Essex Bank Q2 2025 Filing

Filed July 11, 2025

Portfolio Value

$419.6M

Holdings

310

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (310 positions)

StockValue
AAPLAPPLE COMPUTER INC. CMN.
$22.8M
XOMEXXON MOBIL CORPORATION
$19.3M
CVXCHEVRON COM
$19.0M
MSFTMICROSOFT COM
$14.3M
ADPAUTOMATIC DATA PROCESSING INC - TAXABLE
$13.4M
BRK-BBERKSHIRE HATHAWAY INC DEL
$11.7M
JNJJOHNSON & JOHNSON COM
$10.6M
LLYLILLY ELI & COMPANY
$9.0M
JPMJP MORGAN CHASE & CO COM
$8.4M
AMZNAMAZON COM INC COM
$7.5M
NVDANVIDIA CORP
$7.3M
AVGOBROADCOM INC
$6.9M
HDHOME DEPOT COM
$5.7M
GOOGALPHABET INC.
$5.7M
VOOVANGUARD INDEX FDS S&P 500 ETF SHS
$5.5M
PGPROCTER & GAMBLE CO.
$5.4M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$5.4M
VVISA INC COM CL A
$5.2M
WMTWAL-MART
$4.6M
IVVISHARES TR S&P 500 INDEX
$4.5M
GOOGLALPHABET INC CAP STK CL A
$4.4M
SPYSPDR TR UNIT SER 1
$4.2M
METAFACEBOOK INC CL A
$3.9M
VRSKVERISK ANALYTICS INC CL A
$3.8M
RTXRTX CORPORATION COM
$3.8M
NDQINVESCO QQQ TR UNIT SER 1
$3.7M
VEAVANGUARD TAX-MANAGED FD EUROPE PAC ETF
$3.2M
DYHTARGET CORPORATION
$3.1M
DEDEERE & CO COM
$2.7M
ABBVABBVIE INC COM
$2.6M
MAMASTERCARD INCORPORATED CL A
$2.5M
MRKMERCK & CO INC
$2.5M
SYKSTRYKER CORP
$2.5M
ITOTISHARES TR CORE S&P TTL STK
$2.5M
CSCOCISCO
$2.4M
TTTRANE TECHNOLOGIES PLC
$2.4M
NFLXNETFLIX INC COM
$2.4M
IBMINTL BUSINESS MACHINES COM
$2.4M
VOVANGUARD MID CAP ETF
$2.3M
CATCATERPILLAR INC COM
$2.2M
PEPPEPSICO INC
$2.2M
IWMISHARES TR RUSSELL 2000
$2.1M
VYMVANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF
$2.1M
ADBEADOBE INC COM
$2.1M
MCOMOODYS CORP COM
$2.1M
VTIVANGUARD TOTAL STK MKT ETF
$2.0M
SCHWSCHWAB CHARLES CORP NEW COM
$2.0M
BLKBLACKROCK INC COM
$2.0M
MCDMCDONALDS CORP COM
$1.9M
JPSTJP MORGAN ETF ULTRA SHORT INCOME
$1.9M
PANWPALO ALTO NETWORKS INC COM
$1.9M
IVWISHARES TR S&P 500 GRWT ETF
$1.9M
ETNEATON CORP CMN
$1.9M
VBVANGUARD INDEX FDS SMALL CP ETF
$1.8M
VOOGVANGUARD ADMIRAL FDS INC 500 GRTH IDX F
$1.8M
COSTCOSTCO WHSL CORP NEW COM
$1.8M
VGITVANGUARD SCOTTSDALE FDS INTER TERM TREAS
$1.7M
ORCLORACLE CORPORATION
$1.7M
UNPUNION PAC CORP COM
$1.7M
NSCNORFOLK SOUTHERN CORP COM
$1.6M
IWFISHARES TR INDEX RUSSELL1000GRW
$1.6M
KOCOCA COLA CO COM
$1.6M
CLCOLGATE PALMOLIVE CO
$1.6M
GDGENERAL DYNAMICS CORPORATION
$1.6M
GSGOLDMAN SACHS
$1.6M
KMBKIMBERLY - CLARK CORP
$1.5M
LMTLOCKHEED MARTIN CORP COM
$1.4M
LHXL3HARRIS TECHNOLOGIES INC COM
$1.4M
WFCWELLS FARGO & CO NEW COM
$1.4M
ACNACCENTURE PLC IRELAND SHS CLASS A
$1.4M
CMICUMMINS INC COM
$1.4M
VIGVANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF
$1.4M
HONHONEYWELL INTL INC COM
$1.4M
CRMSALESFORCE COM INC COM
$1.3M
IJHISHARES TR S&P MIDCAP 400
$1.3M
CAFXPROFESIONALLY MANAGED PORTFOCONGRESS INTERME
$1.2M
IJRISHARES TR S&P SMALL CAP 600 INDEX
$1.2M
DGROISHARES DIVIDEND GROWTH ETF
$1.2M
EMREMERSON ELECTRIC
$1.2M
CVSCVS CORP.
$1.1M
SOSOUTHERN COMPANY
$1.1M
MMM3M COMPANY COM
$1.1M
CICIGNA CORP NEW
$1.1M
DISDISNEY WALT CO COM
$1.1M
ITWILLINOIS TOOL WKS INC COM
$1.1M
GEGENERAL ELECTRIC CO COM NEW
$1.1M
GWWGRAINGER W.W. INC
$1.0M
TSLATESLA MTRS INC COM
$1.0M
LNGCHENIERE ENERGY INC COM NEW
$965K
AMGNAMGEN INC COM
$960K
VGSHVANGUARD SCOTTSDALE FDS SHORT TERM TREAS
$951K
AQLTISHARES TR CORE MSCI EAFE
$947K
AFLAFLAC INC COM
$933K
AXPAMERICAN EXPRESS
$925K
NEENEXTERA ENERGY INC
$917K
VTVVANGUARD INDEX FDS VALUE ETF
$906K
DUKDUKE ENERGY CORP NEW COM NEW
$900K
ASMLASML HOLDING NV NY REG SHS
$894K
ECLECOLAB INC COM
$892K
DHRDANAHER CORPORATION
$891K
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