13F HOLDINGS REPORT
Echo Wealth Management, LLC
Quarter ended Q1 2024 · Filed April 22, 2024 · Accession 0001398344-24-007430
Total Value
$120.6M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 316,350 | $14.4M | 11.95% |
| 2 | AMERICAN CENTY ETF TR | 025072349 | 136,025 | $8.7M | 7.25% |
| 3 | FIRST TR EXCHANGE-TRADED FD | 33738D879 | 351,343 | $8.6M | 7.13% |
| 4 | AMERICAN CENTY ETF TR | 025072877 | 91,730 | $8.6M | 7.13% |
| 5 | PACER FDS TR | 69374H881 | 139,926 | $8.1M | 6.74% |
| 6 | AMERICAN CENTY ETF TR | 025072885 | 88,399 | $7.9M | 6.56% |
| 7 | AMERICAN CENTY ETF TR | 025072703 | 123,062 | $7.8M | 6.51% |
| 8 | VANGUARD BD INDEX FDS | 921937819 | 96,697 | $7.3M | 6.05% |
| 9 | AMERICAN CENTY ETF TR | 025072604 | 87,418 | $5.1M | 4.20% |
| 10 | GENERAL MLS INC | 370334104 | 65,645 | $4.6M | 3.81% |
| 11 | SPDR SER TR | 78464A409 | 59,644 | $4.4M | 3.62% |
| 12 | VANGUARD TAX-MANAGED FDS | 921943858 | 68,959 | $3.5M | 2.87% |
| 13 | APPLE INC | AAPL | 17,635 | $3.0M | 2.51% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C813 | 31,403 | $2.5M | 2.04% |
| 15 | ISHARES TR | 46434V621 | 41,588 | $2.4M | 2.00% |
| 16 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 31,478 | $2.2M | 1.83% |
| 17 | SPDR INDEX SHS FDS | 78463X509 | 60,608 | $2.2M | 1.82% |
| 18 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 36,878 | $2.1M | 1.71% |
| 19 | FIRST TR EXCHNG TRADED FD VI | 33740F839 | 40,955 | $1.7M | 1.37% |
| 20 | VANGUARD WORLD FD | 921910816 | 5,696 | $1.6M | 1.35% |
| 21 | AMAZON COM INC | AMZN | 8,882 | $1.6M | 1.33% |
| 22 | VANGUARD INDEX FDS | 922908769 | 6,162 | $1.6M | 1.33% |
| 23 | SPDR SER TR | 78464A805 | 23,284 | $1.5M | 1.24% |
| 24 | SPDR SER TR | 78464A474 | 45,773 | $1.4M | 1.13% |
| 25 | TESLA INC | TSLA | 6,430 | $1.1M | 0.94% |
| 26 | MICROSOFT CORP | MSFT | 2,288 | $962,607 | 0.80% |
| 27 | INVESCO EXCHANGE TRADED FD T | IVZ | 17,193 | $661,415 | 0.55% |
| 28 | META PLATFORMS INC | META | 1,243 | $603,576 | 0.50% |
| 29 | VANGUARD INDEX FDS | 922908629 | 1,701 | $425,012 | 0.35% |
| 30 | FIRST TR EXCHNG TRADED FD VI | 33740F763 | 8,985 | $406,791 | 0.34% |
| 31 | ISHARES TR | 46429B747 | 3,961 | $393,881 | 0.33% |
| 32 | PROSHARES TR | 74348A467 | 3,640 | $369,132 | 0.31% |
| 33 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 11,139 | $362,018 | 0.30% |
| 34 | FIRST TR EXCHNG TRADED FD VI | 33740U786 | 9,113 | $321,324 | 0.27% |
| 35 | ISHARES TR | 464287598 | 1,619 | $289,979 | 0.24% |
| 36 | FIRST TR EXCHNG TRADED FD VI | 33740U703 | 12,269 | $289,426 | 0.24% |
| 37 | ECOLAB INC | ECL | 1,226 | $283,083 | 0.23% |
| 38 | FIRST TR EXCHNG TRADED FD VI | 33740F722 | 5,801 | $272,763 | 0.23% |
| 39 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 10,185 | $262,569 | 0.22% |
| 40 | ARK ETF TR | 00214Q401 | 2,974 | $247,734 | 0.21% |
| 41 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 8,683 | $242,777 | 0.20% |
| 42 | FIRST TR EXCHNG TRADED FD VI | 33740U810 | 6,284 | $232,791 | 0.19% |
| 43 | HONEST CO INC | HNST | 25,000 | $101,250 | 0.08% |