Top 50 Econ Financial Services Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 5.28% | 241.6K | $11.4M | +29.96%(+55.69K) | $46.84(-0.15%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 4.42% | 241.3K | $9.5M | +34.27%(+61.58K) | $36.31(+13.18%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 3.84% | 315.5K | $8.3M | +33.73%(+79.58K) | $26.30(+0.14%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.79% | 120.8K | $8.2M | -26.26%(-43.03K) | $54.33(+34.61%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.12% | 32.3K | $6.7M | +753.69%(+28.51K) | $217.83(+24.01%) | 2026-03-31 | |
| GOVI | INVESCO EXCH TRADED FD TR II | 2.86% | 226.1K | $6.2M | new | $28.09(-4.07%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 2.64% | 119.1K | $5.7M | +165.44%(+74.24K) | $48.49(-1.23%) | 2026-03-31 | |
| XLRE | SELECT SECTOR SPDR TR | 2.63% | 138.9K | $5.7M | new | $42.51(+4.00%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 2.54% | 37.3K | $5.5M | +31.25%(+8.87K) | $143.28(+2.39%) | 2026-03-31 | |
| SPLB | SPDR SERIES TRUST | 2.48% | 240.4K | $5.3M | new | $22.48(-1.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.15% | +26.50% |
| Top 20 Holdings Unweighted | +7.23% | +23.30% |
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