -0.2% |
| PSX | Buy | PHILLIPS 66 | $2,005,000 | -7.9% | 25,270 | +0.5% | 0.48% | -10.0% |
| ABBV | Buy | ABBVIE INC | $1,998,000 | +11.1% | 32,271 | +2.5% | 0.48% | +8.3% |
| SWK | Sell | STANLEY BLACK &DECKER INC | $1,921,000 | +3.3% | 17,272 | -2.2% | 0.46% | +1.1% |
| COP | Sell | CONOCOPHILLIPS | $1,904,000 | +3.3% | 43,679 | -4.5% | 0.46% | +1.1% |
| ADP | Sell | AUTOMATIC DATAPROCESSING INC | $1,895,000 | +0.7% | 20,632 | -1.6% | 0.46% | -1.7% |
| MCD | Sell | MCDONALDS CORP | $1,876,000 | -6.8% | 15,588 | -2.7% | 0.45% | -9.0% |
| USMV | Buy | ISHARES USA MIN VOLetf | $1,850,000 | +268.5% | 40,042 | +250.2% | 0.45% | +261.3% |
| SBUX | Sell | STARBUCKS CORP | $1,833,000 | -9.5% | 32,095 | -5.4% | 0.44% | -11.6% |
| MDT | Buy | MEDTRONICS PLC | $1,812,000 | +16.3% | 20,884 | +0.5% | 0.44% | +13.5% |
| AET | Sell | AETNA INC | $1,778,000 | +3.3% | 14,556 | -5.0% | 0.43% | +0.9% |
| CB | Sell | CHUBB LTD | $1,774,000 | +8.6% | 13,570 | -1.1% | 0.43% | +5.9% |
| Buy | SPROTT FOCUS TR INC | $1,729,000 | +6.2% | 269,271 | +0.7% | 0.42% | +3.7% | |
| VYM | Buy | VANGUARD WHITEHALL FDSetf | $1,700,000 | +80.1% | 23,796 | +74.0% | 0.41% | +75.6% |
| PPG | Sell | PPG INDUSTRIES INC | $1,692,000 | -11.1% | 16,246 | -4.8% | 0.41% | -13.2% |
| ETP | Sell | ENERGY TRANSFERPARTNERS L Pltd part | $1,669,000 | +15.3% | 43,830 | -2.0% | 0.40% | +12.8% |
| SDY | Buy | SPDR SER TR S&PDIVID ETFetf | $1,664,000 | +12.1% | 19,823 | +6.7% | 0.40% | +9.5% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,582,000 | -1.1% | 21,611 | -4.5% | 0.38% | -3.3% |
| PRF | POWERSHARESEXCHANGE-TRADED FDTR FTSE RAFI US 1000PORTetf | $1,558,000 | +2.6% | 17,215 | 0.0% | 0.38% | +0.3% | |
| UNP | Sell | UNION PACIFIC CORP | $1,553,000 | +8.7% | 17,798 | -0.9% | 0.38% | +6.2% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,492,000 | +9.2% | 6,014 | -2.5% | 0.36% | +6.8% |
| VIG | Buy | VANGUARD SPEC PORT DIV APPR INDEXFDetf | $1,479,000 | +3.8% | 17,765 | +1.3% | 0.36% | +1.4% |
| VFH | Sell | VANGUARD WORLD FDS FINLS ETFetf | $1,461,000 | -22.7% | 30,847 | -24.4% | 0.35% | -24.6% |
| KMI | Sell | KINDER MORGAN INCDEL | $1,402,000 | -1.8% | 74,870 | -6.4% | 0.34% | -4.2% |
| DVY | Buy | ISHARES TR SELECTDIVID ETF FDetf | $1,364,000 | +4.4% | 16,000 | +0.0% | 0.33% | +2.2% |
| VTI | Buy | VANGUARD TOTAL STK MKTetf | $1,355,000 | +30.7% | 12,648 | +27.8% | 0.33% | +27.6% |
| GLD | Buy | SPDR GOLD TR GOLDSHSetf | $1,354,000 | +117.3% | 10,707 | +102.1% | 0.33% | +113.0% |
| BX | Sell | BLACKSTONE GROUP L Plp | $1,356,000 | -25.3% | 55,270 | -14.6% | 0.33% | -27.1% |
| GIS | Sell | GENERAL MILLS INC | $1,328,000 | +12.4% | 18,613 | -0.2% | 0.32% | +9.6% |
| UNH | Sell | UNITEDHEALTH GROUPINC | $1,317,000 | -3.7% | 9,324 | -12.1% | 0.32% | -5.9% |
| SYK | Sell | STRYKER CORP | $1,311,000 | +9.2% | 10,938 | -2.2% | 0.32% | +6.7% |
| DUK | Buy | DUKE ENERGY CORP | $1,291,000 | +6.3% | 15,052 | +0.1% | 0.31% | +3.7% |
| KMB | Buy | KIMBERLY CLARK CORP | $1,278,000 | +2.4% | 9,298 | +0.2% | 0.31% | 0.0% |
| CI | CIGNA CORP | $1,270,000 | -6.8% | 9,922 | 0.0% | 0.31% | -8.9% | |
| O | Sell | REALTY INCOME CORP | $1,220,000 | -0.2% | 17,594 | -10.1% | 0.30% | -2.6% |
