Echo Wealth Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMERICAN CENTY ETF TR | 516,788 | 567,448 | +50,660 | 21,508,702 | 23,878,193 | 13.94% | +2,369,491 |
| AMERICAN CENTY ETF TR | 224,619 | 231,446 | +6,827 | 16,624,039 | 18,261,075 | 10.66% | +1,637,036 |
| AMERICAN CENTY ETF TR | 117,448 | 116,590 | -858 | 10,699,552 | 11,604,226 | 6.77% | +904,674 |
| AMERICAN CENTY ETF TR | 93,623 | 94,481 | +858 | 9,439,036 | 10,270,112 | 5.99% | +831,076 |
| AMERICAN CENTY ETF TR | 156,424 | 158,856 | +2,432 | 10,669,681 | 11,478,935 | 6.70% | +809,254 |
| J P MORGAN EXCHANGE TRADED F | 489,979 | 504,207 | +14,228 | 22,695,815 | 23,400,260 | 13.66% | +704,445 |
| SPDR SERIES TRUST | 60,625 | 61,514 | +889 | 5,778,733 | 6,428,810 | 3.75% | +650,077 |
| J P MORGAN EXCHANGE TRADED F | 84,270 | 90,665 | +6,395 | 5,273,617 | 5,893,237 | 3.44% | +619,620 |
| AMERICAN CENTY ETF TR | 77,747 | 77,932 | +185 | 5,328,804 | 5,853,499 | 3.42% | +524,695 |
| FIRST TR EXCHANGE-TRADED FD | 334,806 | 340,319 | +5,513 | 8,273,054 | 8,797,240 | 5.13% | +524,186 |
| FIRST TR EXCHNG TRADED FD VI | 49,004 | 52,993 | +3,989 | 2,189,930 | 2,481,132 | 1.45% | +291,202 |
| SPDR INDEX SHS FDS | 61,590 | 61,832 | +242 | 2,632,357 | 2,894,356 | 1.69% | +261,999 |
| J P MORGAN EXCHANGE TRADED F | 50,365 | 48,809 | -1,556 | 4,334,950 | 4,575,881 | 2.67% | +240,931 |
| ISHARES TR | 42,637 | 43,200 | +563 | 2,726,210 | 2,941,056 | 1.72% | +214,846 |
| FIRST TR EXCHNG TRADED FD VI | 23,859 | 28,525 | +4,666 | 758,716 | 953,306 | 0.56% | +194,590 |
| VANGUARD INDEX FDS | 5,964 | 5,964 | 0 | 1,812,639 | 1,957,206 | 1.14% | +144,567 |
| VANGUARD WORLD FD | 3,574 | 3,574 | 0 | 1,308,692 | 1,438,249 | 0.84% | +129,557 |
| SPDR SERIES TRUST | 64,165 | 67,433 | +3,268 | 1,937,141 | 2,042,546 | 1.19% | +105,405 |
| GENERAL MLS INC(GIS) | 31,447 | 34,342 | +2,895 | 1,629,269 | 1,731,524 | 1.01% | +102,255 |
| AFLAC INC(AFL) | 7,029 | 7,029 | 0 | 741,278 | 785,139 | 0.46% | +43,861 |
| MICROSOFT CORP(MSFT) | 3,146 | 3,096 | -50 | 1,564,852 | 1,603,573 | 0.94% | +38,721 |
| NVIDIA CORPORATION(NVDA) | 2,129 | 1,991 | -138 | 336,361 | 371,481 | 0.22% | +35,120 |
| FIRST TR EXCHNG TRADED FD VI | 7,652 | 7,847 | +195 | 410,683 | 439,040 | 0.26% | +28,357 |
| J P MORGAN EXCHANGE TRADED F | 3,252 | 3,477 | +225 | 209,234 | 235,636 | 0.14% | +26,402 |
| SPDR SERIES TRUST | 9,189 | 8,860 | -329 | 688,164 | 714,559 | 0.42% | +26,395 |
| INVESCO EXCHANGE TRADED FD T | 12,691 | 12,376 | -315 | 536,449 | 559,519 | 0.33% | +23,070 |
| ISHARES TR | 5,138 | 5,334 | +196 | 528,752 | 551,322 | 0.32% | +22,570 |
| UNITEDHEALTH GROUP INC(UNH) | 2,216 | 2,045 | -171 | 691,326 | 706,139 | 0.41% | +14,813 |
| VANGUARD INDEX FDS | 1,016 | 1,016 | 0 | 284,307 | 298,440 | 0.17% | +14,133 |
| ISHARES TR | 1,423 | 1,423 | 0 | 276,389 | 289,709 | 0.17% | +13,320 |
| VANGUARD TAX-MANAGED FDS | 4,237 | 4,163 | -74 | 241,551 | 249,447 | 0.15% | +7,896 |
| FIRST TR EXCHNG TRADED FD VI | 5,158 | 5,158 | 0 | 232,222 | 239,852 | 0.14% | +7,630 |
| ECOLAB INC(ECL) | 1,686 | 1,686 | 0 | 454,276 | 461,728 | 0.27% | +7,452 |
| 3M CO(MMM) | 1,700 | 1,700 | 0 | 258,808 | 263,806 | 0.15% | +4,998 |
| META PLATFORMS INC(META) | 654 | 645 | -9 | 482,711 | 473,675 | 0.28% | -9,036 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 2,085 | 1,639 | -446 | 472,232 | 457,756 | 0.27% | -14,476 |
| AMAZON COM INC(AMZN) | 9,173 | 8,987 | -186 | 2,012,464 | 1,973,276 | 1.15% | -39,188 |
| FIRST TR EXCHNG TRADED FD VI | 54,585 | 50,107 | -4,478 | 1,449,778 | 1,384,957 | 0.81% | -64,821 |
| FIRST TR EXCHNG TRADED FD VI | 7,965 | 5,995 | -1,970 | 315,175 | 244,417 | 0.14% | -70,758 |
| VANGUARD BD INDEX FDS | 8,056 | 6,467 | -1,589 | 623,051 | 505,008 | 0.29% | -118,043 |
| FIRST TR EXCHNG TRADED FD VI | 8,956 | 5,950 | -3,006 | 469,391 | 328,113 | 0.19% | -141,278 |
| HONEST CO INC | 136,784 | 138,705 | +1,921 | 696,231 | 510,434 | 0.30% | -185,797 |
| UBER TECHNOLOGIES INC(UBER) | 7,114 | 4,272 | -2,842 | 663,736 | 418,528 | 0.24% | -245,208 |
| FIRST TR EXCHNG TRADED FD VI | 6,051 | 0 | -6,051 | 245,723 | 0 | — | -245,723 |
| PACER FDS TR | 140,875 | 130,785 | -10,090 | 7,762,187 | 7,516,237 | 4.39% | -245,950 |
| APPLE INC(AAPL) | 23,897 | 11,339 | -12,558 | 4,902,947 | 2,887,250 | 1.69% | -2,015,697 |