$331 Million is the total value of Essex LLC's 149 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 11.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SJNK | Buy | SPDR SER TRbloomberg sht te | $21,167,911 | +6.9% | 873,264 | +4.9% | 6.40% | -1.9% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $18,843,993 | +30.8% | 250,618 | +29.2% | 5.70% | +20.0% |
| FPEI | Sell | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $16,101,576 | -4.7% | 904,075 | -8.2% | 4.87% | -12.5% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $9,332,259 | +18.4% | 27,178 | +1.0% | 2.82% | +8.6% |
| PGHY | Sell | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $7,790,231 | -7.4% | 405,530 | -8.7% | 2.36% | -15.0% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $7,137,008 | -34.2% | 142,370 | -34.2% | 2.16% | -39.6% |
| DE | Sell | DEERE & CO | $6,673,888 | +25.4% | 15,566 | -2.3% | 2.02% | +15.1% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $6,565,143 | +6.7% | 162,062 | -0.4% | 1.98% | -2.1% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $6,501,335 | +9.3% | 143,994 | +2.5% | 1.96% | +0.3% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $6,493,445 | -12.8% | 158,803 | -14.8% | 1.96% | -19.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $6,064,285 | +15.5% | 188,273 | +0.8% | 1.83% | +6.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $5,648,626 | +8.9% | 86,094 | +0.4% | 1.71% | -0.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $5,605,753 | +8.2% | 31,734 | +0.0% | 1.69% | -0.8% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $5,546,828 | -10.3% | 205,286 | -13.0% | 1.68% | -17.7% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $5,533,718 | +36.6% | 329,388 | +35.8% | 1.67% | +25.4% |
| VRSN | Sell | VERISIGN INC | $5,430,601 | +18.0% | 26,434 | -0.2% | 1.64% | +8.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $5,328,272 | +30.3% | 42,818 | +24.4% | 1.61% | +19.6% |
| IYW | Buy | ISHARES TRu.s. tech etf | $4,893,770 | +19.6% | 65,697 | +17.8% | 1.48% | +9.7% |
| DTEC | Sell | ALPS ETF TRdisruptive tech | $4,804,593 | +4.8% | 144,586 | -0.7% | 1.45% | -3.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,787,539 | +32.2% | 35,701 | +3.0% | 1.45% | +21.3% |
| PEP | Sell | PEPSICO INC | $4,475,654 | +9.7% | 24,774 | -0.8% | 1.35% | +0.7% |
| SBUX | Buy | STARBUCKS CORP | $4,470,123 | +20.3% | 45,062 | +2.1% | 1.35% | +10.4% |
| HON | Buy | HONEYWELL INTL INC | $4,330,857 | +30.7% | 20,209 | +1.8% | 1.31% | +19.9% |
| MSFT | Buy | MICROSOFT CORP | $4,208,118 | +11.9% | 17,547 | +8.7% | 1.27% | +2.7% |
| MLPX | Sell | GLOBAL X FDSglb x mlp enrg i | $4,125,849 | -2.4% | 101,223 | -10.3% | 1.25% | -10.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,974,737 | +18.1% | 26,226 | -1.6% | 1.20% | +8.4% |
| AAPL | Sell | APPLE INC | $3,761,381 | -10.8% | 28,949 | -5.1% | 1.14% | -18.1% |
| MRK | Sell | MERCK & CO INC | $3,497,322 | +27.5% | 31,522 | -1.0% | 1.06% | +17.1% |
