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Home > Institutional Investor > Essex Financial Services, Inc. > Profile

Instuitional Investor - Essex Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Essex Financial Services, Inc.
Portfolio Value $1,524,399,670
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 327,819 $67,258,523 4.41%
2.
Invesco Qqq Tr
 99,862 $55,087,806 3.61%
3.
Microsoft Corp
 MSFT 107,225 $53,334,726 3.5%
4.
Vanguard Admiral Fds Inc
 90,087 $35,723,027 2.34%
5.
Nvidia Corp
 NVDA 190,678 $30,125,296 1.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)