Essex Financial Services, Inc. Top Holdings and 13F Report (2024) → Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (From Colonial Metals) (Ad) About Essex Financial Services, Inc.Investment ActivityEssex Financial Services, Inc. has $1.08 billion in total holdings as of March 31, 2024.Essex Financial Services, Inc. owns shares of 539 different stocks, but just 151 companies or ETFs make up 80% of its holdings.Approximately 7.46% of the portfolio was purchased this quarter.About 1.99% of the portfolio was sold this quarter.This quarter, Essex Financial Services, Inc. has purchased 509 new stocks and bought additional shares in 283 stocks.Essex Financial Services, Inc. sold shares of 173 stocks and completely divested from 20 stocks this quarter.Largest Holdings Apple $48,303,620Microsoft $38,592,765Invesco QQQ $35,404,302Vanguard S&P 500 Growth ETF $24,113,243SPDR S&P 500 ETF Trust $22,320,523 Largest New Holdings this Quarter Dominion Energy $751,833 HoldingiShares Core 1-5 Year USD Bond ETF $743,764 HoldingJPMORGAN ACTIVE BOND ETF $634,825 HoldingT. Rowe Price Small-Mid Cap ETF $483,177 HoldingFT Vest S&P 500 Dividend Aristocrats Target Income ETF $460,584 Holding Largest Purchases this Quarter Texas Pacific Land 15,713 shares (about $9.09M)iShares Core S&P Mid-Cap ETF 74,917 shares (about $4.55M)iShares Core S&P Total U.S. Stock Market ETF 24,986 shares (about $2.88M)iShares Core S&P 500 ETF 4,322 shares (about $2.27M)VanEck Morningstar Wide Moat ETF 23,836 shares (about $2.14M) Largest Sales this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 51,724 shares (about $2.60M)Iron Mountain 10,465 shares (about $839.34K)Johnson & Johnson 4,020 shares (about $635.93K)Compass Diversified 19,002 shares (about $457.38K)Exxon Mobil 3,769 shares (about $438.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEssex Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$48,303,620$1,259,690 ▲2.7%281,6874.5%Computer and TechnologyMSFTMicrosoft$38,592,765$1,267,213 ▲3.4%91,7303.6%Computer and TechnologyQQQInvesco QQQ$35,404,302$783,674 ▲2.3%79,7383.3%FinanceVOOGVanguard S&P 500 Growth ETF$24,113,243$511,304 ▲2.2%79,1352.2%ETFSPYSPDR S&P 500 ETF Trust$22,320,523$1,790,475 ▲8.7%42,6722.1%FinanceAMZNAmazon.com$21,205,277$1,148,118 ▲5.7%117,5592.0%Retail/WholesaleLLYEli Lilly and Company$20,714,404$1,202,707 ▲6.2%26,6271.9%MedicalCODICompass Diversified$18,176,240$457,378 ▼-2.5%755,1411.7%FinanceVYMVanguard High Dividend Yield ETF$18,060,633$79,853 ▲0.4%149,2741.7%ETFGOOGLAlphabet$16,537,073$89,803 ▼-0.5%109,5681.5%Computer and TechnologyNVDANVIDIA$16,100,955$1,095,143 ▲7.3%17,8191.5%Computer and TechnologyGLDSPDR Gold Shares$15,624,297$244,191 ▲1.6%75,9491.4%FinanceNOBLProShares S&P 500 Aristocrats ETF$15,324,917$8,823 ▼-0.1%151,1181.4%ETFTPLTexas Pacific Land$13,785,196$9,090,049 ▲193.6%23,8291.3%Oils/EnergyBRK.BBerkshire Hathaway$13,597,597$28,175 ▲0.2%32,3351.3%FinanceXOMExxon Mobil$13,390,886$438,110 ▼-3.2%115,2001.2%Oils/EnergyRSPInvesco S&P 500 Equal Weight ETF$12,800,503$984,889 ▲8.3%75,5771.2%ETFIVViShares Core S&P 500 ETF$12,062,271$2,272,190 ▲23.2%22,9441.1%ETFJPMJPMorgan Chase & Co.