Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $1,782,458,754
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 323,679 $82,146,514 4.61%
2.
Invesco Qqq Tr
 99,109 $57,203,628 3.21%
3.
Microsoft Corp
 MSFT 105,311 $38,982,905 2.19%
4.
Vanguard Admiral Fds Inc
 89,557 $36,511,609 2.05%
5.
Spdr Gold Trust
 GLD 79,590 $34,246,911 1.92%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.