Echo Wealth Management

Echo Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 38 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 14.4 $13M 185k 72.31
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 12.5 $12M 196k 59.28
American Centy Etf Tr Us Eqt Etf (AVUS) 7.7 $7.1M 97k 73.26
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.7 $6.2M 126k 49.43
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.8 $5.3M 101k 52.68
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.8 $4.5M 85k 52.79
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.5 $4.2M 54k 77.95
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 4.4 $4.1M 116k 35.48
First Tr Exchange-traded Cboe Vest Rising (RDVI) 4.3 $4.0M 188k 21.07
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.1 $3.8M 68k 55.65
Ishares Tr Core Div Grwth (DGRO) 3.7 $3.4M 69k 49.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.6 $3.3M 76k 43.72
Apple (AAPL) 2.3 $2.2M 13k 171.21
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $2.1M 63k 33.57
Tesla Motors (TSLA) 1.9 $1.8M 7.1k 250.22
Etf Ser Solutions Cboe Vest 10 Yr (RYSE) 1.8 $1.6M 52k 31.68
Vanguard World Mega Grwth Ind (MGK) 1.6 $1.5M 6.6k 226.90
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $1.5M 28k 52.49
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.3M 6.2k 212.41
Amazon (AMZN) 1.3 $1.2M 9.8k 127.12
Spdr Ser Tr Portfolio Short (SPSB) 1.2 $1.1M 37k 29.32
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.0 $912k 18k 50.18
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $840k 8.7k 96.92
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $803k 25k 31.82
General Mills (GIS) 0.9 $802k 13k 63.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $478k 3.2k 151.82
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP) 0.5 $474k 14k 33.91
Meta Platforms Cl A (META) 0.5 $433k 1.4k 300.21
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.4 $417k 11k 38.98
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $375k 1.8k 208.24
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $322k 3.6k 88.55
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.3 $317k 9.6k 32.89
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $279k 3.2k 86.74
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.3 $276k 11k 24.49
Ecolab (ECL) 0.3 $259k 1.5k 169.40
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.2 $230k 11k 21.25
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUN) 0.2 $212k 6.0k 35.32
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $202k 443.00 456.64