Echo Wealth Management

Echo Wealth Management as of June 30, 2024

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 45 positions in its portfolio as reported in the June 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) 12.2 $16M 356k 45.46
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.0 $9.3M 148k 62.84
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.9 $9.1M 102k 89.72
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.9 $9.1M 146k 62.26
First Tr Exchange-traded Ft Vest Ris (RDVI) 6.7 $8.8M 378k 23.38
American Centy Etf Tr Us Eqt Etf (AVUS) 6.3 $8.3M 93k 90.19
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.2 $8.2M 151k 54.49
Vanguard Bd Index Fds Intermed Term (BIV) 5.9 $7.9M 105k 74.89
Apple (AAPL) 4.6 $6.1M 29k 210.62
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.2 $5.6M 91k 61.09
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.8 $5.0M 63k 80.13
General Mills (GIS) 3.0 $4.0M 63k 63.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $3.2M 65k 49.42
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.1 $2.8M 48k 58.56
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.0 $2.6M 34k 75.86
J P Morgan Exchange Traded F Active Growth (JGRO) 1.9 $2.6M 34k 75.15
Ishares Tr Core Div Grwth (DGRO) 1.9 $2.5M 44k 57.61
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.7 $2.3M 61k 37.67
Vanguard World Mega Grwth Ind (MGK) 1.3 $1.8M 5.7k 314.21
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 1.3 $1.7M 41k 41.42
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.6M 6.2k 267.51
Amazon (AMZN) 1.2 $1.6M 8.5k 193.25
Microsoft Corporation (MSFT) 1.2 $1.5M 3.4k 446.95
Spdr Ser Tr Portfolio Short (SPSB) 1.1 $1.5M 51k 29.70
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.1 $1.5M 23k 66.35
Tesla Motors (TSLA) 1.0 $1.3M 6.5k 197.86
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.5 $634k 17k 37.95
Meta Platforms Cl A (META) 0.4 $493k 978.00 504.22
JPMorgan Chase & Co. (JPM) 0.3 $449k 2.2k 202.26
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.3 $419k 9.0k 46.79
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $412k 1.7k 242.10
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $398k 4.0k 99.49
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $350k 3.6k 96.13
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD) 0.2 $310k 13k 24.32
Ecolab (ECL) 0.2 $292k 1.2k 238.00
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.2 $291k 6.0k 48.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $281k 1.6k 174.47
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.2 $280k 7.8k 36.07
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) 0.2 $279k 9.6k 28.92
NVIDIA Corporation (NVDA) 0.2 $257k 2.1k 123.54
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $248k 3.2k 78.03
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.2 $237k 6.3k 37.71
Honest (HNST) 0.2 $224k 77k 2.92
Welltower Inc Com reit (WELL) 0.2 $209k 2.0k 104.25
Alphabet Cap Stk Cl A (GOOGL) 0.2 $205k 1.1k 182.15