ESSEX FINANCIAL SERVICES, INC. Information

P.O. BOX 999, ESSEX, Connecticut, 064260999, (860) 767-4300

Report Date: 03/31/2013

Position Statistics:

Total Positions 263
New Positions 35
Increased Positions 162
Decreased Positions 62
Positions with Activity 224
Sold Out Positions 9
Total Mkt Value
(in $ millions)
283

Sector Weighting

Basic Materials 2.96%
Capital Goods 3.84%
Conglomerates
Consumer Cyclical 0.9%
Consumer/Non-Cyclical 10.11%
Energy 14.13%
Financial 28.4%
Healthcare 11.96%
Services 11.83%
Technology 8.98%
Transportation 1.38%
Utilities 4.78%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

263 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 20,055 1,026 5.39 218,490
JPMORGAN CHASE & CO ALERIAN ML ETN 9,925 889 9.84 206,245
JOHNSON & JOHNSON COM 9,497 507 5.64 108,902
INTERNATIONAL BUSINESS MACHS COM 9,117 754 9.02 44,225
GENERAL ELECTRIC CO COM 7,854 249 3.28 331,956
PFIZER INC COM 7,431 203 2.81 255,282
PROCTER & GAMBLE CO COM 7,327 270 3.82 93,104
BERKSHIRE HATHAWAY INC DEL CL A 5,677 New 34
COMPASS DIVERSIFIED HOLDINGS SH BEN INT 5,121 4 .07 291,635
AT&T INC COM 4,819 336 7.49 131,175
CHEVRON CORP NEW COM 4,597 86 1.90 36,658
APPLE INC COM 4,302 41 .97 9,730
US BANCORP DEL COM NEW 3,924 202 5.44 111,409
PHILIP MORRIS INTL INC COM 3,905 21 .55 41,411
ALTRIA GROUP INC COM 3,424 69 2.06 92,897
VERIZON COMMUNICATIONS INC COM 3,350 259 8.38 64,560
COCA COLA CO COM 3,217 110 3.56 76,730
UNITED TECHNOLOGIES CORP COM 3,198 -100 (3.05) 33,491
JPMORGAN CHASE & CO COM 2,979 -3,008 (50.24) 55,833
MCDONALDS CORP COM 2,868 127 4.63 28,383

Create your free portfolio