Essex Financial Services, Inc.

Q3 2025 13F-HR Holdings

Location
Essex, CT
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
748
Total value ($000)
$1,671,884
Net value change ($000)
+147,484 (9.7%)
New positions
81
Sold out positions
21
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/16/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 15,588 23.2%
GOOGL 7,521 38.6%
NVDA 4,908 16.3%
QQQ 4,868 8.8%
RECS 4,090 52.1%
VOOG 3,987 11.2%
PYLD 3,638 27.6%
GOOGL 3,560 38.9%
TSLA 3,540 38.3%
ALAB 2,738 114.8%
Top Reduces (Value $000, Stocks/ETFs)
TPL -1,926 -12.0%
MOAT -1,297 -37.0%
LLY -969 -5.1%
NEE -810 -100.0%
PFE -789 -14.3%
VZ -771 -19.0%
ELV -765 -38.6%
IBM -755 -7.5%
AMLP -728 -19.7%
DEA -712 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type