Echo Wealth Management, LLC Portfolio Holdings by Sector

Echo Wealth Management, LLC

$131 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVIG AVDE AVUV AVUS COWZ SPYG AVEM DGRO 22 stocks	$80,085 80.96% of portfolio	11	11	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6,527 6.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1,853 1.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS 1 stocks	$1,694 1.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,694 1.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,289 1.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1,106 1.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$853 0.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$781 0.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$505 0.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$489 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$427 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$417 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical HNST 1 stocks	$356 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$344 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$251 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$249 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts

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