Sponsored

The Analysis of Econ Financial Services Corp's Holdings & P&L

Currently, Econ Financial Services Corp holds 72 types of securities in its portfolio with a total value $214.0M. In the most recent quarter, they have increased their positions in SPLB (+285.0K shares, valued at $6.4M), EXR (+29.2K shares, valued at $4.2M), PPG (+32.7K shares, valued at $4.0M); decreased their positions in IJH (-111.3K shares, valued at $8.6M), DAL (-64.2K shares, valued at $6.0M), GOVI (-214.8K shares, valued at $5.8M); initiated new positions in EXR (+29.2K shares, valued at $4.2M), PPG (+32.7K shares, valued at $4.0M), LUV (+71.8K shares, valued at $3.7M).

1M P&L

+4.3M+2.26%

3M P&L

+2.5M+1.27%

HY P&L

-168.1K-0.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A114.1M

59.0%

2Drug Manufacturers - General9.3M

4.8%

3Specialty Chemicals6.8M

3.5%

Top Industries by Stock Count

1N/A32 stocks

49.2%

2Drug Manufacturers - General4 stocks

6.2%

3Specialty Chemicals3 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JCPB J P MORGAN EXCHANGE TRADED F286.2K shares18.48%2026-06-302026-07-23

SPLB SPDR SERIES TRUST525.5K shares118.53%2026-06-302026-07-23

PYLD PIMCO ETF TR345.0K shares9.33%2026-06-302026-07-23

SDVY FIRST TR EXCHANGE TRADED FD155.0K shares-35.76%2026-06-302026-07-23

XLV SELECT SECTOR SPDR TR41.1K shares10.22%2026-06-302026-07-23

XLRE SELECT SECTOR SPDR TR142.6K shares2.66%2026-06-302026-07-23

HSY HERSHEY CO35.0K shares75.15%2026-06-302026-07-23

JPIB J P MORGAN EXCHANGE TRADED F126.0K shares5.82%2026-06-302026-07-23

Sponsored

PMBS PIMCO ETF TR122.5K shares23.28%2026-06-302026-07-23

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR131.5K shares26.77%2026-06-302026-07-23

AMZN AMAZON COM INC21.5K shares-33.57%2026-06-302026-07-23

BA BOEING CO22.6K shares58.25%2026-06-302026-07-23

PFE PFIZER INC185.6K shares25.64%2026-06-302026-07-23

DGS WISDOMTREE TR67.4K shares0.65%2026-06-302026-07-23

EXR EXTRA SPACE STORAGE INC29.2K sharesnew addition2026-06-302026-07-23

TSLA TESLA INC9.7K shares13.81%2026-06-302026-07-23

Sponsored

PPG PPG INDS INC32.7K sharesnew addition2026-06-302026-07-23

LUV SOUTHWEST AIRLS CO71.8K sharesnew addition2026-06-302026-07-23

CALF PACER FDS TR72.0K shares-34.22%2026-06-302026-07-23

ABBVIE INC ABBVIE INC13.8K sharesnew addition2026-06-302026-07-23

UPS UNITED PARCEL SVCS INC31.5K shares2.47%2026-06-302026-07-23

MOO VANECK ETF TRUST42.7K sharesnew addition2026-06-302026-07-23

FPE FIRST TR EXCH TRADED FD III186.9K shares3.75%2026-06-302026-07-23

ABNB AIRBNB INC23.1K shares3.73%2026-06-302026-07-23

Sponsored

VISA INC VISA INC9.5K sharesnew addition2026-06-302026-07-23

ANTERO RESOURCES CORP ANTERO RESOURCES CORP89.2K sharesnew addition2026-06-302026-07-23

