Echo Wealth Management

Echo Wealth Management as of March 31, 2024

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 43 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Income Etf (JPIE) 12.0 $14M 316k 45.56
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.2 $8.7M 136k 64.26
First Tr Exchange-traded Ft Vest Ris (RDVI) 7.1 $8.6M 351k 24.48
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.1 $8.6M 92k 93.71
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.7 $8.1M 140k 58.11
American Centy Etf Tr Us Eqt Etf (AVUS) 6.6 $7.9M 88k 89.50
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.5 $7.8M 123k 63.74
Vanguard Bd Index Fds Intermed Term (BIV) 6.0 $7.3M 97k 75.40
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.2 $5.1M 87k 57.96
General Mills (GIS) 3.8 $4.6M 66k 69.97
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.6 $4.4M 60k 73.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $3.5M 69k 50.17
Apple (AAPL) 2.5 $3.0M 18k 171.48
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.0 $2.5M 31k 78.23
Ishares Tr Core Div Grwth (DGRO) 2.0 $2.4M 42k 58.06
J P Morgan Exchange Traded F Active Growth (JGRO) 1.8 $2.2M 32k 70.21
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.8 $2.2M 61k 36.19
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.7 $2.1M 37k 55.97
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 1.4 $1.7M 41k 40.39
Vanguard World Mega Grwth Ind (MGK) 1.4 $1.6M 5.7k 286.61
Amazon (AMZN) 1.3 $1.6M 8.9k 180.38
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.6M 6.2k 259.90
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.2 $1.5M 23k 64.15
Spdr Ser Tr Portfolio Short (SPSB) 1.1 $1.4M 46k 29.77
Tesla Motors (TSLA) 0.9 $1.1M 6.4k 175.78
Microsoft Corporation (MSFT) 0.8 $963k 2.3k 420.72
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.5 $661k 17k 38.47
Meta Platforms Cl A (META) 0.5 $604k 1.2k 485.58
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $425k 1.7k 249.86
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.3 $407k 9.0k 45.27
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $394k 4.0k 99.44
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $369k 3.6k 101.41
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $362k 11k 32.50
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.3 $321k 9.1k 35.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $290k 1.6k 179.11
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD) 0.2 $289k 12k 23.59
Ecolab (ECL) 0.2 $283k 1.2k 230.90
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.2 $273k 5.8k 47.02
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.2 $263k 10k 25.78
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $248k 3.0k 83.30
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) 0.2 $243k 8.7k 27.96
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.2 $233k 6.3k 37.05
Honest (HNST) 0.1 $101k 25k 4.05