| ABT | Buy | ABBOTT LABS COM | $1,209,000 | -4.6% | 30,750 | +1.5% | 0.29% | -7.0% |
| ETV | Sell | EATON VANCE TAXMANAGED BY WRT OP | $1,192,000 | -13.7% | 80,675 | -14.1% | 0.29% | -15.8% |
| CAT | Sell | CATERPILLAR INC | $1,158,000 | -1.8% | 15,270 | -0.9% | 0.28% | -4.1% |
| C | Sell | CITIGROUP INC | $1,136,000 | -14.8% | 26,791 | -16.2% | 0.28% | -16.7% |
| BACPRL | BANK AMER CORPNON CUM 7.25%pfd | $1,126,000 | +5.0% | 942 | 0.0% | 0.27% | +2.6% | |
| EPD | ENTERPRISE PRODSPARTNERS L P COMUNITlp | $1,105,000 | +18.8% | 37,763 | 0.0% | 0.27% | +16.1% | |
| IJH | Sell | ISHARES TR CORE S&PMID-CAP ETFetf | $1,081,000 | +0.7% | 7,234 | -2.8% | 0.26% | -1.5% |
| SON | SONOCO PRODS CO | $1,075,000 | +2.3% | 21,649 | 0.0% | 0.26% | 0.0% | |
| HON | Buy | HONEYWELL INTL INC | $1,076,000 | +6.1% | 9,248 | +2.2% | 0.26% | +3.6% |
| AMLP | Sell | ALPS ETF TR ALERIANetf | $1,060,000 | +7.2% | 83,355 | -8.0% | 0.26% | +4.5% |
| GS | Sell | GOLDMAN SACHS GROUPINC | $1,015,000 | -8.4% | 6,831 | -3.2% | 0.25% | -10.2% |
| IJR | Buy | ISHARES TR CORE S&PSMALL-CAP ETFetf | $1,014,000 | +6.4% | 8,722 | +3.1% | 0.24% | +3.8% |
| XLE | Buy | SELECT SECTOR SPDRTR ENERGYetf | $1,010,000 | +23.0% | 14,804 | +11.7% | 0.24% | +20.2% |
| TMO | Sell | THERMO FISHERSCIENTIFIC INC | $1,004,000 | -11.9% | 6,792 | -15.5% | 0.24% | -13.8% |
| NKE | Sell | NIKE INC CL B | $991,000 | -27.3% | 17,948 | -19.1% | 0.24% | -29.0% |
| NSC | Sell | NORFOLK SOUTHN CORP | $979,000 | +0.5% | 11,497 | -1.7% | 0.24% | -1.7% |
| WBA | Sell | WALGREEN BOOTSALLIANCE INC | $966,000 | -6.8% | 11,607 | -5.6% | 0.23% | -8.9% |
| CMCSA | Buy | COMCAST CORP | $962,000 | +7.6% | 14,755 | +0.9% | 0.23% | +5.4% |
| IVV | Buy | ISHARES TR CORE S&P 500etf | $950,000 | +95.5% | 4,512 | +91.7% | 0.23% | +91.7% |
| LH | Buy | LABORATORY CORP AMERHLDGS | $937,000 | +13.4% | 7,196 | +2.0% | 0.23% | +10.7% |
| NVS | Sell | NOVARTIS AGadr | $877,000 | -2.4% | 10,629 | -14.3% | 0.21% | -4.9% |
| AMZN | Sell | AMAZON COM INC | $871,000 | +0.3% | 1,217 | -16.8% | 0.21% | -1.9% |
| MDLZ | Buy | MONDELEZ INTL INC | $851,000 | +13.8% | 18,703 | +0.4% | 0.21% | +11.4% |
| NEE | Buy | NEXTERA ENERGY INC | $850,000 | +14.1% | 6,522 | +3.5% | 0.21% | +12.0% |
| IPKW | Sell | POWERSHARES ETF TR II PWRS INT BUYBKetf | $848,000 | -12.2% | 32,590 | -7.8% | 0.20% | -14.2% |
| PNC | Buy | PNC FINL SVCS GROUPINC | $846,000 | -3.0% | 10,397 | +0.8% | 0.20% | -5.1% |
| PFF | Sell | ISHARES TR S&P U SPFD STK INDEX FDetf | $838,000 | +0.4% | 21,005 | -1.8% | 0.20% | -1.9% |
| AESPRC | AES TR III TRpfd | $833,000 | +3.1% | 16,000 | 0.0% | 0.20% | +1.0% | |
| NLY | Sell | ANNALY CAP MGMT INC | $833,000 | +6.2% | 75,213 | -1.6% | 0.20% | +4.1% |
| ICF | Buy | ISHARES TR COHEN &STEERS REIT ETFetf | $835,000 | +7.6% | 7,719 | +2.6% | 0.20% | +5.2% |
| COST | Sell | COSTCO WHOLESALECORP | $824,000 | -18.6% | 5,247 | -18.3% | 0.20% | -20.7% |
| SPG | Buy | SIMON PPTY GROUP INC | $818,000 | +9.4% | 3,771 | +4.7% | 0.20% | +7.0% |
| BKCC | Sell | BLACKROCK KELSO CAPCORPORATION | $817,000 | -20.0% | 105,016 | -3.2% | 0.20% | -21.7% |
