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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, AVDE, RDVI, AVLV, AVUV, and represent 41.98% of Echo Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JPIE, AVDE, UBER, AFL, AAPL, BIV, RDVI, AMZN, HELO, MMM.
Started 4 new stock positions in DJUN, MMM, AFL, UBER.
Reduced shares in these 10 stocks: GIS, MGK, SPYG, SPTM, AVUS, TSLA, GOOGL, VO, NOBL, VEA.
Sold out of its position in GOOGL.
Echo Wealth Management was a net buyer of stock by $3.4M.
Echo Wealth Management has $143M in assets under management (AUM), dropping by 7.83%.
Central Index Key (CIK): 0001846994

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Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 48 positions in its portfolio as reported in the September 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)	13.9	$20M	+22%	434k	45.93	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	7.6	$11M	+12%	165k	65.75	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	6.9	$9.9M	+5%	398k	24.76	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	6.8	$9.8M		148k	66.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.7	$9.6M		101k	95.19	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	6.1	$8.8M		151k	58.08	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.0	$8.6M	+6%	112k	76.90	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.9	$8.5M	-4%	89k	95.69	View chart
Apple (AAPL)	5.2	$7.4M	+10%	32k	229.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.0	$5.7M	-2%	89k	64.26	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	3.3	$4.7M	-10%	56k	83.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$3.2M	-5%	62k	51.82	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	2.2	$3.2M	+8%	52k	61.28	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	2.0	$2.9M	+7%	37k	79.35	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.0	$2.8M	+5%	36k	77.96	View chart
Ishares Tr Core Div Grwth (DGRO)	1.8	$2.6M	-5%	42k	62.90	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.8	$2.5M		61k	41.25	View chart
General Mills (GIS)	1.5	$2.1M	-53%	29k	72.07	View chart
Amazon (AMZN)	1.3	$1.8M	+17%	10k	185.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$1.8M		6.2k	284.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	1.2	$1.7M		41k	42.40	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.1	$1.6M	+2%	53k	30.02	View chart
Microsoft Corporation (MSFT)	1.0	$1.4M	-3%	3.3k	417.46	View chart
Vanguard World Mega Grwth Ind (MGK)	0.9	$1.3M	-31%	3.9k	324.88	View chart
Tesla Motors (TSLA)	0.9	$1.3M	-19%	5.2k	241.05	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.9	$1.2M	-23%	18k	70.43	View chart
Uber Technologies (UBER)	0.6	$887k	NEW	11k	77.87	View chart
AFLAC Incorporated (AFL)	0.5	$781k	NEW	7.0k	111.06	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.4	$606k	-10%	15k	40.63	View chart
Meta Platforms Cl A (META)	0.3	$492k	-14%	833.00	590.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$436k		9.0k	48.66	View chart
JPMorgan Chase & Co. (JPM)	0.3	$399k	-15%	1.9k	213.42	View chart
NVIDIA Corporation (NVDA)	0.2	$321k	+16%	2.4k	132.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$320k		13k	25.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$310k	+2%	6.1k	50.64	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$305k	-24%	3.0k	100.82	View chart
Ecolab (ECL)	0.2	$303k	-3%	1.2k	255.68	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$273k	-10%	1.4k	189.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$270k	-39%	1.0k	264.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.2	$269k	-5%	7.3k	36.79	View chart
Honest (HNST)	0.2	$259k		77k	3.36	View chart
Welltower Inc Com reit (WELL)	0.2	$249k		2.0k	124.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$237k	-18%	7.9k	29.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$233k	-3%	6.1k	38.36	View chart
3M Company (MMM)	0.2	$230k	NEW	1.7k	135.01	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.2	$221k	-18%	2.6k	85.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.2	$220k	NEW	5.2k	42.66	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$211k	-45%	2.0k	105.66	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 Q3 filed Oct. 21, 2024
Echo Wealth Management 2024 Q2 filed July 17, 2024
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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