Echo Wealth Management, LLC
Q4 2024 13F Holdings
- Locationplymouth, MN
- Num holdings
48
- Value ($000)
$144,691
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001846994
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $20.08M | 14 % | 440,061 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $11.08M | 8 % | 180,537 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $9.86M | 7 % | 102,141 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $9.82M | 7 % | 147,027 | ||
RDVI FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 | $9.66M | 7 % | 398,624 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $8.58M | 6 % | 151,978 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $8.55M | 6 % | 88,241 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $8.29M | 6 % | 110,885 | ||
AAPL APPLE INC | COM | 037833100 | $8.00M | 6 % | 31,952 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $5.35M | 4 % | 90,953 |
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