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The Analysis of Echo Wealth Management, LLC's Holdings & P&L

Currently, Echo Wealth Management, LLC holds 47 types of securities in its portfolio with a total value $195.9M. In the most recent quarter, they have increased their positions in AVDE (+25.2K shares, valued at $2.2M), AVIG (+53.4K shares, valued at $2.2M), JBND (+22.1K shares, valued at $1.2M); decreased their positions in N/A (-658 shares, valued at $273.5K), NVDA (-270 shares, valued at $54.0K), SPTM (-221 shares, valued at $20.1K); initiated new positions in GOOG (+784 shares, valued at $277.0K), STIP (+2.1K shares, valued at $216.5K).

1M P&L

+4.3M+2.23%

3M P&L

+3.0M+1.53%

HY P&L

+2.8M+1.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A182.3M

94.6%

2Consumer Electronics2.3M

1.2%

3Internet Retail1.9M

1.0%

Top Industries by Stock Count

1N/A31 stocks

72.1%

2Internet Content & Information2 stocks

4.7%

3Semiconductors2 stocks

4.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVIG AMERICAN CENTY ETF TR828.5K shares6.89%2026-06-302026-07-24

AVDE AMERICAN CENTY ETF TR321.4K shares8.50%2026-06-302026-07-24

JPIE J P MORGAN EXCHANGE TRADED F466.3K shares5.58%2026-06-302026-07-24

JBND J P MORGAN EXCHANGE TRADED F291.1K shares8.22%2026-06-302026-07-24

AVEM AMERICAN CENTY ETF TR138.0K shares2.24%2026-06-302026-07-24

RDVI FIRST TR EXCHANGE-TRADED FD330.9K shares7.72%2026-06-302026-07-24

AVUS AMERICAN CENTY ETF TR72.5K shares0.43%2026-06-302026-07-24

AVUV AMERICAN CENTY ETF TR68.9K shares0.96%2026-06-302026-07-24

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AVLV AMERICAN CENTY ETF TR91.2K shares3.23%2026-06-302026-07-24

JGRO J P MORGAN EXCHANGE TRADED F60.4K shares6.54%2026-06-302026-07-24

SPYG SPDR SERIES TRUST43.2K shares2.24%2026-06-302026-07-24

HELO J P MORGAN EXCHANGE TRADED F58.3K shares5.37%2026-06-302026-07-24

DNOV FIRST TR EXCHNG TRADED FD VI72.4K shares3.06%2026-06-302026-07-24

DGRO ISHARES TR40.8K shares4.93%2026-06-302026-07-24

AAPL APPLE INC8.0K shares8.51%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS5.9K shares2.53%2026-06-302026-07-24

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AMZN AMAZON COM INC8.1K shares1.99%2026-06-302026-07-24

COWZ PACER FDS TR29.4K shares14.07%2026-06-302026-07-24

GIS GENERAL MILLS INC46.3K shares16.82%2026-06-302026-07-24

BUFR FIRST TR EXCHNG TRADED FD VI39.4K shares20.05%2026-06-302026-07-24

BUFD FIRST TR EXCHNG TRADED FD VI47.6K shares-0.04%2026-06-302026-07-24

MGK VANGUARD WORLD FD15.2K shares385.37%2026-06-302026-07-24

SPSB SPDR SERIES TRUST30.0K shares-1.71%2026-06-302026-07-24

MSFT MICROSOFT CORP2.3K shares6.53%2026-06-302026-07-24

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HNST HONEST CO INC226.1K shares24.79%2026-06-302026-07-24

AFL AFLAC INC7.0K shares0.00%2026-06-302026-07-24

PRF INVESCO EXCHANGE TRADED FD T10.1K shares-3.36%2026-06-302026-07-24

SPTM SPDR SERIES TRUST5.1K shares-4.12%2026-06-302026-07-24

AVDV AMERICAN CENTY ETF TR4.5K shares57.76%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC942 shares0.00%2026-06-302026-07-24

FYC FIRST TR EXCHANGE-TRADED ALP3.5K shares0.78%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC6.0K shares5.25%2026-06-302026-07-24

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F4.5K shares88.04%2026-06-302026-07-24

ECL ECOLAB INC1.3K shares0.00%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC880 shares-42.78%2026-06-302026-07-24

FFEB FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2026-06-302026-07-24

NVDA NVIDIA CORPORATION1.7K shares-13.51%2026-06-302026-07-24

FJUN FIRST TR EXCHNG TRADED FD VI5.7K shares-0.94%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC588 shares0.34%2026-06-302026-07-24

