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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Econ Financial Services Corp

Quarter ended Q1 2025 · Filed April 23, 2025 · Accession 0001659718-25-000005

Total Value
$187.8M
Positions
78
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (78)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q670284,618$13.4M7.13%
2ISHARES TR464287804105,555$11.0M5.88%
3PIMCO ETF TR72201R585360,541$9.5M5.06%
4ISHARES TR464287507147,721$8.6M4.59%
5SELECT SECTOR SPDR TR81369Y50685,089$8.0M4.23%
6ISHARES TR46432F84298,475$7.4M3.97%
7VANGUARD CHARLOTTE FDS92203J407149,689$7.3M3.89%
8SCHWAB STRATEGIC TR808524797219,320$6.1M3.27%
9VANGUARD SCOTTSDALE FDS92206C81371,338$5.4M2.88%
10VANGUARD INTL EQUITY INDEX F922042858114,322$5.2M2.76%
11WISDOMTREE TRWT74,924$3.6M1.93%
12COMCAST CORP NEWCCZ93,946$3.5M1.85%
13FIRST TR EXCHANGE-TRADED FD33741X102102,189$3.4M1.82%
14FIRST TR EXCHNG TRADED FD VI33740F888116,100$2.9M1.53%
15ISHARES TR46428868790,077$2.8M1.47%
16SOUTHWEST AIRLS CO84474110874,453$2.5M1.33%
17SPDR SER TR78464A391120,518$2.4M1.29%
18CHEVRON CORP NEWCVX14,026$2.3M1.25%
19FORD MTR CO345370860231,797$2.3M1.24%
20INVESCO LTDIVZ151,166$2.3M1.22%
21APPLE INCAAPL10,212$2.3M1.21%
22NIKE INCNKE35,480$2.3M1.20%
23PIMCO ETF TR72201R63549,427$2.2M1.18%
24PIMCO ETF TR72201R86642,669$2.2M1.17%
25SCHWAB STRATEGIC TR80852430087,819$2.2M1.17%
26SYSCO CORPSYY29,143$2.2M1.16%
27FIRST TR EXCHANGE-TRADED FD33739Q70543,220$2.2M1.16%
28ALLY FINL INC02005N10059,682$2.2M1.16%
29TESLA INCTSLA7,988$2.1M1.10%
30SPDR SER TR78464A87025,434$2.1M1.10%
31QUALCOMM INCQCOM13,231$2.0M1.08%
32EASTMAN CHEM COEMN23,035$2.0M1.08%
33INVESCO EXCH TRADED FD TR IIIVZ87,415$2.0M1.07%
34CHIPOTLE MEXICAN GRILL INCCMG38,880$2.0M1.04%
35ISHARES TR46434V38133,248$1.9M1.02%
36LOWES COS INC5486611078,195$1.9M1.02%
37JOHNSON & JOHNSONJNJ11,287$1.9M1.00%
38KNIGHT-SWIFT TRANSN HLDGS IN49904910439,255$1.7M0.91%
39INVESCO ACTVELY MNGD ETC FDIVZ123,823$1.7M0.90%
40COTERRA ENERGY INCCTRA57,293$1.7M0.88%
41SCHWAB STRATEGIC TR80852450862,408$1.6M0.87%
42FIRST TR EXCHANGE-TRADED FD33738D87966,551$1.6M0.84%
43KRAFT HEINZ COKHC50,450$1.5M0.82%
44CAMPING WORLD HLDGS INCCWH94,957$1.5M0.82%
45SELECT SECTOR SPDR TR81369Y86036,046$1.5M0.80%
46SPDR SER TR78464A75526,434$1.5M0.79%
47AMAZON COM INCAMZN7,778$1.5M0.79%
48J P MORGAN EXCHANGE TRADED F46654Q20328,458$1.5M0.78%
49TE CONNECTIVITY PLCTEL10,151$1.4M0.76%
50UNITED PARCEL SERVICE INCUPS12,970$1.4M0.76%
51SELECT SECTOR SPDR TR81369Y88616,402$1.3M0.69%
52VERIZON COMMUNICATIONS INCVZ28,073$1.3M0.68%
53MCCORMICK & CO INCMKC-V15,283$1.3M0.67%
54MCDONALDS CORPMCD3,917$1.2M0.65%
55GLOBAL X FDS37954Y67332,163$1.2M0.65%
56LAM RESEARCH CORPLRCX15,447$1.1M0.60%
57MOBILEYE GLOBAL INCMBLY73,236$1.1M0.56%
58SPDR SER TR78464A71414,961$1.0M0.55%
59SCHWAB STRATEGIC TR80852420145,834$1.0M0.54%
60F N B CORP30252010174,980$1.0M0.54%
61CARNIVAL CORPCUKPF49,963$975,7770.52%
62SCHWAB STRATEGIC TR80852460740,088$939,2620.50%
63SCHWAB STRATEGIC TR80852480546,988$929,4230.49%
64GLOBAL X FDS37954Y87139,972$916,1580.49%
65PAYPAL HLDGS INCPYPL13,150$858,0380.46%
66SHOPIFY INCSHOP7,652$730,6130.39%
67FRANKLIN TEMPLETON ETF TRFGDL29,665$725,0130.39%
68SCHWAB STRATEGIC TR80852410231,374$675,4820.36%
69CAVA GROUP INCCAVA7,618$658,2710.35%
70ERIE INDTY CO29530P1021,300$544,7650.29%
71SCIENCE APPLICATIONS INTL CO8086251074,628$519,5860.28%
72HUBBELL INCHUBB1,335$441,7910.24%
73SCHWAB STRATEGIC TR80852470615,138$417,3550.22%
74HERSHEY COHSY2,119$362,4810.19%
75PNC FINL SVCS GROUP INC6934751051,629$286,3920.15%
76AMERICAN ELEC PWR CO INC0255371012,106$230,1230.12%
77COINBASE GLOBAL INCCOIN1,277$219,9380.12%
78VANGUARD TAX-MANAGED FDS9219438583,987$202,6590.11%