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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ECON Financial Services Corporation
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| CRD # | 226774 |
| SEC # | 801-104471 |
| CIK # | 0001659718 |
| AUM | $192.7 M (2025-03-05) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 717-545-5870 |
| Address | 4755 Linglestown Road Harrisburg, PA 17112 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nike Inc | 3.5 | ||
| Hershey Co | 3.0 | ||
| Tesla Motors Inc | 2.9 | ||
| Lowes Companies Inc | 2.6 | ||
| Chevron Corp | 2.6 | ||
| Johnson & Johnson | 2.4 | ||
| Ally Financial Inc | 2.3 | ||
| Chipotle Mexican Grill Inc | 2.2 | ||
| Medtronic Holdings Ltd | 2.2 | ||
| Caterpillar Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 90.9 |
| (b) Individuals (high net worth individuals) | 43 | 99.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 746 | 192.7 |
| By Discretionary | ||
| Discretionary | 746 | 192.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 746 | 192.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.7 | |
| Total | 746 | 192.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001659718] |
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|---|---|---|
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OR | 0.2 |
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MI | 0.2 |
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CA | 0.2 |
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Sterling Investment Advisors LLC
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Valley Brook Capital Group Inc
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PA | 0.2 |