AMGN AMGEN INC8.6K shares112.27%2026-06-302026-07-23

SPYD SPDR SERIES TRUST63.3K shares2.80%2026-06-302026-07-23

XLP SELECT SECTOR SPDR TR36.1K sharesnew addition2026-06-302026-07-23

USMV ISHARES TR30.5K sharesnew addition2026-06-302026-07-23

MUNI PIMCO ETF TR54.8K shares50.30%2026-06-302026-07-23

UBER UBER TECHNOLOGIES INC39.5K shares45.67%2026-06-302026-07-23

Sponsored

SCHM SCHWAB STRATEGIC TR75.1K shares-2.92%2026-06-302026-07-23

KMB KIMBERLY-CLARK CORP25.1K sharesnew addition2026-06-302026-07-23

EW EDWARDS LIFESCIENCES CORP30.3K sharesnew addition2026-06-302026-07-23

SPDW SPDR INDEX SHS FDS52.2K shares1.84%2026-06-302026-07-23

CL COLGATE PALMOLIVE CO28.6K sharesnew addition2026-06-302026-07-23

F FORD MTR CO175.3K shares33.29%2026-06-302026-07-23

MINO PIMCO ETF TR52.1K shares44.18%2026-06-302026-07-23

SCHX SCHWAB STRATEGIC TR79.0K shares-0.18%2026-06-302026-07-23

Sponsored

CARR CARRIER GLOBAL CORPORATION30.9K sharesnew addition2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC51.1K sharesnew addition2026-06-302026-07-23

IFF INTERNATIONAL FLAVORS&FRAGRA26.4K sharesnew addition2026-06-302026-07-23

DOW DOW HLDGS INC75.5K shares86.91%2026-06-302026-07-23

SCHP SCHWAB STRATEGIC TR77.1K sharesnew addition2026-06-302026-07-23

SOUTHSTATE BK CORP SOUTHSTATE BK CORP19.9K sharesnew addition2026-06-302026-07-23

COP CONOCOPHILLIPS18.7K sharesnew addition2026-06-302026-07-23

SCHE SCHWAB STRATEGIC TR52.8K shares2.12%2026-06-302026-07-23

Sponsored

CPB THE CAMPBELLS COMPANY81.6K shares48.71%2026-06-302026-07-23

SCHA SCHWAB STRATEGIC TR50.2K shares-45.01%2026-06-302026-07-23

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC22.6K sharesnew addition2026-06-302026-07-23

