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
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false
false
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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
CHIEF COMPLIANCE OFFICER
(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
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3122
63014
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SOLE
0
0
63014
VANGUARD WORLD FDS
HEALTH CAR ETF
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SOLE
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0
30512
VANGUARD INDEX FDS
TOTAL STK MKT
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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
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SOLE
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0
14512
ISHARES TR
RUS 1000 ETF
464287622
2905
16922
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SOLE
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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
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4267
ISHARES TR
MSCI EAFE ETF
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932
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SH
SOLE
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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
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
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4713
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SOLE
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0
4713
ISHARES TR
CORE S&P TTL STK
464287150
430
6199
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AMGEN INC
COM
031162100
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4399
SH
SOLE
0
0
4399
BLACKROCK INC
COM
09247X101
628
1155
SH
SOLE
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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
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SH
SOLE
0
0
9714
PROCTER AND GAMBLE CO
COM
742718109
1003
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SH
SOLE
0
0
8392
VENTAS INC
COM
92276F100
387
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SH
SOLE
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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
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4847
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1387
4499
SH
SOLE
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0
4499
DISNEY WALT CO
COM DISNEY
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241
2170
SH
SOLE
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0
2170
ISHARES TR
CORE US AGGBD ET
464287226
1962
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SOLE
0
0
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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
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43330
MASTERCARD INCORPORATED
CL A
57636Q104
533
1805
SH
SOLE
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1805
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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SOLE
0
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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
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SPDR INDEX SHS FDS
PORTFOLIO EMG MK
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SH
SOLE
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SPDR SER TR
S&P 600 SML CAP
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465
7889
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
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401
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
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415
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SH
SOLE
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