| VNQ | Buy | VANGUARD INDEX FDS REITetf | $809,000 | +59.3% | 9,129 | +50.7% | 0.20% | +55.6% |
| PKW | Sell | POWERSHARES EXCHANGETRADED FD TR DYNAMICBUYBACK ACHIEVERSPORTetf | $792,000 | -17.7% | 17,520 | -17.4% | 0.19% | -19.3% |
| XBI | Sell | SPDR SER TR S&PBIOTECH ETFetf | $790,000 | -27.0% | 14,599 | -30.3% | 0.19% | -28.7% |
| BABA | Buy | ALIBABA GROUP HLDGadr | $775,000 | +11.4% | 9,749 | +10.7% | 0.19% | +8.7% |
| CMI | Sell | CUMMINS INC | $773,000 | -22.2% | 6,874 | -23.9% | 0.19% | -24.0% |
| BDX | BECTON DICKINSON &CO | $756,000 | +11.7% | 4,456 | 0.0% | 0.18% | +8.9% | |
| FBNK | Sell | FIRST CONN BANCORPINC | $733,000 | -4.7% | 44,236 | -8.2% | 0.18% | -6.8% |
| KHC | Sell | KRAFT HEINZ CO | $714,000 | +1.9% | 8,075 | -9.6% | 0.17% | -0.6% |
| ADBE | Sell | ADOBE SYS INC | $712,000 | +1.4% | 7,430 | -0.8% | 0.17% | -1.1% |
| WFCPRL | WELLS FARGO & COpfd | $708,000 | +7.8% | 545 | 0.0% | 0.17% | +4.9% | |
| F | Sell | FORD MOTOR CO | $694,000 | -7.8% | 55,207 | -1.1% | 0.17% | -9.7% |
| ECL | ECOLAB INC | $695,000 | +6.4% | 5,859 | 0.0% | 0.17% | +3.7% | |
| TGT | Buy | TARGET CORP | $685,000 | -14.4% | 9,810 | +0.9% | 0.17% | -16.2% |
| VGT | Sell | VANGUARD WORLD FDSVANGUARD INFORMATIONetf | $684,000 | -4.5% | 6,386 | -2.3% | 0.16% | -6.8% |
| TRV | Buy | TRAVELERS COS INC | $677,000 | +4.2% | 5,689 | +2.1% | 0.16% | +1.9% |
| EMR | EMERSON ELEC CO | $673,000 | -4.1% | 12,901 | 0.0% | 0.16% | -6.3% | |
| GDX | New | VANECK VECTORS GOLDetf | $671,000 | – | 24,226 | +100.0% | 0.16% | – |
| AGG | New | ISHARES TR CORE US AGGREGATEetf | $671,000 | – | 5,962 | +100.0% | 0.16% | – |
| BPL | BUCKEYE PARTNERS L Pltd part | $662,000 | +3.6% | 9,410 | 0.0% | 0.16% | +1.3% | |
| VDE | Buy | VANGUARD WORLD FD ENERGYetf | $663,000 | +67.8% | 6,970 | +51.6% | 0.16% | +63.3% |
| IWM | Sell | ISHARES TR RUSSELL2000 ETFetf | $650,000 | -9.5% | 5,656 | -12.9% | 0.16% | -11.8% |
| WMT | Sell | WAL MART STORES INC | $645,000 | -4.0% | 8,835 | -9.9% | 0.16% | -6.0% |
| FNFG | Buy | FIRST NIAGARA FINLGROUP INC | $642,000 | +8.6% | 65,877 | +8.0% | 0.16% | +6.2% |
| LUMN | Sell | CENTURYLINK INC | $618,000 | -15.0% | 21,301 | -6.4% | 0.15% | -16.7% |
| AMX | AMERICA MOVIL SAB DEC Vadr | $616,000 | -21.0% | 50,208 | 0.0% | 0.15% | -22.8% | |
| WFCPRN | WELLS FARGO & CO | $611,000 | +1.3% | 23,524 | 0.0% | 0.15% | -0.7% | |
| MON | Sell | MONSANTO CO | $598,000 | +0.5% | 5,784 | -14.7% | 0.14% | -1.4% |
| TD | Sell | TORONTO DOMINION BKONT | $573,000 | -18.0% | 13,352 | -17.6% | 0.14% | -19.7% |
| MSI | MOTOROLA SOLUTIONS INC | $574,000 | -12.9% | 8,700 | 0.0% | 0.14% | -14.7% | |
| SPHD | Buy | POWERSHARES EXCHANGETRADED FD TR IIPOWERSHARES S&P 500HIGH DIVID PORTetf | $554,000 | +71.0% | 14,475 | +65.6% | 0.13% | +67.5% |
| RDSA | Sell | ROYAL DUTCH SHELLPLCadr | $540,000 | +10.4% | 9,771 | -3.2% | 0.13% | +8.3% |
| EOG | Sell | EOG RES INC | $542,000 | +10.2% | 6,495 | -4.2% | 0.13% | +7.4% |
| BAM | Sell | BROOKFIELD ASSETMGMT INC | $536,000 | -9.2% | 16,202 | -4.4% | 0.13% | -11.0% |
| AXP | Buy | AMERICAN EXPRESSCOMPANY | $533,000 | +0.8% | 8,775 | +1.8% | 0.13% | -1.5% |
