Econ Financial Services Corp - Portfolio overview

Econ Financial Services Corp has 120 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Healthcare.

Largest reported holdings by portfolio allocation

1. JCPB - J P MORGAN EXCHANGE TRADED F, 3.79%
2. SDVY - FIRST TR EXCHANGE TRADED FD, 3.17%
3. PYLD - PIMCO ETF TR, 2.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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