MMIN NEW YORK LIFE INVTS ACTIVE E68.3K shares-0.86%2026-06-302026-07-23

BIIB BIOGEN INC6.3K shares43.28%2026-06-302026-07-23

FLUOR CORP FLUOR CORP20.2K sharesnew addition2026-06-302026-07-23

SPIB SPDR SERIES TRUST29.9K shares1.29%2026-06-302026-07-23

HGV HILTON GRAND VACATIONS INC18.5K sharesnew addition2026-06-302026-07-23

Sponsored

BNDX VANGUARD CHARLOTTE FDS16.8K shares1.08%2026-06-302026-07-23

LEG LEGGETT & PLATT INC64.6K sharesnew addition2026-06-302026-07-23

TT TRANE TECHNOLOGIES PLC1.5K sharesnew addition2026-06-302026-07-23

IJH ISHARES TR9.6K shares-92.07%2026-06-302026-07-23

AVNT AVIENT CORPORATION19.9K sharesnew addition2026-06-302026-07-23

HUBB HUBBELL INC1.3K shares0.22%2026-06-302026-07-23

MGM MGM RESORTS INTERNATIONAL12.3K sharesnew addition2026-06-302026-07-23

DAL DELTA AIR LINES INC4.6K shares-93.34%2026-06-302026-07-23

Sponsored

JNJ JOHNSON & JOHNSON1.5K shares0.07%2026-06-302026-07-23

IGLB ISHARES TR6.8K shares1.01%2026-06-302026-07-23

VMBS VANGUARD SCOTTSDALE FDS7.2K shares1.46%2026-06-302026-07-23

GOVI INVESCO EXCH TRADED FD TR II11.3K shares-95.01%2026-06-302026-07-23

ERIE ERIE INDTY CO1.1K shares-12.28%2026-06-302026-07-23

KNG FIRST TR EXCHANGE-TRADED FD5.2K shares-90.24%2026-06-302026-07-23

ES EVERSOURCE ENERGY3.1K shares1.08%2026-06-302026-07-23

CIBR FIRST TR EXCHANGE-TRADED FD2.3K sharesnew addition2026-06-302026-07-23

Sponsored

JCPB

J P MORGAN EXCHANGE TRADED F

18.48%

Shares286.2K

Event2026-06-30

Filed2026-07-23

SPLB

SPDR SERIES TRUST

118.53%

Shares525.5K

Event2026-06-30

Filed2026-07-23

PYLD

PIMCO ETF TR

9.33%

Shares345.0K

Event2026-06-30

Filed2026-07-23

SDVY

FIRST TR EXCHANGE TRADED FD

-35.76%

Shares155.0K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR

10.22%

Shares41.1K

Event2026-06-30

Filed2026-07-23

XLRE

SELECT SECTOR SPDR TR

2.66%

Shares142.6K

Event2026-06-30

Filed2026-07-23

HSY

HERSHEY CO

75.15%

Shares35.0K

Event2026-06-30

Filed2026-07-23

JPIB

J P MORGAN EXCHANGE TRADED F

5.82%

Shares126.0K

Event2026-06-30

Filed2026-07-23

PMBS

PIMCO ETF TR

23.28%

Shares122.5K

Event2026-06-30

Filed2026-07-23

SELECT SECTOR SPDR TR

26.77%

Shares131.5K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

-33.57%

Shares21.5K

Event2026-06-30

Filed2026-07-23

BOEING CO

58.25%

Shares22.6K

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC

25.64%

Shares185.6K

Event2026-06-30

Filed2026-07-23

DGS

WISDOMTREE TR

0.65%

Shares67.4K

Event2026-06-30

Filed2026-07-23

EXR

EXTRA SPACE STORAGE INC

New

Shares29.2K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

13.81%

Shares9.7K

Event2026-06-30

Filed2026-07-23

PPG

PPG INDS INC

New

Shares32.7K

Event2026-06-30

Filed2026-07-23

LUV

SOUTHWEST AIRLS CO

New

Shares71.8K

Event2026-06-30

Filed2026-07-23

CALF

PACER FDS TR

-34.22%

Shares72.0K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

New

Shares13.8K

Event2026-06-30

Filed2026-07-23

UPS

UNITED PARCEL SVCS INC

2.47%

Shares31.5K

Event2026-06-30

Filed2026-07-23

MOO

VANECK ETF TRUST

New

Shares42.7K

Event2026-06-30

Filed2026-07-23

FPE

FIRST TR EXCH TRADED FD III

3.75%

Shares186.9K

Event2026-06-30

Filed2026-07-23

ABNB

AIRBNB INC

3.73%

Shares23.1K

Event2026-06-30

Filed2026-07-23

VISA INC

New

Shares9.5K

Event2026-06-30

Filed2026-07-23

ANTERO RESOURCES CORP

New

Shares89.2K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

112.27%

Shares8.6K

Event2026-06-30

Filed2026-07-23

SPYD

