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 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 47,643.0 | $1.4M | 0.72% | — | — | $29.72 | +1.9% |
| 22 | MGK | VANGUARD WORLD FD | — | 15,231.0 | $1.3M | 0.68% | +12K | +385.4% | $87.91 | +2.3% |
| 23 | SPSB | SPDR SERIES TRUST | — | 29,978.0 | $900K | 0.46% | -521.0 | -1.7% | $30.01 | -0.3% |
| 24 | MSFT | MICROSOFT CORP | Technology | 2,283.0 | $852K | 0.43% | +140.0 | +6.5% | $373.02 | +36.0% |
| 25 | HNST | HONEST CO INC | Consumer Cyclical | 226,099.0 | $828K | 0.42% | +45K | +24.8% | $3.66 | +56.3% |
| 26 | AFL | AFLAC INC | Financial Services | 7,029.0 | $824K | 0.42% | — | — | $117.25 | -1.2% |
| 27 | PRF | INVESCO EXCHANGE TRADED FD T | — | 10,087.0 | $545K | 0.28% | -351.0 | -3.4% | $54.03 | +3.4% |
| 28 | SPTM | SPDR SERIES TRUST | — | 5,145.0 | $467K | 0.24% | -221.0 | -4.1% | $90.79 | +2.3% |
| 29 | AVDV | AMERICAN CENTY ETF TR | — | 4,515.0 | $465K | 0.24% | +2K | +57.8% | $103.05 | +9.1% |
| 30 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 942.0 | $450K | 0.23% | — | — | $477.57 | -13.0% |
| 31 | FYC | FIRST TR EXCHANGE-TRADED ALP | — | 3,467.0 | $442K | 0.23% | +27.0 | +0.8% | $127.35 | -6.1% |
| 32 | UBER | UBER TECHNOLOGIES INC | Technology | 6,016.0 | $434K | 0.22% | +300.0 | +5.2% | $72.16 | +4.8% |
| 33 | JIVE | J P MORGAN EXCHANGE TRADED F | — | 4,481.0 | $412K | 0.21% | +2K | +88.0% | $91.95 | +6.5% |
| 34 | ECL | ECOLAB INC | Basic Materials | 1,333.0 | $371K | 0.19% | — | — | $278.61 | +1.6% |
| 35 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 880.0 | $366K | 0.19% | -658.0 | -42.8% | $415.63 | -6.3% |
| 36 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 5,950.0 | $363K | 0.18% | — | — | $60.98 | +2.4% |
| 37 | NVDA | NVIDIA CORPORATION | Technology | 1,729.0 | $346K | 0.18% | -270.0 | -13.5% | $200.09 | +10.3% |
| 38 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 5,673.0 | $340K | 0.17% | -54.0 | -0.9% | $59.95 | +2.1% |
| 39 | META | META PLATFORMS INC | Communication Services | 588.0 | $331K | 0.17% | — | — | $563.29 | +1.6% |
| 40 | VO | VANGUARD INDEX FDS | — | 3,696.0 | $298K | 0.15% | +3K | +300.0% | $80.57 | +1.8% |
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
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%