Sponsored

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

Currently, Econ Financial Services Corp holds 74 types of securities in its portfolio with a total value $215.4M. In the most recent quarter, they have increased their positions in GOVI (+226.1K shares, valued at $6.2M), AMZN (+28.5K shares, valued at $5.9M), XLRE (+138.9K shares, valued at $5.7M); decreased their positions in XLE (-181.6K shares, valued at $11.1M), IJH (-43.0K shares, valued at $2.9M), DOW (-66.7K shares, valued at $2.8M); initiated new positions in GOVI (+226.1K shares, valued at $6.2M), XLRE (+138.9K shares, valued at $5.7M), SPLB (+240.4K shares, valued at $5.3M).

1M P&L

+333.2K+0.15%

3M P&L

-3.4M-1.54%

HY P&L

+12.4M+6.02%

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/A115.0M

54.8%

2Specialty Industrial Machinery7.7M

3.7%

3Drug Manufacturers - General6.7M

3.2%

Top Industries by Stock Count

1N/A31 stocks

43.1%

2Drug Manufacturers - General4 stocks

5.6%

3Specialty Industrial Machinery3 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JCPB J P MORGAN EXCHANGE TRADED F241.6K shares29.96%2026-03-312026-04-21

SDVY FIRST TR EXCHANGE TRADED FD241.3K shares34.27%2026-03-312026-04-21

PYLD PIMCO ETF TR315.5K shares33.73%2026-03-312026-04-21

IJH ISHARES TR120.8K shares-26.26%2026-03-312026-04-21

AMZN AMAZON COM INC32.3K shares753.69%2026-03-312026-04-21

GOVI INVESCO EXCH TRADED FD TR II226.1K sharesnew addition2026-03-312026-04-21

JPIB J P MORGAN EXCHANGE TRADED F119.1K shares165.44%2026-03-312026-04-21

XLRE SELECT SECTOR SPDR TR138.9K sharesnew addition2026-03-312026-04-21

Sponsored

XLV SELECT SECTOR SPDR TR37.3K shares31.25%2026-03-312026-04-21

SPLB SPDR SERIES TRUST240.4K sharesnew addition2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC57.3K shares50.45%2026-03-312026-04-21

PMBS PIMCO ETF TR99.3K shares77.67%2026-03-312026-04-21

CALF PACER FDS TR109.4K shares21.46%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR103.7K sharesnew addition2026-03-312026-04-21

LOW LOWES COS INC20.0K shares26.20%2026-03-312026-04-21

DAL DELTA AIR LINES INC68.7K shares49.36%2026-03-312026-04-21

Sponsored

MCD MCDONALDS CORP13.9K shares4.79%2026-03-312026-04-21

HSY HERSHEY CO20.0K shares-7.04%2026-03-312026-04-21

PFE PFIZER INC147.8K shares477.41%2026-03-312026-04-21

DGS WISDOMTREE TR67.0K shares17.82%2026-03-312026-04-21

CVS CVS HEALTH CORP55.0K shares52.73%2026-03-312026-04-21

IR INGERSOLL RAND INC47.5K sharesnew addition2026-03-312026-04-21

NKE NIKE INC67.3K shares2.73%2026-03-312026-04-21

FULT FULTON FINL CORP PA164.0K shares57.11%2026-03-312026-04-21

Sponsored

FPE FIRST TR EXCH TRADED FD III180.1K shares54.15%2026-03-312026-04-21

TSLA TESLA INC8.5K shares26.76%2026-03-312026-04-21

TSN TYSON FOODS INC48.8K sharesnew addition2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC30.7K shares28.67%2026-03-312026-04-21

BA BOEING CO14.3K shares40.38%2026-03-312026-04-21

ABNB AIRBNB INC22.3K sharesnew addition2026-03-312026-04-21

SPYD SPDR SERIES TRUST61.6K sharesnew addition2026-03-312026-04-21

XLB SELECT SECTOR SPDR TR55.2K sharesnew addition2026-03-312026-04-21

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I38.3K sharesnew addition2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR91.4K shares131.13%2026-03-312026-04-21

KNG FIRST TR EXCHANGE-TRADED FD53.8K shares-26.17%2026-03-312026-04-21

WTRG ESSENTIAL UTILS INC63.4K sharesnew addition2026-03-312026-04-21

YUM YUM BRANDS INC15.5K shares0.41%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR77.4K shares26.21%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS51.2K shares745.46%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR79.1K shares94.34%2026-03-312026-04-21

Sponsored

UBER UBER TECHNOLOGIES INC27.1K shares-48.26%2026-03-312026-04-21

GNRC GENERAC HLDGS INC10.0K shares-24.34%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC7.4K sharesnew addition2026-03-312026-04-21

MUNI PIMCO ETF TR36.4K shares18.69%2026-03-312026-04-21

UNP UNION PAC CORP7.3K sharesnew addition2026-03-312026-04-21

SCHE SCHWAB STRATEGIC TR51.7K sharesnew addition2026-03-312026-04-21

DOW DOW HLDGS INC40.4K shares-62.29%2026-03-312026-04-21

MMIN NEW YORK LIFE INVTS ACTIVE E68.9K sharesnew addition2026-03-312026-04-21

Sponsored

MINO PIMCO ETF TR36.1K shares22.62%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC10.6K sharesnew addition2026-03-312026-04-21

