Echo Wealth Management, LLC

RIA/Wealth

Echo Wealth Management, LLC's ria/wealth institution portfolio and latest SEC filings

FounderFang Echo Huang

Address3033 Campus Drive, Suite N145, Plymouth, MN, 55441-2651, United States

Top Holdings

Largest long holdings in Echo Wealth Management, LLC's portfolio (74.4% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Avantis Core Fixed Income AVIG	ETF ETF	$23.9M	13.94%	+$2.1M Bought	— 567.4K shares	Q1 2025 Held for 8 months
2 JPIE JPMorgan Income JPIE	ETF ETF	$23.4M	13.66%	+$660.3K Bought	— 504.2K shares	Q4 2023 Held for 1y 11m
3 Avantis International Equity AVDE	ETF ETF	$18.3M	10.66%	+$538.6K Bought	— 231.4K shares	Q4 2022 Held for 2y 11m
4 Avantis U.S. Small Cap Value AVUV	ETF ETF	$11.6M	6.77%	-$85.4K Sold	— 116.6K shares	Q3 2022 Held for 3y 2m
5 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$11.5M	6.70%	+$175.7K Bought	— 158.9K shares	Q4 2022 Held for 2y 11m
6 Avantis U.S. Equity AVUS	ETF ETF	$10.3M	5.99%	+$93.3K Bought	— 94.5K shares	Q3 2022 Held for 3y 2m
7 FT Vest Rising Dividend Achievers Target Income RDVI	ETF ETF	$8.8M	5.13%	+$142.5K Bought	— 340.3K shares	Q4 2022 Held for 2y 11m
8 Pacer US Cash Cows 100 COWZ	ETF ETF	$7.5M	4.39%	-$579.9K Sold	— 130.8K shares	Q3 2022 Held for 3y 2m
9 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$6.4M	3.75%	+$92.9K Bought	— 61.5K shares	Q4 2020 Held for 4y 11m
10 JPMorgan Hedged Equity Laddered Overlay HELO	ETF ETF	$5.9M	3.44%	+$415.7K Bought	— 90.7K shares	Q4 2023 Held for 1y 11m

Portfolio activity, position movements, and quarter-over-quarter changes in Echo Wealth Management, LLC's latest filing

Market Value

$171.3M

Prior: $163.2M

Q/Q Change

+5.01%

+$8.2M

Net Flows % of MV

-0.233%

Turnover Ratio

3.01%

New Purchases

0 stocks

Added To

19 stocks

+$5.0M

Sold Out Of

1 stocks

$245.7K

Reduced Holdings

18 stocks

-$5.1M

Position	Shares Δ	Change
1 FT Vest Laddered Buffer BUFR	+19.56%	23.9K → 28.5K +$155.9K
2 Avantis Core Fixed Income AVIG	+9.8%	516.8K → 567.4K +$2.1M
3 General Mills GIS	+9.21%	31.4K → 34.3K +$146.0K
4 FT Vest U.S. Equity Deep Buffer ETF DNOV	+8.14%	49.0K → 53.0K +$186.8K
5 JPMorgan Hedged Equity Laddered Overlay HELO	+7.59%	84.3K → 90.7K +$415.7K

Position	Shares Δ	Change
1 FT Vest U.S. Equity Enhance & Moderate Buffer ETF XSEP	Sold	6.1K → 0 −$245.7K
2 Apple AAPL	-52.55%	23.9K → 11.3K −$3.2M
3 Uber Technologies UBER	-39.95%	7.1K → 4.3K −$278.4K
4 FT Vest U.S. Equity Buffer ETF FFEB	-33.56%	9.0K → 6.0K −$165.8K
5 FT Vest U.S. Equity Deep Buffer ETF DMAR	-24.73%	8.0K → 6.0K −$80.3K