Essex-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ALAB",
  null,
  "GDX",
  null,
  "RJF",
  null,
  "HUM",
  "AWR",
  "BCE",
  "ARM",
  "SNOW",
  null,
  null,
  "MPLX",
  "ACN",
  "ZS",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "PBT",
  "APD",
  "BABA",
  "SBR",
  "ALL",
  "GOOGL",
  "AIN",
  "PXF",
  "VDE",
  null,
  null,
  "AXP",
  "GDXJ",
  null,
  null,
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  "AWP",
  "CAT",
  "AVGO",
  "MFIC",
  "LOW",
  "CP.TO",
  "ARCC",
  "BBDC",
  null,
  null,
  "BSX",
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  "DUK",
  null,
  "D",
  "DEA",
  "PAGP",
  "EBAY",
  null,
  null,
  null,
  null,
  "SII",
  "EOG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FERG",
  "FCX",
  null,
  "ECC",
  "DMLP",
  "ETB",
  "NMFC",
  null,
  "GD",
  "TSLX",
  "GILD",
  "GIS",
  "AMBP",
  "BGB",
  "HON",
  "HD",
  "HPQ",
  null,
  "AZN",
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  "FNV",
  null,
  "FE",
  "UNP",
  null,
  "QCOM",
  null,
  null,
  "LAMR",
  "ISRG",
  null,
  "HUBB",
  "LEN",
  "ITW",
  "AMAT",
  "RIVN",
  "EMR",
  null,
  "BKNG",
  "ICE",
  "PNNT",
  "META",
  null,
  "MSB",
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  "QUBT",
  null,
  "PSTL",
  null,
  "SPRU",
  "SWK",
  null,
  "TNK",
  null,
  null,
  null,
  "IONQ",
  "PDX",
  null,
  null,
  "OXLC",
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  "GAM",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  "NXP",
  "FUND",
  "MMC",
  "MRVL",
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EQT",
  "EXC",
  "FTV",
  "GE",
  "NVS",
  "TEVA",
  null,
  "ODFL",
  null,
  "OMF",
  "ORLY",
  "ADM",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "KKR",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "PAYX",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  "IJK",
  "HTGC",
  null,
  "GBDC",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "AMGN",
  null,
  null,
  "DGX",
  "PPG",
  "REGN",
  null,
  null,
  "ROK",
  null,
  "IEFA",
  null,
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "ROP",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "RITM",
  "SPYG",
  null,
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "RBBN",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  "WNEB",
  "EBC",
  "SBLK",
  "AB",
  null,
  "VWO",
  "ETV",
  null,
  "VSS",
  null,
  null,
  "KYN",
  null,
  null,
  null,
  "PRF",
  null,
  "PMT",
  "TRIP",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "TTE",
  "TRGP",
  null,
  null,
  null,
  null,
  "GNL",
  null,
  "SNY",
  "TSM",
  null,
  null,
  null,
  "VTR",
  "VYM",
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "TT",
  "VRSK",
  "ADSK",
  "AON",
  "GM",
  "SF",
  "APTV",
  "STWD",
  null,
  null,
  "SNX",
  "AFL",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "WAB",
  "F",
  "WEC",
  "DEO",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "IR",
  "AEP",
  "CGTX",
  "SGOL",
  "ES",
  "FLNG",
  "ICCC",
  "GTY",
  null,
  "IPG",
  null,
  "JBLU",
  null,
  null,
  "LB",
  null,
  "KNTK",
  "IDXX",
  null,
  "PEG",
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  null,
  null,
  null,
  "IVE",
  "PFG",
  null,
  null,
  null,
  "SBRA",
  null,
  "TPL",
  null,
  null,
  null,
  null,
  null,
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "VYMI",
  "MGK",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "VTRS",
  "V",
  "WASH",
  "WMT",
  "WU",
  "WBS",
  "WFC",
  "WELL",
  "WHR",
  "WPM",
  "WMB",
  null,
  null,
  "XEL",
  "YUMC",
  "YUM",
  "XPO",
  null,
  "IUSG",
  null,
  null,
  null,
  "DTE",
  null,
  "FNF",
  "MTB",
  "SCHD",
  "ET",
  "DVY",
  null,
  "NSC",
  "KEY",
  "JCI",
  "LH",
  "MGM",
  null,
  "SO",
  null,
  null,
  null,
  "OTIS",
  "PSX",
  "CRM",
  "RBLX",
  null,
  null,
  "SYY",
  "DIA",
  null,
  null,
  null,
  null,
  "IXUS",
  null,
  "IUSV",
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  "GWW",
  "ESGU",
  "PSA",
  "FDX",
  null,
  "AME",
  null,
  null,
  null,
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BHP",
  "BXMT",
  "BA",
  "BLFY",
  "MHD",
  "BMY",
  "CACI",
  "CPB",
  "CNI",
  "CARR",
  "CNP",
  "CHE",
  "CVX",
  "LNG",
  "CINF",
  "CB",
  "CHH",
  "CHD",
  "CSCO",
  "C",
  "CLVT",
  "CLX",
  "CWEN-A",
  "CME",
  null,
  "KO",
  "CMCSA",
  "COLB",
  "CL",
  "CAG",
  "COP",
  "CODI",
  "COMP",
  "STZ",
  "CEG",
  "ED",
  "CRBG",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CRMD",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DB",
  "DVN",
  "FANG",
  "DXCM",
  null,
  null,
  null,
  "DFAC",
  "DFS",
  "DOCU",
  "DCI",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  "MO",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 631
Total Value: 1388406150
Accession Number: 0001951757-25-000454
Form Type: 13F-HR
CIK: essex-financial-services
Manager Name: Essex-Financial-Services

