Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 19 | Q2 2024 | 20.3% |
ISHARES TR | 19 | Q2 2024 | 14.3% |
VANGUARD WORLD FDS | 19 | Q2 2024 | 7.8% |
ISHARES TR | 19 | Q2 2024 | 8.6% |
ISHARES TR | 19 | Q2 2024 | 6.0% |
SSGA ACTIVE ETF TR | 19 | Q2 2024 | 8.3% |
APPLE INC | 19 | Q2 2024 | 4.6% |
INVESCO EXCHANGE TRADED FD T | 19 | Q2 2024 | 3.8% |
SPDR SER TR | 19 | Q2 2024 | 10.1% |
SPDR S&P 500 ETF TR | 19 | Q2 2024 | 2.5% |
View Essex Private Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-20 |
13F-HR | 2024-07-22 |
13F-HR | 2024-04-22 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-31 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-11 |
View Essex Private Wealth Management, LLC'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.