Echo Wealth Management, LLC Portfolio Holdings

Echo Wealth Management, LLC

  • $128 Million
  • Q4 2024

Echo Wealth Management, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $128 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $20.1M, American Centy ETF Tr Avantis with a value of $11.1M, American Centy ETF Tr Avantis with a value of $9.86M, American Centy ETF Tr Avantis with a value of $9.82M, and Pacer Fds Tr Us Cash Cows 100 with a value of $8.58M.

Examining the 13F form we can see an increase of $615K in the current position value, from $127M to 128M.

Below you can find more details about Echo Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $128 Million
ETFs: $77.5 Million
Technology: $10.7 Million
Consumer Cyclical: $4.35 Million
Consumer Defensive: $2.58 Million
Financial Services: $1.13 Million
Communication Services: $471,000
Basic Materials: $336,000
Real Estate: $252,000
Other: $219,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.1 Million 15.69% of portfolio
440,061
Q4 2024 Added 1.32%
$0
$11.1 Million 8.66% of portfolio
180,537
Q4 2024 Added 9.63%
$0
$9.86 Million 7.7% of portfolio
102,141
Q4 2024 Added 1.03%
$0
$9.82 Million 7.67% of portfolio
147,027
Q4 2024 Reduced 0.52%
$0
$8.58 Million 6.71% of portfolio
151,978
Q4 2024 Added 0.85%
$0
$8.55 Million 6.68% of portfolio
88,241
Q4 2024 Reduced 0.56%
$0
$8.29 Million 6.48% of portfolio
110,885
Q4 2024 Reduced 1.19%
$3.59T
$8 Million 6.25% of portfolio
31,952
Q4 2024 Reduced 0.63%
$0
$5.35 Million 4.18% of portfolio
90,953
Q4 2024 Added 1.82%
$0
$4.81 Million 3.76% of portfolio
54,703
Q4 2024 Reduced 2.79%
$0
$2.89 Million 2.26% of portfolio
60,439
Q4 2024 Reduced 2.04%
$0
$2.72 Million 2.13% of portfolio
36,385
Q4 2024 Reduced 1.33%
$35.4B
$2.58 Million 2.01% of portfolio
40,396
Q4 2024 Added 39.67%
$0
$2.56 Million 2.0% of portfolio
41,776
Q4 2024 Added 0.02%
$0
$2.41 Million 1.88% of portfolio
62,680
Q4 2024 Added 2.08%
$2.4T
$2.19 Million 1.71% of portfolio
9,984
Q4 2024 Added 0.31%
$0
$1.71 Million 1.33% of portfolio
39,794
Q4 2024 Reduced 2.8%
$1.3T
$1.64 Million 1.28% of portfolio
4,058
Q4 2024 Reduced 22.14%
$0
$1.59 Million 1.24% of portfolio
53,137
Q4 2024 Added 0.72%
$3.33T
$1.4 Million 1.1% of portfolio
3,329
Q4 2024 Reduced 0.3%
$0
$1.34 Million 1.05% of portfolio
3,905
Q3 2024 Reduced 31.44%
$0
$1.27 Million 0.99% of portfolio
17,750
Q4 2024 Added 0.69%
$135B
$759,000 0.59% of portfolio
12,595
Q4 2024 Added 10.53%
$66B
$727,000 0.57% of portfolio
7,029
Q3 2024 New
$0
$601,000 0.47% of portfolio
14,923
Q4 2024 Reduced 0.01%
$566M
$521,000 0.41% of portfolio
75,295
Q4 2024 Reduced 2.42%
$0
$499,000 0.39% of portfolio
19,589
Q4 2024 Added 53.88%
$1.43T
$471,000 0.37% of portfolio
799
Q4 2024 Reduced 4.08%
$780B
$407,000 0.32% of portfolio
1,700
Q4 2024 Reduced 9.14%
$0
$341,000 0.27% of portfolio
11,216
Q4 2024 Added 41.97%
$69.2B
$336,000 0.26% of portfolio
1,436
Q4 2024 Added 21.08%
$0
$324,000 0.25% of portfolio
6,317
Q4 2024 Added 3.13%
$0
$303,000 0.24% of portfolio
3,014
Q4 2024 Reduced 0.36%
$367B
$270,000 0.21% of portfolio
2,017
Q4 2024 Reduced 16.72%
$0
$270,000 0.21% of portfolio
1,023
Q3 2024 Reduced 39.86%
$0
$265,000 0.21% of portfolio
1,435
Q3 2024 Reduced 10.76%
$61.3B
$252,000 0.2% of portfolio
2,000
Q2 2024 New
$0
$249,000 0.19% of portfolio
2,310
Q4 2024 Reduced 10.67%
$1.16T
$228,000 0.18% of portfolio
1,155
Q4 2024 New
$0
$223,000 0.17% of portfolio
5,158
Q3 2024 New
$82.7B
$219,000 0.17% of portfolio
1,700
Q3 2024 New
$0
$223,000 0.17% of portfolio
6,000
Q4 2024 Reduced 18.02%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 Added 7.03%
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.11%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.96%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 3.09%
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 0.32%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $128 Million
  • Prior Value $127 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Echo Wealth Management, LLC Portfolio

Follow Echo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Echo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Echo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email