Echo Wealth Management

Echo Wealth Management as of June 30, 2023

Portfolio Holdings for Echo Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 13.4 $12M 200k 62.04
Vanguard Bd Index Fds Intermed Term (BIV) 11.9 $11M 146k 75.32
American Centy Etf Tr Us Eqt Etf (AVUS) 7.9 $7.3M 96k 76.67
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.5 $6.0M 123k 48.70
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.6 $5.2M 96k 53.99
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.8 $4.5M 80k 55.82
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 4.5 $4.2M 114k 36.67
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.5 $4.2M 52k 80.14
First Tr Exchange-traded Cboe Vest Rising (RDVI) 4.3 $3.9M 175k 22.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.0 $3.7M 78k 47.18
Ishares Tr Core Div Grwth (DGRO) 3.7 $3.4M 65k 51.84
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.6 $3.3M 56k 58.79
Apple (AAPL) 2.8 $2.6M 14k 193.99
Tesla Motors (TSLA) 2.6 $2.4M 8.2k 290.38
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $2.1M 60k 35.43
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.7 $1.6M 29k 55.42
Vanguard World Mega Grwth Ind (MGK) 1.7 $1.6M 6.6k 241.83
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.4M 6.2k 224.80
Etf Ser Solutions Cboe Vest 10 Yr (RYSE) 1.3 $1.2M 43k 27.99
Amazon (AMZN) 1.3 $1.2M 8.8k 133.56
Spdr Ser Tr Portfolio Short (SPSB) 1.2 $1.1M 38k 29.44
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $862k 8.9k 97.30
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $845k 26k 33.07
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.9 $835k 17k 50.09
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.6 $568k 14k 40.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $524k 3.3k 159.18
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP) 0.5 $494k 15k 34.02
Meta Platforms Cl A (META) 0.5 $493k 1.6k 310.62
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.5 $468k 9.7k 48.31
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $410k 1.8k 226.14
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.4 $362k 11k 32.81
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $347k 3.7k 93.41
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $345k 3.6k 94.84
Ecolab (ECL) 0.3 $299k 1.6k 187.57
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.3 $250k 12k 21.74
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.3 $248k 3.7k 66.57
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUN) 0.3 $240k 6.6k 36.43
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (DMAY) 0.2 $229k 6.6k 34.57
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $218k 443.00 491.16
Kraneshares Tr Msci China Clean (KGRN) 0.2 $201k 7.2k 28.01