EF
| |
Econ Financial Services Corp13F | |
| Econ Financial Services Corp | |
| Last update 2025-04-23 | 78 Stocks (20 new) |
| Value $188.00 Mil | Turnover 29 % |
Econ Financial Services Corp Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCPB | JPMorgan Core Plus Bond ETF | 284,618 | 13,388.4 | +1.32% | 7.130 | +0.09% | 0.220 | -0.21% | +1.06% | 6,783.8 | ||
IJR | iShares Core S&P Small-Cap ETF | 105,555 | 11,037.9 | +38.85% | 5.880 | +1.65% | 0.010 | +19.10% | -3.52% | 80,180.9 | ||
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 360,541 | 9,500.3 | +2.40% | 5.060 | +0.12% | 0.230 | +1.62% | +1.62% | 5,794.8 | ||
IJH | iShares Core S&P Mid-Cap ETF | 147,721 | 8,619.5 | +52.20% | 4.590 | +1.57% | 0.010 | +20.75% | +1.35% | 96,551.0 | ||
XLE | The Energy Select Sector SPDR Fund | 85,089 | 7,951.6 | +4.95% | 4.230 | +0.20% | 0.030 | +10.15% | +0.62% | 27,298.8 | ||
IEFA | iShares Core MSCI EAFE ETF | 98,475 | 7,449.6 | -19.91% | 3.970 | -0.99% | 0.010 | +21.56% | +17.58% | 141,458.3 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 149,689 | 7,307.8 | +28.50% | 3.890 | +0.86% | 0.010 | +0.92% | +0.53% | 66,038.2 | ||
SCHD | Schwab US Dividend Equity ETF | 219,320 | 6,132.2 | +4.25% | 3.270 | +0.13% | 0.010 | +8.50% | -0.95% | 70,495.4 | ||
VCLT |
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
| 71,338 | 5,415.3 | +1.78% | 2.880 | +0.05% | 0.030 | +0.97% | -0.15% | 10,250.9 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 114,322 | 5,174.2 | +38.20% | 2.760 | +0.76% | 0.010 | +22.26% | +12.24% | 84,357.9 |
Econ Financial Services Corp's Historical Top Holdings Breakdowns
Econ Financial Services Corp's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHC |
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
| 2025-03-31 | Sold Out Sold Out | -2.08% | 33.57 ($35.71) 37.22 | $42.28 | 18.40% | Sold Out | 0 | -105,807 | |
DGS |
WisdomTree Emerging Markets SmallCap Dividend Fund
WisdomTree Emerging Markets SmallCap Dividend Fund
| 2025-03-31 | New Buy New Buy | +1.93% | 47.4 ($49.05) 50.24 | $55.26 | 12.66% | New holding | 74,924 | 74,924 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +1.65% | 102.49 ($112.84) 119.96 | $111.16 | -1.49% | Add 38.85% | 105,555 | 29,536 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +1.57% | 57.21 ($62.1) 65.8 | $63.15 | 1.69% | Add 52.2% | 147,721 | 50,664 | |
COP | ConocoPhillips | 2025-03-31 | Sold Out Sold Out | -1.50% | 88.6 ($99.73) 105.85 | $92.55 | -7.20% | Sold Out | 0 | -26,413 | |
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 2025-03-31 | Add Add | +1.47% | 32.49 ($35.67) 37.99 | $36.01 | 0.95% | Add 421.03% | 102,189 | 82,576 | |
HON | Honeywell International Inc | 2025-03-31 | Sold Out Sold Out | -1.38% | 202.75 ($214.7) 226.52 | $239.35 | 11.48% | Sold Out | 0 | -10,670 | |
JPIE | JPMorgan Income ETF | 2025-03-31 | Sold Out Sold Out | -1.31% | 45.46 ($45.88) 46.18 | $46.05 | 0.37% | Sold Out | 0 | -49,937 | |
UGI | UGI Corp | 2025-03-31 | Sold Out Sold Out | -1.28% | 28 ($31.68) 34.16 | $35.29 | 11.40% | Sold Out | 0 | -78,978 | |
KHC | The Kraft Heinz Co | 2025-03-31 | Reduce Reduce | -1.27% | 28.51 ($29.93) 32.22 | $26.08 | -12.86% | Reduce -58.92% | 50,450 | -72,363 |
Econ Financial Services Corp Total Holding History ($B)
Econ Financial Services Corp's Asset Allocation
Econ Financial Services Corp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Econ Financial Services Corp's Hypothetical Growth since 2025-03-31
Econ Financial Services Corp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Econ Financial Services Corp's Holdings Heat Map
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Econ Financial Services Corp's Holdings Bubble Chart
Econ Financial Services Corp News
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