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 | $261K | 0.15% | — | — | $77.18 | -0.8% |
| 42 | MMM | 3M CO | Industrials | 1,700.0 | $247K | 0.14% | — | — | $145.23 | +5.9% |
| 43 | DJUN | FIRST TR EXCHNG TRADED FD VI | — | 4,542.0 | $214K | 0.12% | — | — | $47.04 | +4.3% |
| 44 | DMAR | FIRST TR EXCHNG TRADED FD VI | — | 4,995.0 | $212K | 0.12% | -1K | -16.7% | $42.40 | +5.2% |
| 45 | VGSH | VANGUARD SCOTTSDALE FDS | — | 3,500.0 | $205K | 0.12% | NEW | — | $58.54 | -0.5% |
| 46 | GOOGL | ALPHABET INC | Communication Services | 712.0 | $205K | 0.12% | — | — | $287.56 | +34.7% |
| 47 | JIVE | J P MORGAN EXCHANGE TRADED F | — | 2,383.0 | $204K | 0.12% | -654.0 | -21.5% | $85.64 | +8.8% |
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
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%