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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 $1,388,406,150
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 323,376 $71,831,401 5.17%
2.
Invesco Qqq Tr
 96,786 $45,384,723 3.27%
3.
Microsoft Corp
 MSFT 103,895 $39,001,311 2.81%
4.
Vanguard Admiral Fds Inc
 90,471 $30,260,630 2.18%
5.
Spdr Gold Trust
 GLD 90,588 $26,102,111 1.88%
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)