Echo Wealth Management, LLC
Top Portfolio Positions
14 positions ·
$9,729,908 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
7,330 | $1,860,280 | 19.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,982 | $1,662,411 | 17.09% | |
| GIS |
General Mills Inc
Consumer Defensive
|
39,611 | $1,474,321 | 15.15% | |
| MSFT |
Microsoft Corp
Technology
|
2,143 | $793,274 | 8.15% | |
| AFL |
Aflac Inc
Financial Services
|
7,029 | $771,151 | 7.93% | |
| HNST |
Honest Company, Inc.
Consumer Defensive
|
181,182 | $532,675 | 5.47% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
1,538 | $416,167 | 4.28% | |
| UBER |
Uber Technologies, Inc
Technology
|
5,716 | $411,151 | 4.23% | |
| ECL |
Ecolab Inc.
Basic Materials
|
1,333 | $354,604 | 3.64% | |
| NVDA |
Nvidia Corp
Technology
|
1,999 | $348,625 | 3.58% |
Portfolio Trend
Holdings in HNST
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $532,675 | 181,182 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $461,203 | 178,761 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $510,434 | 138,705 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $696,230 | 136,784 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $356,236 | 75,795 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $521,794 | 75,295 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $275,457 | 77,159 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $223,844 | 76,659 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $101,250 | 25,000 | Shares | Sole | 2024-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||