Fund HoldingsEssex LLC

Total Portfolio Value
$476.42M
Total Bought
$11.31M
Total Sold
$26.23M
Net Transaction
-$14.92M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SCHWAB STRATEGIC TR288,991909,403+620,41219,60821,0804.42%+1,472
ARISTA NETWORKS INC(ANET)010,564+10,56401,1680.25%+1,168
GOLDMAN SACHS GROUP INC(GS)25,03323,023-2,01012,39413,1842.77%+790
JPMORGAN CHASE & CO.(JPM)37,48435,458-2,0267,9048,5001.78%+596
SELECT SECTOR SPDR TR
ST STR FINL ETF
139,770142,446+2,6766,3346,8841.45%+550
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
218,780230,834+12,05411,10111,6272.44%+526
SELECT SECTOR SPDR TR
ST STR SVC ETF
54,08655,667+1,5814,8895,3891.13%+500
ALPHABET INC(GOOG)025,031+25,03104,7380.99%+4,738
SELECT SECTOR SPDR TR
ST STR TECHN ETF
107,891106,782-1,10924,35724,8295.21%+472
WISDOMTREE TR(WT)5,09013,575+8,4852566830.14%+427
BANK AMERICA CORP09,221+9,22104050.09%+405
GLOBAL X FDS
GLB X MLP ENRG I
63,72363,177-5463,4683,8260.80%+358
J P MORGAN EXCHANGE TRADED F
INCOME ETF
06,545+6,54502990.06%+299
ALPHABET INC(GOOG)024,985+24,98504,7581.00%+4,758
WISDOMTREE BITCOIN FD(BTCW)02,480+2,48002450.05%+245
DISNEY WALT CO(DIS)023,573+23,57302,6250.55%+2,625
FORTINET INC(FTNT)02,575+2,57502430.05%+243
PROSHARES TR
PSHS ULTSH 20YRS
06,640+6,64002430.05%+243
PURE STORAGE INC(P)03,685+3,68502260.05%+226
GE VERNOVA INC(GEV)4,7704,367-4031,2161,4360.30%+220
NETFLIX INC(NFLX)01,204+1,20401,0740.23%+1,074
HOWMET AEROSPACE INC(HWM)01,892+1,89202070.04%+207
TESLA INC(TSLA)8991,093+1942354410.09%+206
SPDR SER TR
ST STR PR SP1500
02,825+2,82502020.04%+202
PROSHARES TR
ULSH 20YRTRE NEW
02,505+2,50502000.04%+200
AMAZON COM INC(AMZN)012,171+12,17102,6700.56%+2,670
EMERSON ELEC CO(EMR)027,983+27,98303,4680.73%+3,468
KINDER MORGAN INC DEL(KMI)41,57138,791-2,7809181,0630.22%+145
INTERDIGITAL INC(IDCC)2,5302,531+13584900.10%+132
DOCUSIGN INC(DOCU)06,068+6,06805460.11%+546
SELECT SECTOR SPDR TR
ST STR DISCR ETF
3,1423,361+2196307540.16%+124
SHOPIFY INC(SHOP)4,5824,58203674870.10%+120
SALESFORCE INC(CRM)1,8141,841+274976160.13%+119
HONEYWELL INTL INC(HON)014,839+14,83903,3520.70%+3,352
BROADCOM INC(AVGO)1,3321,438+1062303330.07%+104
SPDR S&P 500 ETF TR(SPY)5,9435,960+173,4103,4930.73%+83
NVIDIA CORPORATION(NVDA)033,552+33,55204,5060.95%+4,506
ISHARES TR11,62411,601-231,2081,2830.27%+75
VANECK ETF TRUST
FALLEN ANGEL HG
153,060159,176+6,1164,5014,5640.96%+62
DECKERS OUTDOOR CORP(DECK)01,410+1,41002860.06%+286
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
440,477449,213+8,73634,98335,0437.36%+60
SELECT SECTOR SPDR TR
ST STR ENERG ETF
17,04918,141+1,0921,4971,5540.33%+57
CROWDSTRIKE HLDGS INC(CRWD)84684602372890.06%+52
SCHWAB STRATEGIC TR33,460100,336+66,8762,2262,2780.48%+52
MASTERCARD INCORPORATED(MA)1,9001,880-209389900.21%+52
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
