Echo Wealth Management, LLC Purchases and Sells in Q1 2025

Echo Wealth Management, LLC

$131 Million
Q1 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPIE	34.5K + 7.85%	$45.46 - $46.18 $1.57M - $1.59M	475K $21.9M
AVDE	2.06K + 1.14%	$60.63 - $68.55 $125K - $141K	183K $12.1M
BUFD	29.9K + 152.88%	$24.66 - $26.1 $739K - $782K	49.5K $1.24M
SPSB	5.11K + 9.61%	$29.82 - $30.1 $152K - $154K	58.2K $1.75M
ECL	250 + 17.41%	$229.72 - $269.82 $57.4K - $67.5K	1.69K $427K
DNOV	2.83K + 7.12%	$41.55 - $43.98 $118K - $125K	42.6K $1.79M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVIG	396K New	$40.06 - $41.55 $15.9M - $16.5M	396K $16.4M
UNH	2.11K New	$461.52 - $548.18 $975K - $1.16M	2.11K $1.11M
MDLZ	3.7K New	$56.12 - $68.15 $208K - $252K	3.7K $251K
DMAR	6.4K New	$36.82 - $39.1 $235K - $250K	6.4K $240K
J P MORGAN EXCHANGE TRADED F	3.69K New	N/A	3.69K $0

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	-102K - 91.61%	$73.78 - $76.59 $7.49M - $7.78M	9.31K $712K
AAPL	-2.57K - 8.03%	$209.68 - $247.1 $538K - $634K	29.4K $6.53M
TSLA	-2.73K - 67.2%	$222.15 - $428.22 $606K - $1.17M	1.33K $344K
GIS	-12.1K - 29.84%	$57.56 - $65.3 $694K - $787K	28.3K $1.69M
COWZ	-9.93K - 6.53%	$53.6 - $58.97 $532K - $586K	142K $7.78M
AVEM	-14.5K - 15.94%	$57.11 - $62.4 $828K - $905K	76.5K $4.6M

Activity Summary All Purchases 26 New Holdings 5 Increased Positions 21 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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