0001803087-20-000001.txt : 20200213 0001803087-20-000001.hdr.sgml : 20200213 20200212201738 ACCESSION NUMBER: 0001803087-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200213 DATE AS OF CHANGE: 20200212 EFFECTIVENESS DATE: 20200213 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: 20606565 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 12-31-2019 12-31-2019 Essex Private Wealth Management, LLC

6 PARK STREET TOPSFIELD MA 01983

13F HOLDINGS REPORT 028-19926 N Peter Mulholland Peter Mulholland Peter Mulholland Topsfield MA 02-12-2020 0 58 98789 false INFORMATION TABLE 2 13FEssexQ42019.xml GENERAL ELECTRIC CO COM 369604103 194 17422 SH SOLE 0 0 17422 ALPHABET INC CAP STK CL A 02079K305 203 152 SH SOLE 0 0 152 SOUTHERN CO COM 842587107 221 3480 SH SOLE 0 0 3480 GLOBAL PMTS INC COM 37940X102 239 1313 SH SOLE 0 0 1313 BOEING CO COM 097023105 245 752 SH SOLE 0 0 752 FACEBOOK INC CL A 30303M102 251 1225 SH SOLE 0 0 1225 ISHARES TR CORE S&P500 ETF 464287200 273 845 SH SOLE 0 0 845 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 274 3276 SH SOLE 0 0 3276 ALPHABET INC CAP STK CL C 02079K107 287 215 SH SOLE 0 0 215 VANGUARD GROUP DIV APP ETF 921908844 291 2335 SH SOLE 0 0 2335 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 345 9180 SH SOLE 0 0 9180 DISNEY WALT CO COM DISNEY 254687106 364 2520 SH SOLE 0 0 2520 VANGUARD INDEX FDS LARGE CAP ETF 922908637 377 2554 SH SOLE 0 0 2554 VANGUARD INDEX FDS SM CP VAL ETF 922908611 379 2768 SH SOLE 0 0 2768 ENTERPRISE PRODS PARTNERS L COM 293792107 395 14033 SH SOLE 0 0 14033 MICROSOFT CORP COM 594918104 398 2529 SH SOLE 0 0 2529 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 399 18800 SH SOLE 0 0 18800 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 407 19100 SH SOLE 0 0 19100 RAYTHEON CO COM NEW 755111507 482 2196 SH SOLE 0 0 2196 VANGUARD INDEX FDS VALUE ETF 922908744 511 4267 SH SOLE 0 0 4267 DUKE ENERGY CORP NEW COM NEW 26441C204 531 5822 SH SOLE 0 0 5822 ISHARES TR CORE S&P TTL STK 464287150 546 7524 SH SOLE 0 0 7524 MASTERCARD INC CL A 57636Q104 548 1838 SH SOLE 0 0 1838 SPDR SERIES TRUST S&P 600 SML CAP 78464A813 571 7889 SH SOLE 0 0 7889 VENTAS INC COM 92276F100 601 10415 SH SOLE 0 0 10415 BLACKROCK INC COM 09247X101 606 1206 SH SOLE 0 0 1206 JOHNSON & JOHNSON COM 478160104 616 4229 SH SOLE 0 0 4229 PHILIP MORRIS INTL INC COM 718172109 727 8546 SH SOLE 0 0 8546 WELLTOWER INC COM 95040Q104 768 9392 SH SOLE 0 0 9392 ISHARES TR CORE S&P MCP ETF 464287507 823 4003 SH SOLE 0 0 4003 DOMINION ENERGY INC COM 25746U109 826 9978 SH SOLE 0 0 9978 ISHARES TR SELECT DIVID ETF 464287168 837 7923 SH SOLE 0 0 7923 COCA COLA CO COM 191216100 862 15576 SH SOLE 0 0 15576 ENBRIDGE INC COM 29250N105 943 23720 SH SOLE 0 0 23720 VERIZON COMMUNICATIONS INC COM 92343V104 955 15557 SH SOLE 0 0 15557 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 963 21861 SH SOLE 0 0 21861 GENERAL MLS INC COM 370334104 970 18111 SH SOLE 0 0 18111 PROCTER & GAMBLE CO COM 742718109 1138 9115 SH SOLE 0 0 9115 AMGEN INC COM 031162100 1170 4853 SH SOLE 0 0 4853 ISHARES TR MSCI EAFE ETF 464287465 1174 16916 SH SOLE 0 0 16916 APPLE INC COM 037833100 1294 4407 SH SOLE 0 0 4407 PFIZER INC COM 717081103 1382 35296 SH SOLE 0 0 35296 DNP SELECT INCOME FD COM 23325P104 1440 112769 SH SOLE 0 0 112769 AMAZON COM INC COM 023135106 1480 801 SH SOLE 0 0 801 ISHARES TR CORE US AGGBD ET 464287226 1865 16600 SH SOLE 0 0 16600 SPDR S&P 500 ETF TR TR UNIT 78462F103 2238 6955 SH SOLE 0 0 6955 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2792 24133 SH SOLE 0 0 24133 ISHARES TR EXPONENTIAL TECH 46434V381 2970 69477 SH SOLE 0 0 69477 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 3028 61813 SH SOLE 0 0 61813 ISHARES TR RUS 1000 ETF 464287622 3234 18131 SH SOLE 0 0 18131 ISHARES TR CORE HIGH DV ETF 46429B663 3391 34581 SH SOLE 0 0 34581 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3403 42007 SH SOLE 0 0 42007 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 4173 77823 SH SOLE 0 0 77823 ISHARES TR CORE S&P SCP ETF 464287804 5362 63954 SH SOLE 0 0 63954 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 5611 59879 SH SOLE 0 0 59879 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 5758 30034 SH SOLE 0 0 30034 SPDR SERIES TRUST S&P DIVID ETF 78464A763 9941 92418 SH SOLE 0 0 92418 VANGUARD INDEX FDS TOTAL STK MKT 922908769 16717 102173 SH SOLE 0 0 102173