0001803087-20-000003.txt : 20200811 0001803087-20-000003.hdr.sgml : 20200811 20200810191832 ACCESSION NUMBER: 0001803087-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200811 DATE AS OF CHANGE: 20200810 EFFECTIVENESS DATE: 20200811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Essex Private Wealth Management, LLC CENTRAL INDEX KEY: 0001803087 IRS NUMBER: 264471994 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19926 FILM NUMBER: 201090753 BUSINESS ADDRESS: STREET 1: 6 PARK STREET CITY: TOPSFIELD STATE: MA ZIP: 01983 BUSINESS PHONE: (978) 887-5981 MAIL ADDRESS: STREET 1: 6 PARK STREET CITY: TOPSFIELD STATE: MA ZIP: 01983 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001803087 XXXXXXXX 06-30-2020 06-30-2020 Essex Private Wealth Management, LLC

6 PARK STREET TOPSFIELD MA 01983

13F HOLDINGS REPORT 028-19926 N Peter Mulholland (978) 887-5981 Peter Mulholland Topsfield MA 08-10-2020 0 57 86214 false INFORMATION TABLE 2 13FEssexQ22020.xml APPLE INC COM 037833100 1777 4872 SH SOLE 0 0 4872 FACEBOOK INC CL A 30303M102 265 1171 SH SOLE 0 0 1171 MICROSOFT CORP COM 594918104 578 2841 SH SOLE 0 0 2841 COCA COLA CO COM 191216100 698 15640 SH SOLE 0 0 15640 GENERAL ELECTRIC CO COM 369604103 125 18422 SH SOLE 0 0 18422 GENERAL MLS INC COM 370334104 1121 18194 SH SOLE 0 0 18194 JOHNSON & JOHNSON COM 478160104 626 4453 SH SOLE 0 0 4453 VERIZON COMMUNICATIONS INC COM 92343V104 893 16213 SH SOLE 0 0 16213 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 4543 84083 SH SOLE 0 0 84083 ISHARES TR CORE HIGH DV ETF 46429B663 3295 40610 SH SOLE 0 0 40610 ISHARES TR CORE S&P SCP ETF 464287804 2307 33789 SH SOLE 0 0 33789 ISHARES TR EXPONENTIAL TECH 46434V381 2658 59713 SH SOLE 0 0 59713 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 3122 63014 SH SOLE 0 0 63014 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 5878 30512 SH SOLE 0 0 30512 VANGUARD INDEX FDS TOTAL STK MKT 922908769 14901 95199 SH SOLE 0 0 95199 SPDR SER TR S&P DIVID ETF 78464A763 1331 14599 SH SOLE 0 0 14599 ALPHABET INC CAP STK CL C 02079K107 364 258 SH SOLE 0 0 258 AMAZON COM INC COM 023135106 2251 816 SH SOLE 0 0 816 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 562 14512 SH SOLE 0 0 14512 ISHARES TR RUS 1000 ETF 464287622 2905 16922 SH SOLE 0 0 16922 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4715 59859 SH SOLE 0 0 59859 VANGUARD INDEX FDS VALUE ETF 922908744 424 4267 SH SOLE 0 0 4267 ISHARES TR MSCI EAFE ETF 464287465 932 15316 SH SOLE 0 0 15316 VANGUARD INDEX FDS LARGE CAP ETF 922908637 365 2554 SH SOLE 0 0 2554 VANGUARD INDEX FDS SM CP VAL ETF 922908611 295 2768 SH SOLE 0 0 2768 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 479 4713 SH SOLE 0 0 4713 ISHARES TR CORE S&P TTL STK 464287150 430 6199 SH SOLE 0 0 6199 AMGEN INC COM 031162100 1037 4399 SH SOLE 0 0 4399 BLACKROCK INC COM 09247X101 628 1155 SH SOLE 0 0 1155 DOMINION ENERGY INC COM 25746U109 815 10045 SH SOLE 0 0 10045 DUKE ENERGY CORP NEW COM NEW 26441C204 469 5878 SH SOLE 0 0 5878 ENBRIDGE INC COM 29250N105 732 24094 SH SOLE 0 0 24094 PFIZER INC COM 717081103 1142 34934 SH SOLE 0 0 34934 PHILIP MORRIS INTL INC COM 718172109 596 8520 SH SOLE 0 0 8520 PPL CORP COM 69351T106 251 9714 SH SOLE 0 0 9714 PROCTER AND GAMBLE CO COM 742718109 1003 8392 SH SOLE 0 0 8392 VENTAS INC COM 92276F100 387 10587 SH SOLE 0 0 10587 WELLTOWER INC COM 95040Q104 486 9393 SH SOLE 0 0 9393 ALPHABET INC CAP STK CL A 02079K305 228 161 SH SOLE 0 0 161 ISHARES TR CORE S&P MCP ETF 464287507 861 4847 SH SOLE 0 0 4847 SPDR S&P 500 ETF TR TR UNIT 78462F103 1387 4499 SH SOLE 0 0 4499 DISNEY WALT CO COM DISNEY 254687106 241 2170 SH SOLE 0 0 2170 ISHARES TR CORE US AGGBD ET 464287226 1962 16600 SH SOLE 0 0 16600 VERTEX PHARMACEUTICALS INC COM 92532F100 231 797 SH SOLE 0 0 797 STARBUCKS CORP COM 855244109 226 3073 SH SOLE 0 0 3073 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3581 43330 SH SOLE 0 0 43330 MASTERCARD INCORPORATED CL A 57636Q104 533 1805 SH SOLE 0 0 1805 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7406 63206 SH SOLE 0 0 63206 VANGUARD BD INDEX FDS INTERMED TERM 921937819 691 7425 SH SOLE 0 0 7425 GLOBAL PMTS INC COM 37940X102 211 1245 SH SOLE 0 0 1245 DNP SELECT INCOME FD COM 23325P104 1224 112583 SH SOLE 0 0 112583 ASTRAZENECA PLC SPONSORED ADR 046353108 204 3858 SH SOLE 0 0 3858 ENTERPRISE PRODS PARTNERS L COM 293792107 254 14033 SH SOLE 0 0 14033 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 307 9180 SH SOLE 0 0 9180 SPDR SER TR S&P 600 SML CAP 78464A813 465 7889 SH SOLE 0 0 7889 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 401 18800 SH SOLE 0 0 18800 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 415 19100 SH SOLE 0 0 19100