Echo Wealth Management, LLC Portfolio Holdings by Sector

Echo Wealth Management, LLC

$127 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVDE AVUV BIV COWZ AVUS AVEM SPYG VEA 24 stocks	$77,056 79.48% of portfolio	7	17	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$7,488 7.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS 1 stocks	$2,135 2.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1,854 1.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,745 1.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,436 1.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1,363 1.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$856 0.88% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$785 0.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$476 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$394 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$302 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$294 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical HNST 1 stocks	$274 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$256 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$232 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts

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