Echo Wealth Management

Echo Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 42 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 13.3 $13M 239k 52.11
American Centy Etf Tr Us Eqt Etf (AVUS) 7.5 $7.1M 99k 71.36
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 7.3 $6.9M 206k 33.45
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.6 $6.2M 126k 48.92
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.3 $4.9M 94k 52.86
Spdr Ser Tr Portfolio Short (SPSB) 4.9 $4.6M 156k 29.57
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.5 $4.2M 94k 45.02
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.4 $4.1M 76k 54.60
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.2 $3.9M 40k 97.45
First Tr Exchange-traded Cboe Vest Rising (RDVI) 4.0 $3.8M 168k 22.57
Ishares Tr Core Div Grwth (DGRO) 3.9 $3.7M 71k 51.41
Vanguard Index Fds Small Cp Etf (VB) 3.5 $3.3M 17k 196.18
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.4 $3.2M 40k 79.60
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.2 $3.0M 54k 56.75
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.8 $2.6M 74k 35.54
Apple (AAPL) 2.6 $2.4M 18k 134.76
Vanguard Bd Index Fds Intermed Term (BIV) 2.2 $2.0M 27k 76.58
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.7 $1.6M 32k 50.21
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.5 $1.4M 29k 49.37
Vanguard World Mega Grwth Ind (MGK) 1.3 $1.3M 6.9k 181.76
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.2M 6.2k 200.04
Tesla Motors (TSLA) 1.2 $1.1M 9.3k 122.40
Amazon (AMZN) 1.0 $940k 9.6k 98.12
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.0 $926k 5.7k 161.83
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.7 $674k 19k 36.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $651k 4.1k 158.48
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.6 $548k 27k 19.99
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.5 $515k 11k 46.63
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $497k 2.3k 214.72
Alibaba Group Hldg Sponsored Ads (BABA) 0.5 $477k 4.1k 117.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $457k 1.6k 280.97
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP) 0.5 $452k 14k 31.67
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) 0.4 $363k 12k 31.60
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $340k 3.6k 93.43
Ecolab (ECL) 0.3 $321k 2.1k 154.43
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.3 $253k 8.3k 30.50
Kraneshares Tr Msci China Clean (KGRN) 0.3 $253k 8.4k 30.20
Meta Platforms Cl A (META) 0.3 $251k 1.8k 136.98
3M Company (MMM) 0.3 $236k 1.8k 129.51
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $209k 443.00 470.65
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (DMAY) 0.2 $203k 6.4k 31.95
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.2 $202k 8.6k 23.63