The Analysis of Echo Wealth Management, LLC's Holdings


Currently, Echo Wealth Management, LLC holds 45 types of securities in its portfolio with a total value $171.3M. In the most recent quarter, they have increased their positions in AVIG (+50.7K shares, valued at $2.1M), JPIE (+14.2K shares, valued at $660.3K), AVDE (+6.8K shares, valued at $538.6K); decreased their positions in AAPL (-12.6K shares, valued at $3.2M), COWZ (-10.1K shares, valued at $579.9K), UBER (-2.8K shares, valued at $278.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AVIG AMERICAN CENTY ETF TR567.4K shares9.80%2025-09-302025-10-22history
JPIE J P MORGAN EXCHANGE TRADED F504.2K shares2.90%2025-09-302025-10-22history
AVDE AMERICAN CENTY ETF TR231.4K shares3.04%2025-09-302025-10-22history
AVUV AMERICAN CENTY ETF TR116.6K shares-0.73%2025-09-302025-10-22history
AVLV AMERICAN CENTY ETF TR158.9K shares1.55%2025-09-302025-10-22history
AVUS AMERICAN CENTY ETF TR94.5K shares0.92%2025-09-302025-10-22history
RDVI FIRST TR EXCHANGE-TRADED FD340.3K shares1.65%2025-09-302025-10-22history
COWZ PACER FDS TR130.8K shares-7.16%2025-09-302025-10-22history
Sponsored
SPYG SPDR SERIES TRUST61.5K shares1.47%2025-09-302025-10-22history
HELO J P MORGAN EXCHANGE TRADED F90.7K shares7.59%2025-09-302025-10-22history
AVEM AMERICAN CENTY ETF TR77.9K shares0.24%2025-09-302025-10-22history
JGRO J P MORGAN EXCHANGE TRADED F48.8K shares-3.09%2025-09-302025-10-22history
DGRO ISHARES TR43.2K shares1.32%2025-09-302025-10-22history
SPEM SPDR INDEX SHS FDS61.8K shares0.39%2025-09-302025-10-22history
AAPL APPLE INC11.3K shares-52.55%2025-09-302025-10-22history
DNOV FIRST TR EXCHNG TRADED FD VI53.0K shares8.14%2025-09-302025-10-22history
Sponsored
SPSB SPDR SERIES TRUST67.4K shares5.09%2025-09-302025-10-22history
AMZN AMAZON COM INC9.0K shares-2.03%2025-09-302025-10-22history
VTI VANGUARD INDEX FDS6.0K shares0.00%2025-09-302025-10-22history
GIS GENERAL MLS INC34.3K shares9.21%2025-09-302025-10-22history
MSFT MICROSOFT CORP3.1K shares-1.59%2025-09-302025-10-22history
MGK VANGUARD WORLD FD3.6K shares0.00%2025-09-302025-10-22history
BUFD FIRST TR EXCHNG TRADED FD VI50.1K shares-8.20%2025-09-302025-10-22history
BUFR FIRST TR EXCHNG TRADED FD VI28.5K shares19.56%2025-09-302025-10-22history
Sponsored
AFL AFLAC INC7.0K shares0.00%2025-09-302025-10-22history
SPTM SPDR SERIES TRUST8.9K shares-3.58%2025-09-302025-10-22history
UNH UNITEDHEALTH GROUP INC2.0K shares-7.72%2025-09-302025-10-22history
PRF INVESCO EXCHANGE TRADED FD T12.4K shares-2.48%2025-09-302025-10-22history
STIP ISHARES TR5.3K shares3.81%2025-09-302025-10-22history
HNST HONEST CO INC138.7K shares1.40%2025-09-302025-10-22history
BIV VANGUARD BD INDEX FDS6.5K shares-19.72%2025-09-302025-10-22history
META META PLATFORMS INC645 shares-1.38%2025-09-302025-10-22history
Sponsored
ECL ECOLAB INC1.7K shares0.00%2025-09-302025-10-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares-21.39%2025-09-302025-10-22history
FJUN FIRST TR EXCHNG TRADED FD VI7.8K shares2.55%2025-09-302025-10-22history
UBER UBER TECHNOLOGIES INC4.3K shares-39.95%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION2.0K shares-6.48%2025-09-302025-10-22history
FFEB FIRST TR EXCHNG TRADED FD VI6.0K shares-33.56%2025-09-302025-10-22history
VO VANGUARD INDEX FDS1.0K shares0.00%2025-09-302025-10-22history
IWD ISHARES TR1.4K shares0.00%2025-09-302025-10-22history
Sponsored
MMM 3M CO1.7K shares0.00%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS4.2K shares-1.75%2025-09-302025-10-22history
DMAR FIRST TR EXCHNG TRADED FD VI6.0K shares-24.73%2025-09-302025-10-22history
DJUN FIRST TR EXCHNG TRADED FD VI5.2K shares0.00%2025-09-302025-10-22history
JGLO J P MORGAN EXCHANGE TRADED F3.5K shares6.92%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available