HoldingsChannel.com
Essex Private Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 105,248 +3,075 $13,567
     VTI105,248+3,075$13,567
SPDR SER TR (SDY) 95,394 +2,976 $7,618
     SDY95,394+2,976$7,618
VANGUARD WORLD FDS (VHT) 30,829 +795 $5,120
     VHT30,829+795$5,120
VANGUARD WHITEHALL FDS (VYM) 61,709 +1,830 $4,365
     VYM61,709+1,830$4,365
SELECT SECTOR SPDR TR (XLC) 83,288 +5,465 $3,684
     XLC83,288+5,465$3,684
VANGUARD SCOTTSDALE FDS (VCSH) 42,278 +271 $3,344
     VCSH42,278+271$3,344
SSGA ACTIVE ETF TR (TOTL) 65,194 +3,381 $3,126
     TOTL65,194+3,381$3,126
ISHARES TR (HDV) 42,446 +7,865 $3,036
     HDV42,446+7,865$3,036
ISHARES TR (XT) 73,928 +4,451 $2,632
     XT73,928+4,451$2,632
ISHARES TR (IWB) 15,837 -2,294 $2,241
     IWB15,837-2,294$2,241
SPDR S&P 500 ETF TR (SPY) 7,499 +544 $1,932
     SPY7,499+544$1,932
ISHARES TR (AGG) 16,600 UNCH $1,915
     AGG16,600UNCH$1,915
ISHARES TR (IJR) 33,129 -30,825 $1,858
     IJR33,129-30,825$1,858
AMAZON COM INC 825 +24 $1,608
     AMZN825+24$1,608
APPLE INC 4,843 +436 $1,231
     AAPL4,843+436$1,231
PFIZER INC 35,137 -159 $1,146
     PFE35,137-159$1,146
DNP SELECT INCOME FD 112,583 -186 $1,102
     DNP112,583-186$1,102
GENERAL MLS INC 18,554 +443 $979
     GIS18,554+443$979
PROCTER & GAMBLE CO 8,395 -720 $923
     PG8,395-720$923
AMGEN INC 4,401 -452 $892
     AMGN4,401-452$892
VERIZON COMMUNICATIONS INC 16,108 +551 $865
     VZ16,108+551$865
DOMINION ENERGY INC 10,041 +63 $724
     D10,041+63$724
COCA COLA CO 15,759 +183 $697
     KO15,759+183$697
ENBRIDGE INC 23,953 +233 $696
     ENB23,953+233$696
VANGUARD TAX MANAGED INTL FD (VEA) 20,128 -1,733 $671
     VEA20,128-1,733$671
PHILIP MORRIS INTL INC 8,665 +119 $632
     PM8,665+119$632
ISHARES TR (EFA) 11,716 -5,200 $626
     EFA11,716-5,200$626
JOHNSON & JOHNSON 4,464 +235 $585
     JNJ4,464+235$585
ISHARES TR (DVY) 7,576 -347 $557
     DVY7,576-347$557
INVESCO EXCHANGE TRADED FD T (RSP) 6,256 -17,877 $525
     RSP6,256-17,877$525
BLACKROCK INC 1,170 -36 $514
     BLK1,170-36$514
DUKE ENERGY CORP NEW 5,875 +53 $475
     DUK5,875+53$475
MASTERCARD INC 1,823 -15 $440
     MA1,823-15$440
WELLTOWER INC 9,348 -44 $427
     WELL9,348-44$427
ISHARES TR (ITOT) 7,375 -149 $421
     ITOT7,375-149$421
MICROSOFT CORP 2,551 +22 $402
     MSFT2,551+22$402
INVESCO EXCH TRD SLF IDX FD 19,100 UNCH $395
     BSCN19,100UNCH$395
INVESCO EXCH TRD SLF IDX FD 18,800 UNCH $394
     BSCL18,800UNCH$394
SPDR SER TR (SLY) 7,889 UNCH $382
     SLY7,889UNCH$382
VANGUARD INDEX FDS (VTV) 4,267 UNCH $380
     VTV4,267UNCH$380
ALPHABET INC 289 +74 $336
     GOOG289+74$336
VANGUARD INDEX FDS (VV) 2,554 UNCH $302
     VV2,554UNCH$302
ISHARES TR (IJH) 2,003 -2,000 $288
     IJH2,003-2,000$288
VENTAS INC 10,580 +165 $283
     VTR10,580+165$283
RAYTHEON CO 2,102 -94 $275
     RTN2,102-94$275
SPDR INDEX SHS FDS (SPEM) 9,180 UNCH $261
     SPEM9,180UNCH$261
VANGUARD SPECIALIZED FUNDS (VIG) 2,514 +179 $259
     VIG2,514+179$259
VANGUARD INDEX FDS (VBR) 2,768 UNCH $245
     VBR2,768UNCH$245
PPL CORP 9,708 +9,708 $239
     PPL9,708+9,708$239
DISNEY WALT CO 2,459 -61 $237
     DIS2,459-61$237

See Full List: All Stocks Held By Essex Private Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Essex Private Wealth Management LLC

Size ($ in 1000's)
At 03/31/2020: $76,645
At 12/31/2019: $98,789

Essex Private Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Essex Private Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Essex Private Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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