Echo Wealth Management

Echo Wealth Management as of March 31, 2023

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 40 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 12.9 $12M 152k 76.74
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 12.4 $11M 202k 55.36
American Centy Etf Tr Us Eqt Etf (AVUS) 7.8 $7.1M 100k 70.88
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.6 $6.0M 127k 46.95
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.7 $5.2M 101k 51.11
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.9 $4.4M 84k 52.89
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 4.5 $4.1M 119k 34.27
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.4 $3.9M 53k 74.06
First Tr Exchange-traded Cboe Vest Rising (RDVI) 4.3 $3.9M 183k 21.47
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.1 $3.7M 82k 45.17
Ishares Tr Core Div Grwth (DGRO) 3.7 $3.3M 67k 49.99
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.6 $3.3M 58k 57.03
Apple (AAPL) 2.9 $2.6M 16k 164.90
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.4 $2.1M 62k 34.13
Tesla Motors (TSLA) 2.0 $1.9M 8.9k 207.46
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $1.4M 28k 50.43
Vanguard World Mega Grwth Ind (MGK) 1.5 $1.4M 6.6k 204.51
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.3M 6.2k 204.10
Spdr Ser Tr Portfolio Short (SPSB) 1.3 $1.2M 40k 29.63
Etf Ser Solutions Cboe Vest 10 Yr (RYSE) 1.2 $1.1M 44k 25.78
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.2 $1.1M 11k 99.23
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.1 $1.0M 20k 50.32
Amazon (AMZN) 1.1 $990k 9.6k 103.29
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $832k 5.3k 156.78
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $578k 3.8k 152.26
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.6 $527k 14k 37.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $523k 1.6k 320.93
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $458k 2.2k 210.92
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP) 0.5 $453k 14k 32.42
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.5 $436k 9.7k 44.87
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $407k 4.0k 102.18
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.4 $367k 12k 31.22
Meta Platforms Cl A (META) 0.4 $362k 1.7k 211.94
Ecolab (ECL) 0.4 $337k 2.0k 165.53
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $332k 3.6k 91.24
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.3 $230k 11k 20.43
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $226k 4.2k 53.61
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUN) 0.2 $225k 6.6k 34.09
Kraneshares Tr Msci China Clean (KGRN) 0.2 $203k 7.1k 28.59
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $203k 443.00 458.41