| WBS | Buy | WEBSTER FINL CORP | $531,000 | -5.0% | 15,651 | +0.5% | 0.13% | -7.2% |
| UL | Buy | UNILEVER PLCadr | $525,000 | +15.9% | 10,950 | +9.1% | 0.13% | +13.4% |
| BK | Sell | BANK OF NEW YORKMELLON CORP | $524,000 | -22.7% | 13,497 | -26.6% | 0.13% | -24.4% |
| WASH | Buy | WASHINGTON TRBANCORP INC | $513,000 | +7.1% | 13,528 | +5.5% | 0.12% | +4.2% |
| SYY | Sell | SYSCO CORP | $514,000 | +3.4% | 10,125 | -4.8% | 0.12% | +0.8% |
| PGF | Buy | POWERSHARES EXCHANGETRADED FD TRFINL PFD PORTFOLIOetf | $504,000 | +3.3% | 26,238 | +1.1% | 0.12% | +0.8% |
| DHR | Sell | DANAHER CORP | $506,000 | +5.6% | 5,012 | -0.8% | 0.12% | +2.5% |
| IYH | ISHARES TR U SHEALTHCARE ETFetf | $500,000 | +5.5% | 3,371 | 0.0% | 0.12% | +3.4% | |
| APD | Sell | AIR PRODS & CHEMSINC | $500,000 | -9.1% | 3,519 | -7.9% | 0.12% | -11.0% |
| ESRX | Sell | EXPRESS SCRIPTSHLDG CO | $495,000 | -19.8% | 6,526 | -27.4% | 0.12% | -21.6% |
| UN | Buy | UNILEVER NV | $498,000 | +77.9% | 10,617 | +69.5% | 0.12% | +73.9% |
| TJX | Sell | TJX COMPANIES INC | $497,000 | -30.7% | 6,432 | -29.7% | 0.12% | -32.6% |
| MMP | Sell | MAGELLAN MIDSTREAMPARTNERS LPlp | $494,000 | +0.4% | 6,497 | -9.2% | 0.12% | -1.6% |
| YUM | YUM BRANDS INC | $493,000 | +1.4% | 5,943 | 0.0% | 0.12% | -0.8% | |
| UPS | Sell | UNITED PARCEL SVCINC | $478,000 | -10.8% | 4,435 | -12.7% | 0.12% | -12.8% |
| VLO | Sell | VALERO ENERGY CORP | $480,000 | -23.0% | 9,410 | -3.1% | 0.12% | -24.7% |
| ES | Buy | EVERSOURCE ENERGY | $474,000 | +3.9% | 7,913 | +1.2% | 0.12% | +1.8% |
| AGR | AVANGRID INC | $472,000 | +14.8% | 10,255 | 0.0% | 0.11% | +11.8% | |
| BLK | Sell | BLACKROCK INC | $468,000 | -7.9% | 1,366 | -8.3% | 0.11% | -10.3% |
| DEO | Sell | DIAGEO PLCadr | $466,000 | +1.3% | 4,131 | -3.2% | 0.11% | -0.9% |
| ORCL | Buy | ORACLE CORP | $468,000 | +2.0% | 11,437 | +1.9% | 0.11% | -0.9% |
| SNY | Sell | SANOFIadr | $458,000 | -1.5% | 10,940 | -5.5% | 0.11% | -3.5% |
| IYW | ISHARESUS TECHNOLOGY ETFetf | $458,000 | -3.0% | 4,351 | 0.0% | 0.11% | -5.1% | |
| NQS | Sell | NUVEEN SELECTQUALITY MUNI FUNDINC | $451,000 | -0.9% | 29,060 | -6.4% | 0.11% | -3.5% |
| VFC | Sell | V F CORP | $449,000 | -30.4% | 7,308 | -26.6% | 0.11% | -31.9% |
| ITW | Sell | ILLINOIS TOOL WORKSINC | $449,000 | -8.4% | 4,309 | -9.9% | 0.11% | -9.9% |
| OXY | Buy | OCCIDENTAL PETE CORP | $441,000 | +10.5% | 5,830 | +0.1% | 0.11% | +8.1% |
| XLG | RYDEX ETF TRGUGGENHEIM RUSSELLetf | $443,000 | +1.6% | 3,000 | 0.0% | 0.11% | -0.9% | |
| AIG | Sell | AMERICAN INTL GROUPINC COM NEW | $435,000 | -34.0% | 8,217 | -32.6% | 0.10% | -35.6% |
| KKR | Sell | KKR & COltd part | $434,000 | -23.9% | 35,164 | -9.3% | 0.10% | -25.5% |
| RAI | Sell | REYNOLDS AMERN INC | $430,000 | -11.5% | 7,974 | -17.4% | 0.10% | -13.3% |
| MA | Sell | MASTERCARD INC CL A | $429,000 | -24.3% | 4,869 | -18.8% | 0.10% | -25.7% |
| MET | Sell | METLIFE INC | $430,000 | -21.2% | 10,805 | -13.1% | 0.10% | -23.0% |
| BUD | Buy | ANHEUSER BUSCH INBEVSA NVadr | $430,000 | +5.9% | 3,263 | +0.1% | 0.10% | +3.0% |
| ACN | ACCENTURE PLCIRELAND | $416,000 | -1.9% | 3,671 | 0.0% | 0.10% | -3.8% | |
| NVO | Sell | NOVO NORDISK A.S.adr | $410,000 | -27.0% | 7,630 | -26.5% | 0.10% | -28.8% |
