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CIK: 0001846994
Total reported value
$195.9M
$195.9M
43 檔
24.7%
During the Q1 2024 filing period, Echo Wealth Management, LLC (CIK: 0001846994) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $195.9M across 43 reported positions.
During Q1 2024, Echo Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | ETF-Other | 11.95% | -0.75% | +7.39% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 7.25% | +0.15% | +0.97% | |
| 3 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 7.13% | +0.44% | +2.47% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.13% | +0.04% | +54.61% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.74% | — | +16.09% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.56% | +0.12% | -6.70% | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 6.51% | +0.16% | +12.53% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.05% | -0.02% | +5.04% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.20% | +0.53% | -0.21% | |
| 10 | GIS | General Mills Inc | Stock-Consumer Staples | 3.81% | -0.03% | +96.61% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.62% | +0.24% | -34.84% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.87% | — | -5.66% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.51% | +0.10% | +49.83% | |
| 14 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.04% | — | +20.79% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.00% | +0.01% | -24.94% | |
| 16 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.83% | +0.28% | +9.21% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.82% | — | -5.05% | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.71% | -0.03% | +1.24% | |
| 19 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.37% | -0.04% | -1.08% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.35% | +0.02% | -11.01% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.03% | -3.06% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.33% | +0.05% | — | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.24% | — | +2.65% | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.13% | -0.07% | -8.20% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | — | -5.40% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.03% | — | |
| 27 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.55% | -0.01% | -16.49% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.02% | -10.45% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.35% | — | -4.44% | |
| 30 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.34% | — | -15.71% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.33% | +0.11% | NEW | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.31% | — | — | |
| 33 | CGDV | Cap Group Dividend Value | ETF-Other | 0.30% | — | — | |
| 34 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 0.27% | — | -5.30% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.24% | — | -19.05% | |
| 36 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.24% | -0.05% | +3.61% | |
| 37 | ECL | Ecolab Inc | Stock-Materials | 0.23% | -0.01% | — | |
| 38 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.23% | -0.02% | — | |
| 39 | CGXU | Cap Group Intl Focus | ETF-Other | 0.22% | — | — | |
| 40 | ARKW | Ark Next Generation Internet | ETF-Other | 0.21% | — | -3.00% | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.20% | +0.09% | -1.31% | |
| 42 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.19% | — | -54.09% | |
| 43 | HNST | Honest Co Inc/the | Stock-Other | 0.08% | +0.11% | — |
According to official SEC Form 13F filings, Echo Wealth Management, LLC reported a total U.S. public equity portfolio value of $195.9M across 43 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPIE, AVLV, RDVI) accounted for 24.7% of total reported equity market value during Q1 2024.
During Q1 2024, Echo Wealth Management, LLC's top holdings by market value included JPIE (11.9%)、AVLV (7.3%)、RDVI (7.1%). The largest single position, JPIE, represented 11.9% of total portfolio value.
In Q1 2024, Echo Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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