| GD | Buy | GENERAL DYNAMICS CORP | $3,468,826 | +17.6% | 13,981 | +0.6% | 1.05% | +8.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,446,228 | +28.5% | 34,148 | +4.2% | 1.04% | +18.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $3,412,198 | +12.4% | 20,620 | +1.4% | 1.03% | +3.1% |
| PFE | Buy | PFIZER INC | $3,368,346 | +19.4% | 65,737 | +2.0% | 1.02% | +9.6% |
| IYH | Sell | ISHARES TRus hlthcare etf | $3,353,168 | +11.5% | 11,819 | -0.5% | 1.01% | +2.4% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $3,272,051 | +21.9% | 50,518 | +19.3% | 0.99% | +11.9% |
| EMR | Buy | EMERSON ELEC CO | $3,188,775 | +34.5% | 33,196 | +2.5% | 0.96% | +23.4% |
| LIN | Sell | LINDE PLC | $3,072,094 | +19.3% | 9,418 | -1.4% | 0.93% | +9.6% |
| BUG | Sell | GLOBAL X FDScybrscurty etf | $3,056,247 | -13.9% | 147,289 | -0.3% | 0.92% | -21.0% |
| CSCO | Buy | CISCO SYS INC | $3,019,494 | +23.0% | 63,381 | +3.3% | 0.91% | +13.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,914,667 | +7.2% | 7,586 | +0.1% | 0.88% | -1.6% |
| IDU | Sell | ISHARES TRu.s. utilits etf | $2,777,328 | +0.3% | 32,093 | -6.0% | 0.84% | -8.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $2,691,980 | +82.0% | 29,540 | +70.4% | 0.81% | +67.1% |
| EXC | Sell | EXELON CORP | $2,684,583 | +13.5% | 62,100 | -1.7% | 0.81% | +4.1% |
| XBI | Sell | SPDR SER TRs&p biotech | $2,516,030 | +4.6% | 30,314 | -0.0% | 0.76% | -3.9% |
| DIS | Sell | DISNEY WALT CO | $2,515,881 | -14.6% | 28,958 | -7.3% | 0.76% | -21.7% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,508,128 | -8.1% | 28,267 | -0.4% | 0.76% | -15.7% |
| XOM | Sell | EXXON MOBIL CORP | $2,268,847 | +17.1% | 20,570 | -7.3% | 0.69% | +7.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,212,279 | -0.4% | 25,074 | +8.0% | 0.67% | -8.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $2,141,158 | -23.5% | 30,064 | -7.5% | 0.65% | -29.8% |
| SO | Sell | SOUTHERN CO | $2,104,738 | +3.2% | 29,474 | -1.7% | 0.64% | -5.4% |
| FINX | Sell | GLOBAL X FDSfintech etf | $2,070,241 | -14.6% | 107,545 | -10.1% | 0.63% | -21.7% |
| IYF | Sell | ISHARES TRu.s. finls etf | $2,031,728 | +11.3% | 26,921 | -0.4% | 0.61% | +2.2% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $2,027,732 | +6.7% | 45,252 | -0.0% | 0.61% | -2.1% |
| IYK | Sell | ISHARES TRus consm staples | $1,956,219 | +10.0% | 9,647 | -2.5% | 0.59% | +0.9% |
| IYJ | Buy | ISHARES TRus industrials | $1,915,117 | +16.6% | 19,854 | +1.2% | 0.58% | +7.0% |
| TMDI | Buy | TITAN MED INC | $1,887,757 | +77.4% | 2,857,640 | +20.9% | 0.57% | +63.1% |
| Sell | GENERAL ELECTRIC CO | $1,855,719 | +31.9% | 22,147 | -2.6% | 0.56% | +21.2% | |
| BXP | Sell | BOSTON PROPERTIES INC | $1,811,682 | -14.5% | 26,808 | -5.2% | 0.55% | -21.5% |
| WM | Sell | WASTE MGMT INC DEL | $1,792,511 | -6.7% | 11,426 | -4.8% | 0.54% | -14.4% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $1,785,636 | +11.3% | 17,715 | -0.6% | 0.54% | +2.1% |
| ED | Sell | CONSOLIDATED EDISON INC | $1,759,589 | +6.5% | 18,459 | -4.2% | 0.53% | -2.2% |
| KMI | Sell | KINDER MORGAN INC DEL | $1,749,511 | +2.0% | 96,765 | -6.1% | 0.53% | -6.4% |
