13F-HR filed by Essex Financial Services, Inc.
Essex Financial Services, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-16, with 688 holding rows worth $1,524,399,670.
- Accession
- 0001951757-25-000875
- Filer
- CIK 1315785
- Filed
- 2025-07-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A combination report, 688 entries on the cover page, a total value of $1,524,399,670 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,524,399,670 with VALUE read as dollars as filed, 13F file number 028-11126. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerEssex Savings Bank 028-19005
- included managerAnchor
- included managerBrentview
- included managerClearbridge
- included managerDavis Select
- included managerGilman
- included managerPGIM
- included managerRichard Bernstein Advisors
- included managerWestwood
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 2,616 | $351,516 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 4,298 | $350,824 | dollars as filed | |
| MESABI TR | 590672101 | CTF BEN INT | 14,600 | $349,805 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V548 | COM | 17,044 | $349,407 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q781 | EQUITY FOCUS ETF | 4,973 | $348,806 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 6,726 | $348,483 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 1,552 | $347,291 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 4,454 | $344,771 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 772 | $343,694 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,438 | $342,637 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 2,300 | $342,549 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 4,129 | $342,409 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 666 | $339,200 | dollars as filed | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 4,826 | $339,192 | dollars as filed | |
| COREBRIDGE FINL INC COM | 21871X109 | Stock | 9,539 | $338,621 | dollars as filed | |
| CENTERPOINT ENERGY INC | 15189T107 | COM | 9,187 | $337,531 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 6,008 | $336,388 | dollars as filed | |
| EA SERIES TRUST | 02072L573 | STRIVE SML CAP | 10,963 | $332,711 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q134 | INTRNL RES EQT | 4,697 | $332,385 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 1,586 | $332,059 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 1,521 | $331,198 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 2,122 | $325,434 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 1,431 | $325,217 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 5,415 | $325,171 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 4,614 | $324,902 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 12,170 | $322,251 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V605 | DJ INDL AVG DV | 6,056 | $322,119 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 3,135 | $322,090 | dollars as filed | |
| VanEck Bitcoin Trust | 92189K105 | SHS | 10,552 | $321,519 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 3,402 | $318,529 | dollars as filed | |
| MGM RESORTS INTERNATIONAL | 552953101 | COM | 9,242 | $317,829 | dollars as filed | |
| STATE STR CORP COM | 857477103 | Stock | 2,986 | $317,557 | dollars as filed | |
| DORCHESTER MINERALS L P | 25820R105 | COM UNIT | 11,244 | $313,263 | dollars as filed | |
| ETFIS SER TR I | 26923G806 | VIRTUS REAVES UT | 4,118 | $311,333 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 2,462 | $310,926 | dollars as filed | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 6,287 | $309,241 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 1,823 | $307,459 | dollars as filed | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 6,119 | $306,680 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 3,439 | $306,277 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 6,165 | $306,031 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092881 | MSCI MATLS INDEX | 6,136 | $306,002 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 2,894 | $305,954 | dollars as filed | |
| GMO ETF TRUST | 90139K100 | US QUALITY ETF | 8,877 | $304,126 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 8,483 | $304,029 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 12,424 | $303,888 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 8,952 | $303,373 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 3,468 | $302,722 | dollars as filed | |
| KLA CORP | 482480100 | COM | 336 | $300,813 | dollars as filed | |
| WISDOMTREE TR | 97717Y394 | 1 3 YR LADDERED | 5,903 | $299,105 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 5,999 | $298,535 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 7,386 | $296,262 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 2,750 | $295,378 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 588 | $294,771 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 5,562 | $293,899 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 2,281 | $293,337 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 5,924 | $293,300 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 1,616 | $292,457 | dollars as filed | |
| TD SYNNEX CORPORATION COM | 87162W100 | Stock | 2,140 | $290,398 | dollars as filed | |
