Echo Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 50Value: $148.0MLatest: 2025Q1

Echo Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 50 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

Search and click to pin securities to the top

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46641Q159

Shares:474.6K

Value:$21.9M

% of Portfolio:14.8% ($21.9M/$148.0M)

025072562

Shares:396.3K

Value:$16.4M

% of Portfolio:11.1% ($16.4M/$148.0M)

025072703

AVDE|025072703

Shares:182.6K

Value:$12.1M

% of Portfolio:8.2% ($12.1M/$148.0M)

025072349

Shares:151.5K

Value:$9.9M

% of Portfolio:6.7% ($9.9M/$148.0M)

025072877

Shares:109.0K

Value:$9.5M

% of Portfolio:6.4% ($9.5M/$148.0M)

025072885

Shares:89.7K

Value:$8.3M

% of Portfolio:5.6% ($8.3M/$148.0M)

33738D879

Shares:335.5K

Value:$8.0M

% of Portfolio:5.4% ($8.0M/$148.0M)

69374H881

Shares:142.0K

Value:$7.8M

% of Portfolio:5.3% ($7.8M/$148.0M)

Apple Inc.

AAPL|037833100

Shares:29.4K

Value:$6.5M

% of Portfolio:4.4% ($6.5M/$148.0M)

78464A409

SPYG|78464A409

Shares:58.7K

Value:$4.7M

% of Portfolio:3.2% ($4.7M/$148.0M)

025072604

AVEM|025072604

Shares:76.5K

Value:$4.6M

% of Portfolio:3.1% ($4.6M/$148.0M)

46654Q724

Shares:70.2K

Value:$4.2M

% of Portfolio:2.8% ($4.2M/$148.0M)

46654Q609

Shares:47.1K

Value:$3.5M

% of Portfolio:2.3% ($3.5M/$148.0M)

46434V621

DGRO|46434V621

Shares:42.6K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$148.0M)

921943858

VEA|921943858

Shares:47.8K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$148.0M)

78463X509

Shares:59.6K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$148.0M)

AMAZON COM INC

AMZN|023135106

Shares:9.7K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$148.0M)

33740F839

Shares:42.6K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$148.0M)

78464A474

Shares:58.2K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$148.0M)