$11,989,593$79,119 ▲0.7%59,8581.1%FinanceVTVVanguard Value ETF$11,004,915$655,510 ▲6.3%67,5731.0%ETFVIGVanguard Dividend Appreciation ETF$10,133,599$163,254 ▼-1.6%55,4930.9%ETFJPSTJPMorgan Ultra-Short Income ETF$9,983,812$649,343 ▲7.0%197,8950.9%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$9,836,545$227,221 ▲2.4%97,8370.9%ETFJNJJohnson & Johnson$9,775,265$635,928 ▼-6.1%61,7940.9%MedicalPGProcter & Gamble$9,204,553$18,983 ▼-0.2%56,7310.8%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$8,704,909$2,880,882 ▲49.5%75,4980.8%ETFDGROiShares Core Dividend Growth ETF$8,215,477$120,997 ▼-1.5%141,5000.8%ETFRTXRTX$7,537,998$37,159 ▼-0.5%77,2890.7%AerospaceVTIVanguard Total Stock Market ETF$7,530,292$52,240 ▼-0.7%28,9740.7%ETFSPROTT PHYSICAL GOLD TR UNIT$7,481,826$118,280 ▲1.6%432,4760.7%CEFCVXChevron$7,234,717$314,532 ▼-4.2%45,8650.7%Oils/EnergyPFEPfizer$7,197,292$328,921 ▼-4.4%259,3620.7%MedicalMETAMeta Platforms$7,021,506$589,496 ▲9.2%14,4600.6%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$6,523,010$70,040 ▲1.1%78,0450.6%ETFVVisa$6,518,696$110,236 ▲1.7%23,3580.6%Business ServicesGOOGAlphabet$6,415,069$164,290 ▼-2.5%42,1320.6%Computer and TechnologyHDHome Depot$6,366,752$108,178 ▲1.7%16,5970.6%Retail/WholesaleSPLVInvesco S&P 500 Low Volatility ETF$5,931,111$213,747 ▼-3.5%90,0430.5%ETFIBMInternational Business Machines$5,859,719$140,163 ▲2.5%30,6860.5%Computer and TechnologyBLFYBlue Foundry Bancorp$5,752,592$210,591 ▲3.8%614,5930.5%FinanceSDYSPDR S&P Dividend ETF$5,657,054$37,403 ▲0.7%43,1050.5%ETFIJHiShares Core S&P Mid-Cap ETF$5,646,511$4,550,458 ▲415.2%92,9620.5%ETFVOVanguard Mid-Cap ETF$5,584,116$130,677 ▲2.4%22,3490.5%ETFUNHUnitedHealth Group$5,513,653$241,423 ▼-4.2%11,1450.5%MedicalJEPIJPMorgan Equity Premium Income ETF$5,510,829$230,341 ▲4.4%95,2440.5%ETFABBVAbbVie$5,476,534$241,467 ▲4.6%30,0740.5%MedicalTSLATesla$5,282,795$84,730 ▲1.6%30,0520.5%Auto/Tires/TrucksROPRoper Technologies$5,269,064$83,004 ▼-1.6%9,3950.5%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$5,238,506$36,075 ▲0.7%62,2960.5%ETFBRK.ABerkshire Hathaway$5,075,5200.0%80.5%FinanceMRKMerck & Co., Inc.$5,024,289$166,258 ▲3.4%38,0770.5%MedicalVBVanguard Small-Cap ETF$5,013,630$44,118 ▲0.9%21,9330.5%ETFVUGVanguard Growth ETF$4,864,135$1,161,651 ▲31.4%14,1320.4%ETFSPHQInvesco S&P 500 Quality ETF$4,820,976$230,684 ▲5.0%79,7910.4%ETFMOATVanEck Morningstar Wide Moat ETF$4,781,904$2,142,871 ▲81.2%53,1910.4%ETFKOCoca-Cola$4,678,918$500,574 ▲12.0%76,4780.4%Consumer StaplesPEPPepsiCo$4,677,571$85,756 ▼-1.8%26,7270.4%Consumer StaplesCATCaterpillar$4,451,210$259,055 ▲6.2%12,1480.4%Industrial ProductsIWFiShares Russell 1000 Growth ETF$4,332,811$159,763 ▲3.8%12,8550.4%ETFBACBank of America$4,259,291$295,473 ▲7.5%112,3230.4%FinanceADBEAdobe$4,229,053$130,187 ▲3.2%8,3810.