Essex Financial Services, Inc.
•CIK: 1315785•Filing: Q4 2025
**Essex Financial Services, Inc.** manages $1.8B across a diversified portfolio of 784 positions. The firm maintains significant exposure to mega-cap technology leaders, notably holding AAPL at $87.6M and MSFT at $50.4M. Core allocations also include NDQ ($60.9M), GOOGL ($35.2M), and NVDA ($34.1M), indicating a strong conviction in growth technology sectors. This concentrated approach balances established market indices (SPY, IVV) with targeted sector plays.
Total AUM
$1.8B
QoQ Performance
+5.1%
Positions
555
Top 10 Concentration
29.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL5.0%
NDQ3.5%
MSFT2.9%
VOOG2.3%
GOOGL2.0%
NVDA1.9%
SPY1.9%
GQ91.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.1%
Technology18.5%
Healthcare5.1%
ETF4.6%
Consumer3.9%
Financial3.7%
Industrial2.9%
Energy1.6%
🚪 Exited Positionssold since Q3 2025
+544 more exited positions
Changes from Q3 2025
NEW1 new position
↑115 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022