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| Name: |
ESSEX FINANCIAL SERVICES INC |
| City: |
ESSEX |
| State: |
CT |
| Zip: |
064260999 |
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| Holdings
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ISTB |
Ishares Core Short Term Us ... |
249 |
New |
$47.38 |
$744,000 |
15,678 |
0.07% |
744,000 |
15,678 |
0.002 |
N/A |
|
|
TMSL |
T Rowe Price Small-mid Cap Etf |
332 |
New |
$0.00 |
$483,000 |
15,398 |
0.04% |
483,000 |
15,398 |
0 |
N/A |
|
|
KNG |
Ft Cboe S&p 500 Dividend Ta... |
338 |
New |
$0.00 |
$461,000 |
8,575 |
0.04% |
461,000 |
8,575 |
0.02 |
N/A |
|
|
GBTC |
Grayscale Bitcoin |
343 |
New |
$0.00 |
$452,000 |
7,157 |
0.04% |
452,000 |
7,157 |
0.001 |
N/A |
|
|
ARM |
Arm Holdings American Depos... |
348 |
New |
$164.72 |
$442,000 |
3,539 |
0.04% |
442,000 |
3,539 |
0.003 |
N/A |
|
|
VCR |
Vanguard Cnsmr Discre VIPERs |
369 |
New |
$314.36 |
$394,000 |
1,241 |
0.04% |
394,000 |
1,241 |
0.008 |
Closed - End Fund - E... |
|
|
TQQQ |
Proshares Ultrapro Qqq Etf |
373 |
New |
$74.46 |
$380,000 |
6,173 |
0.04% |
380,000 |
6,173 |
0.012 |
Closed - End Fund - Debt |
|
|
QQEW |
First Trust NASDAQ-100 Equa... |
384 |
New |
$123.49 |
$363,000 |
2,934 |
0.03% |
363,000 |
2,934 |
0.019 |
Closed - End Fund - Debt |
|
|
VOX |
Vanguard Telecom Services ETF |
394 |
New |
$138.66 |
$340,000 |
2,589 |
0.03% |
340,000 |
2,589 |
0.01 |
Closed - End Fund - E... |
|
|
PXMG |
Invesco Russell Midcap Pure... |
400 |
New |
$113.33 |
$326,000 |
2,842 |
0.03% |
326,000 |
2,842 |
0.009 |
Closed - End Fund - Debt |
|
|
IYH |
iShares Dow Jones US Health... |
413 |
New |
$61.38 |
$310,000 |
5,010 |
0.03% |
310,000 |
5,010 |
0.053 |
Closed - End Fund - E... |
|
|
CRHCF |
CRH Plc |
427 |
New |
$72.72 |
$297,000 |
3,447 |
0.03% |
297,000 |
3,447 |
0 |
N/A |
|
|
APP |
Applovin Corp |
441 |
New |
$80.48 |
$272,000 |
3,929 |
0.03% |
272,000 |
3,929 |
0.151 |
N/A |
|
|
VCRB |
Vanguard Core Bond ETF |
445 |
New |
$0.00 |
$265,000 |
3,470 |
0.02% |
265,000 |
3,470 |
0.039 |
N/A |
|
|
STXV |
Strive 1000 Value Etf |
449 |
New |
$0.00 |
$259,000 |
8,940 |
0.02% |
259,000 |
8,940 |
0.174 |
N/A |
|
|
IJT |
iShares S&P SC600 BR Gr Indx |
454 |
New |
$127.00 |
$253,000 |
1,934 |
0.02% |
253,000 |
1,934 |
0 |
Closed - End Fund - E... |
|
|
REGN |
Regeneron Pharmaceuticals Inc |
455 |
New |
$1,069.16 |
$250,000 |
260 |
0.02% |
250,000 |
260 |
0.002 |
Biotechnology |
|
|
DHI |
DR Horton Inc |
459 |
New |
$140.32 |
$247,000 |
1,498 |
0.02% |
247,000 |
1,498 |
0 |
Residential Construct... |
|
|
DXJ |
WisdomTree Trust Japan Tota... |
465 |
New |
$107.78 |
$244,000 |
2,245 |
0.02% |
244,000 |
2,245 |
0.007 |
Closed - End Fund - E... |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
466 |
New |
$247.91 |
$243,000 |
930 |
0.02% |
243,000 |
930 |
0.002 |
Closed - End Fund - E... |
|
|
APTV |
Aptiv PLC |
467 |
New |
$74.95 |
$238,000 |
2,992 |
0.02% |
238,000 |
2,992 |
0.001 |
Auto Parts |
|
|
GPC |
Genuine Parts Co |
474 |
New |
$138.07 |
