Echo Wealth Management, LLC Portfolio Holdings

Echo Wealth Management, LLC

  • $127 Million
  • Q3 2024

Echo Wealth Management, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $127 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $20.1M, American Centy ETF Tr Avantis with a value of $11M, American Centy ETF Tr Avantis with a value of $9.73M, American Centy ETF Tr Avantis with a value of $9.7M, and Vanguard Bd Index Fd Inc Inter with a value of $8.79M.

Examining the 13F form we can see an increase of $9.59M in the current position value, from $118M to 127M.

Below you can find more details about Echo Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $127 Million
ETFs: $78.8 Million
Technology: $10.1 Million
Consumer Cyclical: $3.49 Million
Consumer Defensive: $2.14 Million
Financial Services: $1.18 Million
Communication Services: $476,000
Basic Materials: $302,000
Real Estate: $256,000
Other: $232,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.1 Million 15.82% of portfolio
434,342
Q3 2024 Added 22.06%
$0
$11 Million 8.67% of portfolio
164,674
Q3 2024 Added 12.46%
$0
$9.73 Million 7.64% of portfolio
147,789
Q3 2024 Added 0.18%
$0
$9.7 Million 7.62% of portfolio
101,104
Q3 2024 Reduced 0.64%
$0
$8.79 Million 6.91% of portfolio
112,216
Q3 2024 Added 6.88%
$0
$8.72 Million 6.84% of portfolio
150,703
Q3 2024 Reduced 0.33%
$0
$8.44 Million 6.63% of portfolio
88,736
Q3 2024 Reduced 4.15%
$4.05T
$7.49 Million 5.88% of portfolio
32,153
Q3 2024 Added 10.17%
$0
$5.77 Million 4.53% of portfolio
89,324
Q3 2024 Reduced 2.16%
$0
$4.67 Million 3.66% of portfolio
56,272
Q3 2024 Reduced 10.52%
$0
$3.26 Million 2.56% of portfolio
61,698
Q3 2024 Reduced 5.02%
$0
$3 Million 2.35% of portfolio
36,875
Q3 2024 Added 7.44%
$0
$2.62 Million 2.06% of portfolio
41,766
Q3 2024 Reduced 5.11%
$0
$2.53 Million 1.99% of portfolio
61,404
Q3 2024 Added 0.29%
$37.6B
$2.14 Million 1.68% of portfolio
28,922
Q3 2024 Reduced 53.81%
$2.25T
$1.85 Million 1.46% of portfolio
9,953
Q3 2024 Added 17.2%
$0
$1.73 Million 1.36% of portfolio
40,939
Q3 2024 Added 0.11%
$0
$1.6 Million 1.25% of portfolio
52,758
Q3 2024 Added 2.71%
$3.17T
$1.44 Million 1.13% of portfolio
3,339
Q3 2024 Reduced 3.19%
$1.32T
$1.36 Million 1.07% of portfolio
5,212
Q3 2024 Reduced 19.49%
$0
$1.26 Million 0.99% of portfolio
3,905
Q3 2024 Reduced 31.44%
$0
$1.24 Million 0.97% of portfolio
17,628
Q3 2024 Reduced 23.25%
$120B
$856,000 0.67% of portfolio
11,395
Q3 2024 New
$65.1B
$785,000 0.62% of portfolio
7,029
Q3 2024 New
$0
$606,000 0.48% of portfolio
14,925
Q3 2024 Reduced 10.63%
$1.35T
$476,000 0.37% of portfolio
833
Q3 2024 Reduced 14.83%
$702B
$394,000 0.31% of portfolio
1,871
Q3 2024 Reduced 15.8%
$0
$318,000 0.25% of portfolio
12,730
Q3 2024 Added 0.03%
$66.8B
$302,000 0.24% of portfolio
1,186
Q3 2024 Reduced 3.26%
$0
$306,000 0.24% of portfolio
3,025
Q3 2024 Reduced 24.39%
$0
$309,000 0.24% of portfolio
6,125
Q3 2024 Added 2.05%
$343B
$294,000 0.23% of portfolio
2,422
Q3 2024 Added 16.39%
$638M
$274,000 0.22% of portfolio
77,159
Q3 2024 Added 0.65%
$0
$269,000 0.21% of portfolio
1,023
Q3 2024 Reduced 39.86%
$0
$269,000 0.21% of portfolio
7,319
Q3 2024 Reduced 5.82%
$0
$272,000 0.21% of portfolio
1,435
Q3 2024 Reduced 10.76%
$57.9B
$256,000 0.2% of portfolio
2,000
Q2 2024 New
$0
$236,000 0.19% of portfolio
7,900
Q3 2024 Reduced 18.11%
$71.4B
$232,000 0.18% of portfolio
1,700
Q3 2024 New
$0
$219,000 0.17% of portfolio
5,158
Q3 2024 New
$0
$220,000 0.17% of portfolio
2,586
Q3 2024 Reduced 18.53%
$0
$213,000 0.17% of portfolio
2,000
Q3 2024 Reduced 45.05%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 Added 8.08%
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 0.32%
-
$0 0.0% of portfolio
-
Q3 2024 Added 5.32%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 3.09%
-
$0 0.0% of portfolio
-
Q3 2024 Added 5.45%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $127 Million
  • Prior Value $118 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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