SPDR SERIES TRUST

2.80%

Shares63.3K

Event2026-06-30

Filed2026-07-23

XLP

SELECT SECTOR SPDR TR

New

Shares36.1K

Event2026-06-30

Filed2026-07-23

USMV

ISHARES TR

New

Shares30.5K

Event2026-06-30

Filed2026-07-23

MUNI

PIMCO ETF TR

50.30%

Shares54.8K

Event2026-06-30

Filed2026-07-23

UBER

UBER TECHNOLOGIES INC

45.67%

Shares39.5K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

-2.92%

Shares75.1K

Event2026-06-30

Filed2026-07-23

KMB

KIMBERLY-CLARK CORP

New

Shares25.1K

Event2026-06-30

Filed2026-07-23

EDWARDS LIFESCIENCES CORP

New

Shares30.3K

Event2026-06-30

Filed2026-07-23

SPDW

SPDR INDEX SHS FDS

1.84%

Shares52.2K

Event2026-06-30

Filed2026-07-23

COLGATE PALMOLIVE CO

New

Shares28.6K

Event2026-06-30

Filed2026-07-23

FORD MTR CO

33.29%

Shares175.3K

Event2026-06-30

Filed2026-07-23

MINO

PIMCO ETF TR

44.18%

Shares52.1K

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR

-0.18%

Shares79.0K

Event2026-06-30

Filed2026-07-23

CARR

CARRIER GLOBAL CORPORATION

New

Shares30.9K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

New

Shares51.1K

Event2026-06-30

Filed2026-07-23

IFF

INTERNATIONAL FLAVORS&FRAGRA

New

Shares26.4K

Event2026-06-30

Filed2026-07-23

DOW

DOW HLDGS INC

86.91%

Shares75.5K

Event2026-06-30

Filed2026-07-23

SCHP

SCHWAB STRATEGIC TR

New

Shares77.1K

Event2026-06-30

Filed2026-07-23

SOUTHSTATE BK CORP

New

Shares19.9K

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS

New

Shares18.7K

Event2026-06-30

Filed2026-07-23

SCHE

SCHWAB STRATEGIC TR

2.12%

Shares52.8K

Event2026-06-30

Filed2026-07-23

CPB

THE CAMPBELLS COMPANY

48.71%

Shares81.6K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

-45.01%

Shares50.2K

Event2026-06-30

Filed2026-07-23

HALOZYME THERAPEUTICS INC

New

Shares22.6K

Event2026-06-30

Filed2026-07-23

MMIN

NEW YORK LIFE INVTS ACTIVE E

-0.86%

Shares68.3K

Event2026-06-30

Filed2026-07-23

BIIB

BIOGEN INC

43.28%

Shares6.3K

Event2026-06-30

Filed2026-07-23

FLUOR CORP

New

Shares20.2K

Event2026-06-30

Filed2026-07-23

SPIB

SPDR SERIES TRUST

1.29%

Shares29.9K

Event2026-06-30

Filed2026-07-23

HGV

HILTON GRAND VACATIONS INC

New

Shares18.5K

Event2026-06-30

Filed2026-07-23

BNDX

VANGUARD CHARLOTTE FDS

1.08%

Shares16.8K

Event2026-06-30

Filed2026-07-23

LEG

LEGGETT & PLATT INC

New

Shares64.6K

Event2026-06-30

Filed2026-07-23

TRANE TECHNOLOGIES PLC

New

Shares1.5K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

-92.07%

Shares9.6K

Event2026-06-30

Filed2026-07-23

AVNT

AVIENT CORPORATION

New

Shares19.9K

Event2026-06-30

Filed2026-07-23

HUBB

HUBBELL INC

0.22%

Shares1.3K

Event2026-06-30

Filed2026-07-23

MGM

MGM RESORTS INTERNATIONAL

New

Shares12.3K

Event2026-06-30

Filed2026-07-23

DAL

DELTA AIR LINES INC

-93.34%

Shares4.6K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-23

IGLB

ISHARES TR

1.01%

Shares6.8K

Event2026-06-30

Filed2026-07-23

VMBS

VANGUARD SCOTTSDALE FDS

1.46%

Shares7.2K

Event2026-06-30

Filed2026-07-23

GOVI

INVESCO EXCH TRADED FD TR II

-95.01%

Shares11.3K

Event2026-06-30

Filed2026-07-23

ERIE

ERIE INDTY CO

-12.28%

Shares1.1K

Event2026-06-30

Filed2026-07-23

KNG

FIRST TR EXCHANGE-TRADED FD

-90.24%

Shares5.2K

Event2026-06-30

Filed2026-07-23

EVERSOURCE ENERGY

1.08%

Shares3.1K

Event2026-06-30

Filed2026-07-23

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares2.3K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available