Universe · entity
Essex Financial Services, Inc.
Institutional manager (13F) · CIK 1315785
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $928M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $82M | 323,679 |
| 2 | INVESCO QQQ TR | $57M | 99,109 |
| 3 | MICROSOFT CORP | $39M | 105,311 |
| 4 | VANGUARD ADMIRAL FDS INC | $37M | 89,557 |
| 5 | SPDR GOLD TR | $34M | 79,590 |
| 6 | NVIDIA CORPORATION | $32M | 184,682 |
| 7 | ALPHABET INC | $32M | 111,778 |
| 8 | STATE STR SPDR S&P 500 ETF T | $31M | 47,270 |
| 9 | ISHARES TR | $26M | 39,413 |
| 10 | VANGUARD WHITEHALL FDS | $25M | 171,583 |
| 11 | PIMCO ETF TR | $25M | 950,289 |
| 12 | EXXON MOBIL CORP | $23M | 137,784 |
| 13 | AMAZON COM INC | $23M | 112,006 |
| 14 | TEXAS PACIFIC LAND CORPORATI | $23M | 47,828 |
| 15 | ELI LILLY & CO | $21M | 23,226 |
| 16 | ISHARES TR | $19M | 132,253 |
| 17 | JPMORGAN CHASE & CO | $19M | 63,938 |
| 18 | J P MORGAN EXCHANGE TRADED F | $18M | 358,690 |
| 19 | VANGUARD INDEX FDS | $17M | 85,973 |
| 20 | COLUMBIA ETF TR I | $16M | 422,201 |
| 21 | INVESCO EXCHANGE TRADED FD T | $16M | 83,320 |
| 22 | BERKSHIRE HATHAWAY INC DEL | $16M | 33,105 |
| 23 | JOHNSON & JOHNSON | $15M | 61,148 |
| 24 | ALPHABET INC | $15M | 51,417 |
| 25 | SPROTT ASSET MANAGEMENT LP | $14M | 405,027 |
| 26 | RTX CORPORATION | $14M | 73,108 |
| 27 | INVESCO EXCHANGE TRADED FD T | $13M | 275,840 |
| 28 | PIMCO ETF TR | $13M | 129,475 |
| 29 | PROSHARES TR | $12M | 114,202 |
| 30 | VANGUARD SPECIALIZED FUNDS | $12M | 54,364 |
| 31 | CAPITAL GROUP DIVIDEND VALUE | $11M | 269,190 |
| 32 | VANGUARD INDEX FDS | $11M | 35,289 |
| 33 | TESLA INC | $10M | 27,856 |
| 34 | INVESCO EXCHANGE TRADED FD T | $10M | 137,149 |
| 35 | ISHARES TR | $10M | 144,330 |
| 36 | VANGUARD TAX-MANAGED FDS | $10M | 155,203 |
| 37 | COMPASS DIVERSIFIED | $10M | 1,249,530 |
| 38 | CAPITAL GROUP CORE EQUITY ET | $10M | 255,383 |
| 39 | VANGUARD INDEX FDS | $10M | 22,207 |
| 40 | CHEVRON CORPORATION | $10M | 46,860 |
| 41 | J P MORGAN EXCHANGE TRADED F | $9M | 170,383 |
| 42 | META PLATFORMS INC | $9M | 15,965 |
| 43 | CATERPILLAR INC | $9M | 12,727 |
| 44 | PIMCO ETF TR | $9M | 87,980 |
| 45 | PROCTER & GAMBLE CO | $9M | 59,637 |
| 46 | VANGUARD INDEX FDS | $8M | 28,462 |
| 47 | INTERNATIONAL BUSINESS MACHS | $8M | 33,663 |
| 48 | ABBVIE INC | $8M | 37,512 |
| 49 | T ROWE PRICE ETF INC | $8M | 225,188 |
| 50 | GE AEROSPACE | $8M | 28,143 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.