0001803087-22-000002.txt : 20220516 0001803087-22-000002.hdr.sgml : 20220516 20220516152330 ACCESSION NUMBER: 0001803087-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22928106 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 03-31-2022 03-31-2022 Essex Private Wealth Management, LLC

6 PARK STREET TOPSFIELD MA 01983

13F HOLDINGS REPORT 028-19926 N PETER E. MULHOLLAND (978) 887-5981 PETER E. MULHOLLAND TOPSFIELD MA 05-16-2022 0 35 37087 false INFORMATION TABLE 2 13F_Essex_Q12022.xml EMAGIN CORP COM NEW 29076N206 148 130000 SH SOLE 0 0 130000 ISHARES TR CORE HIGH DV ETF 46429B663 4368 40860 SH SOLE 0 0 40860 DNP SELECT INCOME FD INC COM 23325P104 410 34694 SH SOLE 0 0 34694 SPROTT PHYSICAL GOLD TR UNIT 85207H104 464 30220 SH SOLE 0 0 30220 ISHARES TR EXPONENTIAL TECH 46434V381 1782 30176 SH SOLE 0 0 30176 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1244 27793 SH SOLE 0 0 27793 ISHARES TR CORE S&P SCP ETF 464287804 2766 25643 SH SOLE 0 0 25643 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5246 23041 SH SOLE 0 0 23041 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 403 19100 SH SOLE 0 0 19100 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 400 18800 SH SOLE 0 0 18800 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1167 16970 SH SOLE 0 0 16970 ISHARES TR CORE US AGGBD ET 464287226 1636 15274 SH SOLE 0 0 15274 ISHARES TR MSCI EAFE ETF 464287465 872 11845 SH SOLE 0 0 11845 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2328 9152 SH SOLE 0 0 9152 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 2304 7968 SH SOLE 0 0 7968 ISHARES TR RUS 1000 ETF 464287622 1785 7137 SH SOLE 0 0 7137 APPLE INC COM 037833100 1108 6343 SH SOLE 0 0 6343 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 933 5916 SH SOLE 0 0 5916 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 929 5020 SH SOLE 0 0 5020 SPDR SER TR S&P DIVID ETF 78464A763 616 4810 SH SOLE 0 0 4810 DIGITAL TURBINE INC COM NEW 25400W102 203 4633 SH SOLE 0 0 4633 VANGUARD INDEX FDS VALUE ETF 922908744 631 4267 SH SOLE 0 0 4267 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 536 3308 SH SOLE 0 0 3308 ISHARES TR CORE S&P MCP ETF 464287507 805 3000 SH SOLE 0 0 3000 VANGUARD INDEX FDS SM CP VAL ETF 922908611 487 2768 SH SOLE 0 0 2768 ISHARES TR RUS MDCP VAL ETF 464287473 311 2599 SH SOLE 0 0 2599 VANGUARD INDEX FDS LARGE CAP ETF 922908637 532 2554 SH SOLE 0 0 2554 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 269 2400 SH SOLE 0 0 2400 AMERICAN WTR WKS CO INC NEW COM 030420103 344 2080 SH SOLE 0 0 2080 NVIDIA CORPORATION COM 67066G104 499 1827 SH SOLE 0 0 1827 MICROSOFT CORP COM 594918104 333 1079 SH SOLE 0 0 1079 INVESCO QQQ TR UNIT SER 1 46090E103 202 557 SH SOLE 0 0 557 TESLA INC COM 88160R101 582 540 SH SOLE 0 0 540 SPDR S&P 500 ETF TR TR UNIT 78462F103 232 514 SH SOLE 0 0 514 AMAZON COM INC COM 023135106 212 65 SH SOLE 0 0 65