Echo Wealth Management, LLC Portfolio Holdings by Sector
Echo Wealth Management, LLC
- $144 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AVIG AVDE AVUV AVUS COWZ SPYG AVEM DGRO 21 stocks |
$93,313
84.81% of portfolio
|
  14  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,902
4.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,012
1.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,812
1.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$1,629
1.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,564
1.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM NVDA 2 stocks |
$808
0.73% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$741
0.67% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
HNST 1 stocks |
$696
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$691
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER 1 stocks |
$663
0.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$482
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$454
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$258
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|