Essex Bank Diversified Active

Location: Essex, CT

CIK: 0001752212 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 30, 2020

Total Value: $168M (100.0% shares, 0.0% debt)

Holdings (166)

AAPL APPLE COMPUTER INC. CMN. 6.1%
Value $10.23M Shares 28,058 Est. Cost $46.19 Unrealized +62.6%
CVX CHEVRON COM 5.8%
Value $9.734M Shares 109,098 Est. Cost $85.05 Unrealized -17.9%
JNJ JOHNSON & JOHNSON COM 5.5%
Value $9.201M Shares 65,425 Est. Cost $114.34 Unrealized +8.7%
XOM EXXON MOBIL CORPORATION 3.9%
Value $6.509M Shares 145,551 Est. Cost $56.48 Unrealized -38.4%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.9%
Value $6.501M Shares 43,660 Est. Cost $122.36 Unrealized +3.8%
MSFT MICROSOFT COM 3.2%
Value $5.391M Shares 26,488 Est. Cost $113.41 Unrealized +52.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.9%
Value $4.811M Shares 18 Est. Cost $313083.50 Unrealized -12.5%
TGT TARGET CORPORATION 2.3%
Value $3.853M Shares 32,123 Est. Cost $79.62 Unrealized +23.3%
HD HOME DEPOT COM 1.9%
Value $3.196M Shares 12,760 Est. Cost $160.38 Unrealized +24.5%
AMZN AMAZON COM INC COM 1.8%
Value $2.972M Shares 1,077 Est. Cost $89.57 Unrealized +34.8%
PG PROCTER & GAMBLE CO. 1.7%
Value $2.848M Shares 23,818 Est. Cost $81.39 Unrealized +24.7%
V VISA INC COM CL A 1.5%
Value $2.556M Shares 13,230 Est. Cost $142.72 Unrealized +23.0%
PEP PEPSICO INC 1.4%
Value $2.276M Shares 17,208 Est. Cost $95.83 Unrealized +15.6%
LLY LILLY ELI & COMPANY 1.3%
Value $2.241M Shares 13,649 Est. Cost $103.78 Unrealized +38.7%
PFE PFIZER INC COM 1.3%
Value $2.135M Shares 65,279 Est. Cost $29.72 Unrealized -12.5%
MRK MERCK & CO INC 1.2%
Value $2.01M Shares 25,998 Est. Cost $59.16 Unrealized +6.3%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value $1.849M Shares 1,304 Est. Cost $55.63 Unrealized +20.3%
KMB KIMBERLY - CLARK CORP 1.1%
Value $1.83M Shares 12,947 Est. Cost $90.14 Unrealized +25.0%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.0%
Value $1.727M Shares 6,094 Est. Cost $253.10 Unrealized
JPM JP MORGAN CHASE & CO COM 1.0%
Value $1.717M Shares 18,259 Est. Cost $89.32 Unrealized -8.5%
ADBE ADOBE INC COM 1.0%
Value $1.686M Shares 3,872 Est. Cost $250.74 Unrealized +47.8%
IVV ISHARES TR S&P 500 INDEX 1.0%
Value $1.637M Shares 5,285 Est. Cost $282.85 Unrealized
META FACEBOOK INC CL A 1.0%
Value $1.616M Shares 7,117 Est. Cost $161.65 Unrealized +28.3%
SPY SPDR TR UNIT SER 1 0.9%
Value $1.548M Shares 5,020 Est. Cost $252.06 Unrealized
GOOG ALPHABET INC. 0.9%
Value $1.521M Shares 1,076 Est. Cost $56.04 Unrealized +19.5%
QQQ INVESCO QQQ TR UNIT SER 1 0.9%
Value $1.513M Shares 6,110 Est. Cost $188.89 Unrealized
IBM INTL BUSINESS MACHINES COM 0.8%
Value $1.335M Shares 11,057 Est. Cost $92.67 Unrealized -1.4%
INTC INTEL COM 0.8%
Value $1.304M Shares 21,786 Est. Cost $42.15 Unrealized +26.2%
IWM ISHARES TR RUSSELL 2000 0.8%
Value $1.297M Shares 9,064 Est. Cost $140.54 Unrealized
USB US BANCORP DEL COM NEW 0.8%
Value $1.274M Shares 34,605 Est. Cost $38.36 Unrealized -27.4%
T AT&T INC COM 0.8%
Value $1.266M Shares 41,910 Est. Cost $14.49 Unrealized +6.9%
CSCO CISCO 0.7%
Value $1.251M Shares 26,810 Est. Cost $40.48 Unrealized -8.6%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.7%
