Echo Wealth Management

Echo Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 48 positions in its portfolio as reported in the December 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 440k 45.62
American Centy Etf Tr Intl Eqt Etf (AVDE) 7.7 $11M 181k 61.37
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.8 $9.9M 102k 96.53
American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.8 $9.8M 147k 66.77
First Tr Exchange-traded Ft Vest Ris (RDVI) 6.7 $9.7M 399k 24.24
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.9 $8.6M 152k 56.48
American Centy Etf Tr Us Eqt Etf (AVUS) 5.9 $8.6M 88k 96.93
Vanguard Bd Index Fds Intermed Term (BIV) 5.7 $8.3M 111k 74.73
Apple (AAPL) 5.5 $8.0M 32k 250.42
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.7 $5.3M 91k 58.79
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.3 $4.8M 55k 87.90
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.4 $3.5M 56k 62.04
J P Morgan Exchange Traded F Active Growth (JGRO) 2.0 $2.9M 36k 81.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $2.9M 60k 47.82
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.9 $2.7M 36k 74.78
General Mills (GIS) 1.8 $2.6M 40k 63.77
Ishares Tr Core Div Grwth (DGRO) 1.8 $2.6M 42k 61.34
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.7 $2.4M 63k 38.37
Amazon (AMZN) 1.5 $2.2M 10k 219.39
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.8M 6.2k 289.81
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 1.2 $1.7M 40k 42.87
Tesla Motors (TSLA) 1.1 $1.6M 4.1k 403.84
Spdr Ser Tr Portfolio Short (SPSB) 1.1 $1.6M 53k 29.86
Microsoft Corporation (MSFT) 1.0 $1.4M 3.3k 421.50
Vanguard World Mega Grwth Ind (MGK) 0.9 $1.3M 3.9k 343.41
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $1.3M 18k 71.43
Uber Technologies (UBER) 0.5 $760k 13k 60.32
AFLAC Incorporated (AFL) 0.5 $727k 7.0k 103.44
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.4 $602k 15k 40.34
Honest (HNST) 0.4 $522k 75k 6.93
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.3 $500k 20k 25.52
Meta Platforms Cl A (META) 0.3 $468k 799.00 585.51
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.3 $446k 9.0k 49.77
JPMorgan Chase & Co. (JPM) 0.3 $408k 1.7k 239.71
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $342k 11k 30.47
Ecolab (ECL) 0.2 $337k 1.4k 234.32
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.2 $325k 6.3k 51.38
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $303k 3.0k 100.60
NVIDIA Corporation (NVDA) 0.2 $271k 2.0k 134.29
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $270k 1.0k 264.13
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $266k 1.4k 185.13
Welltower Inc Com reit (WELL) 0.2 $252k 2.0k 126.03
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $249k 2.3k 107.98
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.2 $236k 6.1k 38.91
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $228k 1.2k 197.49
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.2 $224k 6.0k 37.30
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.2 $223k 5.2k 43.28
3M Company (MMM) 0.2 $220k 1.7k 129.09