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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 $967,284,968
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 274,341 $52,819,028 5.46%
2.
Microsoft Corp
 MSFT 88,718 $33,361,818 3.44%
3.
Invesco Qqq Trust
 77,973 $31,931,867 3.3%
4.
Vanguard S&P 500 Growth Etf
 77,457 $20,974,632 2.16%
5.
Spdr S & P 500 Etf Trust
 SPY 39,249 $18,655,830 1.92%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)