| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 12 | Q2 2024 | 6.7% |
| VANGUARD SCOTTSDALE FDS | 12 | Q2 2024 | 9.3% |
| FIRST TR EXCH TRADED FD III | 12 | Q2 2024 | 5.6% |
| GOLDMAN SACHS GROUP INC | 12 | Q2 2024 | 2.8% |
| SCHWAB STRATEGIC TR | 12 | Q2 2024 | 3.6% |
| SCHWAB STRATEGIC TR | 12 | Q2 2024 | 3.1% |
| SELECT SECTOR SPDR TR | 12 | Q2 2024 | 5.2% |
| J P MORGAN EXCHANGE-TRADED F | 12 | Q2 2024 | 3.6% |
| SCHWAB STRATEGIC TR | 12 | Q2 2024 | 3.2% |
| SCHWAB STRATEGIC TR | 12 | Q2 2024 | 2.2% |
View Essex LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-16 |
| 13F-HR/A | 2023-07-31 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-07 |
View Essex 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.