Essex LLC Q1 2025 Filing

Filed April 25, 2025

Portfolio Value

$461.5B

Holdings

168

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (168 positions)

#StockSharesValue% PortfolioType
101
KOMPSPDR SER TR
11,200$520.7M0.11%
102
VUGVANGUARD INDEX FDS
1,324$491.1M0.11%
103
DOCUDOCUSIGN INC
5,938$483.4M0.10%
104
IYMISHARES TR
3,496$471.3M0.10%
105
AVGOBROADCOM INC
2,806$469.8M0.10%
106
UNPUNION PAC CORP
1,984$468.6M0.10%
107
UNHUNITEDHEALTH GROUP INC
877$459.3M0.10%
108
TJXTJX COS INC NEW
3,715$452.5M0.10%
109
SHOPSHOPIFY INC
4,575$436.8M0.09%
110
CMECME GROUP INC
1,589$421.6M0.09%
111
VVISA INC
1,138$398.8M0.09%
112
BACBANK AMERICA CORP
9,228$385.1M0.08%
113
CVXCHEVRON CORP NEW
2,240$374.8M0.08%
114
ORCLORACLE CORP
2,606$364.4M0.08%
115
OBEOBSIDIAN ENERGY LTD
61,882$362.6M0.08%
116
VNQVANGUARD INDEX FDS
3,977$360.1M0.08%
117
FLOTISHARES TR
6,823$348.3M0.08%
118
APDAIR PRODS & CHEMS INC
1,155$340.6M0.07%
119
TMOTHERMO FISHER SCIENTIFIC INC
672$334.6M0.07%
120
HDHOME DEPOT INC
907$332.3M0.07%
121
DOWDOW INC
9,300$324.8M0.07%
122
RIGTRANSOCEAN LTD
101,111$320.5M0.07%
123
SCHWSCHWAB CHARLES CORP
4,050$317.0M0.07%
124
NVONOVO-NORDISK A S
4,551$316.0M0.07%
125
CVSCVS HEALTH CORP
4,494$304.5M0.07%
126
NEENEXTERA ENERGY INC
4,269$302.6M0.07%
127
JPIEJ P MORGAN EXCHANGE TRADED F
6,545$301.5M0.07%
128
CRWDCROWDSTRIKE HLDGS INC
844$297.6M0.06%
129
IYY*ISHARES TR
2,170$295.3M0.06%
130
BMTABRITISH AMERN TOB PLC
7,050$291.7M0.06%
131
PGFINVESCO EXCHANGE TRADED FD T
20,200$288.5M0.06%
132
BXBLACKSTONE INC
2,027$283.3M0.06%
133
ICADUSDICAD INC
137,513$283.3M0.06%
134
WMTWALMART INC
3,221$282.8M0.06%
135
DGROISHARES TR
4,560$281.7M0.06%
136
IJTISHARES TR
2,260$281.4M0.06%
137
CBCHUBB LIMITED
916$276.6M0.06%
138
CHRCHURCHILL DOWNS INC
2,477$275.1M0.06%
139
SNSHARKNINJA INC
3,275$273.2M0.06%
140
NVSNNOVARTIS AG
2,450$273.1M0.06%
141
CHRWC H ROBINSON WORLDWIDE INC
2,650$271.4M0.06%
142
4I1PHILIP MORRIS INTL INC
1,664$264.1M0.06%
143
VBVANGUARD INDEX FDS
1,185$262.9M0.06%
144
AONAON PLC
658$262.6M0.06%
145
AMGNAMGEN INC
825$257.2M0.06%
146
LMBSFIRST TR EXCHANGE-TRADED FD
5,193$255.3M0.06%
147
HEIHEICO CORP NEW
950$253.8M0.06%
148
SPYMSPDR SER TR
3,816$250.9M0.05%
149
DWMWISDOMTREE TR
4,300$250.1M0.05%
150
CLCOLGATE PALMOLIVE CO
2,650$248.3M0.05%
151
PLDPROLOGIS INC.
2,215$247.6M0.05%
152
FTNTFORTINET INC
2,570$247.4M0.05%
153
HWMHOWMET AEROSPACE INC
1,892$245.4M0.05%
154
NOBLPROSHARES TR
2,384$243.6M0.05%
155
AMTAMERICAN TOWER CORP NEW
1,105$240.4M0.05%
156
SOXXISHARES TR
1,196$225.1M0.05%
157
J40TPROSHARES TR
6,640$223.4M0.05%
158
BTCWWISDOMTREE BITCOIN FD
2,480$216.4M0.05%
159
ALNYALNYLAM PHARMACEUTICALS INC
788$212.8M0.05%
160
VOVANGUARD INDEX FDS
808$209.0M0.05%
161
MCDMCDONALDS CORP
665$207.7M0.05%
162
SCHVSCHWAB STRATEGIC TR
7,711$204.9M0.04%
163
SYKSTRYKER CORPORATION
550$204.7M0.04%
164
ADBEADOBE INC
523$200.6M0.04%
165
SOUNSOUNDHOUND AI INC
24,528$199.2M0.04%
166
VTRSVIATRIS INC
20,811$181.3M0.04%
167
AGNCAGNC INVT CORP
10,200$97.7M0.02%
168
GNWGENWORTH FINL INC
11,300$80.1M0.02%
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