Fund HoldingsEssex LLC

Total Portfolio Value
$434.19M
Total Bought
$39.39M
Total Sold
$27.88M
Net Transaction
+$11.51M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
247,593355,202+107,60920,12428,5976.59%+8,473
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0172,548+172,54808,7052.00%+8,705
HENNESSY FDS TR
SUSTAINABLE ETF
0142,675+142,67504,3190.99%+4,319
GENERAL ELECTRIC CO021,425+21,42503,7610.87%+3,761
SELECT SECTOR SPDR TR
ST STR TECHN ETF
91,108101,464+10,35617,53621,1324.87%+3,595
SCHWAB STRATEGIC TR222,407235,830+13,42312,54414,6363.37%+2,092
SCHWAB STRATEGIC TR157,631169,989+12,35811,87313,8423.19%+1,969
ADVANCED MICRO DEVICES INC(AMD)51,71148,896-2,8157,6238,8252.03%+1,203
JPMORGAN CHASE & CO(JPM)38,45637,988-4686,5417,6091.75%+1,068
SELECT SECTOR SPDR TR
ST STR FINL ETF
106,617120,002+13,3854,0095,0541.16%+1,046
SCHWAB STRATEGIC TR334,318340,665+6,34712,35613,2933.06%+936
TRANSOCEAN LTD(RIG)0128,763+128,76308090.19%+809
DISNEY WALT CO(DIS)27,23026,450-7802,4593,2360.75%+778
GOLDMAN SACHS GROUP INC(GS)25,78725,675-1129,94810,7242.47%+776
MERCK & CO INC(MRK)36,37035,895-4753,9654,7361.09%+771
SCHWAB STRATEGIC TR186,859194,250+7,3918,8279,5652.20%+738
SELECT SECTOR SPDR TR
ST STR INDL ETF
29,76831,943+2,1753,3934,0240.93%+630
SPDR SER TR
ST TERM HIGH ETF
972,113992,391+20,27824,43925,0285.76%+589
SELECT SECTOR SPDR TR
ST STR SVC ETF
45,56847,213+1,6453,3113,8550.89%+544
MICROSOFT CORP(MSFT)17,09616,550-5466,4296,9631.60%+534
META PLATFORMS INC(META)5,1574,840-3171,8252,3500.54%+525
MARSH & MCLENNAN COS INC(MRSH)23,16023,671+5114,3884,8761.12%+488
SELECT SECTOR SPDR TR
ST STR CARE ETF
23,23324,740+1,5073,1693,6550.84%+486
RTX CORPORATION(RTX)34,63334,402-2312,9143,3550.77%+441
ELI LILLY & CO(LLY)01,874+1,87401,4580.34%+1,458
SHOPIFY INC(SHOP)04,947+4,94703820.09%+382
EMERSON ELEC CO(EMR)32,98031,527-1,4533,2103,5760.82%+366
ISHARES TR043,270+43,27005,8441.35%+5,844
LINDE PLC(LIN)8,6058,325-2803,5343,8660.89%+331
AMAZON COM INC(AMZN)13,51013,190-3202,0532,3790.55%+326
INTERNATIONAL BUSINESS MACHS(IBM)12,88312,698-1852,1072,4250.56%+318
EXXON MOBIL CORP018,097+18,09702,1040.48%+2,104
GENERAL DYNAMICS CORP(GD)13,50313,398-1053,5063,7850.87%+278
PROCTER AND GAMBLE CO(PG)022,659+22,65903,6760.85%+3,676
WASTE MGMT INC DEL(WM)8,8508,640-2101,5851,8420.42%+257
ALPHABET INC(GOOG)27,93527,538-3973,9374,1930.97%+256
OPEN TEXT CORP(OTEX)06,440+6,44002500.06%+250
CASSAVA SCIENCES INC34,77450,674+15,9007831,0280.24%+245
SELECT SECTOR SPDR TR
ST STR ENERG ETF
015,385+15,38501,4530.33%+1,453
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
897,789890,813-6,97616,00816,2313.74%+223
DECKERS OUTDOOR CORP(DECK)0235+23502210.05%+221
GE HEALTHCARE TECHNOLOGIES I(GEHC)02,399+2,39902180.05%+218
VANGUARD INDEX FDS0917+91702100.05%+210
