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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464287598

IWD|464287598

Shares:1.4K

Value:$268.7K

% of Portfolio:0.2% ($268.7K/$148.0M)

922908629

VO|922908629

Shares:1.0K

Value:$262.8K

% of Portfolio:0.2% ($262.8K/$148.0M)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.7K

Value:$251.1K

% of Portfolio:0.2% ($251.1K/$148.0M)

3M CO

MMM|88579Y101

Shares:1.7K

Value:$249.7K

% of Portfolio:0.2% ($249.7K/$148.0M)

33740F615

Shares:6.4K

Value:$241.0K

% of Portfolio:0.2% ($241.0K/$148.0M)

33740U810

Shares:6.1K

Value:$234.0K

% of Portfolio:0.2% ($234.0K/$148.0M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.4K

Value:$225.1K

% of Portfolio:0.2% ($225.1K/$148.0M)

46654Q740

Shares:3.7K

Value:$217.5K

% of Portfolio:0.1% ($217.5K/$148.0M)

33740F714

Shares:5.2K

Value:$216.6K

% of Portfolio:0.1% ($216.6K/$148.0M)

00214Q401

Shares:2.3K

Value:$214.8K

% of Portfolio:0.1% ($214.8K/$148.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWDcusip464287598)	1.4K	QoQ -0.48% (-7) YoY -11.79% (-191)	All Managers (Combined)	$268.7K	0.2% ($268.7K/$148.0M)	QoQ +1.14% (-$3.0K) YoY -7.34% (-$21.3K)
(VOcusip922908629)	1.0K	QoQ -0.68% (-7) YoY -40.27% (-685)	All Managers (Combined)	$262.8K	0.2% ($262.8K/$148.0M)	QoQ -2.75% (-$7.4K) YoY -38.17% (-$162.3K)
Mondelez International, Inc.(MDLZcusip609207105)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$251.1K	0.2% ($251.1K/$148.0M)	QoQ NEW(+$251.1K) YoY NEW(+$251.1K)
3M CO(MMMcusip88579Y101)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$249.7K	0.2% ($249.7K/$148.0M)	QoQ +13.76% (+$30.2K) YoY NEW(+$249.7K)
(cusip33740F615)✕	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$241.0K	0.2% ($241.0K/$148.0M)	QoQ NEW(+$241.0K) YoY NEW(+$241.0K)
(cusip33740U810)✕	6.1K	QoQ -0.42% (-26) YoY -3.70% (-233)	All Managers (Combined)	$234.0K	0.2% ($234.0K/$148.0M)	QoQ -1.04% (-$2.5K) YoY +0.50% (-$1.2K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.4K	QoQ +17.40% (-201) YoY NEW(+1.4K)	All Managers (Combined)	$225.1K	0.2% ($225.1K/$148.0M)	QoQ -1.31% (-$3.0K) YoY NEW(+$225.1K)
(cusip46654Q740)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$217.5K	0.1% ($217.5K/$148.0M)	QoQ NEW(+$217.5K) YoY NEW(+$217.5K)
(cusip33740F714)✕	5.2K	QoQ 0.00% (-0) YoY NEW(+5.2K)	All Managers (Combined)	$216.6K	0.1% ($216.6K/$148.0M)	QoQ -2.99% (-$6.7K) YoY NEW(+$216.6K)
(cusip00214Q401)✕	2.3K	QoQ -1.77% (-41) YoY -23.70% (-705)	All Managers (Combined)	$214.8K	0.1% ($214.8K/$148.0M)	QoQ -13.88% (-$34.6K) YoY -13.29% (-$32.9K)