Echo Wealth Management
Latest statistics and disclosures from Echo Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPIE, RDVI, AVLV, AVUS, BIV, and represent 40.79% of Echo Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JPIE (+$13M), RDVI, AVDE, VCLT, HELO, AVLV, JGRO, GIS, AVUV, SPSB.
- Started 6 new stock positions in JGRO, ARKW, HELO, RDVY, JPIE, VCLT.
- Reduced shares in these 10 stocks: BIV (-$7.0M), SPYG (-$6.7M), DNOV, RYSE, JPST, DGRO, STIP, SPTM, COWZ, DJUN.
- Sold out of its positions in RYSE, DJUN, JPST, MDY.
- Echo Wealth Management was a net buyer of stock by $7.2M.
- Echo Wealth Management has $107M in assets under management (AUM), dropping by 15.40%.
- Central Index Key (CIK): 0001846994
Tip: Access up to 7 years of quarterly data
Positions held by Echo Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Echo Wealth Management
Echo Wealth Management holds 40 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Echo Wealth Management
SEC 13F filings are viewable for Echo Wealth Management going back to 2020
- 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