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 5 of 32

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316092352

Shares:97.4K

Value:$3.9M

74347B680

Shares:47.8K

Value:$3.9M

464287671

IUSG|464287671

Shares:30.3K

Value:$3.8M

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:83.8K

Value:$3.8M

316092840

Shares:76.1K

Value:$3.8M

921943858

VEA|921943858

Shares:74.0K

Value:$3.8M

Blackstone Inc.

BX|09260D107

Shares:26.9K

Value:$3.8M

SOUTHERN CO

SO|842587107

Shares:39.9K

Value:$3.7M

DEERE & CO

DE|244199105

Shares:7.5K

Value:$3.5M

Merck & Co., Inc.

MRK|58933Y105

Shares:38.5K

Value:$3.5M

33733E104

Shares:36.7K

Value:$3.3M

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:53.4K

Value:$3.3M

464287598

IWD|464287598

Shares:17.3K

Value:$3.2M

922908611

VBR|922908611

Shares:17.3K

Value:$3.2M

ABBOTT LABORATORIES

ABT|002824100

Shares:24.2K

Value:$3.2M

98149E303

Shares:51.9K

Value:$3.2M

464287804

IJR|464287804

Shares:30.6K

Value:$3.2M

Broadcom Inc.

AVGO|11135F101

Shares:19.0K

Value:$3.2M

78468R812

Shares:20.1K

Value:$3.1M

NEXTERA ENERGY INC

NEE|65339F101

Shares:44.3K

Value:$3.1M

Instrument	Shares		Other Manager	Value
(cusip316092352)✕	97.4K	QoQ +23.95% (+18.8K) YoY +239.75% (+68.8K)	All Managers (Combined)	$3.9M	QoQ +7.10% (+$258.3K) YoY +253.00% (+$2.8M)
(cusip74347B680)✕	47.8K	QoQ -1.71% (-831) YoY -7.54% (-3.9K)	All Managers (Combined)	$3.9M	QoQ -1.72% (-$67.5K) YoY -5.09% (-$206.6K)
(IUSGcusip464287671)	30.3K	QoQ +1.91% (-570) YoY +33.44% (+7.6K)	All Managers (Combined)	$3.8M	QoQ -7.05% (-$292.0K) YoY +44.68% (+$1.2M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	83.8K	QoQ -1.32% (-1.1K) YoY +28.17% (+18.4K)	All Managers (Combined)	$3.8M	QoQ +11.92% (-$405.2K) YoY +38.55% (+$1.1M)
(cusip316092840)✕	76.1K	QoQ +17.70% (+11.4K) YoY +40.31% (+21.9K)	All Managers (Combined)	$3.8M	QoQ +16.90% (+$546.0K) YoY +53.59% (+$1.3M)
(VEAcusip921943858)	74.0K	QoQ +1.15% (+846) YoY +44.17% (+22.7K)	All Managers (Combined)	$3.8M	QoQ +7.52% (+$263.2K) YoY +46.07% (+$1.2M)
Blackstone Inc.(BXcusip09260D107)	26.9K	QoQ -2.43% (-670) YoY +3.80% (+986)	All Managers (Combined)	$3.8M	QoQ -20.90% (-$993.1K) YoY +10.44% (+$355.5K)
SOUTHERN CO(SOcusip842587107)	39.9K	QoQ -5.53% (-2.3K) YoY +16.07% (+5.5K)	All Managers (Combined)	$3.7M	QoQ +5.51% (-$191.6K) YoY +48.77% (+$1.2M)
DEERE & CO(DEcusip244199105)	7.5K	QoQ -1.97% (-152) YoY +39.86% (+2.2K)	All Managers (Combined)	$3.5M	QoQ +8.57% (-$280.0K) YoY +59.82% (+$1.3M)
Merck & Co., Inc.(MRKcusip58933Y105)	38.5K	QoQ -4.86% (-2.0K) YoY +1.12% (-429)	All Managers (Combined)	$3.5M	QoQ -14.16% (-$570.4K) YoY -31.20% (-$1.6M)
(cusip33733E104)✕	36.7K	QoQ -5.55% (-2.2K) YoY -8.39% (-3.4K)	All Managers (Combined)	$3.3M	QoQ -3.60% (-$122.8K) YoY -4.13% (-$141.8K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	53.4K	QoQ +5.93% (+3.0K) YoY +68.84% (+21.8K)	All Managers (Combined)	$3.3M	QoQ +14.23% (+$405.6K) YoY +89.89% (+$1.5M)
(IWDcusip464287598)	17.3K	QoQ +2.03% (+344) YoY +8.08% (+1.3K)	All Managers (Combined)	$3.2M	QoQ +3.70% (+$116.0K) YoY +13.54% (+$387.3K)
(VBRcusip922908611)	17.3K	QoQ -0.28% (-50) YoY -1.47% (-259)	All Managers (Combined)	$3.2M	QoQ -6.27% (-$216.0K) YoY -4.34% (-$146.5K)
ABBOTT LABORATORIES(ABTcusip002824100)	24.2K	QoQ -0.86% (-211) YoY +20.80% (+4.2K)	All Managers (Combined)	$3.2M	QoQ +16.26% (-$449.6K) YoY +40.98% (+$934.2K)
(cusip98149E303)✕	51.9K	QoQ +12.03% (+5.6K) YoY +58.96% (+19.3K)	All Managers (Combined)	$3.2M	QoQ +33.36% (+$803.9K) YoY +123.35% (+$1.8M)
(IJRcusip464287804)	30.6K	QoQ -6.33% (-2.1K) YoY -18.21% (-6.8K)	All Managers (Combined)	$3.2M	QoQ -14.98% (-$563.5K) YoY -22.62% (-$934.3K)
Broadcom Inc.(AVGOcusip11135F101)	19.0K	QoQ -8.01% (-1.7K) YoY +945.44% (+17.2K)	All Managers (Combined)	$3.2M	QoQ -33.56% (-$1.6M) YoY +32.09% (+$774.9K)
(cusip78468R812)✕	20.1K	QoQ +7.06% (+1.3K) YoY NEW(+20.1K)	All Managers (Combined)	$3.1M	QoQ +8.33% (+$241.9K) YoY NEW(+$3.1M)
NEXTERA ENERGY INC(NEEcusip65339F101)	44.3K	QoQ +0.54% (-242) YoY +66.54% (+17.7K)	All Managers (Combined)	$3.1M	QoQ -0.57% (-$18.1K) YoY +84.73% (+$1.4M)