The Analysis of Econ Financial Services Corp's Holdings
Currently, Econ Financial Services Corp holds 74 types of securities in its portfolio with a total value $199.4M. In the most recent quarter, they have increased their positions in SCHD (+264.1K shares, valued at $7.2M), XLE (+100.2K shares, valued at $4.5M), XOM (+35.9K shares, valued at $4.3M); decreased their positions in JCPB (-140.3K shares, valued at $6.6M), PYLD (-182.2K shares, valued at $4.9M), JNJ (-10.4K shares, valued at $2.2M); initiated new positions in SCHD (+264.1K shares, valued at $7.2M), MCD (+13.3K shares, valued at $4.1M), PFG (+44.9K shares, valued at $4.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IJH ISHARES TR163.9K shares-0.40%2025-12-312026-01-15
JCPB J P MORGAN EXCHANGE TRADED F185.9K shares-43.01%2025-12-312026-01-15 XLE SELECT SECTOR SPDR TR188.1K shares113.89%2025-12-312026-01-15 SCHD SCHWAB STRATEGIC TR264.1K sharesnew addition2025-12-312026-01-15 SDVY FIRST TR EXCHANGE-TRADED FD179.7K shares26.09%2025-12-312026-01-15 PYLD PIMCO ETF TR236.0K shares-43.57%2025-12-312026-01-15 XOM EXXON MOBIL CORP42.5K shares547.72%2025-12-312026-01-15 UCON FIRST TR EXCHNG TRADED FD VI175.0K shares56.64%2025-12-312026-01-15 XLV SELECT SECTOR SPDR TR28.4K shares-26.48%2025-12-312026-01-15 UBER UBER TECHNOLOGIES INC52.5K shares234.18%2025-12-312026-01-15 NKE NIKE INC65.5K shares26.34%2025-12-312026-01-15 MCD MCDONALDS CORP13.3K sharesnew addition2025-12-312026-01-15 QCOM QUALCOMM INC23.7K shares101.70%2025-12-312026-01-15 CALF PACER FDS TR90.1K shares12.87%2025-12-312026-01-15 PFG PRINCIPAL FINANCIAL GROUP IN44.9K sharesnew addition2025-12-312026-01-15 HSY HERSHEY CO21.5K shares3.74%2025-12-312026-01-15 LOW LOWES COS INC15.8K sharesnew addition2025-12-312026-01-15 MEDTRONIC PLC MEDTRONIC PLC38.1K shares14.64%2025-12-312026-01-15 KNG FIRST TR EXCHANGE-TRADED FD72.8K shares79.95%2025-12-312026-01-15 IHI ISHARES TR56.8K shares-7.01%2025-12-312026-01-15 EXC EXELON CORP78.1K shares82.45%2025-12-312026-01-15 HGER HARBOR ETF TRUST136.0K sharesnew addition2025-12-312026-01-15 JGLO J P MORGAN EXCHANGE TRADED F49.1K sharesnew addition2025-12-312026-01-15 DGS WISDOMTREE TR56.8K sharesnew addition2025-12-312026-01-15 DAL DELTA AIR LINES INC DEL46.0K shares9.02%2025-12-312026-01-15 VZ VERIZON COMMUNICATIONS INC78.2K shares23.47%2025-12-312026-01-15 TSLA TESLA INC6.7K shares24.06%2025-12-312026-01-15 SLB SLB LIMITED76.4K shares2.69%2025-12-312026-01-15 CVS CVS HEALTH CORP36.0K shares6.75%2025-12-312026-01-15 PMBS PIMCO ETF TR55.9K sharesnew addition2025-12-312026-01-15 AMGN AMGEN INC8.5K shares24.34%2025-12-312026-01-15 ORCL ORACLE CORP13.9K sharesnew addition2025-12-312026-01-15 DOW DOW INC107.1K shares-24.75%2025-12-312026-01-15 HQY HEALTHEQUITY INC27.2K shares39.89%2025-12-312026-01-15 UPS UNITED PARCEL SERVICE INC23.9K shares-34.68%2025-12-312026-01-15 YUM YUM BRANDS INC15.5K sharesnew addition2025-12-312026-01-15 PEP PEPSICO INC16.2K sharesnew addition2025-12-312026-01-15 BA BOEING CO10.2K sharesnew addition2025-12-312026-01-15 JPIB J P MORGAN EXCHANGE TRADED F44.9K sharesnew addition2025-12-312026-01-15 FPE FIRST TR EXCH TRADED FD III116.9K sharesnew addition2025-12-312026-01-15 DELL DELL TECHNOLOGIES INC16.9K sharesnew addition2025-12-312026-01-15 FULT FULTON FINL CORP PA104.4K sharesnew addition2025-12-312026-01-15 TROW PRICE T ROWE GROUP INC19.2K sharesnew addition2025-12-312026-01-15 USB US BANCORP DEL36.4K sharesnew addition2025-12-312026-01-15 EW EDWARDS LIFESCIENCES CORP22.1K shares-18.84%2025-12-312026-01-15 TXT TEXTRON INC21.6K sharesnew addition2025-12-312026-01-15 SCHM SCHWAB STRATEGIC TR61.3K shares-0.93%2025-12-312026-01-15 XPO XPO INC13.5K sharesnew addition2025-12-312026-01-15 GNRC GENERAC HLDGS INC13.2K sharesnew addition2025-12-312026-01-15 MUNI PIMCO ETF TR30.7K shares-39.98%2025-12-312026-01-15 KRE SPDR SERIES TRUST23.7K sharesnew addition2025-12-312026-01-15 HXL HEXCEL CORP NEW19.7K sharesnew addition2025-12-312026-01-15 FCX FREEPORT-MCMORAN INC27.5K shares-23.54%2025-12-312026-01-15 MINO PIMCO ETF TR29.5K shares-37.07%2025-12-312026-01-15 STLD STEEL DYNAMICS INC6.9K sharesnew addition2025-12-312026-01-15 SCHA SCHWAB STRATEGIC TR39.5K shares-1.87%2025-12-312026-01-15 SCHX SCHWAB STRATEGIC TR40.7K shares-4.10%2025-12-312026-01-15 LEA LEAR CORP8.5K sharesnew addition2025-12-312026-01-15 AMZN AMAZON COM INC3.8K shares0.00%2025-12-312026-01-15 ALLY ALLY FINL INC17.1K sharesnew addition2025-12-312026-01-15 DVN DEVON ENERGY CORP NEW19.3K sharesnew addition2025-12-312026-01-15 BIIB BIOGEN INC3.9K sharesnew addition2025-12-312026-01-15 SCHB SCHWAB STRATEGIC TR26.4K shares-6.29%2025-12-312026-01-15 PFE PFIZER INC25.6K sharesnew addition2025-12-312026-01-15 PHM PULTE GROUP INC5.3K sharesnew addition2025-12-312026-01-15 HUBBELL INC HUBBELL INC1.3K shares-0.82%2025-12-312026-01-15 FLMI FRANKLIN TEMPLETON ETF TR21.3K shares-21.48%2025-12-312026-01-15 JETS ETF SER SOLUTIONS18.5K sharesnew addition2025-12-312026-01-15 ERIE ERIE INDTY CO1.4K shares0.00%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON1.5K shares-87.52%2025-12-312026-01-15 SPDW SPDR INDEX SHS FDS6.1K sharesnew addition2025-12-312026-01-15 SCHG SCHWAB STRATEGIC TR7.0K shares-0.10%2025-12-312026-01-15 ES EVERSOURCE ENERGY3.0K shares1.10%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available