$92.8 Million is the total value of Echo Wealth Management, LLC's 38 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GIS | New | GENERAL MLS INC | $801,603 | – | 12,527 | +100.0% | 0.86% | – |
| BUFR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $275,708 | – | 11,258 | +100.0% | 0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 12 | Q3 2023 | 17.1% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 14.4% |
| ISHARES TR | 12 | Q3 2023 | 9.4% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 7.6% |
| APPLE INC | 12 | Q3 2023 | 4.7% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 4.2% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 5.8% |
| TESLA INC | 12 | Q3 2023 | 4.1% |
| SPDR SER TR | 12 | Q3 2023 | 4.9% |
| INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 3.5% |
View Echo Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-01-18 |
View Echo Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.