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$4,130,058$244,362 ▲6.3%37,3690.4%ETFCGDVCapital Group Dividend Value ETF$4,078,023$934,867 ▲29.7%125,4770.4%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$4,057,583$83,903 ▼-2.0%51,6490.4%ETFCGUSCapital Group Core Equity ETF$3,835,071$250,152 ▲7.0%123,0770.4%ETFTJXTJX Companies$3,685,271$133,772 ▲3.8%36,3370.3%Retail/WholesaleCSCOCisco Systems$3,447,513$263,274 ▼-7.1%69,0750.3%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$3,429,543$47,365 ▼-1.4%40,0410.3%ETFCIThe Cigna Group$3,419,622$105,683 ▼-3.0%9,4160.3%MedicalBXBlackstone$3,402,139$240,542 ▲7.6%25,8970.3%FinanceGDGeneral Dynamics$3,390,370$62,429 ▲1.9%12,0020.3%AerospaceVOOVanguard S&P 500 ETF$3,387,831$221,113 ▲7.0%7,0480.3%ETFVBRVanguard Small-Cap Value ETF$3,374,507$73,104 ▲2.2%17,5870.3%ETFUNPUnion Pacific$3,308,798$8,608 ▼-0.3%13,4540.3%TransportationTMOThermo Fisher Scientific$3,257,280$20,925 ▲0.6%5,6040.3%MedicalAMLPAlerian MLP ETF$3,216,385$518,741 ▲19.2%67,7700.3%ETFCOSTCostco Wholesale$3,206,469$282,773 ▲9.7%4,3770.3%Retail/WholesaleMCDMcDonald's$3,195,275$82,892 ▲2.7%11,3330.3%Retail/WholesaleSTRVStrive 500 ETF$3,144,868$1,318,434 ▲72.2%93,4300.3%ETFIXUSiShares Core MSCI Total International Stock ETF$3,083,535$35,423 ▼-1.1%45,4400.3%ManufacturingPXDPioneer Natural Resources$2,993,382$267,233 ▼-8.2%11,4030.3%Oils/EnergyGEGeneral Electric$2,904,709$5,266 ▲0.2%16,5480.3%TransportationADPAutomatic Data Processing$2,880,877$28,219 ▲1.0%11,5360.3%Business ServicesLMTLockheed Martin$2,865,017$20,468 ▲0.7%6,2990.3%AerospaceIWDiShares Russell 1000 Value ETF$2,859,075$4,119 ▼-0.1%15,9630.3%ETFDVYiShares Select Dividend ETF$2,804,990$184,281 ▼-6.2%22,7710.3%ETFVZVerizon Communications$2,744,263$38,100 ▼-1.4%65,4020.3%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$2,738,231$898,817 ▲48.9%71,1780.3%ETFELVElevance Health$2,673,050$65,335 ▼-2.4%5,1550.2%MedicalIUSGiShares Core S&P U.S. Growth ETF$2,659,160$40,086 ▼-1.5%22,6870.2%ManufacturingVEAVanguard FTSE Developed Markets ETF$2,574,655$235,647 ▲10.1%51,3190.2%ETFORCLOracle$2,556,946$116,693 ▼-4.4%20,3560.2%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,478,225$2,601,183 ▼-51.2%49,2790.2%FinanceSOSouthern$2,463,242$82,931 ▼-3.3%34,3360.2%UtilitiesFDVVFidelity High Dividend ETF$2,457,630$709,061 ▲40.6%54,2400.2%ETFAVGOBroadcom$2,414,275$31,802 ▲1.3%1,8220.2%Computer and TechnologyQQQJInvesco NASDAQ Next Gen 100 ETF$2,394,123$158,774 ▲7.1%82,8130.2%ManufacturingVXUSVanguard Total International Stock ETF$2,392,702$520,268 ▲27.8%39,6800.2%ETFCARRCarrier Global$2,310,510$5,290 ▲0.2%39,7470.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,294,829$134,851 ▲6.2%27,1770.2%ETFShowing largest 100 holdings. 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