Econ Financial Services Corp.
Econ Financial Services Corp is an SEC-registered investment adviser headquartered in Harrisburg, Pennsylvania, United States. The firm appears to operate as an asset manager or advisory firm, reporting quarterly holdings as required by SEC under Form 13F since at least 2015. It was previously known as Econ Wealth Management LLC until December 2015. The company serves institutional investors and manages public securities portfolios. Detailed employment numbers and specific client types are not disclosed, but the firm is a small to mid-size entity based on its regulatory filings.
Investment Strategy
Econ Financial Services Corp manages a diversified portfolio of public securities for institutional investors, as reflected in its regular 13F filings. Its approach centers on allocation across both equities and fixed-income assets, with an emphasis on prudent risk management and compliance with SEC regulations. The firm typically invests in a broad mix of US-listed securities. Specific details about sector preferences or proprietary strategies are not disclosed in publicly available filings.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JCPB | J P MORGAN EXCHANGE TRADED F | 7.73% | $15.5M | 326,184 | $45.96 | $47.55 | +$692.8K |
P PYLD | PIMCO ETF TR | 5.60% | $11.2M | 418,146 | $25.99 | $26.84 | +$548.5K |
I IJH | ISHARES TR | 5.35% | $10.7M | 164,529 | $56.48 | $65.26 | +$877.0K |
X XLE | SELECT SECTOR SPDR TR | 3.92% | $7.9M | 87,949 | $86.11 | $89.34 | +$596.0K |
B BNDX | VANGUARD CHARLOTTE FDS | 3.88% | $7.8M | 157,354 | $49.02 | $49.46 | +$269.2K |