13F HOLDINGS REPORT
Echo Wealth Management, LLC
Quarter ended Q2 2024 · Filed July 17, 2024 · Accession 0001398344-24-012754
Total Value
$132.7M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 355,837 | $16.2M | 12.19% |
| 2 | AMERICAN CENTY ETF TR | 025072349 | 147,527 | $9.3M | 6.99% |
| 3 | AMERICAN CENTY ETF TR | 025072877 | 101,757 | $9.1M | 6.88% |
| 4 | AMERICAN CENTY ETF TR | 025072703 | 146,432 | $9.1M | 6.87% |
| 5 | FIRST TR EXCHANGE-TRADED FD | 33738D879 | 377,588 | $8.8M | 6.65% |
| 6 | AMERICAN CENTY ETF TR | 025072885 | 92,581 | $8.3M | 6.29% |
| 7 | PACER FDS TR | 69374H881 | 151,197 | $8.2M | 6.21% |
| 8 | VANGUARD BD INDEX FDS | 921937819 | 104,992 | $7.9M | 5.93% |
| 9 | APPLE INC | AAPL | 29,185 | $6.1M | 4.63% |
| 10 | AMERICAN CENTY ETF TR | 025072604 | 91,298 | $5.6M | 4.20% |
| 11 | SPDR SER TR | 78464A409 | 62,888 | $5.0M | 3.80% |
| 12 | GENERAL MLS INC | 370334104 | 62,610 | $4.0M | 2.99% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 64,956 | $3.2M | 2.42% |
| 14 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 48,267 | $2.8M | 2.13% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C813 | 34,320 | $2.6M | 1.96% |
| 16 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 34,322 | $2.6M | 1.94% |
| 17 | ISHARES TR | 46434V621 | 44,017 | $2.5M | 1.91% |
| 18 | SPDR INDEX SHS FDS | 78463X509 | 61,226 | $2.3M | 1.74% |
| 19 | VANGUARD WORLD FD | 921910816 | 5,696 | $1.8M | 1.35% |
| 20 | FIRST TR EXCHNG TRADED FD VI | 33740F839 | 40,896 | $1.7M | 1.28% |
| 21 | VANGUARD INDEX FDS | 922908769 | 6,164 | $1.6M | 1.24% |
| 22 | AMAZON COM INC | AMZN | 8,492 | $1.6M | 1.24% |
| 23 | MICROSOFT CORP | MSFT | 3,449 | $1.5M | 1.16% |
| 24 | SPDR SER TR | 78464A474 | 51,365 | $1.5M | 1.15% |
| 25 | SPDR SER TR | 78464A805 | 22,969 | $1.5M | 1.15% |
| 26 | TESLA INC | TSLA | 6,474 | $1.3M | 0.97% |
| 27 | INVESCO EXCHANGE TRADED FD T | IVZ | 16,701 | $633,803 | 0.48% |
| 28 | META PLATFORMS INC | META | 978 | $493,127 | 0.37% |
| 29 | JPMORGAN CHASE & CO | VYLD | 2,222 | $449,422 | 0.34% |
| 30 | FIRST TR EXCHNG TRADED FD VI | 33740F763 | 8,956 | $419,051 | 0.32% |
| 31 | VANGUARD INDEX FDS | 922908629 | 1,701 | $411,812 | 0.31% |
| 32 | ISHARES TR | 46429B747 | 4,001 | $398,045 | 0.30% |
| 33 | PROSHARES TR | 74348A467 | 3,640 | $349,913 | 0.26% |
| 34 | FIRST TR EXCHNG TRADED FD VI | 33740U703 | 12,726 | $309,496 | 0.23% |
| 35 | ECOLAB INC | ECL | 1,226 | $291,788 | 0.22% |
| 36 | FIRST TR EXCHNG TRADED FD VI | 33740F722 | 6,002 | $290,497 | 0.22% |
| 37 | ISHARES TR | 464287598 | 1,608 | $280,548 | 0.21% |
| 38 | FIRST TR EXCHNG TRADED FD VI | 33740U786 | 7,771 | $280,300 | 0.21% |
| 39 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 9,647 | $278,991 | 0.21% |
| 40 | NVIDIA CORPORATION | NVDA | 2,081 | $257,087 | 0.19% |
| 41 | ARK ETF TR | 00214Q401 | 3,174 | $247,667 | 0.19% |
| 42 | FIRST TR EXCHNG TRADED FD VI | 33740U810 | 6,271 | $236,510 | 0.18% |
| 43 | HONEST CO INC | HNST | 76,659 | $223,844 | 0.17% |
| 44 | WELLTOWER INC | WELL | 2,000 | $208,500 | 0.16% |
| 45 | ALPHABET INC | GOOG | 1,124 | $204,737 | 0.15% |