| MELI | Sell | MERCADOLIBRE INC | $405,000 | 0.0% | 2,880 | -16.2% | 0.10% | -2.0% |
| GSK | Sell | GLAXOSMITHKLINE PLCadr | $399,000 | -1.7% | 9,217 | -7.9% | 0.10% | -4.0% |
| IDV | New | ISHARES TR INTL SEL DIVetf | $403,000 | – | 14,074 | +100.0% | 0.10% | – |
| WM | Sell | WASTE MGMT INC | $400,000 | +8.1% | 6,029 | -3.8% | 0.10% | +5.4% |
| DBL | Buy | DOUBLELINE OPPTY | $402,000 | +24.1% | 21,900 | +13.6% | 0.10% | +21.2% |
| CSAL | Sell | COMMUNICATIONS SALES & LEAS INC | $402,000 | +22.9% | 13,894 | -5.4% | 0.10% | +19.8% |
| PBCT | Buy | PEOPLES UTD FINL INC | $397,000 | +0.8% | 27,085 | +9.4% | 0.10% | -2.0% |
| SPNC | Sell | SPECTRANETICS CORP | $392,000 | +14.6% | 20,936 | -11.2% | 0.10% | +11.8% |
| HSY | HERSHEY CO | $393,000 | +23.2% | 3,465 | 0.0% | 0.10% | +20.3% | |
| EFA | Buy | ISHARES TR MSCI EAFEETFetf | $391,000 | +4.8% | 7,000 | +7.2% | 0.10% | +3.3% |
| DLS | New | WISDOM TREE INTL SMALL CAP DIVetf | $393,000 | – | 7,007 | +100.0% | 0.10% | – |
| VB | Sell | VANGUARD SMALL CAPetf | $387,000 | +3.2% | 3,348 | -0.5% | 0.09% | +1.1% |
| SCHW | Buy | SCHWAB CHARLES CORP | $390,000 | -2.7% | 15,428 | +7.7% | 0.09% | -5.1% |
| ETN | Buy | EATON CORP | $389,000 | -4.4% | 6,518 | +0.1% | 0.09% | -6.9% |
| ALL | ALLSTATE CORP | $386,000 | +3.8% | 5,523 | 0.0% | 0.09% | +1.1% | |
| CBI | Sell | CHICAGO BRIDGE &IRON CO | $384,000 | -8.6% | 11,075 | -3.5% | 0.09% | -10.6% |
| PX | Sell | PRAXAIR INC | $385,000 | -12.1% | 3,424 | -10.5% | 0.09% | -13.9% |
| XLF | Sell | SELECT SECTOR SPDRTR FINANCIALetf | $380,000 | -47.4% | 16,636 | -48.3% | 0.09% | -48.6% |
| CLX | Sell | CLOROX CO | $379,000 | +5.0% | 2,742 | -4.1% | 0.09% | +3.4% |
| STZ | Sell | CONSTELLATION BRANDSINC | $376,000 | +0.5% | 2,275 | -8.1% | 0.09% | -2.2% |
| MDY | Sell | SPDR S&P MIDCAP400 ETFetf | $377,000 | +0.3% | 1,386 | -3.2% | 0.09% | -2.2% |
| VEA | New | VANGUARD DEVELOPED MARKETSetf | $374,000 | – | 10,565 | +100.0% | 0.09% | – |
| MAR | Sell | MARRIOTT INTL INC | $368,000 | -17.5% | 5,531 | -11.7% | 0.09% | -19.1% |
| VKI | Sell | INVESCO ADVANTAGEMUN INC TR | $367,000 | +2.2% | 27,522 | -5.1% | 0.09% | 0.0% |
| CRM | SALESFORCE.COM INC | $366,000 | +7.6% | 4,605 | 0.0% | 0.09% | +6.0% | |
| AGN | Buy | ALLERGAN PLC | $365,000 | +8.3% | 1,580 | +25.8% | 0.09% | +6.0% |
| MS | MORGAN STANLEY | $351,000 | +3.8% | 13,505 | 0.0% | 0.08% | +1.2% | |
| DOW | Sell | DOW CHEM CO | $346,000 | -13.3% | 6,964 | -11.1% | 0.08% | -15.2% |
| ED | Buy | CONSOLIDATED EDISONINC | $349,000 | +5.1% | 4,338 | +0.0% | 0.08% | +2.4% |
| VOO | New | VANGUARD INDEX S&P 500etf | $348,000 | – | 1,810 | +100.0% | 0.08% | – |
| UAA | Buy | UNDER ARMOUR INC | $346,000 | -42.1% | 8,620 | +22.4% | 0.08% | -43.2% |
| HEDJ | Sell | WISDOMTREE TR EUROPE HEDGEetf | $338,000 | -17.0% | 6,684 | -14.7% | 0.08% | -18.8% |
| TWX | Buy | TIME WARNER INC | $338,000 | +13.0% | 4,590 | +11.3% | 0.08% | +10.8% |
| IRM | IRON MTN INC | $335,000 | +17.5% | 8,405 | 0.0% | 0.08% | +14.1% | |
| KAMN | KAMAN CORP | $334,000 | -0.3% | 7,845 | 0.0% | 0.08% | -2.4% | |
| GM | Buy | GENERAL MOTORS | $332,000 | -7.3% | 11,725 | +2.8% | 0.08% | -10.1% |
