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 | BIV | VANGUARD BD INDEX FDS | — | 3,379.0 | $263K | 0.15% | NEW | — | $77.88 | -1.7% |
| 42 | DMAR | FIRST TR EXCHNG TRADED FD VI | — | 5,995.0 | $250K | 0.15% | NEW | — | $41.65 | +7.1% |
| 43 | JIVE | J P MORGAN EXCHANGE TRADED F | — | 3,037.0 | $244K | 0.14% | NEW | — | $80.28 | +16.1% |
| 44 | GOOGL | ALPHABET INC | Communication Services | 710.0 | $222K | 0.13% | NEW | — | $313.00 | +24.2% |
| 45 | DJUN | FIRST TR EXCHNG TRADED FD VI | — | 4,542.0 | $215K | 0.13% | NEW | — | $47.34 | +3.6% |
| 46 | JGLO | J P MORGAN EXCHANGE TRADED F | — | 3,003.0 | $203K | 0.12% | NEW | — | $67.67 | +5.1% |
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%