Echo Wealth Management, LLC Reduced Holdings in Q3 2024

Echo Wealth Management, LLC

  • $127 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
-33.7K
- 53.81%
$62.5 - $75.15 $2.11M - $2.53M
28.9K $2.14M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.79K
- 31.44%
$285.48 - $330.24 $511K - $591K
3.91K $1.26M
SPYG
Spdr Portfolio

ETFs
-6.62K
- 10.52%
$73.38 - $84.1 $485K - $556K
56.3K $4.67M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-5.34K
- 23.25%
$63.28 - $70.06 $338K - $374K
17.6K $1.24M
VO
Vanguard Mid Cap ETF

ETFs
-678
- 39.86%
$237.84 - $263.83 $161K - $179K
1.02K $269K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.64K
- 45.05%
$95.1 - $106.76 $156K - $175K
2K $213K
MSFT
Microsoft Corp

Technology
-110
- 3.19%
$395.15 - $467.56 $43.5K - $51.4K
3.34K $1.44M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-976
- 24.39%
$98.99 - $101.51 $96.6K - $99.1K
3.03K $306K
JPM
Jpmorgan Chase & CO

Financial Services
-351
- 15.8%
$194.9 - $224.8 $68.4K - $78.9K
1.87K $394K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.75K
- 18.11%
$28.1 - $29.89 $49.1K - $52.2K
7.9K $236K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.78K
- 10.63%
$37.33 - $40.63 $66.3K - $72.2K
14.9K $606K
META
Meta Platforms, Inc.

Communication Services
-145
- 14.83%
$453.41 - $572.44 $65.7K - $83K
833 $476K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-452
- 5.82%
$35.43 - $36.8 $16K - $16.6K
7.32K $269K
IWD
Ishares Russell 1000 Val ETF

ETFs
-173
- 10.76%
$173.36 - $189.8 $30K - $32.8K
1.44K $272K
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-194
- 3.09%
N/A
6.08K $0
ECL
Ecolab Inc.

Basic Materials
-40
- 3.26%
$228.86 - $255.76 $9.15K - $10.2K
1.19K $302K
VEA
Vanguard Ftse Developed Market

ETFs
-3.26K
- 5.02%
$47.6 - $53.31 $155K - $174K
61.7K $3.26M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.26K
- 19.49%
$191.76 - $263.26 $242K - $332K
5.21K $1.36M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.25K
- 5.11%
$57.47 - $62.76 $129K - $141K
41.8K $2.62M
AVUS
American Centy ETF Tr Avantis

ETFs
-3.85K
- 4.15%
$86.27 - $95.15 $332K - $366K
88.7K $8.44M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.97K
- 2.16%
$57.2 - $65.59 $113K - $129K
89.3K $5.77M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-494
- 0.33%
$53.41 - $57.9 $26.4K - $28.6K
151K $8.72M
AVUV
American Centy ETF Tr Avantis

ETFs
-653
- 0.64%
$88.24 - $99.7 $57.6K - $65.1K
101K $9.7M
Activity Summary
Buys All Purchases 21 New Holdings 4 Increased Positions 17 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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