| TSLA | Buy | TESLA MTRS INC | $326,000 | +12.4% | 1,535 | +21.8% | 0.08% | +9.7% |
| IXN | ISHARES TR GLOBALTECH ETFetf | $321,000 | -2.7% | 3,300 | 0.0% | 0.08% | -4.9% | |
| BXMT | New | BLACKSTONE MTG TR | $314,000 | – | 11,350 | +100.0% | 0.08% | – |
| PID | Sell | POWERSHARESEXCHANGE-TRADED FDTR INTL DIVIDACHIEVERS PORTFOLIOetf | $314,000 | -10.8% | 22,280 | -12.2% | 0.08% | -12.6% |
| DTE | Buy | DTE ENERGY CO | $314,000 | +9.4% | 3,172 | +0.1% | 0.08% | +7.0% |
| RTN | Sell | RAYTHEON CO | $315,000 | +6.1% | 2,318 | -4.1% | 0.08% | +2.7% |
| KTF | Sell | DEUTSCHE MUN INC TR | $316,000 | +0.3% | 21,900 | -2.9% | 0.08% | -2.6% |
| VOD | VODAFONE GROUP PLCadr | $316,000 | -3.7% | 10,236 | 0.0% | 0.08% | -6.2% | |
| VUG | VANGUARD INDEX GROWTHetf | $309,000 | +0.7% | 2,886 | 0.0% | 0.08% | -1.3% | |
| AEP | AMERICAN ELECTRICPOWER CO | $311,000 | +5.4% | 4,440 | 0.0% | 0.08% | +2.7% | |
| DON | Buy | WISDOMTREE TR MIDCAPDIVID FDetf | $309,000 | +5.5% | 3,455 | +1.6% | 0.08% | +2.7% |
| GWW | GRAINGER WW INC | $307,000 | -2.5% | 1,350 | 0.0% | 0.07% | -5.1% | |
| EMC | Sell | EMC CORP | $300,000 | -20.6% | 11,052 | -22.2% | 0.07% | -22.3% |
| BEN | Buy | FRANKLIN RESOURCESINC | $292,000 | -13.4% | 8,759 | +1.6% | 0.07% | -14.5% |
| EXC | Buy | EXELON CORP | $295,000 | +5.0% | 8,118 | +3.6% | 0.07% | +1.4% |
| D | Buy | DOMINION RES INC | $285,000 | +4.4% | 3,662 | +0.9% | 0.07% | +1.5% |
| APA | Buy | APACHE CORP | $286,000 | +13.9% | 5,134 | +0.0% | 0.07% | +11.3% |
| EMN | Buy | EASTMAN CHEM CO | $285,000 | -5.9% | 4,197 | +0.0% | 0.07% | -8.0% |
| HAL | Sell | HALLIBURTON CO | $283,000 | -16.8% | 6,255 | -34.2% | 0.07% | -19.0% |
| BP | Sell | BP PLCadr | $281,000 | -8.5% | 7,908 | -22.2% | 0.07% | -10.5% |
| AMT | Buy | AMERICAN TOWER REIT | $279,000 | +11.2% | 2,452 | +0.1% | 0.07% | +8.1% |
| K | KELLOGG CO | $276,000 | +7.0% | 3,375 | 0.0% | 0.07% | +4.7% | |
| DSM | Sell | DREYFUS STRATEGICMUN BD FD INC | $274,000 | -0.7% | 30,217 | -6.9% | 0.07% | -2.9% |
| FBHS | Buy | FORTUNE BRANDS HOMES & SEC INC | $269,000 | +3.5% | 4,644 | +0.1% | 0.06% | +1.6% |
| PEG | PUBLIC SVC ENTERPRISE GRP INC | $269,000 | -1.1% | 5,775 | 0.0% | 0.06% | -3.0% | |
| ARCC | Buy | ARES CAP CORP | $269,000 | -3.2% | 18,975 | +1.3% | 0.06% | -5.8% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX FTSE EURetf | $260,000 | 0.0% | 5,575 | +4.2% | 0.06% | -1.6% |
| IYJ | ISHARES TR USINDUSTRIALS ETFetf | $262,000 | +2.7% | 2,386 | 0.0% | 0.06% | 0.0% | |
| JCI | Buy | JOHNSON CTLS INC | $259,000 | +13.6% | 5,856 | +0.0% | 0.06% | +12.5% |
| BWA | BORGWARNER | $259,000 | -23.4% | 8,790 | 0.0% | 0.06% | -25.0% | |
| RPG | RYDEX ETF TRGUGGENHEIM S&P 500 PURE GROWTHetf | $255,000 | +1.6% | 3,157 | 0.0% | 0.06% | 0.0% | |
| DVA | Sell | DAVITA HEALTHCAREPARTNERS INC | $258,000 | +1.2% | 3,337 | -4.0% | 0.06% | -1.6% |
| VTN | INVESCO TR INVT GRADNEW YORK MUNS | $251,000 | +6.8% | 15,286 | 0.0% | 0.06% | +5.2% | |
| PPL | Buy | PPL CORP | $246,000 | -0.4% | 6,526 | +0.5% | 0.06% | -1.6% |
| HAIN | HAIN CELESTIAL GROUPINC | $249,000 | +21.5% | 5,000 | 0.0% | 0.06% | +17.6% | |
