Echo Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    plymouth, MN
  • CIK
    0001846994
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

48

$144.69M
JPIE, AVDE, AVUV, AVLV
13F-HR
Jan 21, 2025
000139834425000865

48

$143.06M
JPIE, AVDE, RDVI, AVLV
13F-HR
Oct 21, 2024
000139834424019033

45

$132.67M
JPIE, AVLV, AVUV, AVDE
13F-HR
Jul 17, 2024
000139834424012754

43

$120.58M
JPIE, AVLV, RDVI, AVUV
13F-HR
Apr 22, 2024
000139834424007430

40

$107.15M
JPIE, RDVI, AVLV, AVUS
13F-HR
Jan 17, 2024
000139834424000674

38

$92.85M
BIV, KRE, AVUS, COWZ
13F-HR
Oct 20, 2023
000139834423019494

40

$92.55M
KRE, BIV, AVUS, COWZ
13F-HR
Jul 31, 2023
000139834423013842

40

$90.55M
BIV, KRE, AVUS, COWZ
13F-HR
Apr 28, 2023
000139834423008084

42

$93.86M
KRE, AVUS, DNOV, COWZ
13F-HR
Jan 31, 2023
000139834423001407

42

$76.01M
KRE, COWZ, DGRO, AVUS
13F-HR
Nov 14, 2022
000139834422022148

47

$74.75M
RDVY, KRE, DGRO, VB
13F-HR
Jul 29, 2022
000139834422014334

50

$85.08M
RDVY, BIV, VB, DGRO
13F-HR
May 16, 2022
000139834422009778

49

$87.60M
RDVY, BIV, VB, DGRO
13F-HR
Jan 18, 2022
000139834422000701

51

$84.39M
BIV, RDVY, VEA, AGGY
13F-HR
Oct 22, 2021
000139834421020199

52

$78.34M
BIV, DGRO, AGGY, VEA
13F-HR
Jul 14, 2021
000139834421014370

57

$79.42M
BIV, AGGY, DGRO, VEA
13F-HR
Apr 7, 2021
000139834421007783

53

$76.47M
BIV, AGGY, DGRO, VEA
13F-HR
Feb 22, 2021
000139834421003852
Echo Wealth Management, Llc 13F Filings