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 | — | 775,059.0 | $32.2M | 18.54% | +153K | +24.6% | $41.54 | -0.6% |
| 2 | AVDE | AMERICAN CENTY ETF TR | — | 296,220.0 | $25.1M | 14.47% | +34K | +12.8% | $84.84 | +8.2% |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 441,628.0 | $20.3M | 11.71% | +24K | +5.7% | $46.07 | -0.2% |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | — | 269,004.0 | $14.5M | 8.33% | +105K | +63.6% | $53.77 | -0.9% |
| 5 | AVEM | AMERICAN CENTY ETF TR | — | 134,959.0 | $10.9M | 6.26% | +33K | +32.1% | $80.58 | +19.8% |
| 6 | DNOV | FIRST TR EXCHNG TRADED FD VI | — | 70,275.0 | $3.4M | 1.94% | +28K | +66.0% | $47.91 | +6.5% |
| 7 | GIS | GENERAL MILLS INC | Consumer Defensive | 39,611.0 | $1.5M | 0.85% | +4K | +9.8% | $37.22 | -10.6% |
| 8 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 32,808.0 | $1.1M | 0.64% | +6K | +23.9% | $33.77 | +7.6% |
| 9 | HNST | HONEST CO INC | Consumer Cyclical | 181,182.0 | $533K | 0.31% | +2K | +1.4% | $2.94 | +21.3% |
| 10 | UBER | UBER TECHNOLOGIES INC | Technology | 5,716.0 | $411K | 0.24% | +1K | +27.8% | $71.93 | -2.3% |
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
38.4%
Consumer Cyclical
22.6%
Consumer Defensive
15.2%
Financial Services
7.9%
Communication Services
5.6%
Healthcare
4.3%
Basic Materials
3.6%
Industrials
2.5%