Echo-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MMM",
  "AVDE",
  null,
  null,
  "AVEM",
  "HNST",
  "GIS",
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  "MSFT",
  "MDLZ",
  null,
  null,
  "IWD",
  null,
  null,
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  null,
  null,
  null,
  "SPYG",
  "UBER",
  "BIV",
  "VO",
  "PRF",
  "TSM",
  "AFL",
  null,
  "AMZN",
  null,
  null,
  "VEA",
  "MGK",
  null,
  null,
  "DGRO",
  null,
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 50
Total Value: 148015259
Accession Number: 0001398344-25-007422
Form Type: 13F-HR
CIK: echo-wealth-management
Manager Name: Echo-Wealth-Management

Data Enrichment

54% identified

27 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

50 positions • $148.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908769

VTI|922908769

Shares:6.2K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$148.0M)

MICROSOFT CORP

MSFT|594918104

Shares:3.4K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.0M)

33740U703

Shares:49.5K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$148.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.1K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$148.0M)

921910816

MGK|921910816

Shares:3.6K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$148.0M)

Uber Technologies, Inc

UBER|90353T100

Shares:11.7K

Value:$853.8K

% of Portfolio:0.6% ($853.8K/$148.0M)

AFLAC INC

AFL|001055102

Shares:7.0K

Value:$781.6K

% of Portfolio:0.5% ($781.6K/$148.0M)

921937819

BIV|921937819

Shares:9.3K

Value:$712.5K

% of Portfolio:0.5% ($712.5K/$148.0M)

78464A805

Shares:9.1K

Value:$616.7K

% of Portfolio:0.4% ($616.7K/$148.0M)

46137V613

PRF|46137V613

Shares:14.9K

Value:$602.1K

% of Portfolio:0.4% ($602.1K/$148.0M)

Meta Platforms, Inc.

META|30303M102

Shares:849

Value:$489.3K

% of Portfolio:0.3% ($489.3K/$148.0M)

33740F763

Shares:9.0K

Value:$437.0K

% of Portfolio:0.3% ($437.0K/$148.0M)

ECOLAB INC.

ECL|278865100

Shares:1.7K

Value:$427.4K

% of Portfolio:0.3% ($427.4K/$148.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.7K

Value:$417.0K

% of Portfolio:0.3% ($417.0K/$148.0M)

46429B747

Shares:3.7K

Value:$381.0K

% of Portfolio:0.3% ($381.0K/$148.0M)

33740F755

Shares:12.4K

Value:$369.1K

% of Portfolio:0.2% ($369.1K/$148.0M)

33740F722

Shares:7.2K

Value:$360.0K

% of Portfolio:0.2% ($360.0K/$148.0M)

Honest Company, Inc.

HNST|438333106

Shares:75.8K

Value:$356.2K

% of Portfolio:0.2% ($356.2K/$148.0M)

Tesla, Inc.

TSLA|88160R101

Shares:1.3K

Value:$344.9K

% of Portfolio:0.2% ($344.9K/$148.0M)

