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  Name: Echo Wealth Management LLC
  City: PLYMOUTH
  State: MN
  Zip: 55441
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $120,582,000
  Total Value Change : $13,438,000
  Securities Held Change : 3
   
All Securities Held : 43
  New Positions : 5
  Closed Positions : 2
  Increased Positions : 15
  Unchanged Positions : 3
  Decreased Positions : 20

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 26 New $446.34 $963,000 2,288 0.8% 963,000 2,288 0    Application Software
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 33 New $0.00 $362,000 11,139 0.3% 362,000 11,139 0.001    N/A
   (FJUN)1 Year Chart         FJUN Ft Cboe Vest Us Equity Buff... 38 New $0.00 $273,000 5,801 0.23% 273,000 5,801 0.064    N/A
   (CGXU)1 Year Chart         CGXU Capital Group International... 39 New $0.00 $263,000 10,185 0.22% 263,000 10,185 0.011    N/A
   (HNST)1 Year Chart         HNST Honest Company, Inc. 43 New $2.52 $101,000 25,000 0.08% 101,000 25,000 0.028    N/A
      5 Records Found
  1    
Page 1 of 1
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