Echo Wealth Management, LLC Portfolio Holdings

Echo Wealth Management, LLC

  • $107 Million
  • Q1 2024

Echo Wealth Management, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $107 Million distributed in 43 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 $14.4M, American Centy ETF Tr Avantis with a value of $8.74M, American Centy ETF Tr Avantis with a value of $8.6M, Pacer Fds Tr Us Cash Cows 100 with a value of $8.13M, and American Centy ETF Tr Avantis with a value of $7.91M.

Examining the 13F form we can see an increase of $11.7M in the current position value, from $95.3M to 107M.

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

Portfolio value $107 Million
ETFs: $71.3 Million
Consumer Defensive: $4.59 Million
Technology: $3.99 Million
Consumer Cyclical: $2.83 Million
Communication Services: $603,000
Basic Materials: $283,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.4 Million 13.46% of portfolio
316,350
Q1 2024 Added 7.39%
$0
$8.74 Million 8.16% of portfolio
136,025
Q1 2024 Added 0.97%
$0
$8.6 Million 8.03% of portfolio
91,730
Q1 2024 Added 54.61%
$0
$8.13 Million 7.6% of portfolio
139,926
Q1 2024 Added 16.09%
$0
$7.91 Million 7.39% of portfolio
88,399
Q1 2024 Reduced 6.7%
$0
$7.84 Million 7.33% of portfolio
123,062
Q1 2024 Added 12.53%
$0
$7.29 Million 6.81% of portfolio
96,697
Q1 2024 Added 5.04%
$0
$5.07 Million 4.73% of portfolio
87,418
Q1 2024 Reduced 0.21%
$37.5B
$4.59 Million 4.29% of portfolio
65,645
Q1 2024 Added 96.61%
$0
$4.36 Million 4.07% of portfolio
59,644
Q1 2024 Reduced 34.84%
$0
$3.46 Million 3.23% of portfolio
68,959
Q1 2024 Reduced 5.66%
$3.38T
$3.02 Million 2.82% of portfolio
17,635
Q1 2024 Added 49.83%
$0
$2.46 Million 2.29% of portfolio
31,403
Q1 2024 Added 20.79%
$0
$2.41 Million 2.26% of portfolio
41,588
Q1 2024 Reduced 24.94%
$0
$2.19 Million 2.05% of portfolio
60,608
Q1 2024 Reduced 5.05%
$0
$1.65 Million 1.55% of portfolio
40,955
Q1 2024 Reduced 1.08%
$0
$1.6 Million 1.5% of portfolio
6,162
Q3 2022 Reduced 2.68%
$1.97T
$1.6 Million 1.5% of portfolio
8,882
Q1 2024 Reduced 3.06%
$0
$1.49 Million 1.39% of portfolio
23,284
Q1 2024 Added 2.65%
$0
$1.36 Million 1.27% of portfolio
45,773
Q1 2024 Reduced 8.2%
$625B
$1.13 Million 1.06% of portfolio
6,430
Q1 2024 Reduced 5.4%
$3.33T
$962,000 0.9% of portfolio
2,288
Q1 2024 New
$0
$661,000 0.62% of portfolio
17,193
Q1 2024 Reduced 16.49%
$1.13T
$603,000 0.56% of portfolio
1,243
Q1 2024 Reduced 10.45%
$0
$425,000 0.4% of portfolio
1,701
Q1 2024 Reduced 4.44%
$0
$393,000 0.37% of portfolio
3,961
Q1 2024 Added 22.59%
$0
$369,000 0.34% of portfolio
3,640
Q2 2021 Reduced 4.61%
$0
$362,000 0.34% of portfolio
11,139
Q1 2024 New
$0
$321,000 0.3% of portfolio
9,113
Q1 2024 Reduced 5.3%
$0
$289,000 0.27% of portfolio
12,269
Q1 2024 Added 3.61%
$0
$289,000 0.27% of portfolio
1,619
Q1 2024 Reduced 19.05%
$67.8B
$283,000 0.26% of portfolio
1,226
Q4 2023 Reduced 19.66%
$0
$272,000 0.25% of portfolio
5,801
Q1 2024 New
$0
$262,000 0.24% of portfolio
10,185
Q1 2024 New
$0
$242,000 0.23% of portfolio
8,683
Q1 2024 Reduced 1.31%
$0
$247,000 0.23% of portfolio
2,974
Q1 2024 Reduced 3.0%
$270M
$101,000 0.09% of portfolio
25,000
Q1 2024 New
-
$0 0.0% of portfolio
-
Q1 2024 Reduced 15.71%
-
$0 0.0% of portfolio
-
Q1 2024 Added 2.47%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2024 Added 1.24%
-
$0 0.0% of portfolio
-
Q1 2024 Reduced 54.09%
-
$0 0.0% of portfolio
-
Q1 2024 Added 9.21%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $107 Million
  • Prior Value $95.3 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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