Essex Financial Services, Inc. - Portfolio overview

Essex Financial Services, Inc. has 851 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.56%
2. QQQ - INVESCO QQQ TR, 3.18%
3. MSFT - MICROSOFT CORP, 2.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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