| NVDA | Buy | NVIDIA CORPORATION | $1,690,727 | +570.9% | 11,569 | +457.8% | 0.51% | +515.7% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,623,706 | +23.8% | 16,533 | +4.4% | 0.49% | +13.7% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,624,494 | +11.5% | 11,958 | -0.6% | 0.49% | +2.3% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,547,178 | -20.6% | 32,634 | -20.7% | 0.47% | -27.1% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,512,340 | +10.1% | 17,290 | -9.4% | 0.46% | +0.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,408,363 | +39.9% | 9,996 | +17.9% | 0.43% | +28.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,368,718 | +7.4% | 35,113 | +0.5% | 0.41% | -1.4% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,357,293 | -23.0% | 34,856 | -24.2% | 0.41% | -29.3% |
| RIG | Sell | TRANSOCEAN LTD | $1,356,454 | +76.2% | 297,468 | -4.6% | 0.41% | +61.4% |
| KOMP | Sell | SPDR SER TRs&p kensho new | $1,244,884 | -5.9% | 31,580 | -7.9% | 0.38% | -13.8% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,229,251 | +14.9% | 35,943 | +2.0% | 0.37% | +5.7% |
| IYM | Sell | ISHARES TRu.s. bas mtl etf | $1,232,104 | +14.5% | 9,875 | -0.8% | 0.37% | +5.1% |
| VALE | Sell | VALE S Asponsored ads | $1,213,134 | +23.2% | 71,487 | -3.3% | 0.37% | +13.3% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,204,069 | +51.1% | 25,090 | +50.7% | 0.36% | +38.4% |
| AMZN | Buy | AMAZON COM INC | $1,186,301 | -20.3% | 14,123 | +7.2% | 0.36% | -26.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,100,645 | -3.8% | 15,269 | -5.1% | 0.33% | -11.7% |
| DD | Buy | DUPONT DE NEMOURS INC | $1,086,550 | +37.2% | 15,832 | +0.7% | 0.33% | +25.7% |
| SCHJ | New | SCHWAB STRATEGIC TR1 5yr corp bd | $1,002,508 | – | 21,380 | +100.0% | 0.30% | – |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $995,839 | +14.1% | 13,358 | +2.1% | 0.30% | +4.5% |
| T | Buy | AT&T INC | $992,730 | +20.9% | 53,923 | +0.7% | 0.30% | +11.1% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $991,432 | -5.6% | 7,676 | +4.1% | 0.30% | -13.3% |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $977,134 | – | 12,980 | +100.0% | 0.30% | – |
| PINS | Buy | PINTEREST INCcl a | $956,268 | +8.4% | 39,385 | +4.1% | 0.29% | -0.3% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $954,773 | +11.1% | 38,530 | +5.1% | 0.29% | +2.1% |
| CTVA | Sell | CORTEVA INC | $930,487 | -2.8% | 15,830 | -5.5% | 0.28% | -10.8% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $912,166 | -4.4% | 15,346 | -4.6% | 0.28% | -12.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $911,255 | +16.7% | 2,950 | +0.9% | 0.28% | +7.0% |
| DOW | Sell | DOW INC | $783,665 | +14.2% | 15,552 | -0.4% | 0.24% | +4.9% |
| DOCU | Sell | DOCUSIGN INC | $694,246 | +0.5% | 12,527 | -3.0% | 0.21% | -7.9% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $689,116 | +16.0% | 8,871 | +1.5% | 0.21% | +6.1% |
| LLY | Sell | LILLY ELI & CO | $677,401 | -17.1% | 1,852 | -26.7% | 0.20% | -23.8% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $674,721 | -2.8% | 12,144 | -2.4% | 0.20% | -10.9% |
