Essex-Financial-Services

Filing Details

13F-HR2025-03-31
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
Manager Name
Essex-Financial-Services
Data Enrichment
72% identified
452 identified179 unidentified

Holdings

631 positions
Manager:
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Page 3 of 32
INTERNATIONAL BUSINESS MACHINES CORP
Shares:30.1K
Value:$7.5M
46137V241
Shares:108.2K
Value:$7.2M
922908736
Shares:19.1K
Value:$7.1M
46429B697
Shares:74.7K
Value:$7.0M
46654Q716
Shares:128.3K
Value:$6.9M
COCA COLA CO
Shares:93.5K
Value:$6.7M
92189F643
Shares:75.9K
Value:$6.7M
BERKSHIRE HATHAWAY INC
Shares:8
Value:$6.4M
922908629
Shares:24.4K
Value:$6.3M
46138E354
Shares:82.6K
Value:$6.2M
UNITEDHEALTH GROUP INC
Shares:11.7K
Value:$6.1M
464287507
Shares:105.1K
Value:$6.1M
19761L706
Shares:174.1K
Value:$5.8M
Blue Foundry Bancorp
Shares:623.8K
Value:$5.7M
46641Q332
Shares:99.2K
Value:$5.7M
78464A763
Shares:41.7K
Value:$5.7M
464287499
Shares:64.2K
Value:$5.5M
GENERAL ELECTRIC CO
Shares:26.9K
Value:$5.4M
922908751
Shares:24.0K
Value:$5.3M
ROPER TECHNOLOGIES INC
Shares:9.0K
Value:$5.3M