NVIDIA CORP

NVDA|67066G104

Shares:2.6K

Value:$280.9K

% of Portfolio:0.2% ($280.9K/$148.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	6.2K	QoQ 0.00% (-0) YoY +0.03% (+2)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$148.0M)	QoQ -5.16% (-$92.3K) YoY +5.78% (+$92.6K)
MICROSOFT CORP(MSFTcusip594918104)	3.4K	QoQ +3.15% (-105) YoY +50.08% (+1.1K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.0M)	QoQ -8.13% (-$114.1K) YoY +33.91% (+$326.5K)
(cusip33740U703)✕	49.5K	QoQ +152.88% (+29.9K) YoY +303.75% (+37.3K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$148.0M)	QoQ +147.23% (+$736.0K) YoY +327.03% (+$946.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$148.0M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(MGKcusip921910816)	3.6K	QoQ -8.47% (-331) YoY -37.25% (-2.1K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$148.0M)	QoQ -17.67% (-$237.1K) YoY -32.37% (-$528.6K)
Uber Technologies, Inc(UBERcusip90353T100)	11.7K	QoQ -6.95% (-876) YoY NEW(+11.7K)	All Managers (Combined)	$853.8K	0.6% ($853.8K/$148.0M)	QoQ +12.38% (-$94.1K) YoY NEW(+$853.8K)
AFLAC INC(AFLcusip001055102)	7.0K	QoQ 0.00% (+0) YoY NEW(+7.0K)	All Managers (Combined)	$781.6K	0.5% ($781.6K/$148.0M)	QoQ +7.49% (+$54.5K) YoY NEW(+$781.6K)
(BIVcusip921937819)	9.3K	QoQ -91.60% (-101.6K) YoY -90.37% (-87.4K)	All Managers (Combined)	$712.5K	0.5% ($712.5K/$148.0M)	QoQ -91.40% (-$7.6M) YoY -90.22% (-$6.6M)
(cusip78464A805)✕	9.1K	QoQ -48.91% (-8.7K) YoY -61.05% (-14.2K)	All Managers (Combined)	$616.7K	0.4% ($616.7K/$148.0M)	QoQ -51.35% (-$651.2K) YoY -58.71% (-$876.9K)
(PRFcusip46137V613)	14.9K	QoQ -0.14% (-22) YoY -13.33% (-2.3K)	All Managers (Combined)	$602.1K	0.4% ($602.1K/$148.0M)	QoQ +0.02% (-$155) YoY -8.96% (-$59.3K)
Meta Platforms, Inc.(METAcusip30303M102)	849	QoQ +6.25% (+50) YoY -31.69% (-394)	All Managers (Combined)	$489.3K	0.3% ($489.3K/$148.0M)	QoQ +4.59% (+$21.5K) YoY -18.92% (-$114.2K)
(cusip33740F763)✕	9.0K	QoQ 0.00% (-0) YoY -0.32% (-29)	All Managers (Combined)	$437.0K	0.3% ($437.0K/$148.0M)	QoQ -1.96% (-$8.8K) YoY +7.41% (-$30.2K)
ECOLAB INC.(ECLcusip278865100)	1.7K	QoQ +17.40% (+250) YoY +37.52% (+460)	All Managers (Combined)	$427.4K	0.3% ($427.4K/$148.0M)	QoQ +27.02% (+$91.0K) YoY +50.99% (+$144.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$417.0K	0.3% ($417.0K/$148.0M)	QoQ +2.33% (+$9.5K) YoY NEW(+$417.0K)
(cusip46429B747)✕	3.7K	QoQ +22.16% (+668) YoY -7.04% (-279)	All Managers (Combined)	$381.0K	0.3% ($381.0K/$148.0M)	QoQ +25.64% (+$77.8K) YoY -3.27% (-$12.9K)
(cusip33740F755)✕	12.4K	QoQ +10.83% (+1.2K) YoY +43.16% (+3.7K)	All Managers (Combined)	$369.1K	0.2% ($369.1K/$148.0M)	QoQ +7.99% (+$27.3K) YoY +52.02% (+$126.3K)
(cusip33740F722)✕	7.2K	QoQ +14.23% (+899) YoY +24.39% (+1.4K)	All Managers (Combined)	$360.0K	0.2% ($360.0K/$148.0M)	QoQ +10.91% (+$35.4K) YoY +31.98% (+$87.2K)
Honest Company, Inc.(HNSTcusip438333106)	75.8K	QoQ +0.66% (-500) YoY +203.18% (+50.8K)	All Managers (Combined)	$356.2K	0.2% ($356.2K/$148.0M)	QoQ -31.72% (-$165.6K) YoY +251.83% (+$255.0K)
Tesla, Inc.(TSLAcusip88160R101)	1.3K	QoQ -67.20% (-2.7K) YoY -79.30% (-5.1K)	All Managers (Combined)	$344.9K	0.2% ($344.9K/$148.0M)	QoQ -78.95% (-$1.3M) YoY -69.48% (-$785.3K)
NVIDIA CORP(NVDAcusip67066G104)	2.6K	QoQ +28.50% (+575) YoY NEW(+2.6K)	All Managers (Combined)	$280.9K	0.2% ($280.9K/$148.0M)	QoQ +3.71% (+$10.1K) YoY NEW(+$280.9K)