Notify me when Essex Private Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 34 | $42,487,061 | +$1,273,775 | -$707,264 | +$566,511 | VTI, HDV, IJR, RSPT, VHT | 13F-HR | 24 Oct 2024, 08:52 |
| Q2 2024 | 32 | $39,311,099 | +$5,233,310 | -$748,513 | +$4,484,797 | VTI, HDV, IJR, RSPT, VHT | 13F-HR | 19 Jul 2024, 19:50 |
| Q1 2024 | 33 | $35,307,636 | +$1,507,322 | -$157,900 | +$1,349,422 | VTI, HDV, IJR, RSPT, FBND | 13F-HR | 22 Apr 2024, 09:56 |
| Q4 2023 | 28 | $32,045,245 | +$2,335,263 | -$2,281,636 | +$53,627 | VTI, HDV, IJR, RSPT, FBND | 13F-HR | 29 Jan 2024, 08:50 |
| Q3 2023 | 28 | $29,270,139 | +$4,348,818 | -$886,406 | +$3,462,412 | VTI, HDV, TOTL, IJR, RSPT | 13F-HR | 24 Oct 2023, 10:09 |
| Q2 2023 | 26 | $29,089,530 | +$389,437 | -$516,024 | -$126,587 | VTI, HDV, RSPT, IJR, XLY | 13F-HR | 31 Jul 2023, 09:42 |
| Q1 2023 | 26 | $27,553,975 | +$463,368 | -$1,414,316 | -$950,948 | VTI, HDV, IJR, RSPT, VHT | 13F-HR | 01 May 2023, 18:54 |
| Q4 2022 | 30 | $26,682,818 | +$677,087 | -$401,769 | +$275,318 | VTI, HDV, IJR, VHT, RSPT | 13F-HR | 02 Feb 2023, 15:41 |
| Q3 2022 | 29 | $25,059,000 | +$2,398,565 | -$2,241,613 | +$156,952 | VTI, HDV, IJR, VHT, RSPT | 13F-HR | 14 Nov 2022, 13:49 |
| Q2 2022 | 30 | $26,762,000 | +$1,978,437 | -$7,752,502 | -$5,774,065 | VTI, HDV, IJR, VHT, RSPT | 13F-HR | 10 Aug 2022, 19:00 |
| Q1 2022 | 35 | $37,087,000 | +$2,437,559 | -$78,765,633 | -$76,328,074 | VTI, HDV, IJR, VHT, RSPT | 13F-HR | 16 May 2022, 15:23 |
| Q4 2021 | 62 | $118,386,000 | +$4,445,355 | -$3,823,273 | +$622,082 | VTI, VIG, VCSH, VHT, XLC | 13F-HR | 09 Feb 2022, 15:53 |
| Q3 2021 | 65 | $110,088,000 | +$4,387,417 | -$2,979,861 | +$1,407,556 | VTI, VIG, VCSH, VHT, XLC | 13F-HR | 15 Nov 2021, 13:04 |
| Q2 2021 | 63 | $109,505,000 | +$3,220,164 | -$4,468,450 | -$1,248,286 | VTI, VIG, VCSH, VHT, XLC | 13F-HR | 09 Aug 2021, 14:07 |
| Q1 2021 | 64 | $104,762,000 | +$3,642,034 | -$5,963,886 | -$2,321,852 | VTI, VIG, VHT, VCSH, XLC | 13F-HR | 14 May 2021, 18:33 |
| Q4 2020 | 66 | $102,456,000 | +$6,960,810 | -$11,742,978 | -$4,782,168 | VTI, VIG, VHT, XLC, VCSH | 13F-HR | 12 Feb 2021, 11:51 |
| Q3 2020 | 62 | $96,681,000 | +$8,640,407 | -$2,016,891 | +$6,623,516 | VTI, VIG, VHT, XLC, VYM | 13F-HR | 09 Nov 2020, 20:48 |
| Q2 2020 | 57 | $86,214,000 | +$10,070,858 | -$12,671,453 | -$2,600,595 | VTI, VIG, VHT, VYM, XLC | 13F-HR | 10 Aug 2020, 19:18 |
| Q1 2020 | 54 | $76,645,000 | +$2,840,619 | -$5,610,224 | -$2,769,605 | VTI, SDY, VHT, VYM, XLC | 13F-HR | 12 May 2020, 19:40 |
| Q4 2019 | 58 | $98,789,000 | $0 | $0 | $0 | VTI, SDY, VHT, VYM, IJR | 13F-HR | 12 Feb 2020, 20:17 |