Echo Wealth Management, LLC Top Holdings and 13F Report (2025) About Echo Wealth Management, LLCInvestment ActivityEcho Wealth Management, LLC has $148.02 million in total holdings as of March 31, 2025.Echo Wealth Management, LLC owns shares of 50 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 16.51% of the portfolio was purchased this quarter.About 11.80% of the portfolio was sold this quarter.This quarter, Echo Wealth Management, LLC has purchased 48 new stocks and bought additional shares in 21 stocks.Echo Wealth Management, LLC sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings JPMorgan Income ETF $21,864,586Avantis Core Fixed Income ETF $16,401,201Avantis International Equity ETF $12,100,974Avantis U.S. Large Cap Value ETF $9,877,620Avantis U.S. Small Cap Value ETF $9,497,659 Largest New Holdings this Quarter 025072562 - Avantis Core Fixed Income ETF $16,401,201 Holding91324P102 - UnitedHealth Group $1,106,160 Holding609207105 - Mondelez International $251,113 Holding33740F615 - FT Vest U.S. Equity Deep Buffer ETF - March $240,957 Holding46654Q740 - J P MORGAN EXCHANGE TRADED F $217,489 Holding Largest Purchases this Quarter Avantis Core Fixed Income ETF 396,260 shares (about $16.40M)JPMorgan Income ETF 34,534 shares (about $1.59M)UnitedHealth Group 2,112 shares (about $1.11M)J P MORGAN EXCHANGE TRADED F 14,407 shares (about $859.81K)JPMorgan Active Growth ETF 11,313 shares (about $834.79K) Largest Sales this Quarter Vanguard Intermediate-Term Bond ETF 101,580 shares (about $7.78M)FT Vest Rising Dividend Achievers Target Income ETF 63,143 shares (about $1.50M)Avantis Emerging Markets Equity ETF 14,500 shares (about $872.46K)General Mills 12,056 shares (about $720.83K)Tesla 2,727 shares (about $706.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEcho Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPIEJPMorgan Income ETF$21,864,586$1,590,981 ▲7.8%474,59514.8%ETFAVIGAvantis Core Fixed Income ETF$16,401,201$16,401,201 ▲New Holding396,26011.1%ETFAVDEAvantis International Equity ETF$12,100,974$136,781 ▲1.1%182,6018.2%ETFAVLVAvantis U.S. Large Cap Value ETF$9,877,620$289,989 ▲3.0%151,4746.7%ETFAVUVAvantis U.S. Small Cap Value ETF$9,497,659$594,061 ▲6.7%108,9566.4%ETFAVUSAvantis U.S. Equity ETF$8,288,791$137,092 ▲1.7%89,7255.6%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$7,957,615$1,497,753 ▼-15.8%335,4815.4%ETFCOWZPacer US Cash Cows 100 ETF$7,778,498$543,822 ▼-6.5%142,0475.3%ETFAAPLApple$6,527,737$569,764 ▼-8.0%29,3874.4%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$4,719,670$323,169 ▲7.4%58,7243.2%ETFAVEMAvantis Emerging Markets Equity ETF$4,600,173$872,464 ▼-15.9%76,4533.1%ETFJ P MORGAN EXCHANGE TRADED F$4,192,306$859,815 ▲25.8%70,2462.8%HEDGED EQUITY LAJGROJPMorgan Active Growth ETF$3,476,498$834,793 ▲31.6%47,1132.3%ETFDGROiShares Core Dividend Growth ETF$2,629,975$49,053 ▲1.9%42,5701.8%ETFVEAVanguard FTSE Developed Markets ETF$2,429,267$642,847 ▼-20.9%47,7921.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,344,641$123,071 ▼-5.0%59,5541.6%ETFAMZNAmazon.com$1,853,703$45,853 ▼-2.4%9,7431.3%Retail/WholesaleDNOVFT Vest U.S. Equity Deep Buffer ETF - November$1,786,796$118,751 ▲7.1%42,6271.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,753,114$153,691 ▲9.6%58,2431.2%ETFGISGeneral Mills$1,694,449$720,828 ▼-29.8%28,3401.1%Consumer StaplesVTIVanguard Total Stock Market ETF$1,694,1140.0%6,1641.1%ETFMSFTMicrosoft$1,289,089$39,416 ▲3.2%3,4340.9%Computer and TechnologyBUFDFT Vest Laddered Deep Buffer ETF$1,235,948$747,203 ▲152.9%49,5370.8%ETFUNHUnitedHealth Group$1,106,160$1,106,160 ▲New Holding2,1120.7%MedicalMGKVanguard Mega Cap Growth ETF$1,103,937$102,239 ▼-8.5%3,5740.7%ETFUBERUber Technologies$853,846$63,825 ▼-7.0%11,7190.6%Computer and TechnologyAFLAflac$781,5550.0%7,0290.5%FinanceBIVVanguard Intermediate-Term Bond ETF$712,484$7,777,982 ▼-91.6%9,3050.5%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$616,715$590,463 ▼-48.9%9,0680.4%ETFPRFInvesco FTSE RAFI US 1000 ETF$602,149$889 ▼-0.1%14,9010.4%ETFMETAMeta Platforms$489,330$28,818 ▲6.3%8490.3%Computer and TechnologyFFEBFT Vest U.S. Equity Buffer ETF - February$436,9630.0%8,9560.3%ETFECLEcolab$427,435$63,380 ▲17.4%1,6860.3%Basic MaterialsJPMJPMorgan Chase & Co.$417,0100.0%1,7000.3%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$380,977$69,118 ▲22.2%3,6820.3%ETFBUFRFT Vest Laddered Buffer ETF$369,076$36,073 ▲10.8%12,4310.2%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$360,006$44,851 ▲14.2%7,2160.2%ManufacturingHNSTHonest$356,237$2,350 ▲0.7%75,7950.2%Consumer DiscretionaryTSLATesla$344,942$706,729 ▼-67.2%1,3310.2%Auto/Tires/TrucksNVDANVIDIA$280,921$62,319 ▲28.5%2,5920.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$268,692$1,317 ▼-0.5%1,4280.2%ETFVOVanguard Mid-Cap ETF$262,758$1,810 ▼-0.7%1,0160.2%ETFMDLZMondelez International$251,113$251,113 ▲New Holding3,7010.2%Consumer StaplesMMM3M$249,6620.0%1,7000.2%Multi-Sector ConglomeratesDMARFT Vest U.S. Equity Deep Buffer ETF - March$240,957$240,957 ▲New Holding6,3950.2%ETFXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$233,967$1,005 ▼-0.4%6,0510.2%ETFTSMTaiwan Semiconductor Manufacturing$225,096$33,366 ▲17.4%1,3560.2%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$217,489$217,489 ▲New Holding3,6900.1%GLOBAL SEL EQUITDJUNFT Vest U.S. Equity Deep Buffer ETF - June$216,5520.0%5,1580.1%ManufacturingARKWARK Next Generation Internet ETF$214,806$3,881 ▼-1.8%2,2690.1%ETFVCLTVanguard Long-Term Corporate Bond ETF$0$2,720,901 ▼-100.0%00.0%ManufacturingWELLWelltower$0$252,060 ▼-100.0%00.0%FinanceXDECFT Vest U.S. Equity Enhance & Moderate Buffer ETF - December$0$223,800 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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