Echo Wealth Management, LLC Portfolio Holdings by Sector

Echo Wealth Management, LLC

$128 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVDE AVUV COWZ AVUS BIV AVEM SPYG VEA 23 stocks	$75,744 77.66% of portfolio	10	10	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8,001 8.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS 1 stocks	$2,576 2.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2,190 2.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,786 1.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1,638 1.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,403 1.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$759 0.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$727 0.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical HNST 1 stocks	$521 0.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$498 0.51% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$471 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$407 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$336 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$252 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$219 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Echo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Echo Wealth Management, LLC with notifications on news.