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| Name: |
Essex Private Wealth Management LLC |
| City: |
TOPSFIELD |
| State: |
MA |
| Zip: |
01983 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Unchanged Positions |
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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 |
|
VV |
Vanguard Large Cap VIPERS |
14 |
- |
$243.17 |
$677,000 |
2,824 |
1.92% |
61,000 |
0 |
0.002 |
Closed - End Fund - E... |
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VTV |
Vanguard Value VIPERS |
15 |
- |
$162.43 |
$667,000 |
4,093 |
1.89% |
55,000 |
0 |
0.001 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
19 |
- |
$529.83 |
$459,000 |
878 |
1.3% |
42,000 |
0 |
0 |
Closed - End Fund - E... |
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DNP |
DNP Select Income Fund Inc |
20 |
- |
$8.76 |
$443,000 |
48,840 |
1.25% |
29,000 |
0 |
0.017 |
Closed - End Fund - E... |
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EFV |
iShares MSCI EAFE Value Ind... |
21 |
- |
$0.00 |
$337,000 |
6,190 |
0.95% |
15,000 |
0 |
0 |
Closed - End Fund - E... |
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V |
Visa Inc |
25 |
- |
$275.58 |
$260,000 |
930 |
0.74% |
18,000 |
0 |
0 |
Business Services |
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AWK |
American Water Works Compan... |
26 |
- |
$133.75 |
$254,000 |
2,080 |
0.72% |
-21,000 |
0 |
0.001 |
Multi Utilities |
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IWS |
iShares Tr Rssll Midcap Valu |
28 |
- |
$123.79 |
$244,000 |
1,947 |
0.69% |
18,000 |
0 |
0.002 |
Closed - End Fund - E... |
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SMR |
Nuscale Power Ord Shs Class A |
33 |
- |
$7.33 |
$53,000 |
10,000 |
0.15% |
20,000 |
0 |
0.023 |
N/A |
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