Echo Wealth Management, LLC Top Holdings and 13F Report (2024) → A new way to collect income from stocks (From DTI) (Ad) About Echo Wealth Management, LLCInvestment ActivityEcho Wealth Management, LLC has $120.58 million in total holdings as of March 31, 2024.Echo Wealth Management, LLC owns shares of 43 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 10.49% of the portfolio was purchased this quarter.About 4.63% of the portfolio was sold this quarter.This quarter, Echo Wealth Management, LLC has purchased 40 new stocks and bought additional shares in 15 stocks.Echo Wealth Management, LLC sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings JPMorgan Income ETF $14,412,901Avantis U.S. Large Cap Value ETF $8,740,967FT Vest Rising Dividend Achievers Target Income ETF $8,600,877Avantis U.S. Small Cap Value ETF $8,596,005Pacer US Cash Cows 100 ETF $8,131,098 Largest New Holdings this Quarter Microsoft $962,607 HoldingCapital Group Dividend Value ETF $362,018 HoldingFT Vest U.S. Equity Buffer ETF June $272,763 HoldingCapital Group International Focus Equity ETF $262,569 HoldingHonest $101,250 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 32,401 shares (about $3.04M)General Mills 32,257 shares (about $2.26M)Pacer US Cash Cows 100 ETF 19,398 shares (about $1.13M)Apple 5,865 shares (about $1.01M)JPMorgan Income ETF 21,776 shares (about $992.11K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 31,892 shares (about $2.33M)iShares Core Dividend Growth ETF 13,821 shares (about $802.45K)Avantis U.S. Equity ETF 6,353 shares (about $568.59K)FT Vest U.S. Equity Enhance & Moderate Buffer ETF 7,405 shares (about $274.32K)Vanguard FTSE Developed Markets Index Fund ETF Shares 4,136 shares (about $207.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEcho Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPIEJPMorgan Income ETF$14,412,901$992,114 ▲7.4%316,35012.0%ETFAVLVAvantis U.S. Large Cap Value ETF$8,740,967$83,731 ▲1.0%136,0257.2%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$8,600,877$207,713 ▲2.5%351,3437.1%ETFAVUVAvantis U.S. Small Cap Value ETF$8,596,005$3,036,293 ▲54.6%91,7307.1%ETFCOWZPacer US Cash Cows 100 ETF$8,131,098$1,127,218 ▲16.1%139,9266.7%ETFAVUSAvantis U.S. Equity ETF$7,911,716$568,594 ▼-6.7%88,3996.6%ETFAVDEAvantis International Equity ETF$7,843,986$873,112 ▲12.5%123,0626.5%ETFBIVVanguard Intermediate-Term Bond ETF$7,290,954$349,781 ▲5.0%96,6976.0%ETFAVEMAvantis Emerging Markets Equity ETF$5,066,740$10,723 ▼-0.2%87,4184.2%ETFGISGeneral Mills$4,593,181$2,257,022 ▲96.6%65,6453.8%Consumer StaplesSPYGSPDR Portfolio S&P 500 Growth ETF$4,362,959$2,332,900 ▼-34.8%59,6443.6%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$3,459,673$207,503 ▼-5.7%68,9592.9%ETFAAPLApple$3,024,052$1,005,731 ▲49.8%17,6352.5%Computer and TechnologyVCLTVanguard Long-Term Corporate Bond ETF$2,456,619$422,905 ▲20.8%31,4032.0%ManufacturingDGROiShares Core Dividend Growth ETF$2,414,599$802,447 ▼-24.9%41,5882.0%ETFJGROJPMorgan Active Growth ETF$2,210,070$186,408 ▲9.2%31,4781.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,193,404$116,749 ▼-5.1%60,6081.8%ETFJ P MORGAN EXCHANGE TRADED F$2,064,062$25,298 ▲1.2%36,8781.7%HEDGED EQUITY LADNOVFT Vest U.S. Equity Deep Buffer ETF - November$1,654,349$18,097 ▼-1.1%40,9551.4%ETFMGKVanguard Mega Cap Growth ETF$1,632,531$202,060 ▼-11.0%5,6961.4%ETFAMZNAmazon.com$1,602,135$50,506 ▼-3.1%8,8821.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,601,5040.0%6,1621.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,493,663$38,554 ▲2.6%23,2841.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,362,669$121,790 ▼-8.2%45,7731.1%ETFTSLATesla$1,130,242$64,510 ▼-5.4%6,4300.9%Auto/Tires/TrucksMSFTMicrosoft$962,607$962,607 ▲New Holding2,2880.8%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$661,415$130,606 ▼-16.5%17,1930.5%ETFMETAMeta Platforms$603,576$70,409 ▼-10.4%1,2430.5%Computer and TechnologyVOVanguard Mid-Cap ETF$425,012$19,739 ▼-4.4%1,7010.4%ETFFFEBFT Vest U.S. Equity Buffer ETF - February$406,791$75,835 ▼-15.7%8,9850.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$393,881$72,591 ▲22.6%3,9610.3%ETFNOBLProShares S&P 500 Aristocrats ETF$369,1320.0%3,6400.3%ETFCGDVCapital Group Dividend Value ETF$362,018$362,018 ▲New Holding11,1390.3%ETFXDECFT Vest U.S. Equity Enhance & Moderate Buffer ETF - December$321,324$17,983 ▼-5.3%9,1130.3%ETFIWDiShares Russell 1000 Value ETF$289,979$68,241 ▼-19.1%1,6190.2%ETFBUFDFT Vest Fund of Deep Buffer ETFs$289,426$10,073 ▲3.6%12,2690.2%ETFECLEcolab$283,0830.0%1,2260.2%Basic MaterialsFJUNFT Vest U.S. Equity Buffer ETF June$272,763$272,763 ▲New Holding5,8010.2%ManufacturingCGXUCapital Group International Focus Equity ETF$262,569$262,569 ▲New Holding10,1850.2%ETFARKWARK Next Generation Internation ETF$247,734$7,664 ▼-3.0%2,9740.2%ETFBUFRFT Vest Fund of Buffer ETFs$242,777$3,215 ▼-1.3%8,6830.2%ETFXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF$232,791$274,318 ▼-54.1%6,2840.2%ETFHNSTHonest$101,250$101,250 ▲New Holding25,0000.1%Consumer DiscretionaryBABAAlibaba Group$0$221,337 ▼-100.0%00.0%Retail/WholesaleRDVYFirst Trust Rising Dividend Achievers ETF$0$203,117 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
