The Analysis of Echo Wealth Management, LLC's Holdings
Currently, Echo Wealth Management, LLC holds 46 types of securities in its portfolio with a total value $171.3M. In the most recent quarter, they have increased their positions in JBND (+164.4K shares, valued at $8.9M), AVDE (+31.1K shares, valued at $2.6M), AVIG (+54.8K shares, valued at $2.3M); decreased their positions in COWZ (-81.3K shares, valued at $4.9M), JPIE (-86.5K shares, valued at $4.0M), AVUV (-32.2K shares, valued at $3.3M); initiated new positions in JBND (+164.4K shares, valued at $8.9M), FYC (+4.5K shares, valued at $431.5K), JIVE (+3.0K shares, valued at $243.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVIG AMERICAN CENTY ETF TR622.2K shares9.65%2025-12-312026-01-22
AVDE AMERICAN CENTY ETF TR262.5K shares13.43%2025-12-312026-01-22 JPIE J P MORGAN EXCHANGE TRADED F417.7K shares-17.16%2025-12-312026-01-22 AVLV AMERICAN CENTY ETF TR122.3K shares-23.01%2025-12-312026-01-22 AVUS AMERICAN CENTY ETF TR80.6K shares-14.73%2025-12-312026-01-22 JBND J P MORGAN EXCHANGE TRADED F164.4K sharesnew addition2025-12-312026-01-22 RDVI FIRST TR EXCHANGE-TRADED FD335.2K shares-1.50%2025-12-312026-01-22 AVUV AMERICAN CENTY ETF TR84.4K shares-27.59%2025-12-312026-01-22 AVEM AMERICAN CENTY ETF TR102.2K shares31.12%2025-12-312026-01-22 JGRO J P MORGAN EXCHANGE TRADED F67.0K shares37.22%2025-12-312026-01-22 SPYG SPDR SERIES TRUST55.3K shares-10.12%2025-12-312026-01-22 HELO J P MORGAN EXCHANGE TRADED F71.3K shares-21.34%2025-12-312026-01-22 DGRO ISHARES TR56.3K shares30.28%2025-12-312026-01-22 COWZ PACER FDS TR49.5K shares-62.18%2025-12-312026-01-22 AAPL APPLE INC10.8K shares-5.17%2025-12-312026-01-22 SPEM SPDR INDEX SHS FDS59.2K shares-4.22%2025-12-312026-01-22 DNOV FIRST TR EXCHNG TRADED FD VI42.3K shares-20.09%2025-12-312026-01-22 VTI VANGUARD INDEX FDS6.0K shares0.00%2025-12-312026-01-22 AMZN AMAZON COM INC8.3K shares-7.43%2025-12-312026-01-22 GIS GENERAL MLS INC36.1K shares5.06%2025-12-312026-01-22 SPSB SPDR SERIES TRUST49.4K shares-26.68%2025-12-312026-01-22 MGK VANGUARD WORLD FD3.6K shares-0.56%2025-12-312026-01-22 BUFD FIRST TR EXCHNG TRADED FD VI49.5K shares-1.15%2025-12-312026-01-22 MSFT MICROSOFT CORP2.8K shares-10.72%2025-12-312026-01-22 BUFR FIRST TR EXCHNG TRADED FD VI26.5K shares-7.13%2025-12-312026-01-22 AFL AFLAC INC7.0K shares0.00%2025-12-312026-01-22 SPTM SPDR SERIES TRUST7.2K shares-18.52%2025-12-312026-01-22 UNH UNITEDHEALTH GROUP INC1.7K shares-18.39%2025-12-312026-01-22 TSM TAIWAN SEMICONDUCTOR MFG LTD1.5K shares-6.71%2025-12-312026-01-22 HNST HONEST CO INC178.8K shares28.88%2025-12-312026-01-22 FYC FIRST TR EXCHANGE-TRADED ALP4.5K sharesnew addition2025-12-312026-01-22 META META PLATFORMS INC637 shares-1.24%2025-12-312026-01-22 FJUN FIRST TR EXCHNG TRADED FD VI7.3K shares-6.86%2025-12-312026-01-22 NVDA NVIDIA CORPORATION2.0K shares1.51%2025-12-312026-01-22 ECL ECOLAB INC1.4K shares-17.08%2025-12-312026-01-22 UBER UBER TECHNOLOGIES INC4.5K shares4.68%2025-12-312026-01-22 FFEB FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2025-12-312026-01-22 VO VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-01-22 MMM 3M CO1.7K shares0.00%2025-12-312026-01-22 BIV VANGUARD BD INDEX FDS3.4K shares-47.75%2025-12-312026-01-22 DMAR FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2025-12-312026-01-22 JIVE J P MORGAN EXCHANGE TRADED F3.0K sharesnew addition2025-12-312026-01-22 ALPHABET INC ALPHABET INC710 sharesnew addition2025-12-312026-01-22 DJUN FIRST TR EXCHNG TRADED FD VI4.5K shares-11.94%2025-12-312026-01-22 JGLO J P MORGAN EXCHANGE TRADED F3.0K shares-13.63%2025-12-312026-01-22 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available