account_balance
Investment manager · 13F filer · SEC CIK 1315785
Essex Financial Services, Inc.
Follow Essex Financial Services
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$2.08Bas of Sep 30, 2026
Positions875 81 new, 42 sold out
Top 10 weight23.3%AAPL alone is 5%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.2%
QQQInvesco QQQ Tr
3.4%
MSFTMicrosoft Corp
2.7%
VOOGVanguard Admiral FDS Inc
2.1%Trimmed −2%
NVDANVIDIA Corp
1.9%Trimmed −4%
GOOGLAlphabet Inc.
1.8%
SPYSPDR S&P 500 ETF Trust
1.7%
IVViShares Tr
1.6%Added +3%
GLDSPDR Gold Trust
1.4%
AMZNAmazon.com Inc
1.4%
VYMVanguard Whitehall FDS
1.3%
LLYELI Lilly & Co
1.3%
AAPLApple Inc.
5.2%
QQQInvesco QQQ Tr
3.4%
MSFTMicrosoft Corp
2.7%
VOOGVanguard Admiral FDS Inc
2.1%−2%
NVDANVIDIA Corp
1.9%−4%
GOOGLAlphabet Inc.
1.8%
SPYSPDR S&P 500 ETF Trust
1.7%
IVViShares Tr
1.6%
GLDSPDR Gold Trust
1.4%
AMZN1.4%VYM1.3%
LLY1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.2% Held
QQQ Invesco QQQ Tr 3.4% Held
MSFT Microsoft Corp 2.7% HeldVOOG Vanguard Admiral FDS Inc 2.1% Trimmed −2%
NVDA NVIDIA Corp 1.9% Trimmed −4%GOOGL Alphabet Inc. 1.8% HeldSPY SPDR S&P 500 ETF Trust 1.7% HeldIVV iShares Tr 1.6% Added +3%
GLD SPDR Gold Trust 1.4% HeldAMZN Amazon.com Inc 1.4% HeldVYM Vanguard Whitehall FDS 1.3% Held
LLY ELI Lilly & Co 1.3% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.