| UNP | Buy | UNION PAC CORP | $644,870 | +7.7% | 3,114 | +1.3% | 0.20% | -1.0% |
| ABBV | Buy | ABBVIE INC | $635,607 | +23.4% | 3,933 | +2.4% | 0.19% | +12.9% |
| CVS | Sell | CVS HEALTH CORP | $585,813 | -4.4% | 6,286 | -2.3% | 0.18% | -12.4% |
| IBB | Buy | ISHARES TRishares biotech | $561,133 | +13.1% | 4,274 | +0.7% | 0.17% | +4.3% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $529,692 | +3.1% | 3,151 | -11.3% | 0.16% | -5.3% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $530,795 | +12.5% | 7,529 | +4.5% | 0.16% | +3.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $502,733 | +19.4% | 1,446 | -2.4% | 0.15% | +9.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $488,913 | -1.4% | 1,071 | +1.9% | 0.15% | -9.2% |
| SOXX | New | ISHARES TRishares semicdtr | $473,253 | – | 1,360 | +100.0% | 0.14% | – |
| FB | Sell | META PLATFORMS INCcl a | $466,781 | -14.2% | 3,879 | -3.2% | 0.14% | -21.2% |
| NFLX | NETFLIX INC | $461,609 | +25.1% | 1,565 | 0.0% | 0.14% | +14.8% | |
| WY | Sell | WEYERHAEUSER CO MTN BE | $452,910 | +5.1% | 14,610 | -3.2% | 0.14% | -3.5% |
| SAVA | Sell | CASSAVA SCIENCES INC | $449,038 | -52.6% | 15,201 | -32.9% | 0.14% | -56.4% |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $414,703 | – | 10,563 | +100.0% | 0.12% | – |
| VOO | Buy | VANGUARD INDEX FDS | $411,284 | +64.5% | 1,171 | +53.7% | 0.12% | +51.2% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $408,524 | -23.2% | 8,657 | -7.2% | 0.12% | -29.7% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $402,020 | +5.5% | 3,720 | -0.7% | 0.12% | -2.4% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $391,829 | +9.1% | 5,935 | -3.3% | 0.12% | 0.0% |
| MCD | Sell | MCDONALDS CORP | $376,584 | +11.4% | 1,429 | -2.3% | 0.11% | +2.7% |
| APD | AIR PRODS & CHEMS INC | $356,040 | +32.4% | 1,155 | 0.0% | 0.11% | +21.3% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $356,355 | +8.6% | 647 | 0.0% | 0.11% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP | $336,703 | +15.7% | 4,044 | 0.0% | 0.10% | +6.2% | |
| NVO | NOVO-NORDISK A Sadr | $333,207 | +36.0% | 2,462 | 0.0% | 0.10% | +24.7% | |
| NKE | Buy | NIKE INCcl b | $320,730 | +40.7% | 2,741 | +0.1% | 0.10% | +29.3% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $314,761 | -0.4% | 4,272 | -3.4% | 0.10% | -8.7% |
| V | Sell | VISA INC | $311,224 | -1.8% | 1,498 | -16.0% | 0.09% | -9.6% |
| BX | Sell | BLACKSTONE INC | $307,221 | -14.7% | 4,141 | -3.7% | 0.09% | -21.8% |
| CHDN | CHURCHILL DOWNS INC | $301,288 | +15.0% | 1,425 | 0.0% | 0.09% | +5.8% | |
| TJX | TJX COS INC NEW | $297,067 | +28.0% | 3,732 | 0.0% | 0.09% | +18.4% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $293,118 | +15.9% | 871 | -5.4% | 0.09% | +7.2% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $295,993 | +9.2% | 1,703 | +1.6% | 0.09% | 0.0% |
| K | KELLOGG CO | $290,659 | +2.3% | 4,080 | 0.0% | 0.09% | -6.4% | |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $287,425 | – | 5,557 | +100.0% | 0.09% | – |
| CRM | Sell | SALESFORCE INC | $282,152 | -10.7% | 2,128 | -3.1% | 0.08% | -18.3% |