| SPDR SERIES TRUST | 78464A797 | ST STR SP BANK | 5,197 | $289,785 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 2,252 | $289,125 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 5,991 | $288,992 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 3,882 | $288,131 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 2,904 | $288,067 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 1,713 | $287,833 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 4,692 | $287,176 | dollars as filed | |
| ALLIANCEBERNSTEIN HLDG L P | 01881G106 | UNIT LTD PARTN | 6,995 | $285,606 | dollars as filed | |
| BCE INC COM NEW | 05534B760 | Stock | 12,774 | $282,919 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 3,211 | $281,958 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 8,128 | $280,983 | dollars as filed | |
| GLOBAL X FDS | 37954Y871 | GLOBAL X URANIUM | 7,233 | $280,708 | dollars as filed | |
| SAILPOINT INC COM | 78781J109 | Stock | 12,210 | $279,121 | dollars as filed | |
| PENNANTPARK INVESTMENT CORPORA | 708062104 | COM | 40,696 | $278,361 | dollars as filed | |
| BLACKSTONE MORTGAGE TRUST INC COM CL A | 09257W100 | REIT | 14,438 | $277,929 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 16,574 | $277,781 | dollars as filed | |
| CHOICE HOTELS INTL INC | 169905106 | COM | 2,183 | $277,019 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 3,740 | $275,368 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 879 | $273,808 | dollars as filed | |
| BHP BILLITON LIMITED SPONSORED ADS | 088606108 | ADR | 5,688 | $273,531 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 1,484 | $272,190 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 774 | $270,962 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 1,870 | $269,941 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 2,502 | $268,868 | dollars as filed | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 4,336 | $264,243 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 2,404 | $262,517 | dollars as filed | |
| ARK ETF TR | 00214Q203 | AUTNMUS TECHNLGY | 2,923 | $260,670 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 850 | $258,698 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 28,921 | $258,265 | dollars as filed | |
| SPDR S&P Homebuilders ETF | 78464A888 | SHS | 2,620 | $258,253 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 2,128 | $255,452 | dollars as filed | |
| QUANTUM COMPUTING INC | 74766W108 | COM | 13,310 | $255,153 | dollars as filed | |
| STARWOOD PPTY TR INC COM | 85571B105 | REIT | 12,711 | $255,100 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 3,538 | $253,779 | dollars as filed | |
| KRANESHARES TRUST CSI CHI INTERNET | 500767306 | CSI CHI INTERNET | 7,352 | $252,405 | dollars as filed | |
| STIFEL FINL CORP | 860630102 | COM | 2,431 | $252,289 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 756 | $251,219 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 2,030 | $250,214 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 865 | $249,103 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 5,042 | $248,095 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 2,726 | $248,001 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F698 | FT VEST US EQT | 5,565 | $247,210 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 2,966 | $246,751 | dollars as filed | |
| PROSHARES TR | 74347X864 | ULTRPRO S&P500 | 2,697 | $246,652 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 1,214 | $246,551 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 2,363 | $246,223 | dollars as filed | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 10,053 | $246,092 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 3,439 | $242,032 | dollars as filed | |
| BARINGS BDC INC | 06759L103 | COM | 26,320 | $240,560 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 1,291 | $240,294 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 3,475 | $240,262 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 3,217 | $239,549 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 1,657 | $238,672 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 1,929 | $238,436 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 792 | $237,438 | dollars as filed | |
| ONEMAIN HLDGS INC COM | 68268W103 | Stock | 4,154 | $236,780 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U703 | FT VEST LADDERED | 8,902 | $236,437 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V506 | DIVID ACHIEVEV | 4,900 | $236,033 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 224 | $233,255 | dollars as filed | |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 6,063 | $232,802 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 11,382 | $232,761 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 3,202 | $232,721 | dollars as filed | |
| AMEREN CORP COM | 023608102 | Stock | 2,418 | $232,264 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 838 | $232,035 | dollars as filed | |
| GXO LOGISTICS INCORPORATED COMMON STOCK | 36262G101 | Stock | 4,710 | $229,377 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 1,405 | $228,060 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 8,816 | $227,624 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 2,206 | $225,696 | dollars as filed | |
