0001315785-19-000003.txt : 20190730 0001315785-19-000003.hdr.sgml : 20190730 20190730134801 ACCESSION NUMBER: 0001315785-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190730 DATE AS OF CHANGE: 20190730 EFFECTIVENESS DATE: 20190730 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Essex Financial Services, Inc. CENTRAL INDEX KEY: 0001315785 IRS NUMBER: 364529342 STATE OF INCORPORATION: CT FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11126 FILM NUMBER: 19984483 BUSINESS ADDRESS: STREET 1: P.O. BOX 999 STREET 2: 176 WESTBROOK RD CITY: ESSEX STATE: CT ZIP: 064260999 BUSINESS PHONE: 860-767-4300 MAIL ADDRESS: STREET 1: P.O. BOX 999 STREET 2: 176 WESTBROOK RD CITY: ESSEX STATE: CT ZIP: 064260999 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001315785 XXXXXXXX 06-30-2019 06-30-2019 Essex Financial Services, Inc.

P.O. BOX 999 176 WESTBROOK RD ESSEX CT 064260999

13F HOLDINGS REPORT 028-11126 N William Terribile 8607674300 William Terribile Essex CT 07-30-2019 0 243 338761 false INFORMATION TABLE 2 13fefs2q19.xml ABBOTT LABS COM COM 002824100 1721 20462 SH SOLE 0 0 0 0 AIR PRODS & CHEMSINC COM 009158106 537 2374 SH SOLE 0 0 0 0 ALBANY INTL CORP CLA COM 012348108 203 2445 SH SOLE 0 0 0 0 ALLIANZGI CONV & INCOME FD II COM 018825109 51 10000 SH SOLE 0 0 0 0 ALLSTATE CORP COM 020002101 643 6323 SH SOLE 0 0 0 0 AMAZON COM INC COM 023135106 7137 3769 SH SOLE 0 0 0 0 AMERICAN ELECTRIC POWER CO COM 025537101 205 2332 SH SOLE 0 0 0 0 AMERICAN EXPRESSCOMPANY COM 025816109 659 5339 SH SOLE 0 0 0 0 AMERICAN STS WTR CO COM 029899101 245 3255 SH SOLE 0 0 0 0 AMERICAN WTR WKS CO INC COM 030420103 215 1850 SH SOLE 0 0 0 0 AMGEN INC COM 031162100 9260 50249 SH SOLE 0 0 0 0 AMPHENOL CORP CLA COM 032095101 260 2708 SH SOLE 0 0 0 0 ANNALY CAP MGMT INC COM 035710409 553 60550 SH SOLE 0 0 0 0 ANTHEM INC COM 036752103 772 2735 SH SOLE 0 0 0 0 APPLE INC COM 037833100 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SOLE 0 0 0 0 MOTOROLA SOLUTIONS INC COM 620076307 1437 8617 SH SOLE 0 0 0 0 NEW MTN FIN CORP COM 647551100 183 13132 SH SOLE 0 0 0 0 NIKE INC CL B CLB COM 654106103 355 4231 SH SOLE 0 0 0 0 NORFOLK SOUTHN CORP COM 655844108 2537 12730 SH SOLE 0 0 0 0 NUVEEN NEW YORK AMT-FREE MUN INCOME FD COM 670656107 152 11629 SH SOLE 0 0 0 0 OGE ENERGY CORP COM 670837103 268 6300 SH SOLE 0 0 0 0 ONEOK INC COM 682680103 236 3433 SH SOLE 0 0 0 0 PNC FINL SVCS GROUPINC COM 693475105 1283 9344 SH SOLE 0 0 0 0 PPG INDUSTRIES INC COM 693506107 1739 14900 SH SOLE 0 0 0 0 PEOPLES UTD FINL INC COM 712704105 1082 64505 SH SOLE 0 0 0 0 PEPSICO INC COM 713448108 3098 23628 SH SOLE 0 0 0 0 PFIZER INC COM 717081103 10950 252760 SH SOLE 0 0 0 0 PHILIP MORRIS INTLINC COM 718172109 924 11760 SH SOLE 0 0 0 0 PHILLIPS 66 COM 718546104 2141 22890 SH SOLE 0 0 0 0 PROCTER & GAMBLE CO COM 742718109 5159 47046 SH SOLE 0 0 0 0 PRUDENTIAL FINL INC COM 744320102 227 2243 SH SOLE 0 0 0 0 PUBLIC SVC ENTERPRISE GRP INC COM 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0 0 FACEBOOK INC CLA COM 30303M102 2517 13039 SH SOLE 0 0 0 0 FEDEX CORP COM 31428X106 212 1288 SH SOLE 0 0 0 0 FIDELITY NATL INFORMATION SVCS INC COM 31620M106 328 2676 SH SOLE 0 0 0 0 FORTIVE CORP COM 34959J108 269 3298 SH SOLE 0 0 0 0 GENERAL MOTORS CO COM 37045V100 226 5864 SH SOLE 0 0 0 0 GLAXOSMITHKLINE PLC ADR 37733W105 280 6990 SH SOLE 0 0 0 0 GOLDMAN SACHS