Essex Private Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$42.5M
Signature - Title
Peter Mulholland - Chief Compliance Officer
Location
Topsfield, MA
Summary
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.
Holdings Value