13F HOLDINGS REPORT
Echo Wealth Management, LLC
Quarter ended Q4 2024 · Filed January 21, 2025 · Accession 0001398344-25-000865
Total Value
$144.7M
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 | 440,061 | $20.1M | 13.87% |
| 2 | AMERICAN CENTY ETF TR | 025072703 | 180,537 | $11.1M | 7.66% |
| 3 | AMERICAN CENTY ETF TR | 025072877 | 102,141 | $9.9M | 6.81% |
| 4 | AMERICAN CENTY ETF TR | 025072349 | 147,027 | $9.8M | 6.78% |
| 5 | FIRST TR EXCHANGE-TRADED FD | 33738D879 | 398,624 | $9.7M | 6.68% |
| 6 | PACER FDS TR | 69374H881 | 151,978 | $8.6M | 5.93% |
| 7 | AMERICAN CENTY ETF TR | 025072885 | 88,241 | $8.6M | 5.91% |
| 8 | VANGUARD BD INDEX FDS | 921937819 | 110,885 | $8.3M | 5.73% |
| 9 | APPLE INC | AAPL | 31,952 | $8.0M | 5.53% |
| 10 | AMERICAN CENTY ETF TR | 025072604 | 90,953 | $5.3M | 3.70% |
| 11 | SPDR SER TR | 78464A409 | 54,703 | $4.8M | 3.32% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 55,839 | $3.5M | 2.39% |
| 13 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 35,800 | $2.9M | 2.00% |
| 14 | VANGUARD TAX-MANAGED FDS | 921943858 | 60,439 | $2.9M | 2.00% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C813 | 36,385 | $2.7M | 1.88% |
| 16 | GENERAL MLS INC | 370334104 | 40,396 | $2.6M | 1.78% |
| 17 | ISHARES TR | 46434V621 | 41,776 | $2.6M | 1.77% |
| 18 | SPDR INDEX SHS FDS | 78463X509 | 62,680 | $2.4M | 1.66% |
| 19 | AMAZON COM INC | AMZN | 9,984 | $2.2M | 1.51% |
| 20 | VANGUARD INDEX FDS | 922908769 | 6,164 | $1.8M | 1.23% |
| 21 | FIRST TR EXCHNG TRADED FD VI | 33740F839 | 39,794 | $1.7M | 1.18% |
| 22 | TESLA INC | TSLA | 4,058 | $1.6M | 1.13% |
| 23 | SPDR SER TR | 78464A474 | 53,137 | $1.6M | 1.10% |
| 24 | MICROSOFT CORP | MSFT | 3,329 | $1.4M | 0.97% |
| 25 | VANGUARD WORLD FD | 921910816 | 3,905 | $1.3M | 0.93% |
| 26 | SPDR SER TR | 78464A805 | 17,750 | $1.3M | 0.88% |
| 27 | UBER TECHNOLOGIES INC | UBER | 12,595 | $759,730 | 0.53% |
| 28 | AFLAC INC | AFL | 7,029 | $727,080 | 0.50% |
| 29 | INVESCO EXCHANGE TRADED FD T | IVZ | 14,923 | $601,994 | 0.42% |
| 30 | HONEST CO INC | HNST | 75,295 | $521,794 | 0.36% |
| 31 | FIRST TR EXCHNG TRADED FD VI | 33740U703 | 19,589 | $499,911 | 0.35% |
| 32 | META PLATFORMS INC | META | 799 | $467,822 | 0.32% |
| 33 | FIRST TR EXCHNG TRADED FD VI | 33740F763 | 8,956 | $445,740 | 0.31% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 1,700 | $407,507 | 0.28% |
| 35 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 11,216 | $341,752 | 0.24% |
| 36 | ECOLAB INC | ECL | 1,436 | $336,484 | 0.23% |
| 37 | FIRST TR EXCHNG TRADED FD VI | 33740F722 | 6,317 | $324,567 | 0.22% |
| 38 | ISHARES TR | 46429B747 | 3,014 | $303,208 | 0.21% |
| 39 | NVIDIA CORPORATION | NVDA | 2,017 | $270,863 | 0.19% |
| 40 | VANGUARD INDEX FDS | 922908629 | 1,023 | $270,205 | 0.19% |
| 41 | ISHARES TR | 464287598 | 1,435 | $265,662 | 0.18% |
| 42 | WELLTOWER INC | WELL | 2,000 | $252,060 | 0.17% |
| 43 | ARK ETF TR | 00214Q401 | 2,310 | $249,434 | 0.17% |
| 44 | FIRST TR EXCHNG TRADED FD VI | 33740U810 | 6,077 | $236,436 | 0.16% |
| 45 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,155 | $228,101 | 0.16% |
| 46 | FIRST TR EXCHNG TRADED FD VI | 33740U786 | 6,000 | $223,800 | 0.15% |
| 47 | FIRST TR EXCHNG TRADED FD VI | 33740F714 | 5,158 | $223,239 | 0.15% |
| 48 | 3M CO | MMM | 1,700 | $219,453 | 0.15% |