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 | SPSB | SPDR SERIES TRUST | — | 49,439.0 | $1.5M | 0.87% | NEW | — | $30.20 | -0.6% |
| 22 | MGK | VANGUARD WORLD FD | — | 3,554.0 | $1.5M | 0.86% | NEW | — | $412.77 | -78.3% |
| 23 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 49,532.0 | $1.4M | 0.82% | NEW | — | $28.24 | +4.8% |
| 24 | MSFT | MICROSOFT CORP | Technology | 2,764.0 | $1.3M | 0.78% | NEW | — | $483.62 | -14.0% |
| 25 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 26,491.0 | $908K | 0.53% | NEW | — | $34.26 | +6.1% |
| 26 | AFL | AFLAC INC | Financial Services | 7,029.0 | $775K | 0.45% | NEW | — | $110.27 | +5.9% |
| 27 | SPTM | SPDR SERIES TRUST | — | 7,219.0 | $596K | 0.35% | NEW | — | $82.50 | +10.2% |
| 28 | PRF | INVESCO EXCHANGE TRADED FD T | — | 12,271.0 | $576K | 0.34% | NEW | — | $46.92 | +14.0% |
| 29 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,669.0 | $551K | 0.32% | NEW | — | $330.11 | +14.2% |
| 30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1,529.0 | $465K | 0.27% | NEW | — | $303.89 | +35.7% |
| 31 | HNST | HONEST CO INC | Consumer Cyclical | 178,761.0 | $461K | 0.27% | NEW | — | $2.58 | +38.0% |
| 32 | FYC | FIRST TR EXCHANGE-TRADED ALP | — | 4,489.0 | $431K | 0.25% | NEW | — | $96.12 | +21.4% |
| 33 | META | META PLATFORMS INC | Communication Services | 637.0 | $420K | 0.25% | NEW | — | $660.09 | -7.2% |
| 34 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 7,309.0 | $417K | 0.24% | NEW | — | $57.06 | +4.6% |
| 35 | NVDA | NVIDIA CORPORATION | Technology | 2,021.0 | $377K | 0.22% | NEW | — | $186.50 | +15.2% |
| 36 | ECL | ECOLAB INC | Basic Materials | 1,398.0 | $367K | 0.21% | NEW | — | $262.52 | -3.2% |
| 37 | UBER | UBER TECHNOLOGIES INC | Technology | 4,472.0 | $365K | 0.21% | NEW | — | $81.71 | -14.2% |
| 38 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 5,950.0 | $337K | 0.20% | NEW | — | $56.62 | +7.4% |
| 39 | VO | VANGUARD INDEX FDS | — | 1,016.0 | $295K | 0.17% | NEW | — | $290.22 | -72.9% |
| 40 | MMM | 3M CO | Industrials | 1,700.0 | $272K | 0.16% | NEW | — | $160.10 | -3.8% |
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
45.1%
Consumer Cyclical
19.6%
Consumer Defensive
13.8%
Financial Services
6.4%
Communication Services
5.3%
Healthcare
4.5%
Basic Materials
3.0%
Industrials
2.2%