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  Name: Essex Private Wealth Management LLC
  City: TOPSFIELD
  State: MA
  Zip: 01983
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $35,308,000
  Total Value Change : $3,261,000
  Securities Held Change : 5
   
All Securities Held : 33
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 13
  Unchanged Positions : 9
  Decreased Positions : 7

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BLDR)1 Year Chart         BLDR Builders Firstsource Inc 30 New $167.05 $209,000 1,000 0.59% 209,000 1,000 0    Home Improvement Stores
   (PWR)1 Year Chart         PWR Quanta Services Inc 29 New $264.40 $209,000 804 0.59% 209,000 804 0.001    General Contractors
   (WSM)1 Year Chart         WSM Williams Sonoma Inc 31 New $309.50 $201,000 632 0.57% 201,000 632 0.001    Home Furnishing Stores
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 32 New $121.51 $200,000 1,657 0.57% 200,000 1,657 0    Closed - End Fund - Debt

      4 Records Found
  1    
Page 1 of 1
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