$232,000 |
1,498 |
0.02% |
232,000 |
1,498 |
0 |
Auto Parts Wholesale |
|
|
DELL |
Dell Technologies Inc |
473 |
New |
$138.24 |
$232,000 |
2,033 |
0.02% |
232,000 |
2,033 |
0.002 |
N/A |
|
|
ACWX |
iShares MSCI ACWI ex US Index |
477 |
New |
$52.98 |
$228,000 |
4,265 |
0.02% |
228,000 |
4,265 |
0 |
Closed - End Fund - E... |
|
|
DAL |
Delta Air Lines Inc |
478 |
New |
$46.55 |
$227,000 |
4,743 |
0.02% |
227,000 |
4,743 |
0.001 |
Major Airlines |
|
|
RWL |
Oppenheimer Large Cap Rev ETF |
479 |
New |
$51.28 |
$227,000 |
2,418 |
0.02% |
227,000 |
2,418 |
0 |
N/A |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
482 |
New |
$380.37 |
$224,000 |
699 |
0.02% |
224,000 |
699 |
0 |
N/A |
|
|
COIN |
Coinbase Global, Inc. |
483 |
New |
$214.58 |
$222,000 |
837 |
0.02% |
222,000 |
837 |
0.001 |
N/A |
|
|
OEF |
iShares S&P 100 Index |
485 |
New |
$265.59 |
$220,000 |
890 |
0.02% |
220,000 |
890 |
0.002 |
Closed - End Fund - E... |
|
|
GSK |
GlaxoSmithKline Plc (ADR) |
487 |
New |
$40.41 |
$219,000 |
5,118 |
0.02% |
219,000 |
5,118 |
0.026 |
Drug Manufacturers - ... |
|
|
JIRE |
Jpmorgan International Rese... |
490 |
New |
$0.00 |
$218,000 |
3,487 |
0.02% |
218,000 |
3,487 |
0.008 |
N/A |
|
|
MCO |
Moodys Corp |
492 |
New |
$419.66 |
$218,000 |
554 |
0.02% |
218,000 |
554 |
0 |
Business Services |
|
|
DOCU |
Docusign Inc |
494 |
New |
$51.62 |
$215,000 |
3,604 |
0.02% |
215,000 |
3,604 |
0.002 |
N/A |
|
|
WELL |
Welltower Inc |
496 |
New |
$101.83 |
$213,000 |
2,282 |
0.02% |
213,000 |
2,282 |
0 |
REIT - Healthcare Fac... |
|
|
SMMD |
Ishares Russell 2500 Etf |
497 |
New |
$0.00 |
$212,000 |
3,236 |
0.02% |
212,000 |
3,236 |
0.032 |
N/A |
|
|
TMUS |
T-Mobile Us Inc |
499 |
New |
$176.31 |
$212,000 |
1,299 |
0.02% |
212,000 |
1,299 |
0 |
Wireless Communications |
|
|
LEN |
Lennar Corp |
506 |
New |
$148.94 |
$207,000 |
1,203 |
0.02% |
207,000 |
1,203 |
0 |
Residential Construct... |
|
|
STXG |
Strive 1000 Growth Etf |
509 |
New |
$0.00 |
$205,000 |
5,462 |
0.02% |
205,000 |
5,462 |
0 |
N/A |
|
|
FTV |
Fortive Corp |
510 |
New |
$73.07 |
$203,000 |
2,361 |
0.02% |
203,000 |
2,361 |
0.012 |
N/A |
|
|
PHO |
Invesco Water Resource Port |
511 |
New |
$64.74 |
$203,000 |
3,055 |
0.02% |
203,000 |
3,055 |
0 |
Closed - End Fund - Debt |
|
|
OMF |
OneMain Holdings Inc |
513 |
New |
$48.22 |
$202,000 |
3,954 |
0.02% |
202,000 |
3,954 |
0 |
Credit Services |
|
|
COF |
Capital One Financial Corp |
512 |
New |
$136.77 |
$202,000 |
1,355 |
0.02% |
202,000 |
1,355 |
0.003 |
Credit Services |
|
|
OIH |
VANECK Vectors Oil Services... |
515 |
New |
$311.42 |
$200,000 |
596 |
0.02% |
200,000 |
596 |
0 |
Closed - End Fund - E... |
|
|
AME |
Ametek Inc |
514 |
New |
$166.58 |
$200,000 |
1,094 |
0.02% |
200,000 |
1,094 |
0.005 |
Industrial Electrical... |
|
|
SHEL |
Shell plc |
516 |
New |
$70.86 |
$200,000 |
2,990 |
0.02% |
200,000 |
2,990 |
0 |
Integrated Oil & Gas |
|
|
GSBD |
Goldman Sachs Bdc, Inc. |
522 |
New |
$15.68 |
$150,000 |
10,000 |
0.01% |
150,000 |
10,000 |
0.01 |
N/A |
|
