Echo Wealth Management, LLC Top Holdings and 13F Report (2025) About Echo Wealth Management, LLCInvestment ActivityEcho Wealth Management, LLC has $144.69 million in total holdings as of December 31, 2024.Echo Wealth Management, LLC owns shares of 48 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.21% of the portfolio was purchased this quarter.About 1.00% of the portfolio was sold this quarter.This quarter, Echo Wealth Management, LLC has purchased 48 new stocks and bought additional shares in 18 stocks.Echo Wealth Management, LLC sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan Income ETF $20,075,573Avantis International Equity ETF $11,079,551Avantis U.S. Small Cap Value ETF $9,859,653Avantis U.S. Large Cap Value ETF $9,816,966FT Vest Rising Dividend Achievers Target Income ETF $9,662,656 Largest New Holdings this Quarter Taiwan Semiconductor Manufacturing $228,101 Holding Largest Purchases this Quarter Avantis International Equity ETF 15,863 shares (about $973.51K)General Mills 11,474 shares (about $731.70K)JPMorgan Income ETF 5,719 shares (about $260.90K)Taiwan Semiconductor Manufacturing 1,155 shares (about $228.10K)J P MORGAN EXCHANGE TRADED F 3,670 shares (about $227.69K) Largest Sales this Quarter Tesla 1,154 shares (about $466.03K)SPDR Portfolio S&P 500 Growth ETF 1,569 shares (about $137.92K)Vanguard Intermediate-Term Bond ETF 1,331 shares (about $99.47K)Vanguard FTSE Developed Markets ETF 1,259 shares (about $60.21K)NVIDIA 405 shares (about $54.39K) 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$20,075,573$260,901 ▲1.3%440,06113.9%ETFAVDEAvantis International Equity ETF$11,079,551$973,512 ▲9.6%180,5377.7%ETFAVUVAvantis U.S. Small Cap Value ETF$9,859,653$100,101 ▲1.0%102,1416.8%ETFAVLVAvantis U.S. Large Cap Value ETF$9,816,966$50,879 ▼-0.5%147,0276.8%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$9,662,656$10,690 ▲0.1%398,6246.7%ETFCOWZPacer US Cash Cows 100 ETF$8,583,692$72,012 ▲0.8%151,9785.9%ETFAVUSAvantis U.S. Equity ETF$8,553,215$47,980 ▼-0.6%88,2415.9%ETFBIVVanguard Intermediate-Term Bond ETF$8,286,427$99,466 ▼-1.2%110,8855.7%ETFAAPLApple$8,001,423$50,334 ▼-0.6%31,9525.5%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$5,347,116$95,769 ▲1.8%90,9533.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,808,427$137,916 ▼-2.8%54,7033.3%ETFJ P MORGAN EXCHANGE TRADED F$3,464,242$227,686 ▲7.0%55,8392.4%HEDGED EQUITY LAJGROJPMorgan Active Growth ETF$2,900,837$28,117 ▼-1.0%35,8002.0%ETFVEAVanguard FTSE Developed Markets ETF$2,890,193$60,205 ▼-2.0%60,4392.0%ETFVCLTVanguard Long-Term Corporate Bond ETF$2,720,901$36,643 ▼-1.3%36,3851.9%ManufacturingGISGeneral Mills$2,576,053$731,697 ▲39.7%40,3961.8%Consumer StaplesDGROiShares Core Dividend Growth ETF$2,562,554$613 ▲0.0%41,7761.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,405,049$48,960 ▲2.1%62,6801.7%ETFAMZNAmazon.com$2,190,390$6,801 ▲0.3%9,9841.5%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,786,3890.0%6,1641.2%ETFDNOVFT Vest U.S. Equity Deep Buffer ETF - November$1,705,826$49,082 ▼-2.8%39,7941.2%ETFTSLATesla$1,638,783$466,031 ▼-22.1%4,0581.1%Auto/Tires/TrucksSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,586,669$11,317 ▲0.7%53,1371.1%ETFMSFTMicrosoft$1,403,174$4,215 ▼-0.3%3,3291.0%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$1,341,0160.0%3,9050.9%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,267,883$8,714 ▲0.7%17,7500.9%ETFUBERUber Technologies$759,730$72,384 ▲10.5%12,5950.5%Computer and TechnologyAFLAflac$727,0800.0%7,0290.5%FinancePRFInvesco FTSE RAFI US 1000 ETF$601,994$81 ▼0.0%14,9230.4%ETFHNSTHonest$521,794$12,918 ▼-2.4%75,2950.4%Consumer DiscretionaryBUFDFT Vest Laddered Deep Buffer ETF$499,911$175,042 ▲53.9%19,5890.3%ETFMETAMeta Platforms$467,822$19,907 ▼-4.1%7990.3%Computer and TechnologyFFEBFT Vest U.S. Equity Buffer ETF - February$445,7400.0%8,9560.3%ETFJPMJPMorgan Chase & Co.$407,507$40,990 ▼-9.1%1,7000.3%FinanceBUFRFT Vest Laddered Buffer ETF$341,752$101,039 ▲42.0%11,2160.2%ETFECLEcolab$336,484$58,580 ▲21.1%1,4360.2%Basic MaterialsFJUNFT Vest U.S. Equity Buffer ETF - June$324,567$9,865 ▲3.1%6,3170.2%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$303,208$1,107 ▼-0.4%3,0140.2%ETFNVDANVIDIA$270,863$54,387 ▼-16.7%2,0170.2%Computer and TechnologyVOVanguard Mid-Cap ETF$270,2050.0%1,0230.2%ETFIWDiShares Russell 1000 Value ETF$265,6620.0%1,4350.2%ETFWELLWelltower$252,0600.0%2,0000.2%FinanceARKWARK Next Generation Internation ETF$249,434$29,803 ▼-10.7%2,3100.2%ETFXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$236,4360.0%6,0770.2%ETFTSMTaiwan Semiconductor Manufacturing$228,101$228,101 ▲New Holding1,1550.2%Computer and TechnologyXDECFT Vest U.S. Equity Enhance & Moderate Buffer ETF - December$223,800$49,199 ▼-18.0%6,0000.2%ETFDJUNFT Vest U.S. Equity Deep Buffer ETF - June$223,2390.0%5,1580.2%ManufacturingMMM3M$219,4530.0%1,7000.2%Multi-Sector ConglomeratesNOBLProShares S&P 500 Aristocrats ETF$0$211,320 ▼-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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