Investor
Econ Financial Services Corp
CIK 0001659718 · filed 2026-04-21 · SEC filing
13F book
$215.4M
Positions
74
31 new · 31 sold
Largest name
5.3%
J P Morgan Exchange Traded F
Est. mark
−$94.4K
Price effect on 43 names still held. Flow $16M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F | — | 241.6K | $11.4M | 5.3% | −$50.2K | Added$2.57M |
| First Tr Exchange-Traded Fd | — | 241.3K | $9.51M | 4.4% | $199.5K | Added$2.63M |
| Pimco Etf Tr | — | 315.5K | $8.27M | 3.8% | −$113.3K | Added$1.97M |
| Ishares Tr | — | 120.8K | $8.16M | 3.8% | $184.9K | Cut−$2.65M |
| Amazon Com Inc | AMZN | 32.3K | $6.73M | 3.1% | −$85.4K | Added$5.85M |
| Invesco Exch Traded Fd Tr Ii | — | 226.1K | $6.17M | 2.9% | — | New |
| J P Morgan Exchange Traded F | — | 119.1K | $5.7M | 2.6% | −$39.5K | Added$3.51M |
| Select Sector Spdr Tr | — | 138.9K | $5.67M | 2.6% | — | New |
| Select Sector Spdr Tr | — | 37.3K | $5.46M | 2.5% | −$232.6K | Added$1.07M |
| Spdr Series Trust | — | 240.4K | $5.34M | 2.5% | — | New |
| Medtronic Plc | MDT | 57.3K | $4.96M | 2.3% | −$358.2K | Added$1.31M |
| Pimco Etf Tr | — | 99.3K | $4.93M | 2.3% | −$5.31K | Added$2.15M |
| Pacer Fds Tr | — | 109.4K | $4.91M | 2.3% | $45K | Added$912.6K |
| Select Sector Spdr Tr | — | 103.7K | $4.76M | 2.2% | — | New |
| Lowes Cos Inc | — | 20K | $4.72M | 2.2% | −$77.2K | Added$902.6K |
| Delta Air Lines Inc Del | DAL | 68.7K | $4.57M | 2.1% | −$134.4K | Added$1.38M |
| Mcdonalds Corp | MCD | 13.9K | $4.32M | 2.0% | $68.5K | Added$266.1K |
| Hershey Co | HSY | 20K | $4.15M | 1.9% | $517.3K | Cut$242.2K |
| Pfizer Inc | PFE | 147.8K | $4.15M | 1.9% | $81.4K | Added$3.51M |
| Wisdomtree Tr | — | 67K | $4.02M | 1.9% | $162.5K | Added$771K |
| Cvs Health Corp | CVS | 55K | $3.95M | 1.8% | −$271.6K | Added$1.09M |
| Ingersoll Rand Inc. | IR | 47.5K | $3.81M | 1.8% | — | New |
| NIKE, Inc. | NKE | 67.3K | $3.55M | 1.6% | −$712.9K | Added−$618.4K |
| Fulton Finl Corp Pa | — | 164K | $3.34M | 1.5% | $105.4K | Added$1.32M |
| First Tr Exch Traded Fd Iii | — | 180.1K | $3.2M | 1.5% | −$54.9K | Added$1.07M |
| Tesla, Inc. | TSLA | 8.5K | $3.16M | 1.5% | −$523.1K | Added$144.2K |
| Tyson Foods, Inc. | TSN | 48.8K | $3.12M | 1.5% | — | New |
| United Parcel Service Inc | UPS | 30.7K | $3.02M | 1.4% | −$19.4K | Added$654.6K |
| Boeing Co | — | 14.3K | $2.84M | 1.3% | −$183.7K | Added$632.5K |
| Airbnb, Inc. | ABNB | 22.3K | $2.81M | 1.3% | — | New |
| Spdr Series Trust | — | 61.6K | $2.8M | 1.3% | — | New |
| Select Sector Spdr Tr | — | 55.2K | $2.76M | 1.3% | — | New |
| Ge Healthcare Technologies I | — | 38.3K | $2.73M | 1.3% | — | New |
| Schwab Strategic Tr | — | 91.4K | $2.66M | 1.2% | $23.7K | Added$1.53M |