Value $1.232M Shares 19,995 Est. Cost $54.61 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.7%
Value $1.225M Shares 10,982 Est. Cost $115.98 Unrealized -7.0%
UNP UNION PAC CORP COM 0.7%
Value $1.203M Shares 7,119 Est. Cost $131.95 Unrealized +7.2%
VZ VERIZON COMMUNICATIONS 0.7%
Value $1.157M Shares 20,994 Est. Cost $39.58 Unrealized +3.0%
MCD MCDONALDS CORP COM 0.7%
Value $1.14M Shares 6,180 Est. Cost $159.33 Unrealized +1.0%
MCO MOODYS CORP COM 0.7%
Value $1.138M Shares 4,142 Est. Cost $141.79 Unrealized +71.0%
KO COCA COLA CO COM 0.7%
Value $1.107M Shares 24,784 Est. Cost $39.08 Unrealized -0.9%
IVW ISHARES TR S&P 500 GRWT ETF 0.7%
Value $1.106M Shares 5,329 Est. Cost $168.25 Unrealized
MA MASTERCARD INCORPORATED CL A 0.7%
Value $1.102M Shares 3,727 Est. Cost $218.07 Unrealized +25.3%
BMY BRISTOL MYERS SQUIBB 0.6%
Value $1.039M Shares 17,668 Est. Cost $39.77 Unrealized +20.5%
VO VANGUARD MID CAP ETF 0.6%
Value $1.003M Shares 6,123 Est. Cost $152.71 Unrealized
CMCSA COMCAST CORP NEW CL A 0.6%
Value $960K Shares 24,614 Est. Cost $33.09 Unrealized -1.0%
SON SONOCO PRODS CO COM 0.6%
Value $960K Shares 18,365 Est. Cost $46.46 Unrealized -12.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value $953K Shares 5,341 Est. Cost $207.99 Unrealized -12.2%
CVS CVS CORP. 0.5%
Value $909K Shares 13,987 Est. Cost $55.11 Unrealized -4.5%
AMGN AMGEN INC COM 0.5%
Value $903K Shares 3,830 Est. Cost $151.58 Unrealized +26.5%
DHR DANAHER CORPORATION 0.5%
Value $896K Shares 5,064 Est. Cost $94.06 Unrealized +48.9%
PYPL PAYPAL HLDGS INC COM 0.5%
Value $875K Shares 5,021 Est. Cost $98.79 Unrealized +39.6%
NOBL PROSHARES TR S&P 500 DV ARIST 0.5%
Value $872K Shares 12,956 Est. Cost $65.83 Unrealized
MMM 3M COMPANY COM 0.5%
Value $862K Shares 5,531 Est. Cost $123.56 Unrealized -17.1%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value $816K Shares 2,251 Est. Cost $246.00 Unrealized +34.3%
IEMG ISHARES INC CORE MSCI EMKT 0.5%
Value $794K Shares 16,687 Est. Cost $47.88 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.5%
Value $788K Shares 5,408 Est. Cost $146.86 Unrealized
ECL ECOLAB INC COM 0.5%
Value $784K Shares 3,941 Est. Cost $148.39 Unrealized +22.8%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.5%
Value $777K Shares 20,019 Est. Cost $38.81 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.5%
Value $770K Shares 9,778 Est. Cost $81.88 Unrealized
MO ALTRIA GROUP INC 0.5%
Value $768K Shares 19,579 Est. Cost $30.36 Unrealized -17.8%
CL COLGATE PALMOLIVE CO 0.4%
Value $747K Shares 10,200 Est. Cost $55.81 Unrealized +11.7%
ABBV ABBVIE INC COM 0.4%
Value $733K Shares 7,463 Est. Cost $64.23 Unrealized +9.8%
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.4%
Value $731K Shares 8,852 Est. Cost $78.78 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.4%
Value $727K Shares 3,894 Est. Cost $141.33 Unrealized
SYK STRYKER CORP 0.4%
Value $703K Shares 3,902 Est. Cost $162.14 Unrealized +7.1%
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value $693K Shares 3,949 Est. Cost $144.37 Unrealized +4.6%
CAT CATERPILLAR INC DEL COM 0.4%
