Echo Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$143M
Signature - Title
Fang Echo Huang - President
Location
Plymouth, MN
Summary
This page shows a list of all the recent 13F filings made by Echo Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Echo Wealth Management, LLC reported 48 stock holdings with total value $143M as of Q3 2024. Top holdings included JPIE, AVDE, RDVI, AVLV, and AVUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 48 $143M +$9.65M -$6.24M +$3.4M JPIE, AVDE, RDVI, AVLV, AVUV 13F-HR 10/18/2024, 06:09 PM
Q2 2024 45 $133M +$13.3M -$1.32M +$12M JPIE, AVLV, AVUV, AVDE, RDVI 13F-HR 7/17/2024, 02:19 PM
Q1 2024 43 $121M +$12.6M -$5.59M +$7.06M JPIE, AVLV, RDVI, AVUV, COWZ 13F-HR 4/22/2024, 11:45 AM
Q4 2023 40 $107M +$29.9M -$22.7M +$7.24M JPIE, RDVI, AVLV, AVUS, BIV 13F-HR 1/17/2024, 07:59 AM
Q3 2023 38 $92.8M +$6.49M -$2.35M +$4.14M BIV, SPYG, AVUS, COWZ, AVLV 13F-HR 10/20/2023, 11:28 AM
Q2 2023 40 $91.7M +$298K -$4.59M -$4.29M SPYG, BIV, AVUS, COWZ, AVLV 13F-HR 7/31/2023, 05:16 PM
Q1 2023 40 $90.6M +$13.8M -$18.6M -$4.86M BIV, SPYG, AVUS, COWZ, AVLV 13F-HR 4/28/2023, 12:06 PM
Q4 2022 42 $93.4M +$31.9M -$17M +$14.8M SPYG, AVUS, DNOV, COWZ, AVLV 13F-HR 1/30/2023, 08:59 PM
Q3 2022 42 $73.7M +$23.5M -$19.5M +$3.92M SPYG, COWZ, DGRO, AVUS, VEA 13F-HR 11/14/2022, 05:10 PM
Q2 2022 47 $74.8M +$12.4M -$13.3M -$922K RDVY, SPYG, DGRO, VB, VO 13F-HR 7/29/2022, 02:19 PM
Q1 2022 50 $85.1M +$6.96M -$3.13M +$3.83M RDVY, BIV, VB, DGRO, VO 13F-HR 5/16/2022, 04:44 PM
Q4 2021 48 $87.6M +$8.32M -$7.6M +$712K RDVY, BIV, VB, DGRO, VEA 13F-HR 1/18/2022, 08:45 AM
Q3 2021 50 $84.4M +$8.05M -$1.85M +$6.2M BIV, RDVY, VEA, AGGY, DGRO 13F-HR 10/21/2021, 07:55 PM
Q2 2021 51 $78.3M +$1.02M -$5.63M -$4.61M BIV, DGRO, AGGY, VEA, RDVY 13F-HR 7/14/2021, 02:34 PM
Q1 2021 56 $79.4M +$14.3M -$12.5M +$1.77M BIV, AGGY, DGRO, VEA, RDVY 13F-HR 4/7/2021, 04:33 PM
Q4 2020 52 $76.5M $0 $0 BIV, AGGY, DGRO, VEA, AAPL 13F-HR 2/19/2021, 06:12 PM