PRU PRUDENTIAL FINL INC15.7K sharesnew addition2026-03-312026-04-21

F FORD MTR CO131.5K sharesnew addition2026-03-312026-04-21

USB US BANCORP28.9K shares-20.44%2026-03-312026-04-21

SMG SCOTTS MIRACLE-GRO CO24.4K sharesnew addition2026-03-312026-04-21

TXN TEXAS INSTRS INC7.5K sharesnew addition2026-03-312026-04-21

AMGN AMGEN INC4.0K shares-52.33%2026-03-312026-04-21

Sponsored

MSFT MICROSOFT CORP3.6K sharesnew addition2026-03-312026-04-21

TDW TIDEWATER INC NEW15.5K sharesnew addition2026-03-312026-04-21

CPB THE CAMPBELLS COMPANY54.9K sharesnew addition2026-03-312026-04-21

SPIB SPDR SERIES TRUST29.6K sharesnew addition2026-03-312026-04-21

PHM PULTE GROUP INC8.3K shares56.17%2026-03-312026-04-21

VECO VEECO INSTRS INC DEL26.4K sharesnew addition2026-03-312026-04-21

HLIT HARMONIC INC98.6K sharesnew addition2026-03-312026-04-21

BIIB BIOGEN INC4.4K shares11.43%2026-03-312026-04-21

Sponsored

BNDX VANGUARD CHARLOTTE FDS16.7K sharesnew addition2026-03-312026-04-21

GCT GIGACLOUD TECHNOLOGY INC15.5K sharesnew addition2026-03-312026-04-21

HUBBELL INC HUBBELL INC1.3K shares0.30%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR6.5K shares-96.54%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON1.5K shares1.08%2026-03-312026-04-21

