13F HOLDINGS REPORT
Echo Wealth Management, LLC
Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001398344-25-007422
Total Value
$148.0M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 474,595 | $21.9M | 14.77% |
| 2 | AMERICAN CENTY ETF TR | 025072562 | 396,260 | $16.4M | 11.08% |
| 3 | AMERICAN CENTY ETF TR | 025072703 | 182,601 | $12.1M | 8.18% |
| 4 | AMERICAN CENTY ETF TR | 025072349 | 151,474 | $9.9M | 6.67% |
| 5 | AMERICAN CENTY ETF TR | 025072877 | 108,956 | $9.5M | 6.42% |
| 6 | AMERICAN CENTY ETF TR | 025072885 | 89,725 | $8.3M | 5.60% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 33738D879 | 335,481 | $8.0M | 5.38% |
| 8 | PACER FDS TR | 69374H881 | 142,047 | $7.8M | 5.26% |
| 9 | APPLE INC | AAPL | 29,387 | $6.5M | 4.41% |
| 10 | SPDR SER TR | 78464A409 | 58,724 | $4.7M | 3.19% |
| 11 | AMERICAN CENTY ETF TR | 025072604 | 76,453 | $4.6M | 3.11% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 70,246 | $4.2M | 2.83% |
| 13 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 47,113 | $3.5M | 2.35% |
| 14 | ISHARES TR | 46434V621 | 42,570 | $2.6M | 1.78% |
| 15 | VANGUARD TAX-MANAGED FDS | 921943858 | 47,792 | $2.4M | 1.64% |
| 16 | SPDR INDEX SHS FDS | 78463X509 | 59,554 | $2.3M | 1.58% |
| 17 | AMAZON COM INC | AMZN | 9,743 | $1.9M | 1.25% |
| 18 | FIRST TR EXCHNG TRADED FD VI | 33740F839 | 42,627 | $1.8M | 1.21% |
| 19 | SPDR SER TR | 78464A474 | 58,243 | $1.8M | 1.18% |
| 20 | GENERAL MLS INC | 370334104 | 28,340 | $1.7M | 1.14% |
| 21 | VANGUARD INDEX FDS | 922908769 | 6,164 | $1.7M | 1.14% |
| 22 | MICROSOFT CORP | MSFT | 3,434 | $1.3M | 0.87% |
| 23 | FIRST TR EXCHNG TRADED FD VI | 33740U703 | 49,537 | $1.2M | 0.84% |
| 24 | UNITEDHEALTH GROUP INC | UNH | 2,112 | $1.1M | 0.75% |
| 25 | VANGUARD WORLD FD | 921910816 | 3,574 | $1.1M | 0.75% |
| 26 | UBER TECHNOLOGIES INC | UBER | 11,719 | $853,846 | 0.58% |
| 27 | AFLAC INC | AFL | 7,029 | $781,555 | 0.53% |
| 28 | VANGUARD BD INDEX FDS | 921937819 | 9,305 | $712,484 | 0.48% |
| 29 | SPDR SER TR | 78464A805 | 9,068 | $616,715 | 0.42% |
| 30 | INVESCO EXCHANGE TRADED FD T | IVZ | 14,901 | $602,149 | 0.41% |
| 31 | META PLATFORMS INC | META | 849 | $489,330 | 0.33% |
| 32 | FIRST TR EXCHNG TRADED FD VI | 33740F763 | 8,956 | $436,963 | 0.30% |
| 33 | ECOLAB INC | ECL | 1,686 | $427,435 | 0.29% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 1,700 | $417,010 | 0.28% |
| 35 | ISHARES TR | 46429B747 | 3,682 | $380,977 | 0.26% |
| 36 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 12,431 | $369,076 | 0.25% |
| 37 | FIRST TR EXCHNG TRADED FD VI | 33740F722 | 7,216 | $360,006 | 0.24% |
| 38 | HONEST CO INC | HNST | 75,795 | $356,237 | 0.24% |
| 39 | TESLA INC | TSLA | 1,331 | $344,942 | 0.23% |
| 40 | NVIDIA CORPORATION | NVDA | 2,592 | $280,921 | 0.19% |
| 41 | ISHARES TR | 464287598 | 1,428 | $268,692 | 0.18% |
| 42 | VANGUARD INDEX FDS | 922908629 | 1,016 | $262,758 | 0.18% |
| 43 | MONDELEZ INTL INC | 609207105 | 3,701 | $251,113 | 0.17% |
| 44 | 3M CO | MMM | 1,700 | $249,662 | 0.17% |
| 45 | FIRST TR EXCHNG TRADED FD VI | 33740F615 | 6,395 | $240,957 | 0.16% |
| 46 | FIRST TR EXCHNG TRADED FD VI | 33740U810 | 6,051 | $233,967 | 0.16% |
| 47 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,356 | $225,096 | 0.15% |
| 48 | J P MORGAN EXCHANGE TRADED F | 46654Q740 | 3,690 | $217,489 | 0.15% |
| 49 | FIRST TR EXCHNG TRADED FD VI | 33740F714 | 5,158 | $216,552 | 0.15% |
| 50 | ARK ETF TR | 00214Q401 | 2,269 | $214,806 | 0.15% |