Econ Financial Services Corp has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $173 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $13.4M, Ishares Core S&P Sm Cap ETF with a value of $11M, Ishares Core S&P Mid Cap ETF with a value of $8.62M, Energy Sector Spdr with a value of $7.95M, and Ishares Tr with a value of $7.45M.

Examining the 13F form we can see an increase of $10.8M in the current position value, from $163M to 173M.

Below you can find more details about Econ Financial Services Corp portfolio as well as his latest detailed transactions.

Portfolio value $173 Million
ETFs: $119 Million
Consumer Cyclical: $15.7 Million
Financial Services: $7.17 Million
Industrials: $6.07 Million
Technology: $5.77 Million
Consumer Defensive: $5.34 Million
Communication Services: $4.74 Million
Energy: $4 Million
Other: $4.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $173 Million
  • Prior Value $163 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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