Echo Wealth Management, LLC Portfolio Holdings

Echo Wealth Management, LLC

  • $131 Million
  • Q1 2025

Echo Wealth Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Million distributed in 50 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 $21.9M, American Centy ETF Tr Avantis with a value of $16.4M, American Centy ETF Tr Avantis with a value of $12.1M, American Centy ETF Tr Avantis with a value of $9.88M, and American Centy ETF Tr Avantis with a value of $9.5M.

Examining the 13F form we can see an increase of $3.51M in the current position value, from $128M to 131M.

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

Portfolio value $131 Million
ETFs: $81.8 Million
Technology: $9.17 Million
Consumer Cyclical: $2.55 Million
Consumer Defensive: $1.95 Million
Financial Services: $1.2 Million
Healthcare: $1.11 Million
Communication Services: $489,000
Basic Materials: $427,000
Other: $249,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.9 Million 16.63% of portfolio
474,595
Q1 2025 Added 7.85%
$0
$16.4 Million 12.47% of portfolio
396,260
Q1 2025 New
$0
$12.1 Million 9.2% of portfolio
182,601
Q1 2025 Added 1.14%
$0
$9.88 Million 7.51% of portfolio
151,474
Q1 2025 Added 3.02%
$0
$9.5 Million 7.22% of portfolio
108,956
Q1 2025 Added 6.67%
$0
$8.29 Million 6.3% of portfolio
89,725
Q1 2025 Added 1.68%
$0
$7.78 Million 5.92% of portfolio
142,047
Q1 2025 Reduced 6.53%
$3.22T
$6.53 Million 4.96% of portfolio
29,387
Q1 2025 Reduced 8.03%
$0
$4.72 Million 3.59% of portfolio
58,724
Q1 2025 Added 7.35%
$0
$4.6 Million 3.5% of portfolio
76,453
Q1 2025 Reduced 15.94%
$0
$2.63 Million 2.0% of portfolio
42,570
Q1 2025 Added 1.9%
$0
$2.43 Million 1.85% of portfolio
47,792
Q1 2025 Reduced 20.93%
$0
$2.34 Million 1.78% of portfolio
59,554
Q1 2025 Reduced 4.99%
$2.12T
$1.85 Million 1.41% of portfolio
9,743
Q1 2025 Reduced 2.41%
$0
$1.79 Million 1.36% of portfolio
42,627
Q1 2025 Added 7.12%
$0
$1.75 Million 1.33% of portfolio
58,243
Q1 2025 Added 9.61%
$0
$1.69 Million 1.29% of portfolio
6,164
Q2 2024 Added 0.03%
$3.49T
$1.29 Million 0.98% of portfolio
3,434
Q1 2025 Added 3.15%
$0
$1.24 Million 0.94% of portfolio
49,537
Q1 2025 Added 152.88%
$277B
$1.11 Million 0.84% of portfolio
2,112
Q1 2025 New
$0
$1.1 Million 0.84% of portfolio
3,574
Q1 2025 Reduced 8.48%
$168B
$853,000 0.65% of portfolio
11,719
Q1 2025 Reduced 6.96%
$64.6B
$781,000 0.59% of portfolio
7,029
Q3 2024 New
$0
$712,000 0.54% of portfolio
9,305
Q1 2025 Reduced 91.61%
$0
$616,000 0.47% of portfolio
9,068
Q1 2025 Reduced 48.91%
$0
$602,000 0.46% of portfolio
14,901
Q1 2025 Reduced 0.15%
$1.5T
$489,000 0.37% of portfolio
849
Q1 2025 Added 6.26%
$76.1B
$427,000 0.32% of portfolio
1,686
Q1 2025 Added 17.41%
$768B
$417,000 0.32% of portfolio
1,700
Q4 2024 Reduced 9.14%
$0
$380,000 0.29% of portfolio
3,682
Q1 2025 Added 22.16%
$0
$369,000 0.28% of portfolio
12,431
Q1 2025 Added 10.83%
$0
$360,000 0.27% of portfolio
7,216
Q1 2025 Added 14.23%
$473M
$356,000 0.27% of portfolio
75,795
Q1 2025 Added 0.66%
$899B
$344,000 0.26% of portfolio
1,331
Q1 2025 Reduced 67.2%
$349B
$280,000 0.21% of portfolio
2,592
Q1 2025 Added 28.51%
$0
$268,000 0.2% of portfolio
1,428
Q1 2025 Reduced 0.49%
$0
$262,000 0.2% of portfolio
1,016
Q1 2025 Reduced 0.68%
$91B
$251,000 0.19% of portfolio
3,701
Q1 2025 New
$80.8B
$249,000 0.19% of portfolio
1,700
Q3 2024 New
$0
$240,000 0.18% of portfolio
6,395
Q1 2025 New
$1.05T
$225,000 0.17% of portfolio
1,356
Q1 2025 Added 17.4%
$0
$216,000 0.16% of portfolio
5,158
Q3 2024 New
$0
$214,000 0.16% of portfolio
2,269
Q1 2025 Reduced 1.77%
-
$0 0.0% of portfolio
-
Q1 2025 Added 31.6%
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 0.32%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 25.8%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.43%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 15.84%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $131 Million
  • Prior Value $128 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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