GROUPINC COM 38141G104 605 2956 SH SOLE 0 0 0 0 IDEXX LABS INC COM 45168D104 764 2774 SH SOLE 0 0 0 0 INVESCO TR INVT GRADNEW YORK MUNS COM 46131T101 209 15286 SH SOLE 0 0 0 0 INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV ETF 46137V308 215 3430 SH SOLE 0 0 0 0 INVESCO S&P 500 EQL WGT ETF 46137V357 1594 14785 SH SOLE 0 0 0 0 INVESCO EXCHHNG TRADED FD TR II S&P LOW VOL ETF 46138E354 608 11054 SH SOLE 0 0 0 0 IRON MTN INC COM 46284V101 267 8540 SH SOLE 0 0 0 0 ISHARES USA MIN VOL ETF 46429B697 985 15965 SH SOLE 0 0 0 0 ISHARES TR CORE MSCI TOTAL ETF 46432F834 621 10592 SH SOLE 0 0 0 0 JP MORGAN CHASE &CO COM 46625H100 4582 40984 SH SOLE 0 0 0 0 JP MORGAN CHASE &CO ALERIAN MLP INDEX ETN ETF 46625H365 239 9525 SH SOLE 0 0 0 0 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC ETF 46641Q837 224 4450 SH SOLE 0 0 0 0 KKR & CO LTD PART 48248M102 540 21356 SH SOLE 0 0 0 0 KINDER MORGAN INCDEL COM 49456B101 346 16579 SH SOLE 0 0 0 0 LABORATORY CORP AMERHLDGS COM 50540R409 1021 5904 SH SOLE 0 0 0 0 MASTERCARD INC CL A CLA COM 57636Q104 642 2426 SH SOLE 0 0 0 0 MERCK & CO INC COM 58933Y105 2394 28550 SH SOLE 0 0 0 0 NEW RESIDENTIAL INVT CORP COM 64828T201 154 10000 SH SOLE 0 0 0 0 NEXTERA ENERGY INC COM 65339F101 798 3894 SH SOLE 0 0 0 0 NOVARTIS AG ADR 66987V109 758 8302 SH SOLE 0 0 0 0 NVIDIA CORP COM 67066G104 615 3744 SH SOLE 0 0 0 0 O REILLYAUTOMOTIVE INC COM 67103H107 377 1022 SH SOLE 0 0 0 0 ORACLE CORP COM 68389X105 505 8859 SH SOLE 0 0 0 0 PRICE T ROWE GROUP INC COM 74144T108 245 2234 SH SOLE 0 0 0 0 PROSHARES TR S&P 500 DIVD ARISTOCRATS ETF 74348A467 1058 15249 SH SOLE 0 0 0 0 PROSPECT CAP CORP COM 74348T102 65 10000 SH SOLE 0 0 0 0 SPDR S&P 500 ETF 78462F103 1666 5687 SH SOLE 0 0 0 0 SPDR SER TR S&P DIVD ETF 78464A763 448 446 SH SOLE 0 0 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 323 16422 SH SOLE 0 0 0 0 SALESFORCE.COM INC COM 79466L302 684 4506 SH SOLE 0 0 0 0 SANOFI ADR 80105N105 296 6839 SH SOLE 0 0 0 0 SERVICENOW INC COM 81762P102 371 1350 SH SOLE 0 0 0 0 SPROTT PHYSICAL GOLD TR COM 85207H104 898 79299 SH SOLE 0 0 0 0 SPROTT FOCUS TR INC COM 85028J109 1969 292083 SH SOLE 0 0 0 0 STARWOODPPTY TR INC COM 85571B105 284 12500 SH SOLE 0 0 0 0 TESLA MTRS INC COM 88160R101 630 2819 SH SOLE 0 0 0 0 3M CO COM 88579Y101 955 5509 SH SOLE 0 0 0 0 UNITEDHEALTH GROUPINC COM 91324P102 2393 9805 SH SOLE 0 0 0 0 VALERO ENERGY CORP COM 91913Y100 365 4265 SH SOLE 0 0 0 0 VANGUARD CHAROLETTE TOTAL INTL BD INDEX FD ETF 92203J407 267 4662 SH SOLE 0 0 0 0 VERIZONCOMMUNICATIONS INC COM 92343V104 2994 52399 SH SOLE 0 0 0 0 VISA INC CLA COM 92826C839 3755 21635 SH SOLE 0 0 0 0 WASTE MGMT INC COM 94106L109 299 2595 SH SOLE 0 0 0 0 WELLTOWER INC COM 95040Q104 275 3374 SH SOLE 0 0 0 0 ZORYIS INC CLA COM 98978V103 210 1848 SH SOLE 0 0 0 0 AON PLC CLA COM G0408V102 622 3221 SH SOLE 0 0 0 0 ACCENTURE PLCIRELAND CLA COM G1151C101 502 2718 SH SOLE 0 0 0 0 CONSOLIDATED WATERCO COM G23773107 202 14159 SH SOLE 0 0 0 0 EATON CORP COM G29183103 376 4515 SH SOLE 0 0 0 0 MEDTRONICS PLC COM G5960L103 1408 14454 SH SOLE 0 0 0 0 APTIV PLC SHS COM G6095L109 683 8445 SH SOLE 0 0 0 0 CHUBB LTD COM H1467J104 1573 10681 SH SOLE 0 0 0 0 TEEKAY LNG PARTNERS LP LP Y8564M105 388 27500 SH SOLE 0 0 0 0 TEEKAY OFFSHORE PARTNERS LP Y8565J101 63 50000 SH SOLE 0 0 0 0 TEEKAY TANKERS LTDCL A CLA COM Y8565N102 148 116000 SH SOLE 0 0 0 0