IGLB ISHARES TR6.7K sharesnew addition2026-03-312026-04-21

VMBS VANGUARD SCOTTSDALE FDS7.0K sharesnew addition2026-03-312026-04-21

ERIE ERIE INDTY CO1.3K shares-10.25%2026-03-312026-04-21

Sponsored

MINT PIMCO ETF TR2.4K sharesnew addition2026-03-312026-04-21

ES EVERSOURCE ENERGY3.1K shares1.16%2026-03-312026-04-21

JCPB

J P MORGAN EXCHANGE TRADED F

29.96%

Shares241.6K

Event2026-03-31

Filed2026-04-21

SDVY

FIRST TR EXCHANGE TRADED FD

34.27%

Shares241.3K

Event2026-03-31

Filed2026-04-21

PYLD

PIMCO ETF TR

33.73%

Shares315.5K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

-26.26%

Shares120.8K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

753.69%

Shares32.3K

Event2026-03-31

Filed2026-04-21

GOVI

INVESCO EXCH TRADED FD TR II

New

Shares226.1K

Event2026-03-31

Filed2026-04-21

JPIB

J P MORGAN EXCHANGE TRADED F

165.44%

Shares119.1K

Event2026-03-31

Filed2026-04-21

XLRE

SELECT SECTOR SPDR TR

New

Shares138.9K

Event2026-03-31

Filed2026-04-21

XLV

SELECT SECTOR SPDR TR

31.25%

Shares37.3K

Event2026-03-31

Filed2026-04-21

SPLB

SPDR SERIES TRUST

New

Shares240.4K

Event2026-03-31

Filed2026-04-21

MEDTRONIC PLC

50.45%

Shares57.3K

Event2026-03-31

Filed2026-04-21

PMBS

PIMCO ETF TR

77.67%

Shares99.3K

Event2026-03-31

Filed2026-04-21

CALF

PACER FDS TR

21.46%

Shares109.4K

Event2026-03-31

Filed2026-04-21

XLU

SELECT SECTOR SPDR TR

New

Shares103.7K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COS INC

26.20%

Shares20.0K

Event2026-03-31

Filed2026-04-21

DAL

DELTA AIR LINES INC

49.36%

Shares68.7K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

4.79%

Shares13.9K

Event2026-03-31

Filed2026-04-21

HSY

HERSHEY CO

-7.04%

Shares20.0K

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INC

477.41%

Shares147.8K

Event2026-03-31

Filed2026-04-21

DGS

WISDOMTREE TR

17.82%

Shares67.0K

Event2026-03-31

Filed2026-04-21

CVS

CVS HEALTH CORP

52.73%

Shares55.0K

Event2026-03-31

Filed2026-04-21

INGERSOLL RAND INC

New

Shares47.5K

Event2026-03-31

Filed2026-04-21

NKE

NIKE INC

2.73%

Shares67.3K

Event2026-03-31

Filed2026-04-21

FULT

FULTON FINL CORP PA

57.11%

Shares164.0K

Event2026-03-31

Filed2026-04-21

FPE

FIRST TR EXCH TRADED FD III

54.15%

Shares180.1K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

26.76%

Shares8.5K

Event2026-03-31

Filed2026-04-21

TSN

TYSON FOODS INC

New

Shares48.8K

Event2026-03-31

Filed2026-04-21

UPS

UNITED PARCEL SVCS INC

28.67%

Shares30.7K

Event2026-03-31

Filed2026-04-21

BOEING CO

40.38%

Shares14.3K

Event2026-03-31

Filed2026-04-21

ABNB

AIRBNB INC

New

Shares22.3K

Event2026-03-31

Filed2026-04-21

SPYD

SPDR SERIES TRUST

New

Shares61.6K

Event2026-03-31

Filed2026-04-21

XLB

SELECT SECTOR SPDR TR

New

Shares55.2K

Event2026-03-31

Filed2026-04-21

GEHC

GE HEALTHCARE TECHNOLOGIES I

New

Shares38.3K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

131.13%

Shares91.4K

Event2026-03-31

Filed2026-04-21

KNG

FIRST TR EXCHANGE-TRADED FD

-26.17%

Shares53.8K

Event2026-03-31

Filed2026-04-21

WTRG

ESSENTIAL UTILS INC

New

Shares63.4K

Event2026-03-31

Filed2026-04-21

YUM

YUM BRANDS INC

0.41%

Shares15.5K

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

26.21%

Shares77.4K

Event2026-03-31

Filed2026-04-21

SPDW

SPDR INDEX SHS FDS

745.46%

Shares51.2K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

94.34%

Shares79.1K

Event2026-03-31

Filed2026-04-21

UBER

UBER TECHNOLOGIES INC

-48.26%

Shares27.1K

Event2026-03-31

Filed2026-04-21

GNRC

GENERAC HLDGS INC

-24.34%

Shares10.0K

Event2026-03-31

Filed2026-04-21

ITW

ILLINOIS TOOL WKS INC

New

Shares7.4K

Event2026-03-31

Filed2026-04-21

MUNI

PIMCO ETF TR

18.69%

Shares36.4K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

New

Shares7.3K

Event2026-03-31

Filed2026-04-21

SCHE

SCHWAB STRATEGIC TR

New

Shares51.7K

Event2026-03-31

Filed2026-04-21

DOW

DOW HLDGS INC

-62.29%

Shares40.4K

Event2026-03-31

Filed2026-04-21

MMIN

NEW YORK LIFE INVTS ACTIVE E

New

Shares68.9K

Event2026-03-31

Filed2026-04-21

MINO

PIMCO ETF TR

22.62%

Shares36.1K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares10.6K

Event2026-03-31

Filed2026-04-21

PRU

PRUDENTIAL FINL INC

New

Shares15.7K

Event2026-03-31

Filed2026-04-21

FORD MTR CO

New

Shares131.5K

Event2026-03-31

Filed2026-04-21

USB

US BANCORP

-20.44%

Shares28.9K

Event2026-03-31

Filed2026-04-21

SMG

SCOTTS MIRACLE-GRO CO

New

Shares24.4K

Event2026-03-31

Filed2026-04-21

TXN

TEXAS INSTRS INC

New

Shares7.5K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

-52.33%

Shares4.0K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

New

Shares3.6K

Event2026-03-31

Filed2026-04-21

TDW

TIDEWATER INC NEW

New

Shares15.5K

Event2026-03-31

Filed2026-04-21

CPB

THE CAMPBELLS COMPANY

New

Shares54.9K

Event2026-03-31

Filed2026-04-21

SPIB

SPDR SERIES TRUST

New

Shares29.6K

Event2026-03-31

Filed2026-04-21

PHM

PULTE GROUP INC

56.17%

Shares8.3K

Event2026-03-31

Filed2026-04-21

VECO

VEECO INSTRS INC DEL

New

Shares26.4K

Event2026-03-31

Filed2026-04-21

HLIT

HARMONIC INC

New

Shares98.6K

Event2026-03-31

Filed2026-04-21

BIIB

BIOGEN INC

11.43%

Shares4.4K

Event2026-03-31

Filed2026-04-21

BNDX

VANGUARD CHARLOTTE FDS

New

Shares16.7K

Event2026-03-31

Filed2026-04-21

GCT

GIGACLOUD TECHNOLOGY INC

New

Shares15.5K

Event2026-03-31

Filed2026-04-21

HUBBELL INC

0.30%

Shares1.3K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

-96.54%

Shares6.5K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

1.08%

Shares1.5K

Event2026-03-31

Filed2026-04-21

IGLB

ISHARES TR

New

Shares6.7K

Event2026-03-31

Filed2026-04-21

VMBS

VANGUARD SCOTTSDALE FDS

New

Shares7.0K

Event2026-03-31

Filed2026-04-21

ERIE

ERIE INDTY CO

-10.25%

Shares1.3K

Event2026-03-31

Filed2026-04-21

MINT

PIMCO ETF TR

New

Shares2.4K

Event2026-03-31

Filed2026-04-21

EVERSOURCE ENERGY

1.16%

Shares3.1K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available