Data Enrichment

72% identified

452 identified179 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

631 positions • $1,388,406.15K total value

631 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 12 of 32

Sort by:

35473P884

Shares:19.7K

Value:$1.0M

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:3.7K

Value:$1.0M

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:9.4K

Value:$1.0M

46432F859

Shares:21.3K

Value:$1.0M

EMERSON ELECTRIC CO

EMR|291011104

Shares:9.4K

Value:$1.0M

SCHWAB CHARLES CORP

SCHW|808513105

Shares:13.1K

Value:$1.0M

WEBSTER FINANCIAL CORP

WBS|947890109

Shares:19.8K

Value:$1.0M

87283Q107

Shares:26.5K

Value:$1.0M

33740F755

Shares:33.5K

Value:$995.5K

Accenture plc

ACN|G1151C101

Shares:3.2K

Value:$995.0K

STARBUCKS CORP

SBUX|855244109

Shares:10.1K

Value:$993.8K

464287291

Shares:13.0K

Value:$985.0K

092528843

Shares:19.7K

Value:$976.2K

UNILEVER PLC

UL|904767704

Shares:16.2K

Value:$967.4K

STRYKER CORP

SYK|863667101

Shares:2.6K

Value:$966.3K

SYSCO CORP

SYY|871829107

Shares:12.9K

Value:$966.0K

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:671

Value:$960.8K

46654Q203

Shares:18.4K

Value:$953.7K

72201R577

Shares:9.4K

Value:$952.3K

464288760

Shares:6.2K

Value:$950.9K

Instrument	Shares		Other Manager	Value
(cusip35473P884)✕	19.7K	QoQ +17.60% (+3.0K) YoY +29.61% (+4.5K)	All Managers (Combined)	$1.0M	QoQ +14.78% (+$134.8K) YoY +28.52% (+$232.2K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	3.7K	QoQ +9.35% (+314) YoY +101.04% (+1.8K)	All Managers (Combined)	$1.0M	QoQ +29.17% (+$234.6K) YoY +175.12% (+$661.3K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	9.4K	QoQ +38.31% (+2.6K) YoY +67.19% (+3.8K)	All Managers (Combined)	$1.0M	QoQ +20.64% (+$177.2K) YoY +23.72% (+$198.6K)
(cusip46432F859)✕	21.3K	QoQ -15.60% (-3.9K) YoY +36.03% (+5.6K)	All Managers (Combined)	$1.0M	QoQ -14.57% (-$176.0K) YoY +38.64% (+$287.4K)
EMERSON ELECTRIC CO(EMRcusip291011104)	9.4K	QoQ -0.28% (-27) YoY -4.31% (-423)	All Managers (Combined)	$1.0M	QoQ -11.78% (-$137.5K) YoY -7.50% (-$83.5K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	13.1K	QoQ +0.67% (+88) YoY +34.48% (+3.4K)	All Managers (Combined)	$1.0M	QoQ +6.49% (+$62.4K) YoY +45.54% (+$320.1K)
