Essex Private Wealth Management, LLC: summary

Essex Private Wealth Management, LLC reported 34 positions with a reported value of $42.49M in its 13F for Q3 2024. Compared with Q2 2024: 4 new positions, 2 exited.

Top positions

• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
• ISHARES CORE HIGH DIVIDEND ETF
• ISHARES CORE S&P SMALL CAP ETF
• INVESCO EXCHANGE TRADED FD T
• VANGUARD HEALTH CARE ETF
• STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
• FIDELITY MERRIMACK STR TR
• ISHARES TR
• FIDELITY COVINGTON TRUST
• NVIDIA CORPORATION