HoldingsChannel.com
Essex Financial Services Inc. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
APPLE INC 52,972 -6,763 $19,324
     AAPL52,972-6,763$19,324
COMPASS DIVERSIFIEDHLDGS 846,298 -105,326 $14,590
     CODI846,298-105,326$14,590
AMAZON COM INC 4,464 -727 $12,315
     AMZN4,464-727$12,315
INVESCO QQQ TR 42,990 +10,432 $10,644
     QQQ42,990+10,432$10,644
MICROSOFT CORP 49,645 -2,443 $10,103
     MSFT49,645-2,443$10,103
JOHNSON & JOHNSON 65,770 -233 $9,249
     JNJ65,770-233$9,249
VANGUARD ADMIRAL FDSINC (VOOG) 46,655 +7,989 $8,720
     VOOG46,655+7,989$8,720
ALIBABA GROUP HLDG 24,435 -1,719 $5,271
     BABA24,435-1,719$5,271
ALPHABET INC 3,643 -585 $5,166
     GOOGL3,643-585$5,166
SPDR S&P 500 (SPY) 16,707 +6,640 $5,152
     SPY16,707+6,640$5,152
PFIZER INC 148,841 +36,863 $4,867
     PFE148,841+36,863$4,867
PROCTER & GAMBLE CO 40,193 -2,067 $4,806
     PG40,193-2,067$4,806
BERKSHIRE HATHAWAYINC DEL CL B NEW      $4,533
     BRK.B19,407-1,752$3,464
     BRK.A4UNCH$1,069
AT&T INC 137,996 -8,184 $4,172
     T137,996-8,184$4,172
ROPER TECHNOLOGIES INC 10,192 -865 $3,957
     ROP10,192-865$3,957
EXXON MOBIL CORP 81,395 -6,106 $3,640
     XOM81,395-6,106$3,640
LILLY ELI & CO 21,255 -1,896 $3,490
     LLY21,255-1,896$3,490
ISHARES TR CORE S&P 500 (IVV) 10,810 -6,613 $3,348
     IVV10,810-6,613$3,348
JP MORGAN CHASE &CO 35,282 -3,130 $3,319
     JPM35,282-3,130$3,319
ISHARES USA MIN VOL (USMV) 54,017 -4,374 $3,275
     USMV54,017-4,374$3,275
CISCO SYSTEMS INC 68,112 -3,514 $3,177
     CSCO68,112-3,514$3,177
VISA INC 16,421 -3,232 $3,172
     V16,421-3,232$3,172
BANK AMER CORP      $3,101
     BAC119,894+1,350$2,847
     BAC.PRL189-65$254
ADOBE SYS INC 6,967 +6 $3,033
     ADBE6,967+6$3,033
THERMO FISHERSCIENTIFIC INC 8,327 -92 $3,017
     TMO8,327-92$3,017
UNITEDHEALTH GROUPINC 9,828 -391 $2,899
     UNH9,828-391$2,899
SPROTT FOCUS TR INC 202,036 +202,036 $2,891
     COM202,036+202,036$2,891
PEPSICO INC 21,515 -1,719 $2,846
     PEP21,515-1,719$2,846
FACEBOOK INC 11,809 -2,547 $2,681
     FB11,809-2,547$2,681
PROSHARES TR S&P 500 DIVD ARISTOCRATS (NOBL) 39,353 +5,539 $2,650
     NOBL39,353+5,539$2,650
VANGUARD WHITEHALL FDS (VYM) 33,381 +3,948 $2,630
     VYM33,381+3,948$2,630
INTEL CORP 43,890 -932 $2,626
     INTC43,890-932$2,626
INVESCO S&P 500 EQL WGT 25,360 -583 $2,581
     RSP25,360-583$2,581
VERIZONCOMMUNICATIONS INC 46,057 -4,365 $2,540
     VZ46,057-4,365$2,540
ABBVIE INC 25,535 -230 $2,507
     ABBV25,535-230$2,507
VANGUARD INDEX FDS MID CAP VIPERS (VO) 15,128 +5,174 $2,480
     VO15,128+5,174$2,480
HOME DEPOT INC 9,530 -5,085 $2,387
     HD9,530-5,085$2,387
TESLA MTRS INC 2,139 +18 $2,310
     TSLA2,139+18$2,310
VANGUARD GROUP DIV APP (VIG) 19,459 +11,157 $2,280
     VIG19,459+11,157$2,280
INTERNATIONALBUSINESS MACHS CORP 18,489 -459 $2,233
     IBM18,489-459$2,233
ALPHABET INC 1,556 -145 $2,200
     GOOG1,556-145$2,200
MERCK & CO INC 27,512 -2,675 $2,127
     MRK27,512-2,675$2,127
PROSPECT CAP CORP 32,842 +17,842 $2,024
     PSEC32,842+17,842$2,024
DISNEY WALT CODISNEY 18,056 -1,604 $2,013
     DIS18,056-1,604$2,013
UNION PACIFIC CORP 11,899 -159 $2,012
     UNP11,899-159$2,012
CVS HEALTH CORP 30,417 -1,768 $1,976
     CVS30,417-1,768$1,976
STANLEY BLACK &DECKER INC 13,347 -1,228 $1,860
     SWK13,347-1,228$1,860
SPDR GOLD TR (GLD) 10,457 +6,017 $1,750
     GLD10,457+6,017$1,750
BRISTOL MYERS SQUIBBCO 29,543 -16,859 $1,737
     BMY29,543-5,881$1,737
CHEVRON CORP 18,712 -2,926 $1,670
     CVX18,712-2,926$1,670

See Full List: All Stocks Held By Essex Financial Services Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Essex Financial Services Inc.

Size ($ in 1000's)
At 06/30/2020: $324,361
At 03/31/2020: $280,543

Essex Financial Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Essex Financial Services Inc. 13F filings. Link to 13F filings: SEC filings

Essex Financial Services Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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