Portfolio (Quarterly)
Guide ↗
Echo Wealth Management, LLC
· CIK 0001846994| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | GOOG | ALPHABET INC | — | 784.0 | $277K | 0.14% | NEW | — | $353.33 | — |
| 42 | MMM | 3M CO | Industrials | 1,700.0 | $275K | 0.14% | — | — | $161.91 | +6.1% |
| 43 | GOOGL | ALPHABET INC | Communication Services | 738.0 | $264K | 0.14% | +26.0 | +3.6% | $357.37 | -5.0% |
| 44 | BIV | VANGUARD BD INDEX FDS | — | 3,379.0 | $259K | 0.13% | — | — | $76.70 | -1.7% |
| 45 | DJUN | FIRST TR EXCHNG TRADED FD VI | — | 4,542.0 | $224K | 0.11% | — | — | $49.28 | +1.6% |
| 46 | DMAR | FIRST TR EXCHNG TRADED FD VI | — | 4,995.0 | $223K | 0.11% | — | — | $44.73 | +1.7% |
| 47 | STIP | ISHARES TR | — | 2,119.0 | $216K | 0.11% | NEW | — | $102.16 | -1.4% |
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%