GENERAL MILLS INC

GIS|370334104

Shares:28.3K

Value:$1.7M

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

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q159)✕	474.6K	QoQ +7.84% (+34.5K) YoY +50.02% (+158.2K)	All Managers (Combined)	$21.9M	14.8% ($21.9M/$148.0M)	QoQ +8.91% (+$1.8M) YoY +51.70% (+$7.5M)
(cusip025072562)✕	396.3K	QoQ NEW(+396.3K) YoY NEW(+396.3K)	All Managers (Combined)	$16.4M	11.1% ($16.4M/$148.0M)	QoQ NEW(+$16.4M) YoY NEW(+$16.4M)
(AVDEcusip025072703)	182.6K	QoQ +1.14% (+2.1K) YoY +48.38% (+59.5K)	All Managers (Combined)	$12.1M	8.2% ($12.1M/$148.0M)	QoQ +9.21% (+$1.0M) YoY +54.27% (+$4.3M)
(cusip025072349)✕	151.5K	QoQ +3.02% (+4.4K) YoY +11.35% (+15.4K)	All Managers (Combined)	$9.9M	6.7% ($9.9M/$148.0M)	QoQ +0.61% (+$60.7K) YoY +13.00% (+$1.1M)
(cusip025072877)✕	109.0K	QoQ +6.67% (-6.8K) YoY +18.77% (+17.2K)	All Managers (Combined)	$9.5M	6.4% ($9.5M/$148.0M)	QoQ -3.67% (-$362.0K) YoY +10.48% (+$901.7K)
(cusip025072885)✕	89.7K	QoQ +1.68% (-1.5K) YoY +1.50% (+1.3K)	All Managers (Combined)	$8.3M	5.6% ($8.3M/$148.0M)	QoQ -3.09% (-$264.4K) YoY +4.76% (+$377.1K)
(cusip33738D879)✕	335.5K	QoQ -15.84% (-63.1K) YoY -4.51% (-15.9K)	All Managers (Combined)	$8.0M	5.4% ($8.0M/$148.0M)	QoQ -17.64% (-$1.7M) YoY -7.47% (-$643.3K)
(cusip69374H881)✕	142.0K	QoQ -6.53% (-9.9K) YoY +1.51% (-2.1K)	All Managers (Combined)	$7.8M	5.3% ($7.8M/$148.0M)	QoQ -9.38% (-$805.2K) YoY -4.33% (-$352.6K)
Apple Inc.(AAPLcusip037833100)	29.4K	QoQ -8.02% (-2.6K) YoY +66.64% (+11.8K)	All Managers (Combined)	$6.5M	4.4% ($6.5M/$148.0M)	QoQ -18.41% (-$1.5M) YoY +115.86% (+$3.5M)
(SPYGcusip78464A409)	58.7K	QoQ +7.35% (-4.0K) YoY -1.54% (-920)	All Managers (Combined)	$4.7M	3.2% ($4.7M/$148.0M)	QoQ -1.84% (-$88.8K) YoY +8.17% (-$356.7K)
(AVEMcusip025072604)	76.5K	QoQ -15.94% (-14.5K) YoY -12.54% (-11.0K)	All Managers (Combined)	$4.6M	3.1% ($4.6M/$148.0M)	QoQ -13.96% (-$746.9K) YoY -9.20% (-$466.6K)
(cusip46654Q724)✕	70.2K	QoQ +25.80% (+14.4K) YoY +90.48% (+33.4K)	All Managers (Combined)	$4.2M	2.8% ($4.2M/$148.0M)	QoQ +21.01% (+$728.1K) YoY +103.10% (+$2.1M)
(cusip46654Q609)✕	47.1K	QoQ +31.60% (+11.3K) YoY +49.66% (+15.6K)	All Managers (Combined)	$3.5M	2.3% ($3.5M/$148.0M)	QoQ +19.84% (+$575.7K) YoY +57.30% (+$1.3M)
(DGROcusip46434V621)	42.6K	QoQ +1.90% (+794) YoY +2.36% (+982)	All Managers (Combined)	$2.6M	1.8% ($2.6M/$148.0M)	QoQ +2.63% (+$67.4K) YoY +8.91% (+$215.4K)
(VEAcusip921943858)	47.8K	QoQ -20.92% (-12.6K) YoY -30.69% (-21.2K)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$148.0M)	QoQ -15.94% (-$460.9K) YoY -29.78% (-$1.0M)
(cusip78463X509)✕	59.6K	QoQ -4.98% (-3.1K) YoY -1.73% (-1.1K)	All Managers (Combined)	$2.3M	1.6% ($2.3M/$148.0M)	QoQ -2.51% (-$60.4K) YoY +6.89% (-$151.2K)
AMAZON COM INC(AMZNcusip023135106)	9.7K	QoQ -2.41% (-241) YoY +9.69% (+861)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$148.0M)	QoQ -15.37% (-$336.7K) YoY +15.70% (+$251.6K)
(cusip33740F839)✕	42.6K	QoQ +7.11% (+2.8K) YoY +4.08% (+1.7K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$148.0M)	QoQ +4.74% (+$81.0K) YoY +8.00% (+$132.4K)
(cusip78464A474)✕	58.2K	QoQ +9.60% (+5.1K) YoY +27.24% (+12.5K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$148.0M)	QoQ +10.49% (+$166.4K) YoY +28.65% (+$390.4K)
GENERAL MILLS INC(GIScusip370334104)	28.3K	QoQ -29.84% (-12.1K) YoY -56.82% (-37.3K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$148.0M)	QoQ -34.22% (-$881.6K) YoY -63.10% (-$2.9M)