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Nancy Stillman

Essex Financial Services, Inc.

Assets Managed
$1.782B
Holdings
794
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
1.41%(2Q avg: 3.28%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Essex Financial Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 794 positions.

Assets under management

The assets under management (AUM) of Essex Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.782B in assets, with a quarterly growth rate of 1.41% and a 2-quarter average growth rate of 3.28%. The portfolio is managed by Nancy Stillman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.5%
4.61%
$82.147M
323,679 shares@ $253.8 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.03%
3.21%
$57.204M
99,109 shares@ $577.18 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.11%
2.19%
$38.983M
105,311 shares@ $370.17 avg price
VOOG
Vanguard S&p 500 Growth Etf
Recent Activity
Decreased -0.52%
2.05%
$36.512M
89,557 shares@ $407.7 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -2.99%
1.93%
$34.247M
79,590 shares@ $430.3 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.11%
1.81%
$32.208M
184,682 shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.73%
1.81%
$32.143M
111,778 shares@ $287.57 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.43%
1.73%
$30.742M
47,270 shares@ $650.34 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.8%
1.45%
$25.745M
39,413 shares@ $653.21 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.58%
1.43%
$25.411M
171,583 shares@ $148.1 avg price

1-10 of 794