Instuitional Investor - Essex Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Essex Private Wealth Management, Llc |
| Portfolio Value | $32,045,245 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 19,561 | $4,640,284 | 14.48% | |
| 2. | Ishares Tr | 37,293 | $3,803,504 | 11.86% | |
| 3. | IEF | 22,879 | $2,476,673 | 7.72% | |
| 4. | Invesco Exchange Traded Fd T | 69,228 | $2,259,597 | 7.05% | |
| 5. | Fidelity Merrimack Str Tr | 46,002 | $2,117,932 | 6.6% |