Value $684K Shares 5,412 Est. Cost $112.66 Unrealized -5.7%
NKE NIKE INC CL B 0.4%
Value $672K Shares 6,847 Est. Cost $68.88 Unrealized +24.1%
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.4%
Value $664K Shares 5,660 Est. Cost $113.91 Unrealized
EMR EMERSON ELECTRIC 0.4%
Value $659K Shares 10,620 Est. Cost $57.19 Unrealized -12.1%
UNH UNITEDHEALTH GROUP INC 0.4%
Value $655K Shares 2,219 Est. Cost $225.29 Unrealized +15.9%
VNQ VANGUARD REIT ETF 0.4%
Value $644K Shares 8,203 Est. Cost $80.58 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.4%
Value $636K Shares 12,434 Est. Cost $37.98 Unrealized +17.3%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value $628K Shares 4,204 Est. Cost $153.13 Unrealized -18.8%
BA BOEING CO COM 0.4%
Value $612K Shares 3,335 Est. Cost $344.54 Unrealized -55.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value $609K Shares 2,836 Est. Cost $152.79 Unrealized +14.3%
DE DEERE & CO COM 0.3%
Value $567K Shares 3,611 Est. Cost $133.33 Unrealized +0.7%
WMT WAL-MART 0.3%
Value $553K Shares 4,621 Est. Cost $30.98 Unrealized +22.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.3%
Value $541K Shares 3,193 Est. Cost $181.21 Unrealized -7.4%
PSX PHILLIPS 66 COM 0.3%
Value $540K Shares 7,502 Est. Cost $70.04 Unrealized -19.7%
NVDA NVIDIA CORP 0.3%
Value $535K Shares 1,408 Est. Cost $4.25 Unrealized +89.4%
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.3%
Value $531K Shares 7,769 Est. Cost $71.41 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value $519K Shares 2,161 Est. Cost $39.52 Unrealized +31.5%
WFC WELLS FARGO & CO NEW COM 0.3%
Value $513K Shares 20,037 Est. Cost $41.13 Unrealized -41.7%
EFA ISHARES TR INDEX MSCI EAFE IDX 0.3%
Value $511K Shares 8,397 Est. Cost $64.42 Unrealized
IWF ISHARES TR INDEX RUSSELL1000GRW 0.3%
Value $505K Shares 2,634 Est. Cost $147.39 Unrealized
BAC BANK OF AMERICA CORP COM 0.3%
Value $504K Shares 21,217 Est. Cost $23.61 Unrealized -12.9%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value $482K Shares 1,321 Est. Cost $264.23 Unrealized +22.5%
BLACKROCK INC COM 0.3%
Value $482K Shares 887 Est. Cost $440.09 Unrealized
DOV DOVER CORP 0.3%
Value $474K Shares 4,904 Est. Cost $78.57 Unrealized +8.9%
CLX CLOROX CO DEL COM 0.3%
Value $469K Shares 2,136 Est. Cost $126.66 Unrealized +33.2%
APD AIR PRODS & CHEMS INC COM 0.3%
Value $443K Shares 1,836 Est. Cost $163.08 Unrealized +21.8%
CI CIGNA CORP NEW 0.3%
Value $442K Shares 2,353 Est. Cost $175.24 Unrealized -1.0%
HON HONEYWELL INTL INC COM 0.3%
Value $434K Shares 3,005 Est. Cost $125.65 Unrealized -6.2%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.2%
Value $413K Shares 4,178 Est. Cost $98.85 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value $413K Shares 5,174 Est. Cost $65.37 Unrealized +3.4%
COP CONOCOPHILLIPS COM 0.2%
Value $405K Shares 9,636 Est. Cost $52.30 Unrealized -37.1%
CCI CROWN CASTLE INTL CORP NEW COM 0.2%
Value $403K Shares 2,409 Est. Cost $97.64 Unrealized +28.1%
NFLX NETFLIX INC COM 0.2%
Value $401K Shares 882 Est. Cost $33.43 Unrealized +27.3%
CDK GLOBAL INC COM 0.2%
