Econ Financial Services Corp Portfolio Holdings
Econ Financial Services Corp
- $163 Million
- Q4 2024
Econ Financial Services Corp has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $163 Million distributed in 81 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 $12.9M, Ishares Core S&P Sm Cap ETF with a value of $8.76M, Ishares Tr with a value of $8.64M, Energy Sector Spdr with a value of $6.95M, and Ishares Core S&P Mid Cap ETF with a value of $6.05M.
Examining the 13F form we can see an decrease of $13.5M in the current position value, from $176M to 163M.
Below you can find more details about Econ Financial Services Corp portfolio as well as his latest detailed transactions.
Portfolio value
$163 Million
ETFs: $109 Million
Consumer Cyclical: $9.64 Million
Industrials: $7.72 Million
Communication Services: $6.1 Million
Consumer Defensive: $5.81 Million
Energy: $4.44 Million
Utilities: $4.07 Million
Technology: $3.83 Million
Other: $9.87 Million