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Essex LLC

CIK:0001889147
Investment Adviser
$448M AUM
176 holdings
Deer Park, IL, United States
Founded:1997
10 employees
Latest filing:Jun 30, 2025

Essex LLC is a registered investment adviser with the SEC, headquartered in Deer Park, Illinois. Founded in 1997 by James W. Hartwell and Arthur, the firm provides customized investment management, retirement planning, estate planning, and tax planning services for individuals, families, and business owners. Essex LLC employs approximately 10 people and operates with a fiduciary duty to act in the best interest of its clients. Their approach is focused on personalized, planning-based money management and comprehensive financial advice.

Investment Strategy

Essex LLC develops customized investment plans based on each client's personal goals, risk tolerance, tax situation, age, and cash flow needs. The firm's strategy emphasizes sector allocation, diversification, thoughtful risk and volatility management, and ongoing proactive portfolio review and tactical reallocation. Essex’s philosophy is centered on personalized active management, strategic selection, and tax harvesting, with adherence to client suitability. The firm also provides specialized retirement and tax planning, coordinating across all aspects of a client’s financial life.

Latest 13F Filing Activity

Essex LLC filed their most recent 13F report on Jun 30, 2025 disclosing 174 equity positions and 1 options positions with a total 13F market value of $508M. The fund increased holdings in Select Sector SPDR TR, Nvidia Corporation, Ishares TR among other positions. Essex LLC reduced exposure to Advanced Micro Devices Inc., Starbucks Corp., Disney Walt Co. among others.

Top Buys
X
XLKSELECT SECTOR SPDR TR
+$9.0M
N
NVDANVIDIA CORPORATION
+$7.2M
I
IYWISHARES TR
+$3.0M
X
XSWSPDR SERIES TRUST
+$3.0M
S
SCHFSCHWAB STRATEGIC TR
+$2.5M
Top Sells
A
AMDADVANCED MICRO DEVICES INC
-$4.3M
S
SBUXSTARBUCKS CORP
-$2.9M
D
DISDISNEY WALT CO
-$2.0M
S
SWKSSKYWORKS SOLUTIONS INC
-$1.4M
S
SJNKSPDR SERIES TRUST
-$627.0K

Top Holdings

V
VCITVANGUARD SCOTTSDALE FDS
+9.6%$48.9M
V
VCSHVANGUARD SCOTTSDALE FDS
+7.2%$36.5M
X
XLKSELECT SECTOR SPDR TR
+6.2%$31.7M
S
SJNKSPDR SERIES TRUST
+5.3%$26.8M
S
SCHXSCHWAB STRATEGIC TR
+4.6%$23.2M

Equity Positions (174)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
VANGUARD SCOTTSDALE FDS9.62%$48.9M589,938$79.84$82.92+$127.7K
VANGUARD SCOTTSDALE FDS7.17%$36.5M458,576$76.17$79.50+$761.8K
SELECT SECTOR SPDR TR6.23%$31.7M125,024$176.42$253.23+$9.0M
SPDR SERIES TRUST5.27%$26.8M1,050,861$26.70$25.48-$627.0K
SCHWAB STRATEGIC TR4.57%$23.2M950,382$18.86$24.44+$1.8M

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
COLGATE PALMOLIVE COBought
Call
$240.9K27$90.90$90.90+26.5+$240.9K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.0%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+2.4%
PHARMACEUTICAL PREPARATIONS
+2.4%
SEMICONDUCTORS & RELATED DEVICES
+2.2%
NATIONAL COMMERCIAL BANKS
+2.1%