Econ Financial Services Corp has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $159 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $10.2M, Jp Morgan ETF Tr Ultra Short I with a value of $8.67M, Ishares Core S&P Mid Cap ETF with a value of $7.21M, Ishares Tr with a value of $7.04M, and Ishares Core S&P Sm Cap ETF with a value of $6.82M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $142M to 159M.

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

Portfolio value $159 Million
ETFs: $138 Million
Financial Services: $4.06 Million
Consumer Defensive: $2.42 Million
Technology: $1.95 Million
Industrials: $1.94 Million
Consumer Cyclical: $1.91 Million
Healthcare: $1.85 Million
Communication Services: $1.45 Million
Other: $2.81 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 83
  • Current Value $159 Million
  • Prior Value $142 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 35 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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