Echo Wealth Management, LLC Portfolio Holdings

Echo Wealth Management, LLC

  • $118 Million
  • Q2 2024

Echo Wealth Management, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $118 Million distributed in 45 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 $16.2M, American Centy ETF Tr Avantis with a value of $9.27M, American Centy ETF Tr Avantis with a value of $9.13M, American Centy ETF Tr Avantis with a value of $9.12M, and American Centy ETF Tr Avantis with a value of $8.35M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $107M to 118M.

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

Portfolio value $118 Million
ETFs: $75.3 Million
Technology: $7.94 Million
Consumer Defensive: $3.96 Million
Consumer Cyclical: $3.15 Million
Communication Services: $697,000
Financial Services: $449,000
Basic Materials: $291,000
Real Estate: $208,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$6.15 Million 5.22% of portfolio
29,185
Q2 2024 Added 65.49%
$43.8B
$3.96 Million 3.36% of portfolio
62,610
Q2 2024 Reduced 4.62%
$1.9T
$1.64 Million 1.39% of portfolio
8,492
Q2 2024 Reduced 4.39%
$3.21T
$1.54 Million 1.31% of portfolio
3,449
Q2 2024 Added 50.74%
$826B
$1.28 Million 1.09% of portfolio
6,474
Q2 2024 Added 0.68%
$1.3T
$493,000 0.42% of portfolio
978
Q2 2024 Reduced 21.32%
$618B
$449,000 0.38% of portfolio
2,222
Q2 2024 New
$72.7B
$291,000 0.25% of portfolio
1,226
Q4 2023 Reduced 19.66%
$303B
$257,000 0.22% of portfolio
2,081
Q2 2024 New
$329M
$223,000 0.19% of portfolio
76,659
Q2 2024 Added 206.64%
$59.3B
$208,000 0.18% of portfolio
2,000
Q2 2024 New
$979B
$204,000 0.17% of portfolio
1,124
Q2 2024 New
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 0.21%
-
$0 0.0% of portfolio
-
Q2 2024 Added 7.47%
-
$0 0.0% of portfolio
-
Q2 2024 Added 9.03%
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 0.32%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $118 Million
  • Prior Value $107 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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