Echo Wealth Management, LLC Portfolio Holdings
Q3 2025•45 long positions•$171.3M portfolio value
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Holding46 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $23.9M 13.94% | +$2.1M Bought | — 567.4K shares | 516.8K → 567.4K +$2.1M | +9.8% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $23.4M 13.66% | +$660.3K Bought | — 504.2K shares | 490.0K → 504.2K +$660.3K | +2.9% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $18.3M 10.66% | +$538.6K Bought | — 231.4K shares | 224.6K → 231.4K +$538.6K | +3.04% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.6M 6.77% | -$85.4K Sold | — 116.6K shares | 117.4K → 116.6K −$85.4K | -0.73% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $11.5M 6.7% | +$175.7K Bought | — 158.9K shares | 156.4K → 158.9K +$175.7K | +1.55% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.3M 5.99% | +$93.3K Bought | — 94.5K shares | 93.6K → 94.5K +$93.3K | +0.92% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $8.8M 5.13% | +$142.5K Bought | — 340.3K shares | 334.8K → 340.3K +$142.5K | +1.65% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.5M 4.39% | -$579.9K Sold | — 130.8K shares | 140.9K → 130.8K −$579.9K | -7.16% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $6.4M 3.75% | +$92.9K Bought | — 61.5K shares | 60.6K → 61.5K +$92.9K | +1.47% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.9M 3.44% | +$415.7K Bought | — 90.7K shares | 84.3K → 90.7K +$415.7K | +7.59% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.9M 3.42% | +$13.9K Bought | — 77.9K shares | 77.7K → 77.9K +$13.9K | +0.24% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.6M 2.67% | -$145.9K Sold | — 48.8K shares | 50.4K → 48.8K −$145.9K | -3.09% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.9M 1.72% | +$38.3K Bought | — 43.2K shares | 42.6K → 43.2K +$38.3K | +1.32% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.9M 1.69% | +$11.3K Bought | — 61.8K shares | 61.6K → 61.8K +$11.3K | +0.39% | — — | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $2.9M 1.69% | -$3.2M Sold | 0.0% 11.3K shares | 23.9K → 11.3K −$3.2M | -52.55% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.5M 1.45% | +$186.8K Bought | — 53.0K shares | 49.0K → 53.0K +$186.8K | +8.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 1.19% | +$99.0K Bought | — 67.4K shares | 64.2K → 67.4K +$99.0K | +5.09% | — — | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $2.0M 1.15% | -$40.8K Sold | 0.0% 9.0K shares | 9.2K → 9.0K −$40.8K | -2.03% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.0M 1.14% | — | — 6.0K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
Packaged Foods Consumer Defensive | $1.7M 1.01% | +$146.0K Bought | 0.006% 34.3K shares | 31.4K → 34.3K +$146.0K | +9.21% | $26.9B Large Cap | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $1.6M 0.936% | -$25.9K Sold | 0.0% 3.1K shares | 3.1K → 3.1K −$25.9K | -1.59% | $3.85T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.4M 0.839% | — | — 3.6K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.808% | -$123.8K Sold | — 50.1K shares | 54.6K → 50.1K −$123.8K | -8.2% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $953.3K 0.556% | +$155.9K Bought | — 28.5K shares | 23.9K → 28.5K +$155.9K | +19.56% | — — | Q3 2023 Held for 2y 2m | |
Insurance - Life Financial Services | $785.1K 0.458% | — | 0.001% 7.0K shares | — | — | $59.7B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $714.6K 0.417% | -$26.5K Sold | — 8.9K shares | 9.2K → 8.9K −$26.5K | -3.58% | — — | Q1 2021 Held for 4y 8m | |
Medical - Healthcare Plans Healthcare | $706.1K 0.412% | -$59.0K Sold | 0.0% 2.0K shares | 2.2K → 2.0K −$59.0K | -7.72% | $312.73B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $559.5K 0.327% | -$14.2K Sold | — 12.4K shares | 12.7K → 12.4K −$14.2K | -2.48% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $551.3K 0.322% | +$20.3K Bought | — 5.3K shares | 5.1K → 5.3K +$20.3K | +3.81% | — — | Q3 2022 Held for 3y 2m | |
Specialty Retail Consumer Cyclical | $510.4K 0.298% | +$7.1K Bought | 0.125% 138.7K shares | 136.8K → 138.7K +$7.1K | +1.4% | $409.5M Small Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $505.0K 0.295% | -$124.1K Sold | — 6.5K shares | 8.1K → 6.5K −$124.1K | -19.72% | — — | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $473.7K 0.276% | -$6.6K Sold | 0.0% 645.0 shares | 654.0 → 645.0 −$6.6K | -1.38% | $1.84T Mega Cap | Q4 2020 Held for 4y 11m | |
Chemicals - Specialty Basic Materials | $461.7K 0.269% | — | 0.001% 1.7K shares | — | — | $77.7B Large Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $457.8K 0.267% | -$124.6K Sold | — 1.6K shares | 2.1K → 1.6K −$124.6K | -21.39% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $439.0K 0.256% | +$10.9K Bought | — 7.8K shares | 7.7K → 7.8K +$10.9K | +2.55% | — — | Q1 2024 Held for 1y 8m | |
Software - Application Technology | $418.5K 0.244% | -$278.4K Sold | 0.0% 4.3K shares | 7.1K → 4.3K −$278.4K | -39.95% | $204.31B Mega Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $371.5K 0.217% | -$25.7K Sold | 0.0% 2.0K shares | 2.1K → 2.0K −$25.7K | -6.48% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $328.1K 0.191% | -$165.8K Sold | — 6.0K shares | 9.0K → 6.0K −$165.8K | -33.56% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $298.4K 0.174% | — | — 1.0K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $289.7K 0.169% | — | — 1.4K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
Conglomerates Industrials | $263.8K 0.154% | — | 0.0% 1.7K shares | — | — | $82.7B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $249.4K 0.146% | -$4.4K Sold | — 4.2K shares | 4.2K → 4.2K −$4.4K | -1.75% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $244.4K 0.143% | -$80.3K Sold | — 6.0K shares | 8.0K → 6.0K −$80.3K | -24.73% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $239.9K 0.14% | — | — 5.2K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $235.6K 0.138% | +$15.2K Bought | — 3.5K shares | 3.3K → 3.5K +$15.2K | +6.92% | — — | Q1 2025 Held for 8 months | |
ETF ETF | - — | -$245.7K Sold | — - shares | 6.1K → 0 −$245.7K | Sold | — — | Q3 2022 Held for 3y 2m |
