Echo Wealth Management

Echo Wealth Management as of March 31, 2025

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 50 positions in its portfolio as reported in the March 2025 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) 14.8 $22M 475k 46.07
American Centy Etf Tr Avantis Core Fi (AVIG) 11.1 $16M 396k 41.39
American Centy Etf Tr Intl Eqt Etf (AVDE) 8.2 $12M 183k 66.27
American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.7 $9.9M 152k 65.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.4 $9.5M 109k 87.17
American Centy Etf Tr Us Eqt Etf (AVUS) 5.6 $8.3M 90k 92.38
First Tr Exchange-traded Ft Vest Ris (RDVI) 5.4 $8.0M 336k 23.72
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.3 $7.8M 142k 54.76
Apple (AAPL) 4.4 $6.5M 29k 222.13
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.2 $4.7M 59k 80.37
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.1 $4.6M 77k 60.17
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.8 $4.2M 70k 59.68
J P Morgan Exchange Traded F Active Growth (JGRO) 2.3 $3.5M 47k 73.79
Ishares Tr Core Div Grwth (DGRO) 1.8 $2.6M 43k 61.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $2.4M 48k 50.83
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.6 $2.3M 60k 39.37
Amazon (AMZN) 1.3 $1.9M 9.7k 190.26
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 1.2 $1.8M 43k 41.92
Spdr Ser Tr Portfolio Short (SPSB) 1.2 $1.8M 58k 30.10
General Mills (GIS) 1.1 $1.7M 28k 59.79
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.7M 6.2k 274.84
Microsoft Corporation (MSFT) 0.9 $1.3M 3.4k 375.39
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.8 $1.2M 50k 24.95
UnitedHealth (UNH) 0.7 $1.1M 2.1k 523.75
Vanguard World Mega Grwth Ind (MGK) 0.7 $1.1M 3.6k 308.88
Uber Technologies (UBER) 0.6 $854k 12k 72.86
AFLAC Incorporated (AFL) 0.5 $782k 7.0k 111.19
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $713k 9.3k 76.57
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $617k 9.1k 68.01
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.4 $602k 15k 40.41
Meta Platforms Cl A (META) 0.3 $489k 849.00 576.36
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.3 $437k 9.0k 48.79
Ecolab (ECL) 0.3 $427k 1.7k 253.52
JPMorgan Chase & Co. (JPM) 0.3 $417k 1.7k 245.30
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $381k 3.7k 103.47
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $369k 12k 29.69
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.2 $360k 7.2k 49.89
Honest (HNST) 0.2 $356k 76k 4.70
Tesla Motors (TSLA) 0.2 $345k 1.3k 259.16
NVIDIA Corporation (NVDA) 0.2 $281k 2.6k 108.38
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $269k 1.4k 188.16
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $263k 1.0k 258.62
Mondelez Intl Cl A (MDLZ) 0.2 $251k 3.7k 67.85
3M Company (MMM) 0.2 $250k 1.7k 146.86
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.2 $241k 6.4k 37.68
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.2 $234k 6.1k 38.67
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $225k 1.4k 166.00
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.1 $218k 3.7k 58.94
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.1 $217k 5.2k 41.98
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.1 $215k 2.3k 94.67