Econ Financial Services Corp Portfolio Holdings by Sector
Econ Financial Services Corp
- $173 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JCPB IJR IJH XLE IEFA BNDX SCHD VCLT 37 stocks |
$119,489
69.3% of portfolio
|
26
|
11
|
4
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA VZ 2 stocks |
$4,739
2.75% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F TSLA 2 stocks |
$4,394
2.55% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG MCD 2 stocks |
$3,175
1.84% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
ALLY PYPL 2 stocks |
$3,034
1.76% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC MKC 2 stocks |
$2,792
1.62% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV 1 stocks |
$2,500
1.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$2,346
1.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
IVZ 1 stocks |
$2,293
1.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,268
1.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$2,252
1.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$2,186
1.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM 1 stocks |
$2,032
1.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
EMN 1 stocks |
$2,029
1.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$1,911
1.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$1,871
1.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
KNX 1 stocks |
$1,707
0.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CTRA 1 stocks |
$1,655
0.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CWH 1 stocks |
$1,534
0.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,479
0.86% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$1,426
0.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FNB PNC 2 stocks |
$1,294
0.75% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$975
0.57% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP COIN 2 stocks |
$949
0.55% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
ERIE 1 stocks |
$544
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
SAIC 1 stocks |
$519
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$441
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$362
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
AEP 1 stocks |
$230
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|