VO VANGUARD INDEX FDS3.7K shares300.00%2026-06-302026-07-24

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GOOG ALPHABET INC784 sharesnew addition2026-06-302026-07-24

3M CO 3M CO1.7K shares0.00%2026-06-302026-07-24

GOOGL ALPHABET INC738 shares3.65%2026-06-302026-07-24

BIV VANGUARD BD INDEX FDS3.4K shares0.00%2026-06-302026-07-24

DJUN FIRST TR EXCHNG TRADED FD VI4.5K shares0.00%2026-06-302026-07-24

DMAR FIRST TR EXCHNG TRADED FD VI5.0K shares0.00%2026-06-302026-07-24

STIP ISHARES TR2.1K sharesnew addition2026-06-302026-07-24

AVIG

AMERICAN CENTY ETF TR

6.89%

Shares828.5K

Event2026-06-30

Filed2026-07-24

AVDE

AMERICAN CENTY ETF TR

8.50%

Shares321.4K

Event2026-06-30

Filed2026-07-24

JPIE

J P MORGAN EXCHANGE TRADED F

5.58%

Shares466.3K

Event2026-06-30

Filed2026-07-24

JBND

J P MORGAN EXCHANGE TRADED F

8.22%

Shares291.1K

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

2.24%

Shares138.0K

Event2026-06-30

Filed2026-07-24

RDVI

FIRST TR EXCHANGE-TRADED FD

7.72%

Shares330.9K

Event2026-06-30

Filed2026-07-24

AVUS

AMERICAN CENTY ETF TR

0.43%

Shares72.5K

Event2026-06-30

Filed2026-07-24

AVUV

AMERICAN CENTY ETF TR

0.96%

Shares68.9K

Event2026-06-30

Filed2026-07-24

AVLV

AMERICAN CENTY ETF TR

3.23%

Shares91.2K

Event2026-06-30

Filed2026-07-24

JGRO

J P MORGAN EXCHANGE TRADED F

6.54%

Shares60.4K

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

2.24%

Shares43.2K

Event2026-06-30

Filed2026-07-24

HELO

J P MORGAN EXCHANGE TRADED F

5.37%

Shares58.3K

Event2026-06-30

Filed2026-07-24

DNOV

FIRST TR EXCHNG TRADED FD VI

3.06%

Shares72.4K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

4.93%

Shares40.8K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

8.51%

Shares8.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

2.53%

Shares5.9K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

1.99%

Shares8.1K

Event2026-06-30

Filed2026-07-24

COWZ

PACER FDS TR

14.07%

Shares29.4K

Event2026-06-30

Filed2026-07-24

GIS

GENERAL MILLS INC

16.82%

Shares46.3K

Event2026-06-30

Filed2026-07-24

BUFR

FIRST TR EXCHNG TRADED FD VI

20.05%

Shares39.4K

Event2026-06-30

Filed2026-07-24

BUFD

FIRST TR EXCHNG TRADED FD VI

-0.04%

Shares47.6K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

385.37%

Shares15.2K

Event2026-06-30

Filed2026-07-24

SPSB

SPDR SERIES TRUST

-1.71%

Shares30.0K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

6.53%

Shares2.3K

Event2026-06-30

Filed2026-07-24

HNST

HONEST CO INC

24.79%

Shares226.1K

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

-3.36%

Shares10.1K

Event2026-06-30

Filed2026-07-24

SPTM

SPDR SERIES TRUST

-4.12%

Shares5.1K

Event2026-06-30

Filed2026-07-24

AVDV

AMERICAN CENTY ETF TR

57.76%

Shares4.5K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares942

Event2026-06-30

Filed2026-07-24

FYC

FIRST TR EXCHANGE-TRADED ALP

0.78%

Shares3.5K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

5.25%

Shares6.0K

Event2026-06-30

Filed2026-07-24

JIVE

J P MORGAN EXCHANGE TRADED F

88.04%

Shares4.5K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

-42.78%

Shares880

Event2026-06-30

Filed2026-07-24

FFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-13.51%

Shares1.7K

Event2026-06-30

Filed2026-07-24

FJUN

FIRST TR EXCHNG TRADED FD VI

-0.94%

Shares5.7K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

0.34%

Shares588

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

300.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

New

Shares784

Event2026-06-30

Filed2026-07-24

3M CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

3.65%

Shares738

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

DJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

DMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

STIP

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available