Portfolio (Quarterly)
Guide ↗
Echo Wealth Management, LLC
· CIK 0001846994| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MSFT | MICROSOFT CORP | Technology | 2,283.0 | $852K | 0.43% | +140.0 | +6.5% | $373.02 | +36.0% |
| 22 | HNST | HONEST CO INC | Consumer Cyclical | 226,099.0 | $828K | 0.42% | +45K | +24.8% | $3.66 | +56.3% |
| 23 | AVDV | AMERICAN CENTY ETF TR | — | 4,515.0 | $465K | 0.24% | +2K | +57.8% | $103.05 | +9.1% |
| 24 | FYC | FIRST TR EXCHANGE-TRADED ALP | — | 3,467.0 | $442K | 0.23% | +27.0 | +0.8% | $127.35 | -6.1% |
| 25 | UBER | UBER TECHNOLOGIES INC | Technology | 6,016.0 | $434K | 0.22% | +300.0 | +5.2% | $72.16 | +4.8% |
| 26 | JIVE | J P MORGAN EXCHANGE TRADED F | — | 4,481.0 | $412K | 0.21% | +2K | +88.0% | $91.95 | +6.5% |
| 27 | VO | VANGUARD INDEX FDS | — | 3,696.0 | $298K | 0.15% | +3K | +300.0% | $80.57 | +1.8% |
| 28 | GOOGL | ALPHABET INC | Communication Services | 738.0 | $264K | 0.14% | +26.0 | +3.6% | $357.37 | -5.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
39.2%
Consumer Cyclical
24.7%
Consumer Defensive
14.4%
Financial Services
7.4%
Communication Services
5.3%
Basic Materials
3.3%
Healthcare
3.3%
Industrials
2.5%