Echo Wealth Management, LLC Top Holdings and 13F Report (2024) About Echo Wealth Management, LLCInvestment ActivityEcho Wealth Management, LLC has $143.06 million in total holdings as of September 30, 2024.Echo Wealth Management, LLC owns shares of 48 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.74% of the portfolio was purchased this quarter.About 4.37% of the portfolio was sold this quarter.This quarter, Echo Wealth Management, LLC has purchased 45 new stocks and bought additional shares in 17 stocks.Echo Wealth Management, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan Income ETF $19,949,326Avantis International Equity ETF $10,827,294FT Vest Rising Dividend Achievers Target Income ETF $9,859,011Avantis U.S. Large Cap Value ETF $9,795,471Avantis U.S. Small Cap Value ETF $9,624,066 Largest New Holdings this Quarter Uber Technologies $887,329 HoldingAflac $780,641 Holding3M $229,517 HoldingFT Vest U.S. Equity Deep Buffer ETF - June $220,064 Holding Largest Purchases this Quarter JPMorgan Income ETF 78,505 shares (about $3.61M)Avantis International Equity ETF 18,242 shares (about $1.20M)Uber Technologies 11,395 shares (about $887.33K)Aflac 7,029 shares (about $780.64K)Apple 2,968 shares (about $681.28K) Largest Sales this Quarter General Mills 33,688 shares (about $2.43M)Vanguard Mega Cap Growth ETF 1,791 shares (about $581.86K)SPDR Portfolio S&P 500 Growth ETF 6,616 shares (about $554.35K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 5,341 shares (about $376.17K)Avantis U.S. Equity ETF 3,845 shares (about $367.93K) 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$19,949,326$3,605,734 ▲22.1%434,34213.9%ETFAVDEAvantis International Equity ETF$10,827,294$1,199,409 ▲12.5%164,6747.6%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$9,859,011$509,932 ▲5.5%398,1836.9%ETFAVLVAvantis U.S. Large Cap Value ETF$9,795,471$17,365 ▲0.2%147,7896.8%ETFAVUVAvantis U.S. Small Cap Value ETF$9,624,066$62,159 ▼-0.6%101,1046.7%ETFCOWZPacer US Cash Cows 100 ETF$8,752,804$28,691 ▼-0.3%150,7036.1%ETFBIVVanguard Intermediate-Term Bond ETF$8,629,373$555,523 ▲6.9%112,2166.0%ETFAVUSAvantis U.S. Equity ETF$8,491,128$367,927 ▼-4.2%88,7365.9%ETFAAPLApple$7,380,403$681,275 ▲10.2%32,1535.2%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$5,739,941$126,849 ▼-2.2%89,3244.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,715,027$554,354 ▼-10.5%56,2723.3%ETFVEAVanguard FTSE Developed Markets ETF$3,197,190$168,830 ▼-5.0%61,6982.2%ETFJ P MORGAN EXCHANGE TRADED F$3,196,903$239,114 ▲8.1%52,1692.2%HEDGED EQUITY LAVCLTVanguard Long-Term Corporate Bond ETF$2,926,012$202,738 ▲7.4%36,8752.0%ManufacturingJGROJPMorgan Active Growth ETF$2,818,020$142,277 ▲5.3%36,1472.0%ETFDGROiShares Core Dividend Growth ETF$2,627,110$141,589 ▼-5.1%41,7661.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,532,928$7,343 ▲0.3%61,4041.8%ETFGISGeneral Mills$2,084,409$2,427,895 ▼-53.8%28,9221.5%Consumer StaplesAMZNAmazon.com$1,842,997$270,533 ▲17.2%9,9531.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,753,6580.0%6,1641.2%ETFDNOVFT Vest U.S. Equity Deep Buffer ETF - November$1,736,010$1,823 ▲0.1%40,9391.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,583,795$41,818 ▲2.7%52,7581.1%ETFMSFTMicrosoft$1,393,899$45,921 ▼-3.2%3,3391.0%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$1,268,656$581,860 ▼-31.4%3,9050.9%ETFTSLATesla$1,256,353$304,205 ▼-19.5%5,2120.9%Auto/Tires/TrucksSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,241,540$376,167 ▼-23.3%17,6280.9%ETFUBERUber Technologies$887,329$887,329 ▲New Holding11,3950.6%Computer and TechnologyAFLAflac$780,641$780,641 ▲New Holding7,0290.5%FinancePRFInvesco FTSE RAFI US 1000 ETF$606,403$72,159 ▼-10.6%14,9250.4%ETFMETAMeta Platforms$491,895$85,624 ▼-14.8%8330.3%Computer and TechnologyFFEBFT Vest U.S. Equity Buffer ETF - February$435,7990.0%8,9560.3%ETFJPMJPMorgan Chase & Co.$399,309$74,910 ▼-15.8%1,8710.3%FinanceNVDANVIDIA$321,278$45,234 ▲16.4%2,4220.2%Computer and TechnologyBUFDFT Vest Laddered Deep Buffer ETF$319,650$100 ▲0.0%12,7300.2%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$310,170$6,229 ▲2.0%6,1250.2%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$304,981$98,400 ▼-24.4%3,0250.2%ETFECLEcolab$303,236$10,227 ▼-3.3%1,1860.2%Basic MaterialsIWDiShares Russell 1000 Value ETF$272,478$32,849 ▼-10.8%1,4350.2%ETFVOVanguard Mid-Cap ETF$270,420$179,223 ▼-39.9%1,0230.2%ETFXDECFT Vest U.S. Equity Enhance & Moderate Buffer ETF - December$269,266$16,629 ▼-5.8%7,3190.2%ETFHNSTHonest$259,254$1,680 ▲0.7%77,1590.2%Consumer DiscretionaryWELLWelltower$248,6800.0%2,0000.2%FinanceBUFRFT Vest Laddered Buffer ETF$236,526$52,305 ▼-18.1%7,9000.2%ETFXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$233,143$7,443 ▼-3.1%6,0770.2%ETFMMM3M$229,517$229,517 ▲New Holding1,7000.2%Multi-Sector ConglomeratesARKWARK Next Generation Internation ETF$220,612$50,162 ▼-18.5%2,5860.2%ETFDJUNFT Vest U.S. Equity Deep Buffer ETF - June$220,064$220,064 ▲New Holding5,1580.2%ManufacturingNOBLProShares S&P 500 Aristocrats ETF$211,320$173,282 ▼-45.1%2,0000.1%ETFGOOGLAlphabet$0$204,737 ▼-100.0%00.0%Computer and TechnologyShowing 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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