Value $401K Shares 9,683 Est. Cost $48.07 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value $396K Shares 2,264 Est. Cost $119.81 Unrealized +19.3%
SO SOUTHERN COMPANY 0.2%
Value $395K Shares 7,633 Est. Cost $36.50 Unrealized +22.6%
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value $393K Shares 2,486 Est. Cost $141.16 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $392K Shares 4,280 Est. Cost $77.37 Unrealized +5.7%
DEO DIAGEO P L C SPON ADR NEW 0.2%
Value $386K Shares 2,870 Est. Cost $147.85 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value $377K Shares 3,585 Est. Cost $102.20 Unrealized -15.9%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value $377K Shares 7,048 Est. Cost $51.60 Unrealized
CRM SALESFORCE COM INC COM 0.2%
Value $359K Shares 1,917 Est. Cost $155.42 Unrealized +7.1%
SWK STANLEY BLACK & DECKER INC 0.2%
Value $358K Shares 2,564 Est. Cost $109.41 Unrealized -7.5%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.2%
Value $356K Shares 3,722 Est. Cost $97.65 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.2%
Value $350K Shares 4,897 Est. Cost $71.47 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value $350K Shares 3,837 Est. Cost $61.91 Unrealized +14.6%
PM PHILIP MORRIS INTL INC COM 0.2%
Value $348K Shares 4,968 Est. Cost $57.78 Unrealized -5.2%
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.2%
Value $345K Shares 2,092 Est. Cost $158.88 Unrealized
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.2%
Value $345K Shares 8,720 Est. Cost $39.56 Unrealized
D DOMINION ENERGY INC COM 0.2%
Value $344K Shares 4,235 Est. Cost $62.65 Unrealized 0.0%
IJH ISHARES TR S&P MIDCAP 400 0.2%
Value $344K Shares 1,935 Est. Cost $153.60 Unrealized
IBB IBB/ ISHARES NASDAQ BIOTECH INDEX FUND 0.2%
Value $341K Shares 2,498 Est. Cost $103.20 Unrealized
AVGO BROADCOM INC 0.2%
Value $340K Shares 1,077 Est. Cost $23.32 Unrealized +5.2%
GILD GILEAD SCIENCES INC 0.2%
Value $337K Shares 4,377 Est. Cost $61.47 Unrealized 0.0%
ABT ABBOTT LABS COM 0.2%
Value $335K Shares 3,670 Est. Cost $64.49 Unrealized +27.1%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value $334K Shares 3,353 Est. Cost $110.89 Unrealized
UPS UNITED PARCEL SERVICE CL B COM 0.2%
Value $333K Shares 2,992 Est. Cost $80.91 Unrealized -1.4%
UNILEVER PLC SPON ADR NEW 0.2%
Value $333K Shares 6,066 Est. Cost $56.70 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.2%
Value $315K Shares 4,537 Est. Cost $57.56 Unrealized
AFL AFLAC INC COM 0.2%
Value $313K Shares 8,694 Est. Cost $38.09 Unrealized -17.1%
BWX SPDR SERIES TRUST BRCLYS INTL ETF 0.2%
Value $312K Shares 10,810 Est. Cost $28.86 Unrealized
CMI CUMMINS INC COM 0.2%
Value $297K Shares 1,712 Est. Cost $121.73 Unrealized +14.4%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value $297K Shares 1,151 Est. Cost $158.08 Unrealized +33.2%
MET METLIFE INC COM 0.2%
Value $292K Shares 8,001 Est. Cost $28.97 Unrealized 0.0%
PPG PPG INDS INC COM 0.2%
Value $291K Shares 2,748 Est. Cost $96.20 Unrealized -10.2%
DVY ISHARES TR INDEX DJ SEL DIV INX 0.2%
Value $291K Shares 3,601 Est. Cost $85.23 Unrealized
TROW T. ROWE PRICE GROUP INC 0.2%
Value $290K Shares 2,348 Est. Cost $74.69 Unrealized +20.3%
GWW GRAINGER W.W. INC 0.2%