| WISDOMTREE TR | 97717X594 | ITL HDG QTLY DIV | 5,000 | $225,250 | dollars as filed | |
| GENERAL AMERICAN INVESTORS CO | 368802104 | COM | 4,010 | $224,720 | dollars as filed | |
| INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | 46137V365 | ETF | 3,016 | $224,599 | dollars as filed | |
| NATIONAL FUEL GAS CO COM | 636180101 | Stock | 2,648 | $224,312 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 531 | $223,127 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 454 | $222,796 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 5,530 | $222,642 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 5,223 | $221,263 | dollars as filed | |
| Fidelity Enhanced Small Cap ETF | 31609A206 | SHS | 6,880 | $220,078 | dollars as filed | |
| TRIPADVISOR INC | 896945201 | COM | 16,861 | $220,036 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 2,172 | $219,277 | dollars as filed | |
| T ROWE PRICE DIVIDEND GROWTH ETF | 87283Q404 | COM | 5,128 | $217,311 | dollars as filed | |
| DONALDSON INC COM | 257651109 | Stock | 3,131 | $217,135 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 3,220 | $216,466 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 2,371 | $216,290 | dollars as filed | |
| PRINCIPAL FINANCIAL GROUP INC COM | 74251V102 | Stock | 2,721 | $216,129 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 744 | $214,867 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 1,609 | $212,935 | dollars as filed | |
| COLUMBIA ETF TR I | 19761L805 | RESH ENHNC VLU | 8,086 | $212,508 | dollars as filed | |
| TOTALENERGIES SE | 89151E109 | SPONSORED ADS | 3,420 | $209,954 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V142 | WATER RES ETF | 3,003 | $209,946 | dollars as filed | |
| CARMAX INC COM | 143130102 | Stock | 3,118 | $209,561 | dollars as filed | |
| SLM CORP COM | 78442P106 | Stock | 6,376 | $209,069 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 1,335 | $208,407 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 794 | $207,168 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 3,658 | $205,397 | dollars as filed | |
| INVESCO S&P 500 TOP 50 ETF | 46137V233 | ETF | 3,930 | $204,753 | dollars as filed | |
| TIDAL TRUST I | 886364231 | FUND GRAN US ETF | 9,000 | $204,120 | dollars as filed | |
| EAGLE POINT CREDIT COMPANY I | 269808101 | COM | 26,612 | $203,846 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 9,712 | $203,279 | dollars as filed | |
| JEFFERIES FINANCIAL GROUP IN | 47233W109 | COM | 3,707 | $202,742 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 14,734 | $202,450 | dollars as filed | |
| NISOURCE INC COM | 65473P105 | Stock | 5,006 | $201,953 | dollars as filed | |
| LISTED FD TR | 53656F623 | HORIZON KINETICS | 4,788 | $201,908 | dollars as filed | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 2,691 | $201,773 | dollars as filed | |
| BLACKSTONE STRATEGIC CREDIT FU | 09257R101 | COM SHS BEN IN | 16,640 | $201,673 | dollars as filed | |
| NEW MTN FIN CORP | 647551100 | COM | 19,108 | $201,591 | dollars as filed | |
| BANKWELL FINL GROUP INC | 06654A103 | COM | 5,588 | $201,336 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 4,091 | $201,214 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 640 | $200,561 | dollars as filed | |
| RITHM CAPITAL CORP COM NEW | 64828T201 | REIT | 17,338 | $195,746 | dollars as filed | |
| EATON VANCE TAX-MANAGED BUY-WR | 27828X100 | COM | 12,650 | $182,666 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 28,351 | $178,044 | dollars as filed | |
| CNH INDL N V SHS | N20944109 | Stock | 13,305 | $172,433 | dollars as filed | |
| RECURSION PHARMACEUTICALS IN | 75629V104 | CL A | 29,132 | $147,408 | dollars as filed | |
| EA SERIES TRUST | 02072L714 | BRIDGEWAY BLUE | 10,527 | $144,788 | dollars as filed | |
| OXFORD LANE CAP CORP | 691543102 | COM | 34,089 | $143,176 | dollars as filed | |
| DNP SELECT INCOME FD INC | 23325P104 | COM | 13,925 | $136,323 | dollars as filed | |
| APOLLO UNVT CORP | 03761U502 | COM NEW | 10,621 | $134,035 | dollars as filed | |
| PENNYMAC MTG INVT TR COM | 70931T103 | REIT | 10,082 | $129,655 | dollars as filed | |
| BLACKROCK MUNIHOLDINGS FD IN | 09253N104 | COM | 11,500 | $128,800 | dollars as filed | |
| WESTERN NEW ENGLAND BANCORP | 958892101 | COMMON STOCK | 13,584 | $125,380 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 10,788 | $123,636 | dollars as filed | |
| GLOBAL NET LEASE INC COM NEW | 379378201 | REIT | 15,370 | $116,043 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 10,365 | $100,334 | dollars as filed | |
| TEEKAY CORPORATION LTD | G8726T105 | SHS | 11,846 | $97,730 | dollars as filed | |
| RIBBON COMMUNICATIONS INC | 762544104 | COMMON STOCK | 24,076 | $96,545 | dollars as filed | |
| JETBLUE AWYS CORP | 477143101 | COM | 19,535 | $82,633 | dollars as filed | |
| IMMUCELL CORP | 452525306 | COM PAR | 11,000 | $76,560 | dollars as filed | |
| SPRUCE POWER HOLDING CORP | 9837FR209 | COM NEW | 24,137 | $48,757 | dollars as filed | |
| ABRDN GLOBAL PREMIER PPTYS F | 00302L108 | COM SH BEN INT | 11,466 | $45,406 | dollars as filed | |
| COGNITION THERAPEUTICS INC | 19243B102 | COM | 39,595 | $12,267 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000875 | this filing | 2025-07-16 | acceptance time not in the bulk data set |