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Value $
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$42.5M
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Signature - Title
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Peter Mulholland - Chief Compliance Officer
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Location
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Topsfield, MA
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Summary
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This page shows a list of all the recent 13F filings made by Essex Private Wealth Management, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Essex Private Wealth Management, LLC reported 34 stock holdings with total value $42.5M as of Q3 2024. Top holdings included VTI, HDV, IJR, RSPT, and VHT.