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 | NVDA | NVIDIA CORPORATION | Technology | 1,999.0 | $349K | 0.20% | -22.0 | -1.1% | $174.40 | +23.2% |
| 22 | META | META PLATFORMS INC | Communication Services | 586.0 | $335K | 0.19% | -51.0 | -8.0% | $572.13 | +7.0% |
| 23 | FYC | FIRST TR EXCHANGE-TRADED ALP | — | 3,440.0 | $334K | 0.19% | -1K | -23.4% | $96.98 | +20.3% |
| 24 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 5,727.0 | $324K | 0.19% | -2K | -21.6% | $56.50 | +5.6% |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 942.0 | $318K | 0.18% | -587.0 | -38.4% | $337.95 | +22.0% |
| 26 | VO | VANGUARD INDEX FDS | — | 924.0 | $265K | 0.15% | -92.0 | -9.1% | $287.18 | -72.6% |
| 27 | DMAR | FIRST TR EXCHNG TRADED FD VI | — | 4,995.0 | $212K | 0.12% | -1K | -16.7% | $42.40 | +5.2% |
| 28 | JIVE | J P MORGAN EXCHANGE TRADED F | — | 2,383.0 | $204K | 0.12% | -654.0 | -21.5% | $85.64 | +8.9% |
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%