Echo Wealth Management

Echo Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 48 positions in its portfolio as reported in the September 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) 13.9 $20M 434k 45.93
American Centy Etf Tr Intl Eqt Etf (AVDE) 7.6 $11M 165k 65.75
First Tr Exchange-traded Ft Vest Ris (RDVI) 6.9 $9.9M 398k 24.76
American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.8 $9.8M 148k 66.28
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.7 $9.6M 101k 95.19
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.1 $8.8M 151k 58.08
Vanguard Bd Index Fds Intermed Term (BIV) 6.0 $8.6M 112k 76.90
American Centy Etf Tr Us Eqt Etf (AVUS) 5.9 $8.5M 89k 95.69
Apple (AAPL) 5.2 $7.4M 32k 229.54
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.0 $5.7M 89k 64.26
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.3 $4.7M 56k 83.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $3.2M 62k 51.82
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.2 $3.2M 52k 61.28
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.0 $2.9M 37k 79.35
J P Morgan Exchange Traded F Active Growth (JGRO) 2.0 $2.8M 36k 77.96
Ishares Tr Core Div Grwth (DGRO) 1.8 $2.6M 42k 62.90
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.8 $2.5M 61k 41.25
General Mills (GIS) 1.5 $2.1M 29k 72.07
Amazon (AMZN) 1.3 $1.8M 10k 185.17
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.8M 6.2k 284.50
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 1.2 $1.7M 41k 42.40
Spdr Ser Tr Portfolio Short (SPSB) 1.1 $1.6M 53k 30.02
Microsoft Corporation (MSFT) 1.0 $1.4M 3.3k 417.46
Vanguard World Mega Grwth Ind (MGK) 0.9 $1.3M 3.9k 324.88
Tesla Motors (TSLA) 0.9 $1.3M 5.2k 241.05
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $1.2M 18k 70.43
Uber Technologies (UBER) 0.6 $887k 11k 77.87
AFLAC Incorporated (AFL) 0.5 $781k 7.0k 111.06
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.4 $606k 15k 40.63
Meta Platforms Cl A (META) 0.3 $492k 833.00 590.51
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.3 $436k 9.0k 48.66
JPMorgan Chase & Co. (JPM) 0.3 $399k 1.9k 213.42
NVIDIA Corporation (NVDA) 0.2 $321k 2.4k 132.65
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.2 $320k 13k 25.11
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.2 $310k 6.1k 50.64
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $305k 3.0k 100.82
Ecolab (ECL) 0.2 $303k 1.2k 255.68
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $273k 1.4k 189.88
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $270k 1.0k 264.34
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.2 $269k 7.3k 36.79
Honest (HNST) 0.2 $259k 77k 3.36
Welltower Inc Com reit (WELL) 0.2 $249k 2.0k 124.34
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $237k 7.9k 29.94
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.2 $233k 6.1k 38.36
3M Company (MMM) 0.2 $230k 1.7k 135.01
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $221k 2.6k 85.31
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.2 $220k 5.2k 42.66
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $211k 2.0k 105.66