| ORLY | Sell | O REILLYAUTOMOTIVE INC | $236,000 | -15.7% | 872 | -14.7% | 0.06% | -17.4% |
| WEC | WEC ENERGY GRP | $234,000 | +8.8% | 3,578 | 0.0% | 0.06% | +7.5% | |
| NDSN | New | NORDSON CORP | $234,000 | – | 2,800 | +100.0% | 0.06% | – |
| CDK | Sell | CDK GLOBAL INC | $233,000 | +10.4% | 4,190 | -7.4% | 0.06% | +7.7% |
| GDXJ | New | VANECK VECTORS JR GOLDetf | $233,000 | – | 5,475 | +100.0% | 0.06% | – |
| CSX | Sell | CSX CORPORATION | $232,000 | -17.1% | 8,891 | -18.3% | 0.06% | -18.8% |
| MCK | New | MCKESSON CORP | $227,000 | – | 1,214 | +100.0% | 0.06% | – |
| MHD | BLACKROCK MUN HOLDINGS FD INC | $227,000 | +4.6% | 12,000 | 0.0% | 0.06% | +1.9% | |
| MSKCL | Buy | MORGAN STANLEY CAPTR VIII | $227,000 | +2.3% | 8,945 | +3.4% | 0.06% | 0.0% |
| ROST | ROSS STORES INC | $227,000 | -2.2% | 4,000 | 0.0% | 0.06% | -3.5% | |
| FISV | FISERV INC | $223,000 | +6.2% | 2,052 | 0.0% | 0.05% | +3.8% | |
| PSEC | Buy | PROSPECT CAP CORP | $225,000 | +9.2% | 28,742 | +1.4% | 0.05% | +5.9% |
| HCP | HCP INC | $218,000 | +9.0% | 6,150 | 0.0% | 0.05% | +6.0% | |
| MUNI | New | PIMCO INTERMUN BDetf | $220,000 | – | 4,000 | +100.0% | 0.05% | – |
| DIA | SPDR DOW JONES INDL AVGetf | $212,000 | +1.4% | 1,182 | 0.0% | 0.05% | -1.9% | |
| DE | Sell | DEERE & CO | $209,000 | -24.0% | 2,579 | -27.7% | 0.05% | -25.0% |
| TE | Buy | TECO ENERGY INC | $209,000 | +0.5% | 7,572 | +0.1% | 0.05% | -1.9% |
| MIC | Sell | MACQUARIEINFRASTRUCTURE | $208,000 | -52.6% | 2,813 | -56.8% | 0.05% | -54.1% |
| IP | Sell | INTERNATIONAL PAPERCO | $206,000 | -6.4% | 4,864 | -9.2% | 0.05% | -7.4% |
| DAL | Sell | DELTA AIRLINES INC | $207,000 | -39.5% | 5,677 | -19.2% | 0.05% | -41.2% |
| NRK | NUVEEN NEW YORK AMT-FREE MUN INCOME FD | $206,000 | +6.2% | 14,441 | 0.0% | 0.05% | +4.2% | |
| HSIC | New | HENRY SCHEIN INC | $203,000 | – | 1,150 | +100.0% | 0.05% | – |
| IJK | Sell | ISHARES TR S&PMIDCAP 400 GROWTHETFetf | $201,000 | -19.3% | 1,191 | -22.4% | 0.05% | -21.0% |
| LOW | Sell | LOWES COS INC | $201,000 | -6.9% | 2,543 | -10.9% | 0.05% | -7.5% |
| MOO | New | VANECK VECTORS AGRIBUSINESSetf | $202,000 | – | 4,200 | +100.0% | 0.05% | – |
| GNTX | New | GENTEX CORP | $190,000 | – | 12,300 | +100.0% | 0.05% | – |
| MMU | WESTERN ASSET MANAGED MUNI FD | $189,000 | +1.6% | 12,444 | 0.0% | 0.05% | 0.0% | |
| BFK | Sell | BLACKROCK MUN INC TRsh ben int | $188,000 | -11.3% | 11,900 | -14.4% | 0.04% | -15.1% |
| BWP | BOARDWALK PIPELINEPARTNERS LPltd part | $188,000 | +19.0% | 10,750 | 0.0% | 0.04% | +15.4% | |
| CWCO | CONSOLIDATED WATERCO | $185,000 | +7.6% | 14,159 | 0.0% | 0.04% | +4.7% | |
| VKQ | INVESCO MUN TR | $179,000 | +6.5% | 12,600 | 0.0% | 0.04% | +2.4% | |
| LEO | Sell | DREYFUS STRATEGICMUNS INC | $169,000 | -5.1% | 17,800 | -10.4% | 0.04% | -6.8% |
| ICCC | IMMUCELL CORP | $164,000 | +0.6% | 23,776 | 0.0% | 0.04% | 0.0% | |
| VMO | INVESCO TR MUN OPPTY | $149,000 | +6.4% | 10,025 | 0.0% | 0.04% | +2.9% | |
| CXH | MFS INVT GRADE MUN TRsh ben int | $120,000 | +3.4% | 11,380 | 0.0% | 0.03% | 0.0% | |
| TWO | TWO HBRS INVT CORP | $116,000 | +7.4% | 13,600 | 0.0% | 0.03% | +3.7% | |
