Econ Financial Services Corp - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Econ Financial Services Corp held in its portfolio 74 assets valued at $199,432,443 (i.e. $199.43M).
The most valuable assets in the portfolio included: ISHARES TR ($10.82M), J P MORGAN EXCHANGE TRADED F ($8.80M), and SELECT SECTOR SPDR TR ($8.41M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Econ Financial Services Corp - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 163878 | 10815948 | CORE S&P MCP ETF |
| J P MORGAN EXCHANGE TRADED F | 185901 | 8802412 | CORE PLUS BD ETF |
| SELECT SECTOR SPDR TR | 188112 | 8410488 | STATE STREET ENE |
| SCHWAB STRATEGIC TR | 264057 | 7243084 | US DIVIDEND EQ |
| FIRST TR EXCHANGE-TRADED FD | 179719 | 6886832 | SMID RISNG ETF |
| PIMCO ETF TR | 235953 | 6295226 | MULTISECTOR BD |
| EXXON MOBIL CORP | 42458 | 5109444 | COM |
| FIRST TR EXCHNG TRADED FD VI | 174973 | 4404070 | SMITH UNCONSTRAI |
| SELECT SECTOR SPDR TR | 28398 | 4396010 | STATE STREET HEA |
| UBER TECHNOLOGIES INC | 52467 | 4287079 | COM |
| NIKE INC | 65464 | 4170711 | CL B |
| MCDONALDS CORP | 13270 | 4055710 | COM |
| QUALCOMM INC | 23668 | 4048411 | COM |
| PACER FDS TR | 90086 | 3997116 | US SMALL CAP CAS |
| PRINCIPAL FINANCIAL GROUP IN | 44914 | 3961864 | COM |
| HERSHEY CO | 21476 | 3908217 | COM |
| LOWES COS INC | 15827 | 3816845 | COM |
| MEDTRONIC PLC | 38066 | 3656620 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 72840 | 3580086 | FT VEST S&P 500 |
| ISHARES TR | 56807 | 3530555 | U.S. MED DVC ETF |
| EXELON CORP | 78068 | 3402984 | COM |
| HARBOR ETF TRUST | 136017 | 3375942 | HARBOR COMMODITY |
| J P MORGAN EXCHANGE TRADED F | 49123 | 3324153 | GLOBAL SEL EQUIT |
| WISDOMTREE TR | 56831 | 3253006 | EMG MKTS SMCAP |
| DELTA AIR LINES INC DEL | 46025 | 3194135 | COM NEW |
| VERIZON COMMUNICATIONS INC | 78172 | 3183946 | COM |
| TESLA INC | 6709 | 3017171 | COM |
| SLB LIMITED | 76429 | 2933345 | COM STK |
| CVS HEALTH CORP | 36017 | 2858309 | COM |
| PIMCO ETF TR | 55910 | 2778447 | MTG BKD SECS ACT |
| AMGEN INC | 8480 | 2775589 | COM |
| ORACLE CORP | 13914 | 2711978 | COM |
| DOW INC | 107071 | 2503320 | COM |
| HEALTHEQUITY INC | 27249 | 2496281 | COM |
| UNITED PARCEL SERVICE INC | 23891 | 2369748 | CL B |
| YUM BRANDS INC | 15473 | 2340755 | COM |
| PEPSICO INC | 16244 | 2331339 | COM |
| BOEING CO | 10156 | 2205071 | COM |
| J P MORGAN EXCHANGE TRADED F | 44872 | 2185266 | INTL BD OPP ETF |
| FIRST TR EXCH TRADED FD III | 116862 | 2129226 | PFD SECS INC ETF |
| DELL TECHNOLOGIES INC | 16897 | 2126994 | CL C |
| FULTON FINL CORP PA | 104389 | 2017839 | COM |
| PRICE T ROWE GROUP INC | 19214 | 1967129 | COM |
| US BANCORP DEL | 36368 | 1940596 | COM NEW |
| EDWARDS LIFESCIENCES CORP | 22073 | 1881723 | COM |
| TEXTRON INC | 21554 | 1878862 | COM |
| SCHWAB STRATEGIC TR | 61299 | 1843261 | US MID-CAP ETF |
| XPO INC | 13517 | 1837095 | COM |
| GENERAC HLDGS INC | 13209 | 1801311 | COM |
| MERCK & CO INC | 15485 | 1629951 | COM |
| PIMCO ETF TR | 30701 | 1609039 | INTER MUN BD ACT |
| SPDR SERIES TRUST | 23710 | 1536645 | STATE STREET SPD |
| HEXCEL CORP NEW | 19707 | 1456347 | COM |
| FREEPORT-MCMORAN INC | 27503 | 1396877 | CL B |
| PIMCO ETF TR | 29458 | 1335037 | MUNI INCOME OPP |
| STEEL DYNAMICS INC | 6908 | 1170561 | COM |
| SCHWAB STRATEGIC TR | 39532 | 1125871 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 40720 | 1095775 | US LRG CAP ETF |
| LEAR CORP | 8473 | 971006 | COM NEW |
| AMAZON COM INC | 3783 | 873297 | COM |
| ALLY FINL INC | 17144 | 776452 | COM |
| DEVON ENERGY CORP NEW | 19302 | 707050 | COM |
| BIOGEN INC | 3946 | 694457 | COM |
| SCHWAB STRATEGIC TR | 26356 | 691318 | US BRD MKT ETF |
| PFIZER INC | 25590 | 637191 | COM |
| PULTE GROUP INC | 5341 | 626286 | COM |
| HUBBELL INC | 1332 | 591533 | COM |
| FRANKLIN TEMPLETON ETF TR | 21320 | 530228 | FRANKLIN DYN MUN |
| ETF SER SOLUTIONS | 18475 | 518593 | US GLB JETS |
| ERIE INDTY CO | 1425 | 408476 | CL A |
| JOHNSON & JOHNSON | 1484 | 307150 | COM |
| SPDR INDEX SHS FDS | 6060 | 269125 | PORTFOLIO DEVLPD |
| SCHWAB STRATEGIC TR | 7010 | 228662 | US LCAP GR ETF |
| EVERSOURCE ENERGY | 3029 | 203967 | COM |
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