0001659718-22-000001.txt : 20220126
0001659718-22-000001.hdr.sgml : 20220126
20220126163801
ACCESSION NUMBER: 0001659718-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220126
DATE AS OF CHANGE: 20220126
EFFECTIVENESS DATE: 20220126
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Econ Financial Services Corp
CENTRAL INDEX KEY: 0001659718
IRS NUMBER: 202686427
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19049
FILM NUMBER: 22558502
BUSINESS ADDRESS:
STREET 1: 4755 LINGLESTOWN ROAD
STREET 2: SUITE 204
CITY: HARRISBURG
STATE: PA
ZIP: 17112
BUSINESS PHONE: 7175455870
MAIL ADDRESS:
STREET 1: 4755 LINGLESTOWN ROAD
STREET 2: SUITE 204
CITY: HARRISBURG
STATE: PA
ZIP: 17112
FORMER COMPANY:
FORMER CONFORMED NAME: Econ Wealth Management LLC
DATE OF NAME CHANGE: 20151201
13F-HR
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0001659718
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12-31-2021
12-31-2021
Econ Financial Services Corp
4755 LINGLESTOWN ROAD
SUITE 204
HARRISBURG
PA
17112
13F HOLDINGS REPORT
028-19049
N
Anthony Zimmerman
Portfolio Analyst
7175455870
Anthony Zimmerman
Harrisburg
PA
01-26-2022
0
185
135601
true
INFORMATION TABLE
2
EWM13f.xml
23ANDME HOLDING CO FCLASS A
Class A
90138Q108
3
500
SH
SOLE
0
0
500
3M CO
common stock
88579Y101
565
3182
SH
SOLE
0
0
3182
A T & T INC
common stock
00206R102
26
1051
SH
SOLE
0
0
1051
ABERDEEN STNDRD PHY SWISS GLD ETF IV
ETF
00326A104
813
46315
SH
SOLE
0
0
46315
ABRDN BLMBRG ALL CM SG K1 FR ETF
ETF
003261104
401
17428
SH
SOLE
0
0
17428
ACCENTURE PLC FCLASS A
Class A
G1151C101
8
20
SH
SOLE
0
0
20
ACCO BRANDS CORP
common stock
00081T108
46
5532
SH
SOLE
0
0
5532
ADOBE INC
common stock
00724F101
5
8
SH
SOLE
0
0
8
ADVANCED MICRO DEVIC
common stock
007903107
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46
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SOLE
0
0
46
ALGONQUIN PWR &UTILS F
common stock
015857105
5
377
SH
SOLE
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ALPHABET INC. CLASS A
Class A
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3
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ALPHABET INC. CLASS C
Class C
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6
2
SH
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AMAZON.COM INC
common stock
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33
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AMCOR PLC F
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29846
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AMER ELECTRIC PWR CO
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AMERICAN WELL CORP CLASS A
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AMERISOURCEBERGEN CORP
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AMGEN INC.
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APPHARVEST INC
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APPLE INC
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ARISTA NETWORKS INC
c
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ATLASSIAN CORP PLC FCLASS A
Class A
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AUTODESK INC
common stock
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AVALARA INC
common stock
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B & G FOODS INC
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BANK OF NY MELLON CO
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BLOCK INC CLASS A
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BOEING CO
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BOSTON PROPERTIES REIT
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BRANDYWINE REALTY TR REIT
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CAMPBELL SOUP CO
common stock
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21177
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CAMPING WORLD HOLDINGS ICLASS A
Class A
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385
SH
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CASSAVA SCIENCES INC
common stock
14817C107
3
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SH
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CHARLES SCHWAB US MC ETF
ETF
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CISCO SYSTEMS INC
common stock
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CLOROX CO
common stock
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CLOUDFLARE INC CLASS A
common stock
18915M107
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COSTCO WHOLESALE CO
common stock
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114
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CROWDSTRIKE HLDGS INC
common stock
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DATADOG INC CLASS A
common stock
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DELTA AIR LINES INC DEL
common stock
247361702
152
3895
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DIGITAL REALTY TRUST REIT
common stock
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DOCUSIGN INC
common stock
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DOW INC
common stock
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DROPBOX INC
common stock
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16592
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DUKE ENERGY CORP
common stock
26441C204
38
358
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DUPONT DE NEMOURS INC
common stock
26614N102
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162
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ENDAVA PLC FUNSPONSORED ADR 1 ADR REPS ORD SHS
ETF
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ENERGY SELECT SECTOR SPDR ETF IV
ETF
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EQUIFAX INC
common stock
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common stock
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EVERSOURCE ENERGY
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EXELON CORP
common stock
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EXXON MOBIL CORP
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30231G102
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common stock
302520101
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FLEXSHARES UPSTREAM NA IDX ETF IV
ETF
33939L407
499
8224
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FREEPORT-MCMORAN INC
common stock
35671D857
905
21690
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FUELCELL ENERGY INC
common stock