WEBSTER FINANCIAL CORP(WBScusip947890109)	19.8K	QoQ -0.80% (-161) YoY -5.37% (-1.1K)	All Managers (Combined)	$1.0M	QoQ -7.39% (-$81.7K) YoY -3.92% (-$41.8K)
(cusip87283Q107)✕	26.5K	QoQ +280.93% (+19.5K) YoY NEW(+26.5K)	All Managers (Combined)	$1.0M	QoQ +244.56% (+$716.3K) YoY NEW(+$1.0M)
(cusip33740F755)✕	33.5K	QoQ -3.59% (-1.3K) YoY +26.83% (+7.1K)	All Managers (Combined)	$995.5K	QoQ -6.06% (-$64.3K) YoY +34.68% (+$256.4K)
Accenture plc(ACNcusipG1151C101)	3.2K	QoQ -0.53% (-17) YoY +7.51% (-223)	All Managers (Combined)	$995.0K	QoQ -11.77% (-$132.8K) YoY -3.20% (-$33.0K)
STARBUCKS CORP(SBUXcusip855244109)	10.1K	QoQ -1.78% (-184) YoY -15.15% (-1.8K)	All Managers (Combined)	$993.8K	QoQ +5.57% (-$52.5K) YoY -8.92% (-$97.4K)
(cusip464287291)✕	13.0K	QoQ -2.44% (-326) YoY -5.03% (-690)	All Managers (Combined)	$985.0K	QoQ -12.81% (-$144.8K) YoY -3.85% (-$39.5K)
(cusip092528843)✕	19.7K	QoQ NEW(+19.7K) YoY NEW(+19.7K)	All Managers (Combined)	$976.2K	QoQ NEW(+$976.2K) YoY NEW(+$976.2K)
UNILEVER PLC(ULcusip904767704)	16.2K	QoQ +1.04% (+168) YoY +11.00% (+1.6K)	All Managers (Combined)	$967.4K	QoQ +6.12% (+$55.8K) YoY +31.70% (+$232.9K)
STRYKER CORP(SYKcusip863667101)	2.6K	QoQ -12.47% (-370) YoY -10.48% (-304)	All Managers (Combined)	$966.3K	QoQ -9.50% (-$101.5K) YoY -6.87% (-$71.3K)
SYSCO CORP(SYYcusip871829107)	12.9K	QoQ -2.01% (-265) YoY +50.17% (+4.3K)	All Managers (Combined)	$966.0K	QoQ -3.83% (-$38.5K) YoY +38.81% (+$270.1K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	671	QoQ -1.90% (-13) YoY -1.17% (-8)	All Managers (Combined)	$960.8K	QoQ +18.51% (-$150.1K) YoY +25.28% (-$193.9K)
(cusip46654Q203)✕	18.4K	QoQ +55.12% (+6.5K) YoY +79.45% (+8.2K)	All Managers (Combined)	$953.7K	QoQ +42.46% (+$284.3K) YoY +71.31% (+$397.0K)
(cusip72201R577)✕	9.4K	QoQ +30.26% (+2.2K) YoY NEW(+9.4K)	All Managers (Combined)	$952.3K	QoQ +30.74% (+$224.0K) YoY NEW(+$952.3K)
(cusip464288760)✕	6.2K	QoQ -5.60% (-369) YoY -8.70% (-592)	All Managers (Combined)	$950.9K	QoQ -0.58% (-$5.6K) YoY +5.94% (-$53.4K)