Instuitional Investor - Essex Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Essex Private Wealth Management, Llc |
| Portfolio Value | $42,487,061 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 21,469 | $6,079,114 | 14.31% | |
| 2. | Ishares Tr - CORE HIGH DV ETF | 44,780 | $5,267,081 | 12.4% | |
| 3. | IEF | 28,078 | $3,283,972 | 7.73% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 EQL TEC | 77,089 | $2,906,247 | 6.84% | |
| 5. | Vanguard World Fund | 9,503 | $2,681,805 | 6.31% |
