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CIK: 0001659718
Total reported value
$214.0M
$214.0M
78 檔
23.6%
According to the latest 13F quarterly dataset, Econ Financial Services Corp managed an equity portfolio of $214.0M at the end of Q1 2025, spanning 78 distinct U.S. exchange-listed positions.
In Q1 2025, Econ Financial Services Corp displayed an active expansion posture, initiating 33 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 7.13% | +1.00% | +1.32% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.88% | — | +38.85% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.06% | +0.43% | +2.40% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.59% | -3.44% | +52.20% | |
| 5 | XLE | Ss Energy Select Sector | ETF-Other | 4.23% | -0.19% | EXIT | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.97% | — | -19.91% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.89% | +0.01% | +28.50% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.27% | — | +4.25% | |
| 9 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.88% | — | +1.78% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.76% | — | +38.20% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.93% | +0.17% | — | |
| 12 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.85% | — | +19.75% | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.82% | -1.30% | +421.03% | |
| 14 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.53% | — | +1.69% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-Other | 1.47% | — | +2.00% | |
| 16 | LUV | Southwest Airlines Co | Stock-Industrials | 1.33% | +1.73% | NEW | |
| 17 | EBND | State Street Spdr Bloomberg | ETF-Other | 1.29% | — | +1.64% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.25% | — | — | |
| 19 | F | Ford Motor Co | Stock-Consumer Disc | 1.24% | +0.44% | +11.10% | |
| 20 | IVZ | Invesco Ltd. | Stock-Financials | 1.22% | — | +24.38% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.21% | — | +10.00% | |
| 22 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.20% | -1.65% | EXIT | |
| 23 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.18% | +0.35% | -18.73% | |
| 24 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.17% | +0.47% | -15.87% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.17% | — | — | |
| 26 | SYY | Sysco CORP | Stock-Consumer Staples | 1.16% | — | +88.99% | |
| 27 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.16% | -1.10% | +0.80% | |
| 28 | ALLY | Ally Financial Inc | Stock-Financials | 1.16% | — | +174.51% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.10% | +0.43% | +110.77% | |
| 30 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.10% | — | +17.70% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 1.08% | — | — | |
| 32 | EMN | Eastman Chemical Co | Stock-Materials | 1.08% | — | +37.89% | |
| 33 | PZA | Invesco National Amt-free Mu | ETF-Other | 1.07% | — | +59.81% | |
| 34 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.04% | — | +238.74% | |
| 35 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.02% | — | +192.32% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.02% | -2.19% | EXIT | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | +0.01% | -48.52% | |
| 38 | KNX | Knight-swift Transportation | Stock-Industrials | 0.91% | — | — | |
| 39 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.90% | — | — | |
| 40 | CTRA | Coterra Energy Inc | Stock-Energy | 0.88% | — | -19.55% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.87% | +0.18% | -0.67% | |
| 42 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.84% | — | — | |
| 43 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.82% | — | -58.92% | |
| 44 | CWH | Camping World Holdings Inc-a | Stock-Other | 0.82% | — | +87.00% | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.80% | +0.30% | +36.33% | |
| 46 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.79% | — | +2.86% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | -0.73% | — | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.78% | — | +96.40% | |
| 49 | TEL | TE Connectivity plc | Stock-Tech | 0.76% | — | +0.22% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.76% | +0.18% | -21.53% |
According to official SEC Form 13F filings, Econ Financial Services Corp reported a total U.S. public equity portfolio value of $214.0M across 78 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JCPB, IJR, PYLD) accounted for 23.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
JCPB
市值: $13.4M
Top Position Liquidated / Trimmed
RSP
前期市值: $4.9M
During Q1 2025, Econ Financial Services Corp's top holdings by market value included JCPB (7.1%)、IJR (5.9%)、PYLD (5.1%). The largest single position, JCPB, represented 7.1% of total portfolio value.
In Q1 2025, Econ Financial Services Corp made 50 total portfolio adjustments, initiating 33 new buys, adding to 7 positions, trimming 4 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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