Portfolio (Quarterly)
Guide ↗
Echo Wealth Management, LLC
· CIK 0001846994| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPSB | SPDR SERIES TRUST | — | 29,978.0 | $900K | 0.46% | -521.0 | -1.7% | $30.01 | -0.3% |
| 2 | PRF | INVESCO EXCHANGE TRADED FD T | — | 10,087.0 | $545K | 0.28% | -351.0 | -3.4% | $54.03 | +3.4% |
| 3 | SPTM | SPDR SERIES TRUST | — | 5,145.0 | $467K | 0.24% | -221.0 | -4.1% | $90.79 | +2.3% |
| 4 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 880.0 | $366K | 0.19% | -658.0 | -42.8% | $415.63 | -6.3% |
| 5 | NVDA | NVIDIA CORPORATION | Technology | 1,729.0 | $346K | 0.18% | -270.0 | -13.5% | $200.09 | +10.3% |
| 6 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 5,673.0 | $340K | 0.17% | -54.0 | -0.9% | $59.95 | +2.1% |
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%