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  Name: Echo Wealth Management LLC
  City: PLYMOUTH
  State: MN
  Zip: 55441
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $120,582,000
  Total Value Change : $13,438,000
  Securities Held Change : 3
   
All Securities Held : 43
  New Positions : 5
  Closed Positions : 2
  Increased Positions : 15
  Unchanged Positions : 3
  Decreased Positions : 20

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Holdings Found : 15     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (JPIE)1 Year Chart         JPIE Jpmorgan Income Etf 1 - $0.00 $14,413,000 316,350 11.95% 1,039,000 21,776 1.198    N/A
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf 2 - $0.00 $8,741,000 136,025 7.25% 988,000 1,303 0.151    N/A
   (RDVI)1 Year Chart         RDVI Ft Cboe Vest Rising Dividen... 3 - $0.00 $8,601,000 351,343 7.13% 688,000 8,485 0.39    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 4 - $87.73 $8,596,000 91,730 7.13% 3,366,000 32,401 0.102    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 5 - $0.00 $8,131,000 139,926 6.74% 1,851,000 19,398 0.016    N/A
   (AVDE)1 Year Chart         AVDE Avantis International Equit... 7 - $62.96 $7,844,000 123,062 6.51% 1,257,000 13,698 0.137    N/A
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 8 - $75.43 $7,291,000 96,697 6.05% 314,000 4,639 0.06    Closed - End Fund - Debt
   (GIS)1 Year Chart         GIS General Mills Inc 10 - $65.50 $4,593,000 65,645 3.81% 2,435,000 32,257 0.011    Food - Major Diversified
   (AAPL)1 Year Chart         AAPL Apple Inc 13 - $212.49 $3,024,000 17,635 2.51% 840,000 5,865 0    Personal Computers
   (VCLT)1 Year Chart         VCLT Vanguard Long-Term Corpora 14 - $77.66 $2,457,000 31,403 2.04% 402,000 5,406 0.047    Closed - End Fund - Debt
   (JGRO)1 Year Chart         JGRO Jpmorgan Active Growth Etf 16 - $0.00 $2,210,000 31,478 1.83% 462,000 2,655 0.035    N/A
   (HELO)1 Year Chart         HELO Jpmorgan Hedged Equity Ladd... 18 - $0.00 $2,064,000 36,878 1.71% 137,000 452 0.41    N/A
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 23 - $66.11 $1,494,000 23,284 1.24% 172,000 601 0.024    Closed - End Fund - E...
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 31 - $99.05 $394,000 3,961 0.33% 76,000 730 0    N/A
   (BUFD)1 Year Chart         BUFD Ft Cboe Vest Fund Of Deep B... 36 - $0.00 $289,000 12,269 0.24% 20,000 427 0.017    N/A
      15 Records Found
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