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Showing Q3 2024 data
Essex Private Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Essex Private Wealth Management, LLC
•CIK: 1803087•Filing: Q3 2024
**Essex Private Wealth Management, LLC** manages $42M across a diversified portfolio of 34 positions. The strategy exhibits a notable allocation toward core US equities, highlighted by the top holdings in VTI ($6.1M) and HDV ($5.3M). Further concentration is evident in sector and factor plays, including IJR ($3.3M) and RSPT ($2.9M). The portfolio maintains exposure across growth and value themes, with significant allocations to VHT ($2.7M) and XLY ($2.7M).
Total AUM
$42.5M
QoQ Performance
+8.1%
Positions
25
Top 10 Concentration
72.8%
Latest Filing
Q3 2024
Top Holdings Allocation
VTI
HDV
IJR
RSPT
VHT
XLY
FBND
VTI14.3%
HDV12.4%
IJR7.7%
RSPT6.8%
VHT6.3%
XLY6.3%
FBND6.2%
XT5.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.4%
Technology9.6%
Consumer1.2%
ETF1.2%
Financial0.6%
🚪 Exited Positionssold since Q2 2024
Changes from Q2 2024
NEW4 new positions
↑12 increased
↓8 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023