Essex Financial Services, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001315785 · ESSEX, CT

As of Sep 30, 2025, Essex Financial Services, Inc. reported 748 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
APPLE INC	AAPL	Technology	325,362	$82.8M	6.00%
INVESCO QQQ TRUST SERIES 1	QQQ	—	99,865	$60.0M	4.34%
MICROSOFT CORP	MSFT	Technology	106,239	$55.0M	3.98%
VANGUARD S&P 500 GROWTH INDEX FUND	VOOG	—	91,191	$39.7M	2.88%
NVIDIA CORP	NVDA	Technology	187,762	$35.0M	2.54%
SPDR S&P 500 ETF TRUST	SPY	—	47,844	$31.9M	2.31%
SPDR GOLD TRUST	GQ9	—	83,767	$29.8M	2.16%
AMAZON.COM INC	AMZN	Equity	123,079	$27.0M	1.96%
ALPHABET INC	GOOGL	Equity	111,131	$27.0M	1.96%
ISHARES CORE S&P 500 ETF	IVV	—	39,013	$26.1M	1.89%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND	VYM	—	165,641	$23.3M	1.69%
JPMORGAN CHASE & CO	JPM	Financial Services	64,159	$20.2M	1.47%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	133,614	9.5M	1.41%
ELI LILLY & CO	LLY	Healthcare	23,423	7.9M	1.29%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	33,657	6.9M	1.23%
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	PYLD	—	627,088	6.8M	1.22%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	82,263	5.6M	1.13%
VANGUARD VALUE INDEX FUND	VTV	—	83,223	5.5M	1.12%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	MINT	—	149,783	5.1M	1.09%
EXXON MOBIL CORP	XOM	Energy	129,342	4.6M	1.06%
TEXAS PACIFIC LAND CORP	TPL	Energy	15,192	4.2M	1.03%
TESLA INC	TSLA	Consumer Cyclical	28,763	2.8M	0.93%
ALPHABET INC	GOOG	Equity	52,154	2.7M	0.92%
RTX CORP	RTX	Equity	75,901	2.7M	0.92%
JPMORGAN ULTRA-SHORT INCOME	JPST	—	238,505	2.1M	0.88%