Essex Financial Services, Inc.
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $82.15M | 4.6% |
| INVESCO QQQ TR | $57.20M | 3.2% |
| MICROSOFT CORP | $38.98M | 2.2% |
| VANGUARD ADMIRAL FDS INC | $36.51M | 2.0% |
| SPDR GOLD TR | $34.25M | 1.9% |
| NVIDIA Corp | $32.21M | 1.8% |
| Alphabet Inc. | $32.14M | 1.8% |
| STATE STR SPDR S&P 500 ETF T | $30.74M | 1.7% |
| ISHARES TR | $25.74M | 1.4% |
| VANGUARD WHITEHALL FDS | $25.41M | 1.4% |
| PIMCO ETF TR | $24.90M | 1.4% |
| EXXON MOBIL CORP | $23.38M | 1.3% |
| Amazon.com Inc | $23.33M | 1.3% |
| Texas Pacific Land Corp | $22.70M | 1.3% |
| ELI LILLY & Co | $21.36M | 1.2% |
| iShares MSCI UAE ETF | $18.84M | 1.1% |
| JPMORGAN CHASE & CO | $18.81M | 1.1% |
| J P MORGAN EXCHANGE TRADED F | $18.15M | 1.0% |
| VANGUARD INDEX FDS | $16.87M | 0.9% |
| COLUMBIA ETF TR I | $16.46M | 0.9% |
| INVESCO EXCHANGE TRADED FD T | $15.99M | 0.9% |
| Warren E. Buffett | $15.86M | 0.9% |
| JOHNSON & JOHNSON | $14.95M | 0.8% |
| Alphabet Inc. | $14.75M | 0.8% |
| SPROTT ASSET MANAGEMENT LP | $14.35M | 0.8% |
| RTX Corp | $14.10M | 0.8% |
| INVESCO EXCHANGE TRADED FD T | $13.11M | 0.7% |
| PIMCO ETF TR | $13.02M | 0.7% |
| PROSHARES TR | $12.11M | 0.7% |
| VANGUARD SPECIALIZED FUNDS | $11.69M | 0.7% |
| CAPITAL GROUP DIVIDEND VALUE | $11.45M | 0.6% |
| VANGUARD INDEX FDS | $11.32M | 0.6% |
| Tesla Inc | $10.36M | 0.6% |
| INVESCO EXCHANGE TRADED FD T | $10.31M | 0.6% |
| ISHARES TR | $10.13M | 0.6% |
| VANGUARD TAX-MANAGED FDS | $9.95M | 0.6% |
| Compass Diversified Holdings | $9.82M | 0.6% |
| CAPITAL GROUP CORE EQUITY ET | $9.81M | 0.6% |
| VANGUARD INDEX FDS | $9.70M | 0.5% |
| CHEVRON CORP | $9.70M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $9.16M | 0.5% |
| Meta Platforms Inc | $9.13M | 0.5% |
| CATERPILLAR INC | $9.02M | 0.5% |
| PIMCO ETF TR | $8.88M | 0.5% |
| PROCTER & GAMBLE Co | $8.61M | 0.5% |
| VANGUARD INDEX FDS | $8.17M | 0.5% |
| INTERNATIONAL BUSINESS MACHINES CORP | $8.16M | 0.5% |
| AbbVie Inc. | $8.16M | 0.5% |
| T ROWE PRICE ETF INC | $8.01M | 0.4% |
| GENERAL ELECTRIC CO | $7.99M | 0.4% |