Echo Wealth Management

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

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Positions held by Echo Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 40 positions in its portfolio as reported in the December 2023 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) 12.5 $13M NEW 295k 45.40
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First Tr Exchange-traded Cboe Vest Rising (RDVI) 7.4 $7.9M +82% 343k 23.08
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.2 $7.8M +32% 135k 57.55
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American Centy Etf Tr Us Eqt Etf (AVUS) 7.2 $7.7M -2% 95k 81.12
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Vanguard Bd Index Fds Intermed Term (BIV) 6.5 $7.0M -50% 92k 75.79
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American Centy Etf Tr Intl Eqt Etf (AVDE) 6.1 $6.6M +61% 109k 60.23
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.9 $6.3M -4% 121k 52.10
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.5 $5.9M -53% 92k 64.50
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.9 $5.2M +10% 59k 88.16
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American Centy Etf Tr Avantis Emgmkt (AVEM) 4.5 $4.9M +2% 88k 55.40
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $3.5M -3% 73k 47.62
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Ishares Tr Core Div Grwth (DGRO) 2.8 $3.0M -19% 55k 54.09
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.1 $2.2M 64k 34.96
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Apple (AAPL) 2.0 $2.2M -6% 12k 185.56
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General Mills (GIS) 2.0 $2.2M +166% 33k 64.64
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.9 $2.1M NEW 26k 79.05
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J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.8 $1.9M NEW 36k 52.90
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J P Morgan Exchange Traded F Active Growth (JGRO) 1.6 $1.7M NEW 29k 60.64
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Vanguard World Mega Grwth Ind (MGK) 1.5 $1.6M -3% 6.4k 256.91
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Tesla Motors (TSLA) 1.5 $1.6M -3% 6.8k 240.43
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First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 1.5 $1.6M -64% 41k 38.65
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Spdr Ser Tr Portfolio Short (SPSB) 1.4 $1.5M +36% 50k 29.74
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Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.5M 6.2k 236.45
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Amazon (AMZN) 1.3 $1.4M -6% 9.2k 149.10
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.2 $1.3M -18% 23k 58.29
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.7 $727k -18% 21k 35.29
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Meta Platforms Cl A (META) 0.5 $498k -3% 1.4k 358.66
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First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP) 0.5 $491k -2% 14k 35.89
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First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.4 $454k 11k 42.62
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $411k 1.8k 231.02
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $346k 3.6k 95.05
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $332k -36% 2.0k 165.77
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.3 $329k 9.6k 34.14
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $318k -62% 3.2k 98.44
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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.3 $269k +9% 12k 22.71
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Ecolab (ECL) 0.2 $240k -19% 1.2k 195.98
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.2 $234k -21% 8.8k 26.58
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Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $226k NEW 3.1k 73.71
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Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $221k -5% 3.0k 72.88
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $203k NEW 3.9k 51.71
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Past Filings by Echo Wealth Management

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