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 | AVIG | AMERICAN CENTY ETF TR | — | 622,214.0 | $26.1M | 15.23% | NEW | — | $41.92 | -1.4% |
| 2 | AVDE | AMERICAN CENTY ETF TR | — | 262,526.0 | $21.6M | 12.62% | NEW | — | $82.32 | +11.7% |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 417,704.0 | $19.3M | 11.29% | NEW | — | $46.29 | -0.6% |
| 4 | AVLV | AMERICAN CENTY ETF TR | — | 122,311.0 | $9.3M | 5.41% | NEW | — | $75.77 | +19.2% |
| 5 | AVUS | AMERICAN CENTY ETF TR | — | 80,561.0 | $9.0M | 5.26% | NEW | — | $111.78 | +13.6% |
| 6 | JBND | J P MORGAN EXCHANGE TRADED F | — | 164,419.0 | $8.9M | 5.19% | NEW | — | $54.07 | -1.4% |
| 7 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 335,205.0 | $8.8M | 5.14% | NEW | — | $26.24 | +6.1% |
| 8 | AVUV | AMERICAN CENTY ETF TR | — | 84,421.0 | $8.6M | 5.03% | NEW | — | $101.98 | +19.0% |
| 9 | AVEM | AMERICAN CENTY ETF TR | — | 102,188.0 | $7.9M | 4.59% | NEW | — | $77.02 | +25.8% |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | — | 66,977.0 | $6.2M | 3.63% | NEW | — | $92.80 | +5.5% |
| 11 | SPYG | SPDR SERIES TRUST | — | 55,289.0 | $5.9M | 3.44% | NEW | — | $106.70 | +12.3% |
| 12 | HELO | J P MORGAN EXCHANGE TRADED F | — | 71,319.0 | $4.7M | 2.77% | NEW | — | $66.43 | +2.2% |
| 13 | DGRO | ISHARES TR | — | 56,281.0 | $3.9M | 2.28% | NEW | — | $69.42 | +7.5% |
| 14 | COWZ | PACER FDS TR | — | 49,469.0 | $3.0M | 1.74% | NEW | — | $60.17 | +6.6% |
| 15 | AAPL | APPLE INC | Technology | 10,753.0 | $2.9M | 1.71% | NEW | — | $271.86 | +13.4% |
| 16 | SPEM | SPDR INDEX SHS FDS | — | 59,221.0 | $2.8M | 1.62% | NEW | — | $46.81 | +12.1% |
| 17 | DNOV | FIRST TR EXCHNG TRADED FD VI | — | 42,346.0 | $2.1M | 1.21% | NEW | — | $48.84 | +4.5% |
| 18 | VTI | VANGUARD INDEX FDS | — | 5,964.0 | $2.0M | 1.17% | NEW | — | $335.27 | +10.2% |
| 19 | AMZN | AMAZON COM INC | Consumer Cyclical | 8,319.0 | $1.9M | 1.12% | NEW | — | $230.82 | +14.9% |
| 20 | GIS | GENERAL MLS INC | Consumer Defensive | 36,080.0 | $1.7M | 0.98% | NEW | — | $46.50 | -28.7% |
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%