Essex Financial Services, Inc. Buys Sprott Physical Gold Trust, Vanguard S&P 500 Growth ETF, SSgA SPDR Gold Shares, Sells BTC iShares Core High Dividend ETF, Unilever NV, Bank of America Corp

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Essex, CT, based Investment company Essex Financial Services, Inc. (Current Portfolio) buys Sprott Physical Gold Trust, Vanguard S&P 500 Growth ETF, SSgA SPDR Gold Shares, BTC iShares S&P 500 Growth ETF, ProShares S&P 500 Dividend Aristocrats ETF, sells BTC iShares Core High Dividend ETF, Unilever NV, Bank of America Corp, SPDR Portfolio S&P 500 Growth ETF, Illinois Tool Works Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Essex Financial Services, Inc.. As of 2020Q4, Essex Financial Services, Inc. owns 309 stocks with a total value of $496 million. These are the details of the buys and sells.

For the details of Essex Financial Services, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/essex+financial+services%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Essex Financial Services, Inc.
  1. Apple Inc (AAPL) - 232,885 shares, 6.23% of the total portfolio. Shares added by 5.19%
  2. PowerShares QQQ Trust Ser 1 (QQQ) - 62,795 shares, 3.98% of the total portfolio. Shares added by 16.98%
  3. Amazon.com Inc (AMZN) - 5,249 shares, 3.45% of the total portfolio. Shares added by 3.67%
  4. Compass Diversified Holdings (CODI) - 822,954 shares, 3.23% of the total portfolio. Shares reduced by 4.49%
  5. Vanguard S&P 500 Growth ETF (VOOG) - 63,615 shares, 2.95% of the total portfolio. Shares added by 25.06%
New Purchase: Danaher Corp (DHR)

Essex Financial Services, Inc. initiated holding in Danaher Corp. The purchase prices were between $212.5 and $245.46, with an estimated average price of $226.35. The stock is now traded at around $235.020000. The impact to a portfolio due to this purchase was 0.28%. The holding were 5,853 shares as of 2020-12-31.

New Purchase: Canadian National Railway Co (CNI)

Essex Financial Services, Inc. initiated holding in Canadian National Railway Co. The purchase prices were between $99.45 and $112.04, with an estimated average price of $108.07. The stock is now traded at around $105.820000. The impact to a portfolio due to this purchase was 0.19%. The holding were 8,460 shares as of 2020-12-31.

New Purchase: Fidelity Total Bond ETF (FBND)

Essex Financial Services, Inc. initiated holding in Fidelity Total Bond ETF. The purchase prices were between $53.02 and $54.17, with an estimated average price of $53.62. The stock is now traded at around $53.815000. The impact to a portfolio due to this purchase was 0.19%. The holding were 17,100 shares as of 2020-12-31.

New Purchase: BTC iShares S&P 500 Value ETF (IVE)

Essex Financial Services, Inc. initiated holding in BTC iShares S&P 500 Value ETF. The purchase prices were between $109.25 and $128.02, with an estimated average price of $120.49. The stock is now traded at around $131.660000. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,893 shares as of 2020-12-31.

New Purchase: Vanguard Large Cap ETF (VV)

Essex Financial Services, Inc. initiated holding in Vanguard Large Cap ETF. The purchase prices were between $152.54 and $175.74, with an estimated average price of $166.44. The stock is now traded at around $182.700000. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,939 shares as of 2020-12-31.

New Purchase: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)

Essex Financial Services, Inc. initiated holding in iShares PHLX SOX Semiconductor Sector Index Fund. The purchase prices were between $301.8 and $382.56, with an estimated average price of $345.47. The stock is now traded at around $406.290100. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,423 shares as of 2020-12-31.

Added: Sprott Physical Gold Trust (PHYS)

Essex Financial Services, Inc. added to a holding in Sprott Physical Gold Trust by 89056.43%. The purchase prices were between $13.89 and $15.49, with an estimated average price of $14.85. The stock is now traded at around $14.350000. The impact to a portfolio due to this purchase was 0.76%. The holding were 249,638 shares as of 2020-12-31.

Added: Vanguard S&P 500 Growth ETF (VOOG)

Essex Financial Services, Inc. added to a holding in Vanguard S&P 500 Growth ETF by 25.06%. The purchase prices were between $202.29 and $230.08, with an estimated average price of $219.08. The stock is now traded at around $239.880000. The impact to a portfolio due to this purchase was 0.59%. The holding were 63,615 shares as of 2020-12-31.

Added: SSgA SPDR Gold Shares (GLD)

Essex Financial Services, Inc. added to a holding in SSgA SPDR Gold Shares by 62.53%. The purchase prices were between $166.67 and $183.19, with an estimated average price of $176.05. The stock is now traded at around $169.770000. The impact to a portfolio due to this purchase was 0.45%. The holding were 32,723 shares as of 2020-12-31.

Added: BTC iShares S&P 500 Growth ETF (IVW)

Essex Financial Services, Inc. added to a holding in BTC iShares S&P 500 Growth ETF by 520.40%. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $66.480000. The impact to a portfolio due to this purchase was 0.37%. The holding were 34,513 shares as of 2020-12-31.

Added: ProShares S&P 500 Dividend Aristocrats ETF (NOBL)

Essex Financial Services, Inc. added to a holding in ProShares S&P 500 Dividend Aristocrats ETF by 42.42%. The purchase prices were between $70.5 and $80.65, with an estimated average price of $77.21. The stock is now traded at around $80.765000. The impact to a portfolio due to this purchase was 0.36%. The holding were 75,038 shares as of 2020-12-31.

Added: Vanguard Dividend Appreciation FTF (VIG)

Essex Financial Services, Inc. added to a holding in Vanguard Dividend Appreciation FTF by 42.65%. The purchase prices were between $125.74 and $141.17, with an estimated average price of $135.73. The stock is now traded at around $141.650000. The impact to a portfolio due to this purchase was 0.26%. The holding were 30,738 shares as of 2020-12-31.

Sold Out: BTC iShares Core High Dividend ETF (HDV)

Essex Financial Services, Inc. sold out a holding in BTC iShares Core High Dividend ETF. The sale prices were between $76.46 and $89.81, with an estimated average price of $84.09.

Sold Out: Unilever NV (UN)

Essex Financial Services, Inc. sold out a holding in Unilever NV. The sale prices were between $56.56 and $62.57, with an estimated average price of $60.42.

Sold Out: Bank of America Corp (BACPL.PFD)

Essex Financial Services, Inc. sold out a holding in Bank of America Corp. The sale prices were between $1456.99 and $1541.95, with an estimated average price of $1495.05.

Sold Out: Advanced Micro Devices Inc (AMD)

Essex Financial Services, Inc. sold out a holding in Advanced Micro Devices Inc. The sale prices were between $74.7 and $97.12, with an estimated average price of $86.32.

Sold Out: Dominion Energy Inc (D)

Essex Financial Services, Inc. sold out a holding in Dominion Energy Inc. The sale prices were between $73.5 and $86.07, with an estimated average price of $79.46.

Sold Out: Blackrock Muniholdings Fund Inc (MHD)

Essex Financial Services, Inc. sold out a holding in Blackrock Muniholdings Fund Inc. The sale prices were between $14.92 and $16.2, with an estimated average price of $15.62.



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