Essex Private Wealth Management, LLC current holdings: USA Stocks
Essex Private Wealth Management, LLC reported $0.01 billion in share positions in stocks (listed in the US), 13 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are NVDA, AAPL, MSFT.
- NVDA: Country of operation United States; Class COM; Shares 11,818; Value $1,435,118.
- AAPL: Country of operation United States; Class COM; Shares 6,005; Value $1,399,215.
- MSFT: Country of operation United States; Class COM; Shares 1,312; Value $564,656.
- TSLA: Country of operation United States; Class COM; Shares 1,974; Value $516,375.
Form 13F-HR as filed (SEC CIK 1803087): quarter ended 2024-09-30, filed 2024-10-24. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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