Value $290K Shares 922 Est. Cost $269.65 Unrealized +0.4%
EL LAUDER ESTEE COS INC CL A 0.2%
Value $283K Shares 1,502 Est. Cost $142.46 Unrealized +16.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value $280K Shares 1,297 Est. Cost $160.73 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.2%
Value $274K Shares 706 Est. Cost $279.82 Unrealized +23.8%
VTI VANGUARD TOTAL STK MKT ETF 0.2%
Value $272K Shares 1,735 Est. Cost $135.22 Unrealized
GENERAL ELECTRIC COM 0.2%
Value $269K Shares 39,372 Est. Cost $8.39 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value $267K Shares 4,706 Est. Cost $47.48 Unrealized 0.0%
VIGI VANGUARD WHITEHALL INTL DIVIDEND ETF 0.2%
Value $264K Shares 3,935 Est. Cost $57.76 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value $261K Shares 2,978 Est. Cost $88.26 Unrealized
ETN EATON CORP CMN 0.2%
Value $260K Shares 2,967 Est. Cost $68.70 Unrealized +8.8%
COST COSTCO WHSL CORP NEW COM 0.2%
Value $260K Shares 858 Est. Cost $227.62 Unrealized +22.6%
USMV ISHARES TR USA MIN VOL ETF 0.2%
Value $258K Shares 4,262 Est. Cost $54.05 Unrealized
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.2%
Value $257K Shares 5,175 Est. Cost $48.60 Unrealized
PLD PROLOGIS INC COM 0.1%
Value $247K Shares 2,642 Est. Cost $58.89 Unrealized +29.5%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value $245K Shares 4,276 Est. Cost $59.01 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value $239K Shares 3,650 Est. Cost $46.07 Unrealized
HSY HERSHEY CO COM 0.1%
Value $231K Shares 1,781 Est. Cost $100.37 Unrealized +17.3%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value $229K Shares 5,618 Est. Cost $40.76 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value $223K Shares 4,022 Est. Cost $48.99 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value $212K Shares 9,574 Est. Cost $17.13 Unrealized 0.0%
TSLA TESLA MTRS INC COM 0.1%
Value $212K Shares 197 Est. Cost $54.10 Unrealized 0.0%
AXP AMERICAN EXPRESS 0.1%
Value $212K Shares 2,234 Est. Cost $85.61 Unrealized 0.0%
TXN TEXAS INSTRUMENTS 0.1%
Value $210K Shares 1,655 Est. Cost $99.52 Unrealized 0.0%
EEM ISHARES TR INDEX MSCI EMERG MKT 0.1%
Value $210K Shares 5,258 Est. Cost $41.37 Unrealized
LINDE AG A PLC 0.1%
Value $209K Shares 984 Est. Cost $212.40 Unrealized
TRV ST PAUL TRAVELERS COS 0.1%
Value $205K Shares 1,794 Est. Cost $93.55 Unrealized 0.0%
EFAV ISHARES TR MSCI EAFE MINIMUMVOLATILITY ETF 0.1%
Value $205K Shares 3,107 Est. Cost $65.98 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value $205K Shares 2,317 Est. Cost $88.48 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.1%
Value $204K Shares 2,189 Est. Cost $93.19 Unrealized
PFF ISHARES TR S&P U S PFD STCK INDEX FD 0.1%
Value $200K Shares 5,770 Est. Cost $34.66 Unrealized
ISHARES GOLD TRUST ISHARES 0.1%
Value $188K Shares 11,050 Est. Cost $17.01 Unrealized
PID INVESCO EXCHANGE TRADED FD TINTL DIVI ACHI 0.1%
Value $159K Shares 13,075 Est. Cost $15.19 Unrealized
ANNALY CAP MGMT INC COM 0.1%
Value $152K Shares 23,207 Est. Cost $6.55 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value $126K Shares 13,971 Est. Cost $6.82 Unrealized 0.0%