Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- Latest filing
- Jul 24, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 21, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 48
- 0 vs. Q3 2024
- Portfolio value
- $144.7M
- +$1.64M (+1.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 440,061 | $20.1M | 13.9% | +5,719+1.3% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 180,537 | $11.1M | 7.7% | +15,863+9.6% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 102,141 | $9.86M | 6.8% | +1,037+1.0% | Added | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 147,027 | $9.82M | 6.8% | −762−0.5% | Reduced | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 398,624 | $9.66M | 6.7% | +441+0.1% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 151,978 | $8.58M | 5.9% | +1,275+0.8% | Added | – |
| American Centy ETF Tr025072885 | US EQT ETF | 88,241 | $8.55M | 5.9% | −495−0.6% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 110,885 | $8.29M | 5.7% | −1,331−1.2% | Reduced | – |
| AAPLApple Inc. | Stock | 31,952 | $8.00M | 5.5% | −201−0.6% | Reduced | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 90,953 | $5.35M | 3.7% | +1,629+1.8% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 54,703 | $4.81M | 3.3% | −1,569−2.8% | Reduced | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 55,839 | $3.46M | 2.4% | +3,670+7.0% | Added | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 35,800 | $2.90M | 2.0% | −347−1.0% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 60,439 | $2.89M | 2.0% | −1,259−2.0% | Reduced | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 36,385 | $2.72M | 1.9% | −490−1.3% | Reduced | – |
| GISGeneral Mills Inc | Stock | 40,396 | $2.58M | 1.8% | +11,474+39.7% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 41,776 | $2.56M | 1.8% | +100.0% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 62,680 | $2.41M | 1.7% | +1,276+2.1% | Added | – |
| AMZNAmazon Com Inc | Stock | 9,984 | $2.19M | 1.5% | +31+0.3% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,164 | $1.79M | 1.2% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 39,794 | $1.71M | 1.2% | −1,145−2.8% | Reduced | – |
| TSLATesla, Inc. | Stock | 4,058 | $1.64M | 1.1% | −1,154−22.1% | Reduced | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 53,137 | $1.59M | 1.1% | +379+0.7% | Added | – |
| MSFTMicrosoft Corp | Stock | 3,329 | $1.40M | 1.0% | −10−0.3% | Reduced | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,905 | $1.34M | 0.9% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 17,750 | $1.27M | 0.9% | +122+0.7% | Added | – |
| UBERUber Technologies, Inc | Stock | 12,595 | $759.7K | 0.5% | +1,200+10.5% | Added | History |
| AFLAflac Inc | Stock | 7,029 | $727.1K | 0.5% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 14,923 | $602.0K | 0.4% | −20.0% | Reduced | – |
| HNSTHonest Company, Inc. | COM | 75,295 | $521.8K | 0.4% | −1,864−2.4% | Reduced | History |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 19,589 | $499.9K | 0.3% | +6,859+53.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 799 | $467.8K | 0.3% | −34−4.1% | Reduced | History |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 8,956 | $445.7K | 0.3% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 1,700 | $407.5K | 0.3% | −171−9.1% | Reduced | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 11,216 | $341.8K | 0.2% | +3,316+42.0% | Added | – |
| ECLEcolab Inc. | Stock | 1,436 | $336.5K | 0.2% | +250+21.1% | Added | History |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 6,317 | $324.6K | 0.2% | +192+3.1% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,014 | $303.2K | 0.2% | −11−0.4% | Reduced | – |
| NVDANVIDIA Corp | Stock | 2,017 | $270.9K | 0.2% | −405−16.7% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,023 | $270.2K | 0.2% | 00.0% | Unchanged | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,435 | $265.7K | 0.2% | 00.0% | Unchanged | – |
| WELLWelltower Inc. | REIT | 2,000 | $252.1K | 0.2% | 00.0% | Unchanged | History |
| ARK Next Generation Technology ETF00214Q401 | ETF | 2,310 | $249.4K | 0.2% | −276−10.7% | Reduced | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 6,077 | $236.4K | 0.2% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,155 | $228.1K | 0.2% | +1,155 | New | History |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 6,000 | $223.8K | 0.2% | −1,319−18.0% | Reduced | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 5,158 | $223.2K | 0.2% | 00.0% | Unchanged | – |
| MMM3M Co | Stock | 1,700 | $219.5K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,000 | $211.3K | 0.1% | – |