13F HOLDINGS REPORT
Echo Wealth Management, LLC
Quarter ended Q3 2024 · Filed October 21, 2024 · Accession 0001398344-24-019033
Total Value
$143.1M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 434,342 | $19.9M | 13.95% |
| 2 | AMERICAN CENTY ETF TR | 025072703 | 164,674 | $10.8M | 7.57% |
| 3 | FIRST TR EXCHANGE-TRADED FD | 33738D879 | 398,183 | $9.9M | 6.89% |
| 4 | AMERICAN CENTY ETF TR | 025072349 | 147,789 | $9.8M | 6.85% |
| 5 | AMERICAN CENTY ETF TR | 025072877 | 101,104 | $9.6M | 6.73% |
| 6 | PACER FDS TR | 69374H881 | 150,703 | $8.8M | 6.12% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 112,216 | $8.6M | 6.03% |
| 8 | AMERICAN CENTY ETF TR | 025072885 | 88,736 | $8.5M | 5.94% |
| 9 | APPLE INC | AAPL | 32,153 | $7.4M | 5.16% |
| 10 | AMERICAN CENTY ETF TR | 025072604 | 89,324 | $5.7M | 4.01% |
| 11 | SPDR SER TR | 78464A409 | 56,272 | $4.7M | 3.30% |
| 12 | VANGUARD TAX-MANAGED FDS | 921943858 | 61,698 | $3.2M | 2.23% |
| 13 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 52,169 | $3.2M | 2.23% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C813 | 36,875 | $2.9M | 2.05% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 36,147 | $2.8M | 1.97% |
| 16 | ISHARES TR | 46434V621 | 41,766 | $2.6M | 1.84% |
| 17 | SPDR INDEX SHS FDS | 78463X509 | 61,404 | $2.5M | 1.77% |
| 18 | GENERAL MLS INC | 370334104 | 28,922 | $2.1M | 1.46% |
| 19 | AMAZON COM INC | AMZN | 9,953 | $1.8M | 1.29% |
| 20 | VANGUARD INDEX FDS | 922908769 | 6,164 | $1.8M | 1.23% |
| 21 | FIRST TR EXCHNG TRADED FD VI | 33740F839 | 40,939 | $1.7M | 1.21% |
| 22 | SPDR SER TR | 78464A474 | 52,758 | $1.6M | 1.11% |
| 23 | MICROSOFT CORP | MSFT | 3,339 | $1.4M | 0.97% |
| 24 | VANGUARD WORLD FD | 921910816 | 3,905 | $1.3M | 0.89% |
| 25 | TESLA INC | TSLA | 5,212 | $1.3M | 0.88% |
| 26 | SPDR SER TR | 78464A805 | 17,628 | $1.2M | 0.87% |
| 27 | UBER TECHNOLOGIES INC | UBER | 11,395 | $887,329 | 0.62% |
| 28 | AFLAC INC | AFL | 7,029 | $780,641 | 0.55% |
| 29 | INVESCO EXCHANGE TRADED FD T | IVZ | 14,925 | $606,403 | 0.42% |
| 30 | META PLATFORMS INC | META | 833 | $491,895 | 0.34% |
| 31 | FIRST TR EXCHNG TRADED FD VI | 33740F763 | 8,956 | $435,799 | 0.30% |
| 32 | JPMORGAN CHASE & CO. | VYLD | 1,871 | $399,309 | 0.28% |
| 33 | NVIDIA CORPORATION | NVDA | 2,422 | $321,278 | 0.22% |
| 34 | FIRST TR EXCHNG TRADED FD VI | 33740U703 | 12,730 | $319,650 | 0.22% |
| 35 | FIRST TR EXCHNG TRADED FD VI | 33740F722 | 6,125 | $310,170 | 0.22% |
| 36 | ISHARES TR | 46429B747 | 3,025 | $304,981 | 0.21% |
| 37 | ECOLAB INC | ECL | 1,186 | $303,236 | 0.21% |
| 38 | ISHARES TR | 464287598 | 1,435 | $272,478 | 0.19% |
| 39 | VANGUARD INDEX FDS | 922908629 | 1,023 | $270,420 | 0.19% |
| 40 | FIRST TR EXCHNG TRADED FD VI | 33740U786 | 7,319 | $269,266 | 0.19% |
| 41 | HONEST CO INC | HNST | 77,159 | $259,254 | 0.18% |
| 42 | WELLTOWER INC | WELL | 2,000 | $248,680 | 0.17% |
| 43 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 7,900 | $236,526 | 0.17% |
| 44 | FIRST TR EXCHNG TRADED FD VI | 33740U810 | 6,077 | $233,143 | 0.16% |
| 45 | 3M CO | MMM | 1,700 | $229,517 | 0.16% |
| 46 | ARK ETF TR | 00214Q401 | 2,586 | $220,612 | 0.15% |
| 47 | FIRST TR EXCHNG TRADED FD VI | 33740F714 | 5,158 | $220,064 | 0.15% |
| 48 | PROSHARES TR | 74348A467 | 2,000 | $211,320 | 0.15% |