Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- Latest filing
- Jul 24, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 17, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 45
- +2 vs. Q1 2024
- Portfolio value
- $132.7M
- +$12.1M (+10.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 355,837 | $16.2M | 12.2% | +39,487+12.5% | Added | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 147,527 | $9.27M | 7.0% | +11,502+8.5% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 101,757 | $9.13M | 6.9% | +10,027+10.9% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 146,432 | $9.12M | 6.9% | +23,370+19.0% | Added | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 377,588 | $8.83M | 6.7% | +26,245+7.5% | Added | – |
| American Centy ETF Tr025072885 | US EQT ETF | 92,581 | $8.35M | 6.3% | +4,182+4.7% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 151,197 | $8.24M | 6.2% | +11,271+8.1% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 104,992 | $7.86M | 5.9% | +8,295+8.6% | Added | – |
| AAPLApple Inc. | Stock | 29,185 | $6.15M | 4.6% | +11,550+65.5% | Added | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 91,298 | $5.58M | 4.2% | +3,880+4.4% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 62,888 | $5.04M | 3.8% | +3,244+5.4% | Added | – |
| GISGeneral Mills Inc | Stock | 62,610 | $3.96M | 3.0% | −3,035−4.6% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 64,956 | $3.21M | 2.4% | −4,003−5.8% | Reduced | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 48,267 | $2.83M | 2.1% | +11,389+30.9% | Added | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 34,320 | $2.60M | 2.0% | +2,917+9.3% | Added | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 34,322 | $2.58M | 1.9% | +2,844+9.0% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 44,017 | $2.54M | 1.9% | +2,429+5.8% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 61,226 | $2.31M | 1.7% | +618+1.0% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 5,696 | $1.79M | 1.3% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 40,896 | $1.69M | 1.3% | −59−0.1% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,164 | $1.65M | 1.2% | +20.0% | Added | – |
| AMZNAmazon Com Inc | Stock | 8,492 | $1.64M | 1.2% | −390−4.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 3,449 | $1.54M | 1.2% | +1,161+50.7% | Added | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 51,365 | $1.53M | 1.1% | +5,592+12.2% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 22,969 | $1.52M | 1.1% | −315−1.4% | Reduced | – |
| TSLATesla, Inc. | Stock | 6,474 | $1.28M | 1.0% | +44+0.7% | Added | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 16,701 | $633.8K | 0.5% | −492−2.9% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 978 | $493.1K | 0.4% | −265−21.3% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,222 | $449.4K | 0.3% | +2,222 | New | History |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 8,956 | $419.1K | 0.3% | −29−0.3% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,701 | $411.8K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 4,001 | $398.0K | 0.3% | +40+1.0% | Added | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,640 | $349.9K | 0.3% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 12,726 | $309.5K | 0.2% | +457+3.7% | Added | – |
| ECLEcolab Inc. | Stock | 1,226 | $291.8K | 0.2% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 6,002 | $290.5K | 0.2% | +201+3.5% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,608 | $280.5K | 0.2% | −11−0.7% | Reduced | – |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 7,771 | $280.3K | 0.2% | −1,342−14.7% | Reduced | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 9,647 | $279.0K | 0.2% | +964+11.1% | Added | – |
| NVDANVIDIA Corp | Stock | 2,081 | $257.1K | 0.2% | +2,081 | New | History |
| ARK Next Generation Technology ETF00214Q401 | ETF | 3,174 | $247.7K | 0.2% | +200+6.7% | Added | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 6,271 | $236.5K | 0.2% | −13−0.2% | Reduced | – |
| HNSTHonest Company, Inc. | COM | 76,659 | $223.8K | 0.2% | +51,659+206.6% | Added | History |
| WELLWelltower Inc. | REIT | 2,000 | $208.5K | 0.2% | +2,000 | New | History |
| GOOGLAlphabet Inc. | Stock | 1,124 | $204.7K | 0.2% | +1,124 | New | History |
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 11,139 | $362.0K | 0.3% | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 10,185 | $262.6K | 0.2% | – |