| First Tr Exchange-Traded Fd | — | 53.8K | $2.62M | 1.2% | −$23.7K | Cut−$960.6K |
| Essential Utils Inc | — | 63.4K | $2.55M | 1.2% | — | New |
| Yum Brands Inc | YUM | 15.5K | $2.42M | 1.1% | $65K | Added$74.8K |
| Schwab Strategic Tr | — | 77.4K | $2.4M | 1.1% | $54.6K | Added$552K |
| Spdr Index Shs Fds | — | 51.2K | $2.34M | 1.1% | $7.51K | Added$2.07M |
| Schwab Strategic Tr | — | 79.1K | $2.03M | 0.9% | −$51.7K | Added$933.3K |
| Uber Technologies, Inc | UBER | 27.1K | $1.95M | 0.9% | −$265.5K | Cut−$2.33M |
| Generac Hldgs Inc | — | 9.99K | $1.95M | 0.9% | $589.2K | Cut$150.8K |
| Illinois Tool Wks Inc | — | 7.38K | $1.92M | 0.9% | — | New |
| Pimco Etf Tr | — | 36.4K | $1.9M | 0.9% | −$6.75K | Added$292.8K |
| Union Pac Corp | — | 7.34K | $1.78M | 0.8% | — | New |
| Schwab Strategic Tr | — | 51.7K | $1.7M | 0.8% | — | New |
| Dow Inc. | DOW | 40.4K | $1.68M | 0.8% | $737.7K | Cut−$821.6K |
| New York Life Invts Active E | — | 68.9K | $1.63M | 0.8% | — | New |
| Pimco Etf Tr | — | 36.1K | $1.63M | 0.8% | −$4.42K | Added$296.5K |
| Palantir Technologies Inc. | PLTR | 10.6K | $1.55M | 0.7% | — | New |
| Prudential Finl Inc | — | 15.7K | $1.53M | 0.7% | — | New |
| Ford Mtr Co | — | 131.5K | $1.52M | 0.7% | — | New |
| Us Bancorp Del | — | 28.9K | $1.5M | 0.7% | −$39.1K | Cut−$435.6K |
| Scotts Miracle-Gro Co | SMG | 24.4K | $1.48M | 0.7% | — | New |
| Texas Instrs Inc | — | 7.45K | $1.45M | 0.7% | — | New |
| Amgen Inc | AMGN | 4.04K | $1.42M | 0.7% | $99.2K | Cut−$1.35M |
| Microsoft Corp | MSFT | 3.62K | $1.34M | 0.6% | — | New |
| Tidewater Inc New | — | 15.5K | $1.29M | 0.6% | — | New |
| The Campbells Company | — | 54.9K | $1.22M | 0.6% | — | New |
| Spdr Series Trust | — | 29.6K | $991.4K | 0.5% | — | New |
| Pulte Group Inc | — | 8.34K | $981K | 0.5% | $1.87K | Added$354.7K |
| Veeco Instrs Inc Del | — | 26.4K | $894.3K | 0.4% | — | New |
| Harmonic Inc. | HLIT | 98.6K | $885.3K | 0.4% | — | New |
| Biogen Inc. | BIIB | 4.4K | $806.1K | 0.4% | $29K | Added$111.6K |
| Vanguard Charlotte Fds | — | 16.7K | $800.7K | 0.4% | — | New |
| Gigacloud Technology Inc | GCT | 15.5K | $703.4K | 0.3% | — | New |
| Hubbell Inc | HUBB | 1.34K | $655.5K | 0.3% | $62K | Added$64K |
| Select Sector Spdr Tr | — | 6.51K | $398.7K | 0.2% | $107.7K | Cut−$8.01M |
| Johnson & Johnson | JNJ | 1.5K | $366.6K | 0.2% | $55.6K | Added$59.5K |
| Ishrs 10 Yr Invest Grade | — | 6.74K | $334.3K | 0.2% | — | New |
| Vanguard Scottsdale Fds | — | 7.05K | $331K | 0.2% | — | New |
| Erie Indty Co | — | 1.28K | $321.4K | 0.1% | −$45.2K | Cut−$87.1K |
| Pimco Etf Tr | — | 2.42K | $243.2K | 0.1% | — | New |
| Eversource Energy | ES | 3.06K | $212.3K | 0.1% | $5.9K | Added$8.32K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.