| IYE | Sell | ISHARES TRu.s. energy etf | $274,198 | +11.5% | 5,898 | -5.6% | 0.08% | +2.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $275,694 | +20.4% | 520 | +14.5% | 0.08% | +10.7% |
| CHRW | C H ROBINSON WORLDWIDE INC | $263,322 | -4.9% | 2,876 | 0.0% | 0.08% | -12.1% | |
| TBT | PROSHARES TR | $260,000 | +2.4% | 8,000 | 0.0% | 0.08% | -6.0% | |
| IYY | ISHARES TRdow jones us etf | $258,857 | +6.5% | 2,770 | 0.0% | 0.08% | -2.5% | |
| PM | New | PHILIP MORRIS INTL INC | $253,939 | – | 2,509 | +100.0% | 0.08% | – |
| PFXF | Sell | VANECK ETF TRUSTpreferred securt | $250,132 | -37.0% | 14,969 | -35.1% | 0.08% | -42.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $250,678 | +7.1% | 1,311 | +0.4% | 0.08% | -1.3% |
| ATVI | ACTIVISION BLIZZARD INC | $246,491 | +3.1% | 3,220 | 0.0% | 0.08% | -5.1% | |
| IYZ | Sell | ISHARES TR | $236,861 | +6.2% | 10,560 | -1.3% | 0.07% | -1.4% |
| CL | COLGATE PALMOLIVE CO | $236,370 | +12.0% | 3,000 | 0.0% | 0.07% | +2.9% | |
| MMM | Sell | 3M CO | $230,846 | +1.7% | 1,925 | -6.2% | 0.07% | -6.7% |
| HD | Sell | HOME DEPOT INC | $231,759 | +13.1% | 734 | -1.3% | 0.07% | +2.9% |
| VTRS | Sell | VIATRIS INC | $232,205 | +29.7% | 20,863 | -0.8% | 0.07% | +18.6% |
| AON | AON PLC | $233,209 | +12.1% | 777 | 0.0% | 0.07% | +1.4% | |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $226,703 | -13.8% | 3,868 | -2.9% | 0.07% | -20.7% |
| AMGN | New | AMGEN INC | $222,242 | – | 846 | +100.0% | 0.07% | – |
| SLB | New | SCHLUMBERGER LTD | $211,429 | – | 3,955 | +100.0% | 0.06% | – |
| NVS | New | NOVARTIS AGsponsored adr | $213,192 | – | 2,350 | +100.0% | 0.06% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $207,217 | – | 1,129 | +100.0% | 0.06% | – |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $186,566 | -27.4% | 12,956 | -24.2% | 0.06% | -34.1% |
| GNW | Sell | GENWORTH FINL INC | $96,807 | +42.4% | 18,300 | -5.2% | 0.03% | +31.8% |
| SPXS | Exit | DIREXION SHS ETF TRdly s&p500 br 3x | $0 | – | -7,000 | -100.0% | -0.07% | – |
| PSK | Exit | SPDR SER TRice pfd sec etf | $0 | – | -6,262 | -100.0% | -0.07% | – |
| HEI | Exit | HEICO CORP NEW | $0 | – | -1,540 | -100.0% | -0.07% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,256 | -100.0% | -0.11% | – |
| SHYL | Exit | DBX ETF TRxtrackers shrt | $0 | – | -8,387 | -100.0% | -0.12% | – |
| GSY | Exit | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $0 | – | -12,125 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 9 | Q3 2023 | 6.7% |
| FIRST TR EXCH TRADED FD III | 9 | Q3 2023 | 5.6% |
| VANGUARD SCOTTSDALE FDS | 9 | Q3 2023 | 9.3% |
| GOLDMAN SACHS GROUP INC | 9 | Q3 2023 | 2.8% |
| J P MORGAN EXCHANGE-TRADED F | 9 | Q3 2023 | 3.6% |
| GLOBAL X FDS | 9 | Q3 2023 | 4.3% |
| INVESCO EXCH TRADED FD TR II | 9 | Q3 2023 | 2.8% |
| SCHWAB STRATEGIC TR | 9 | Q3 2023 | 2.7% |
| SCHWAB STRATEGIC TR | 9 | Q3 2023 | 2.1% |
| SCHWAB STRATEGIC TR | 9 | Q3 2023 | 2.6% |
View Essex LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-01 |
| 13F-HR/A | 2022-05-02 |
| 13F-HR | 2022-04-20 |
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.