537,733561,639+23,90645,03545,0839.46%+48
APPLE INC(AAPL)32,50830,434-2,0747,5747,6211.60%+47
VISA INC(V)01,138+1,13803600.08%+360
SCHWAB STRATEGIC TR032,786+32,78609140.19%+914
SCHWAB STRATEGIC TR193,704582,375+388,67116,09516,1383.39%+43
PAYPAL HLDGS INC(PYPL)30,41828,309-2,1092,3742,4160.51%+43
CISCO SYS INC(CSCO)58,86153,635-5,2263,1333,1750.67%+43
SPDR SER TR
ST TERM HIGH ETF
1,030,4441,052,465+22,02126,53426,5755.58%+41
SCHWAB CHARLES CORP(SCHW)04,050+4,05003000.06%+300
ICAD INC137,963137,513-4502162520.05%+36
SELECT SECTOR SPDR TR
ST STR INDL ETF
36,79138,078+1,2874,9835,0171.05%+34
INVESCO QQQ TR01,395+1,39507130.15%+713
WALMART INC(WMT)03,320+3,32003000.06%+300
BLACKSTONE INC(BX)2,1932,127-663363670.08%+31
META PLATFORMS INC(META)4,8234,748-752,7612,7800.58%+19
CME GROUP INC(CME)01,641+1,64103810.08%+381
VIATRIS INC(VTRS)020,811+20,81102590.05%+259
ISHARES TR03,782+3,78202,2270.47%+2,227
VANGUARD INDEX FDS3,8853,851-341,1001,1160.23%+16
TJX COS INC NEW(TJX)03,715+3,71504490.09%+449
PALO ALTO NETWORKS INC(PANW)01,630+1,63002970.06%+297
AON PLC(AON)65865802282360.05%+9
ISHARES TR02,170+2,17003110.07%+311
SELECT SECTOR SPDR TR
ST STR STAPL ETF
19,19020,357+1,1671,5931,6000.34%+7
GENWORTH FINL INC(GNW)011,300+11,3000790.02%+79
SPDR GOLD TR(GLD)1,8471,84704494470.09%-2
PHILIP MORRIS INTL INC(PM)1,6641,66402022000.04%-2
VANGUARD INDEX FDS821812-92172150.05%-2
VANGUARD SPECIALIZED FUNDS5,8495,896+471,1581,1550.24%-4
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,76712,498+7319519460.20%-5
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
05,193+5,19302530.05%+253
SCHWAB STRATEGIC TR08,271+8,27102160.05%+216
ISHARES TR
CORE DIV GRWTH
04,560+4,56002800.06%+280
AIR PRODS & CHEMS INC1,1551,15503443350.07%-9
ISHARES TR02,260+2,26003060.06%+306
ORACLE CORP(ORCL)2,8682,870+24894780.10%-11
ISHARES TR08,824+8,82401,1030.23%+1,103
CHUBB LIMITED
COM
91691602642530.05%-11
AGNC INVT CORP(AGNC)010,200+10,2000940.02%+94
HOME DEPOT INC(HD)882883+13573440.07%-14
PROSHARES TR
S&P 500 DV ARIST
02,384+2,38402370.05%+237
CHEVRON CORP NEW(CVX)02,236+2,23603240.07%+324
LOCKHEED MARTIN CORP(LMT)429479+502512330.05%-18
GLOBAL X FDS
CYBRSCURTY ETF
031,140+31,14009990.21%+999
VERISIGN INC7,1226,432-6901,3531,3310.28%-22
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF
020,200+20,20002940.06%+294
FIRST TR EXCH TRADED FD III064,375+64,37501,1390.24%+1,139
ISHARES TR01,621+1,62103490.07%+349
VANGUARD INDEX FDS6,8936,930+371,2031,1730.25%-30
COLGATE PALMOLIVE CO(CL)(Call)2,6502,6500275241-34
C H ROBINSON WORLDWIDE INC(CHRW)2,8002,650-1503092740.06%-35
SHARKNINJA INC(SN)3,2753,27503563190.07%-37
ISHARES TR01,801+1,80102380.05%+238
ADOBE INC(ADBE)0588+58802610.05%+261
CHURCHILL DOWNS INC(CHDN)02,477+2,47703310.07%+331
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