Echo Wealth Management, LLC
Q1 2025 13F Holdings
- Locationplymouth, MN
- Num holdings
50
- Value ($000)
$148,015
- Date Filed04/22/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $21.86M | 15 % | 474,595 | ||
AVIG AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $16.40M | 11 % | 396,260 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $12.10M | 8 % | 182,601 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $9.88M | 7 % | 151,474 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $9.50M | 6 % | 108,956 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $8.29M | 6 % | 89,725 | ||
RDVI FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 | $7.96M | 5 % | 335,481 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $7.78M | 5 % | 142,047 | ||
AAPL APPLE INC | COM | 037833100 | $6.53M | 4 % | 29,387 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $4.72M | 3 % | 58,724 |
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