SCHWAB STRATEGIC TR02,757+2,75702090.05%+209
SAIA INC(SAIA)0350+35002050.05%+205
SHARKNINJA INC(SN)03,275+3,27502040.05%+204
INGERSOLL RAND INC(IR)02,128+2,12802020.05%+202
SCHWAB STRATEGIC TR138,075141,480+3,4053,7473,9270.90%+180
ARISTA NETWORKS INC3,0062,971-357088620.20%+154
GLOBAL X FDS
GLB X MLP ENRG I
68,39865,362-3,0363,0523,2020.74%+150
TRANE TECHNOLOGIES PLC(TT)2,7422,717-256698160.19%+147
SELECT SECTOR SPDR TR
ST STR MATER ETF
13,09013,582+4921,1201,2620.29%+142
ISHARES TR033,730+33,73002,0880.48%+2,088
NOVO-NORDISK A S(NVO)4,5944,684+904756010.14%+126
NETFLIX INC(NFLX)1,2291,179-505997160.16%+118
SELECT SECTOR SPDR TR
ST STR STAPL ETF
16,70217,202+5001,2031,3140.30%+110
ISHARES TR010,930+10,93001,3740.32%+1,374
ALPHABET INC(GOOG)28,00026,550-1,4503,9114,0070.92%+96
CORTEVA INC(CTVA)013,886+13,88608010.18%+801
SCHWAB STRATEGIC TR35,34033,724-1,6161,9672,0590.47%+91
INVESCO QQQ TR01,421+1,42106310.15%+631
ISHARES TR012,624+12,62401,2070.28%+1,207
SALESFORCE INC(CRM)1,9991,989-105265990.14%+73
ABBVIE INC(ABBV)02,720+2,72004950.11%+495
ORACLE CORP(ORCL)02,765+2,76503470.08%+347
VANGUARD INDEX FDS1,1231,125+24915410.12%+50
TILRAY BRANDS INC020,000+20,0000490.01%+49
SCHWAB STRATEGIC TR9,0888,661-4277548030.18%+49
SELECT SECTOR SPDR TR
ST STR UTIL ETF
10,13710,512+3756426900.16%+48
ISHARES TR5651,635+1,0703253690.09%+44
AT&T INC(T)86,33484,673-1,6611,4491,4900.34%+42
ISHARES TR4,7434,387-3562,2652,3060.53%+41
THERMO FISHER SCIENTIFIC INC(TMO)73173103884250.10%+37
COSTCO WHSL CORP NEW(COST)963913-506366690.15%+33
VANGUARD INDEX FDS1,2961,308+123073400.08%+32
TJX COS INC NEW(TJX)3,7153,71503493770.09%+28
ISHARES TR010,039+10,03901,1880.27%+1,188
COLGATE PALMOLIVE CO(CL)2,6502,65002112390.05%+27
SPDR GOLD TR(GLD)1,8471,84703533800.09%+27
VANGUARD INDEX FDS71071002212440.06%+24
VIATRIS INC(VTRS)20,84820,84802262490.06%+23
VISA INC(V)1,1381,13802963180.07%+21
PAYPAL HLDGS INC(PYPL)36,65833,914-2,7442,2512,2720.52%+21
ISHARES TR014,655+14,65509910.23%+991
ISHARES TR
CORE DIV GRWTH
4,5604,56002452650.06%+19
CME GROUP INC(CME)01,649+1,64903550.08%+355
SCHWAB CHARLES CORP(SCHW)4,5704,57003143310.08%+16
DOW INC(DOW)15,72515,148-5778628780.20%+15
SCHWAB STRATEGIC TR64,99565,375+3803,1443,1600.73%+15
ISHARES TR02,260+2,26002950.07%+295
WEYERHAEUSER CO MTN BE(WY)08,700+8,70003120.07%+312
HEICO CORP NEW(HEI)1,2551,205-502242300.05%+6
HOME DEPOT INC(HD)968882-863363390.08%+3
BLACKSTONE INC(BX)02,606+2,60603420.08%+342
ISHARES TR04,555+4,55506730.15%+673
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
05,431+5,43102620.06%+262
GENWORTH FINL INC(GNW)11,30011,300075730.02%-3
FIRST TR EXCH TRADED FD III068,017+68,01701,1780.27%+1,178
CHEVRON CORP NEW(CVX)02,423+2,42303820.09%+382
ISHARES TR018,562+18,56201,5690.36%+1,569
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