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CIK: 0001846994
Total reported value
$195.9M
$195.9M
48 檔
30.9%
During the Q4 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 48 reported positions.
Echo Wealth Management, LLC executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | ETF-Other | 13.87% | -0.75% | +1.32% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 7.66% | +0.16% | +9.63% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.81% | +0.04% | +1.03% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.78% | +0.15% | -0.52% | |
| 5 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 6.68% | +0.44% | +0.11% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.93% | — | +0.85% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.91% | +0.12% | -0.56% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.73% | -0.02% | -1.19% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 5.53% | +0.10% | -0.63% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.70% | +0.53% | +1.82% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.32% | +0.24% | -2.79% | |
| 12 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.39% | -0.03% | +7.03% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.00% | +0.28% | -0.96% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.00% | — | -2.04% | |
| 15 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.88% | — | -1.33% | |
| 16 | GIS | General Mills Inc | Stock-Consumer Staples | 1.78% | -0.03% | +39.67% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.77% | +0.01% | +0.02% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.66% | — | +2.08% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | +0.03% | +0.31% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | +0.05% | — | |
| 21 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.18% | -0.04% | -2.80% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | — | -22.14% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.10% | -0.07% | +0.72% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.03% | -0.30% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.93% | +0.02% | — | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.88% | — | +0.69% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.53% | -0.02% | +10.53% | |
| 28 | AFL | Aflac Inc | Stock-Financials | 0.50% | -0.02% | — | |
| 29 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.42% | -0.01% | -0.01% | |
| 30 | HNST | Honest Co Inc/the | Stock-Other | 0.36% | +0.11% | -2.42% | |
| 31 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.35% | -0.05% | +53.88% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.02% | -4.08% | |
| 33 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.31% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | — | -9.14% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.24% | +0.09% | +41.97% | |
| 36 | ECL | Ecolab Inc | Stock-Materials | 0.23% | -0.01% | +21.08% | |
| 37 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.22% | -0.02% | +3.13% | |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.21% | +0.11% | NEW | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.02% | -16.72% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.19% | — | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.18% | — | — | |
| 42 | WELL | Welltower Inc | Stock-Real Estate | 0.17% | — | — | |
| 43 | ARKW | Ark Next Generation Internet | ETF-Other | 0.17% | — | -10.67% | |
| 44 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.16% | — | — | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.16% | +0.05% | — | |
| 46 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 0.15% | — | -18.02% | |
| 47 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.15% | -0.01% | — | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.15% | — | — |
According to official SEC Form 13F filings, Echo Wealth Management, LLC reported a total U.S. public equity portfolio value of $195.9M across 48 disclosed positions in Q4 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, AVDE, AVUV) accounted for 30.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSM
市值: $228.1K
Top Position Liquidated / Trimmed
NOBL
前期市值: $211.3K
During Q4 2024, Echo Wealth Management, LLC's top holdings by market value included JPIE (13.9%)、AVDE (7.7%)、AVUV (6.8%). The largest single position, JPIE, represented 13.9% of total portfolio value.
In Q4 2024, Echo Wealth Management, LLC made 39 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 19 holdings, and fully liquidating 1 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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