Essex Private Wealth Management, LLC has disclosed 33 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-03-31. The current portfolio value is calculated to be $35.00 Mil. The turnover rate is 9%.
In Essex Private Wealth Management, LLC's current portfolio as of 2024-03-31, the top 5 holdings are
Vanguard Total Stock Market ETF (VTI), iShares Core High Dividend ETF (HDV), iShares Core S&P Small-Cap ETF (IJR), RYT (RYT), Fidelity Total Bond ETF (FBND), not including call and put options.
Essex Private Wealth Management, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Essex Private Wealth Management, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Essex Private Wealth Management, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Essex Private Wealth Management, LLC.
