Long-term investor
Essex Financial Services, Inc. @essexfinancialservicesin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001315785).
Record
- Tracked since 2025-06-30 (448 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year +17.1% · all +17.1%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.6% · long · since 2025-06-30
- 46090E103 · 3.5% · long · since 2025-06-30
- 921932505 · 2.2% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- GOOGL · 2.0% · long · since 2025-06-30
- NVDA · 1.8% · long · since 2025-06-30
- 78462F103 · 1.7% · long · since 2025-06-30
- 464287200 · 1.5% · long · since 2025-06-30
- GLD · 1.4% · long · since 2025-06-30
- 921946406 · 1.4% · long · since 2025-06-30
- LLY · 1.4% · long · since 2025-06-30
- AMZN · 1.3% · long · since 2025-06-30