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Echo Wealth Management

Latest statistics and disclosures from Echo Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are JPIE, AVLV, RDVI, AVUV, COWZ, and represent 40.21% of Echo Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVUV, GIS, COWZ, AAPL, JPIE, MSFT, AVDE, VCLT, CGDV, BIV.
Started 5 new stock positions in CGXU, FJUN, HNST, MSFT, CGDV.
Reduced shares in these 10 stocks: SPYG, DGRO, AVUS, XSEP, BABA, VEA, RDVY, MGK, PRF, SPSB.
Sold out of its positions in BABA, RDVY.
Echo Wealth Management was a net buyer of stock by $7.1M.
Echo Wealth Management has $121M in assets under management (AUM), dropping by 12.54%.
Central Index Key (CIK): 0001846994

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Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 43 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Income Etf (JPIE)	12.0	$14M	+7%	316k	45.56	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	7.2	$8.7M		136k	64.26	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	7.1	$8.6M	+2%	351k	24.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.1	$8.6M	+54%	92k	93.71	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	6.7	$8.1M	+16%	140k	58.11	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	6.6	$7.9M	-6%	88k	89.50	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	6.5	$7.8M	+12%	123k	63.74	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.0	$7.3M	+5%	97k	75.40	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.2	$5.1M		87k	57.96	View chart
General Mills (GIS)	3.8	$4.6M	+96%	66k	69.97	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	3.6	$4.4M	-34%	60k	73.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$3.5M	-5%	69k	50.17	View chart
Apple (AAPL)	2.5	$3.0M	+49%	18k	171.48	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	2.0	$2.5M	+20%	31k	78.23	View chart
Ishares Tr Core Div Grwth (DGRO)	2.0	$2.4M	-24%	42k	58.06	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.8	$2.2M	+9%	32k	70.21	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.8	$2.2M	-5%	61k	36.19	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.7	$2.1M		37k	55.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	1.4	$1.7M		41k	40.39	View chart
Vanguard World Mega Grwth Ind (MGK)	1.4	$1.6M	-11%	5.7k	286.61	View chart
Amazon (AMZN)	1.3	$1.6M	-3%	8.9k	180.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$1.6M		6.2k	259.90	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.2	$1.5M	+2%	23k	64.15	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.1	$1.4M	-8%	46k	29.77	View chart
Tesla Motors (TSLA)	0.9	$1.1M	-5%	6.4k	175.78	View chart
Microsoft Corporation (MSFT)	0.8	$963k	NEW	2.3k	420.72	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.5	$661k	-16%	17k	38.47	View chart
Meta Platforms Cl A (META)	0.5	$604k	-10%	1.2k	485.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$425k	-4%	1.7k	249.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$407k	-15%	9.0k	45.27	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$394k	+22%	4.0k	99.44	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$369k		3.6k	101.41	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$362k	NEW	11k	32.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.3	$321k	-5%	9.1k	35.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$290k	-19%	1.6k	179.11	View chart
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)	0.2	$289k	+3%	12k	23.59	View chart
Ecolab (ECL)	0.2	$283k		1.2k	230.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$273k	NEW	5.8k	47.02	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$263k	NEW	10k	25.78	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.2	$248k	-3%	3.0k	83.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.2	$243k		8.7k	27.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$233k	-54%	6.3k	37.05	View chart
Honest (HNST)	0.1	$101k	NEW	25k	4.05	View chart

Past Filings by Echo Wealth Management

SEC 13F filings are viewable for Echo Wealth Management going back to 2020

Echo Wealth Management 2024 Q1 filed April 22, 2024
Echo Wealth Management 2023 Q4 filed Jan. 17, 2024
Echo Wealth Management 2023 Q3 filed Oct. 20, 2023
Echo Wealth Management 2023 Q2 filed July 31, 2023
Echo Wealth Management 2023 Q1 filed April 28, 2023
Echo Wealth Management 2022 Q4 filed Jan. 31, 2023
Echo Wealth Management 2022 Q3 filed Nov. 14, 2022
Echo Wealth Management 2022 Q2 filed July 29, 2022
Echo Wealth Management 2022 Q1 filed May 16, 2022
Echo Wealth Management 2021 Q4 filed Jan. 18, 2022
Echo Wealth Management 2021 Q3 filed Oct. 22, 2021
Echo Wealth Management 2021 Q2 filed July 14, 2021
Echo Wealth Management 2021 Q1 filed April 7, 2021
Echo Wealth Management 2020 Q4 filed Feb. 22, 2021

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