35952H601
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GILEAD SCIENCES INC
common stock
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26676
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GLOBAL X US PREFERRED ETF
ETF
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GLOBANT SA F
common stock
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24
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HALOZYME THERAPEUTIC
common stock
40637H109
202
5025
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HARSCO CORP
common stock
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HEALTHEQUITY INC
common stock
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2000
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HERSHEY CO
common stock
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157
814
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HEWLETT PACKARD ENTERPRI
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42824C109
283
17950
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89
214
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common stock
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109
525
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HUBSPOT INC
common stock
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13
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IBM CORP
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2445
18292
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IDEXX LABS INC
common stock
45168D104
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10
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INTEL CORP
common stock
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INTUIT INC
common stock
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INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
ETF
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1440
53123
SH
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53123
INVESCO QQQ TRUST
ETF
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INVESCO S&P 500 EQUAL WEIGHT ETF
ETF
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2916
17919
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ISHARES BROAD USD HG YLDCRP BND ETF
ETF
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24592
ISHARES CORE S&P MID CAPETF IV
common stock
464287507
14
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ISHARES CORE S&P SMALL CAP ETF IV
ETF
464287804
54
473
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473
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ETF
46429B655
607
11957
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11957
ISHARES JPMORGAN USD MTSBOND ETF
ETF
464288281
873
8007
SH
SOLE
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8007
ISHARES MSCI EAFE SMALL CAP ETF
common stock
464288273
1241
17509
SH
SOLE
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0
17509
ISHARES NATIONAL MUNI BOND ETF
ETF
464288414
1842
15838
SH
SOLE
0
0
15838
ISHARES PREFERRED INCOMESEC ETF
ETF
464288687
3
85
SH
SOLE
0
0
85
ISHARES RUSSELL MID CAP ETF IV
common stock
464287499
3143
37865
SH
SOLE
0
0
37865
ISHARES SHORT TERM NTNL MUN BND ETF
ETF
464288158
980
9130
SH
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9130
ISHARES SILVER TRUST ETF IV
ETF
46428Q109
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51734
SH
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ISHARES TIPS BOND ETF
ETF
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22618
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ISHARES US TRANSPORTATION ETF
ETF
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ISHARES US TREASURY BONDETF
ETF
46429B267
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18688
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18688
JOHNSON & JOHNSON
common stock
478160104
191
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JUSHI HLDGS INC FCLASS B
Fclass B
48213Y107
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KELLOGG CO
common stock
487836108
3
39
SH
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39
KRAFT HEINZ CO
common stock
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32909
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32909
KYNDRYL HLDGS INC
common stock
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LAM RESEARCH CORP
common stock
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LOCKHEED MARTIN CORP
common stock
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MASTERCARD INC CLASS A
Class A
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SH
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0
15
META PLATFORMS INC CLASS A
Class A
30303M102
24
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SH
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72
METLIFE INC
common stock
59156R108
18
285
SH
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285
MICROSOFT CORP
common stock
594918104
7
21
SH
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21
MONGODB INC CLASS A
Class A
60937P106
7
13
SH
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0
0
13
NCINO INC
common stock
63947U107
4
66
SH
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NETFLIX INC
common stock
64110L106
6
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NIKE INC CLASS B
Class B
654106103
6
36
SH
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36
NVIDIA CORP
common stock
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12
40
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OKTA INC CLASS A
Class A
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4
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18
OLLIES BARGAIN OUTLET HO
common stock
681116109
314
6130
SH
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6130
OMEGA HLTHCARE INVTS REIT
common stock
681936100
16
538
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538
ORACLE CORP
common stock
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13
150
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150
PAYPAL HOLDINGS INCORPOR
common stock
70450Y103
4
19
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19
PENN NTNL GAMING
common stock
707569109
83
1600
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PFIZER INC
common stock
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31
533
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533
PHILLIPS 66
common stock
718546104
632
8206
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PNC FINL SERVICES
