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CIK: 0001846994
Total reported value
$195.9M
$195.9M
45 檔
26.8%
In Q2 2024, Echo Wealth Management, LLC's U.S. equity holdings reached a combined market value of $195.9M, distributed across 45 disclosed stock positions.
During Q2 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 | 12.19% | -0.75% | +12.48% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.99% | +0.15% | +8.46% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.88% | +0.04% | +10.93% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 6.87% | +0.16% | +18.99% | |
| 5 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 6.65% | +0.44% | +7.47% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.29% | +0.12% | +4.73% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.21% | — | +8.05% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.93% | -0.02% | +8.58% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.63% | +0.10% | +65.49% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.20% | +0.53% | +4.44% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.80% | +0.24% | +5.44% | |
| 12 | GIS | General Mills Inc | Stock-Consumer Staples | 2.99% | -0.03% | -4.62% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.42% | — | -5.80% | |
| 14 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.13% | -0.03% | +30.88% | |
| 15 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.96% | — | +9.29% | |
| 16 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.94% | +0.28% | +9.03% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.91% | +0.01% | +5.84% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.74% | — | +1.02% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.35% | +0.02% | — | |
| 20 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.28% | -0.04% | -0.14% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.24% | +0.05% | +0.03% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.03% | -4.39% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.03% | +50.74% | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.15% | -0.07% | +12.22% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.15% | — | -1.35% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | — | +0.68% | |
| 27 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.48% | -0.01% | -2.86% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.02% | -21.32% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | — | — | |
| 30 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.32% | — | -0.32% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.31% | — | — | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.30% | +0.11% | NEW | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.26% | — | — | |
| 34 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.23% | -0.05% | +3.72% | |
| 35 | ECL | Ecolab Inc | Stock-Materials | 0.22% | -0.01% | — | |
| 36 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.22% | -0.02% | +3.46% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | — | -0.68% | |
| 38 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 0.21% | — | -14.73% | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.21% | +0.09% | +11.10% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.02% | — | |
| 41 | ARKW | Ark Next Generation Internet | ETF-Other | 0.19% | — | +6.72% | |
| 42 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.18% | — | -0.21% | |
| 43 | HNST | Honest Co Inc/the | Stock-Other | 0.17% | +0.11% | +206.64% | |
| 44 | WELL | Welltower Inc | Stock-Real Estate | 0.16% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.01% | — |
According to official SEC Form 13F filings, Echo Wealth Management, LLC reported a total U.S. public equity portfolio value of $195.9M across 45 disclosed positions in Q2 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, AVUV) accounted for 26.8% of total reported equity market value during Q2 2024.
During Q2 2024, Echo Wealth Management, LLC's top holdings by market value included JPIE (12.2%)、AVLV (7.0%)、AVUV (6.9%). The largest single position, JPIE, represented 12.2% of total portfolio value.
In Q2 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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