| PHK | Sell | PIMCO HIGH INCOME FD | $103,000 | +6.2% | 10,546 | -3.4% | 0.02% | +4.2% |
| PNNT | New | PENNANT PARK INVT CORP | $104,000 | – | 15,300 | +100.0% | 0.02% | – |
| FSC | Sell | FIFTH STREET FINANCE CORP | $79,000 | -24.0% | 16,220 | -21.3% | 0.02% | -26.9% |
| IF | New | ABERDEEN INDONESIA FD | $75,000 | – | 12,196 | +100.0% | 0.02% | – |
| AINV | Sell | APOLLO INVT CORP | $66,000 | -42.6% | 12,000 | -42.2% | 0.02% | -42.9% |
| TNK | Buy | TEEKAY TANKERS LTDCL A | $43,000 | -18.9% | 14,436 | +0.6% | 0.01% | -23.1% |
| SNMX | New | SENOMYX INC | $33,000 | – | 12,000 | +100.0% | 0.01% | – |
| WIN | Exit | WINDSTREAM HLDGS INC | $0 | – | -12,063 | -100.0% | -0.02% | – |
| ETW | Exit | EATON VANCE TAXMANAGED | $0 | – | -10,000 | -100.0% | -0.03% | – |
| PTY | Exit | PIMCO CORP | $0 | – | -10,300 | -100.0% | -0.04% | – |
| CERN | Exit | CERNER CORP | $0 | – | -3,650 | -100.0% | -0.05% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -1,234 | -100.0% | -0.05% | – |
| TWC | Exit | TIME WARNER CABLE INC | $0 | – | -1,000 | -100.0% | -0.05% | – |
| IVW | Exit | ISHARES S & P 500 GRWTetf | $0 | – | -1,774 | -100.0% | -0.05% | – |
| IWF | Exit | ISHARES TR RUS1000 GROWetf | $0 | – | -2,077 | -100.0% | -0.05% | – |
| AWR | Exit | AMRICAN STS WTR CO | $0 | – | -5,355 | -100.0% | -0.05% | – |
| TSM | Exit | TAIWAN SEMICONDUCTORMFG COadr | $0 | – | -7,956 | -100.0% | -0.05% | – |
| VO | Exit | VANGUARD INDEX MID-CAPetf | $0 | – | -1,760 | -100.0% | -0.05% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -1,172 | -100.0% | -0.05% | – |
| CP | Exit | CANADIAN PAC RY LTD | $0 | – | -1,650 | -100.0% | -0.05% | – |
| IHE | Exit | ISHARES TR USPHARMACEUTICALS ETFetf | $0 | – | -1,630 | -100.0% | -0.06% | – |
| SBRA | Exit | SABRA HEALTH CAREREIT INC | $0 | – | -11,081 | -100.0% | -0.06% | – |
| WHR | Exit | WHIRLPOOL CORP | $0 | – | -1,315 | -100.0% | -0.06% | – |
| IHF | Exit | ISHARES TR US HLTHCR PRetf | $0 | – | -1,967 | -100.0% | -0.06% | – |
| LYB | Exit | LYONDELLBASELL IND | $0 | – | -2,803 | -100.0% | -0.06% | – |
| KRE | Exit | SPDR SER TR S&P REGLBKGetf | $0 | – | -6,925 | -100.0% | -0.06% | – |
| BFB | Exit | BROWN FORMAN CORP | $0 | – | -2,977 | -100.0% | -0.07% | – |
| ATHN | Exit | ATHENAHEALTH INC | $0 | – | -3,010 | -100.0% | -0.10% | – |
| IBB | Exit | ISHARES TR NASDAQBIOTECHNOLOGY ETFetf | $0 | – | -1,813 | -100.0% | -0.12% | – |
| RJF | Exit | RAYMOND JAMES FINLINC | $0 | – | -18,964 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-07-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 6.3% |
| EXXON MOBIL CORP COM | 42 | Q3 2023 | 6.8% |
| COMPASS DIVERSIFIED HOLDINGS | 42 | Q3 2023 | 5.9% |
| JOHNSON & JOHNSONCOM | 42 | Q3 2023 | 3.5% |
| PFIZER INC COM | 42 | Q3 2023 | 3.6% |
| MICROSOFT CORPCOM | 42 | Q3 2023 | 3.4% |
| PROCTER & GAMBLE COCOM | 42 | Q3 2023 | 2.5% |
| AMAZON INC | 42 | Q3 2023 | 3.9% |
| BERKSHIRE HATHAWAYINC DEL CL A | 42 | Q3 2023 | 2.2% |
| BERKSHIRE HATHAWAYINC DEL CL B NEW | 42 | Q3 2023 | 1.8% |
View Essex Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-01 |
| 13F-HR/A | 2022-04-21 |
| 13F-HR | 2022-04-21 |
View Essex Financial Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.