common stock
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308
2057
SH
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2057
PPL CORP
common stock
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1710
56878
SH
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56878
QUALCOMM INC
common stock
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6
34
SH
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34
RITE AID CORP
common stock
767754872
1
64
SH
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RIVIAN AUTOMOTIVE INC CLASS A
Class A
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2
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SH
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0
20
ROYAL CARIBBEAN GROUP F
common stock
V7780T103
193
2507
SH
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2507
SALESFORCE COM
common stock
79466L302
5
21
SH
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SCHLUMBERGER LTD F
common stock
806857108
860
28722
SH
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0
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28722
SCHWAB EMERGING MARKETS EQUITY ETF
ETF
808524706
187
66462
SH
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0
0
66462
SCHWAB INTERNATIONAL EQUITY ETF
ETF
808524805
3103
6301
SH
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6301
SCHWAB INTERNATNAL SMALLCAP EQY ETF
ETF
808524888
2720
16978
SH
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0
0
16978
SCHWAB US AGGREGATE BONDETF
ETF
808524839
944
27315
SH
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27315
SCHWAB US LARGE CAP ETF
ETF
808524201
3109
83
SH
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0
83
SCHWAB US SMALL CAP ETF
ETF
808524607
4613
45052
SH
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0
0
45052
SELECT SECTOR HEALTH CARE SPD ETF IV
ETF
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1655
11750
SH
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0
11750
SELECT SECTOR UTI SELECTSPDR ETF
ETF
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2084
29109
SH
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29109
SERVICE NOW INC
common stock
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6
9
SH
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SHOPIFY INC FCLASS A
Class A
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SH
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SNAP INC CLASS A
Class A
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SH
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SNOWFLAKE INC CLASS A
Class A
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6
17
SH
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0
17
SPDR BLOOMBERG CONVRTBL SECRS ETF
ETF
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10
119
SH
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119
SPDR NUVEEN BLMG HG YL MP BND ETF
ETF
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943
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SH
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15689
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF
ETF
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SPDR PORTFOLIO S&P 400 MID CAP ETF
ETF
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760
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760
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ETF
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99123
SPDR S&P 500 VALUE ETF
ETF
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ETF
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2609
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2609
SPLUNK INC
common stock
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29
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29
SPOTIFY TECHNOLOGY F
common stock
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16
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STORE CAPITAL CORP REIT
common stock
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16
457
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TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS
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TATTOOED CHEF INC CLASS A
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common stock
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172
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60
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60
U G I CORP
common stock
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989
21541
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21541
UNITED AIRLINES HLDGS
common stock
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407
9295
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9295
UNIVERSAL DISPLAY CO
common stock
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UPSTART HLDGS INC
common stock
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ETF
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ETF
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ETF
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ETF
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81127
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ETF
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11051
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11051
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ETF
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34571
VANGUARD RUSSELL 2000 ETF IV
ETF
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152
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1693
VANGUARD SHORT TERM COR BD ETF
ETF
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VIRTU FINL INCORPORA0050CLASS A
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928254101
494
17132
SH
SOLE
0
0
17132
WALGREENS BOOTS ALLI
common stock
931427108
738
14153
SH
SOLE
0
0
14153
WALT DISNEY CO
common stock
254687106
815
5261
SH
SOLE
0
0
5261
WASHINGTON REIT
common stock
939653101
481
18603
SH
SOLE
0
0
18603
WELLS FARGO & CO
common stock
949746101
851
17733
SH
SOLE
0
0
17733
WENDYS CO
common stock
95058W100
868
36413
SH
SOLE
0
0
36413
WISDOMTREE EMRG MRKT HG DIV ETF
ETF
97717W315
541
12477
SH
SOLE
0
0
12477
WIX COM LTD F
common stock
M98068105
4
23
SH
SOLE
0
0
23
XTRACKERS MSCI EAFE HDGDEQY ETF
ETF
233051200
184
4682
SH
SOLE
0
0
4682
XTRACKERS USD HIGH YIELDCOR BND ETF
ETF
233051432
4393
110267
SH
SOLE
0
0
110267
ZSCALER INC
common stock
98980G102
8
24
SH
SOLE
0
0
24