Form 13F-HR Echo Wealth Management, For: Mar 31
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The Securities and Exchange Commission has not necessarily reviewed
the information in this filing and has not determined if it is
accurate and complete.
The reader should not assume that the information is accurate
and complete.
|
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F
FORM 13F COVER PAGE
|
OMB APPROVAL |
OMB Number: |
3235-0006 |
Expires: |
July 31, 2015 |
Estimated average burden |
hours per response: |
23.8 |
|
|
Report for the Calendar Year or Quarter Ended: |
03-31-2022 |
Check here if Amendment |
|
Amendment Number: |
|
This Amendment (Check only one.): |
|
is a restatement. |
|
|
adds new holdings entries. |
Institutional Investment Manager Filing
this Report: |
Name: |
Echo Wealth Management, LLC |
Address: |
3033 CAMPUS DRIVE |
|
SUITE N145 |
|
|
|
PLYMOUTH
,
MN55441
|
Form 13F File Number: |
028-21057 |
The institutional investment manager filing this report and
the person by whom it is signed hereby represent that the person
signing the report is authorized to submit it, that all information
contained herein is true, correct and complete, and that it is
understood that all required items, statements, schedules, lists, and
tables, are considered integral parts of this form.
Person Signing this Report on Behalf of
Reporting Manager: |
Name: |
Fang Echo Huang |
Title: |
President |
Phone: |
763-432-7875 |
Signature, Place, and Date of Signing: |
/s/ Fang Echo Huang |
Plymouth
,
MN
|
05-02-2022 |
[Signature] |
[City, State] |
[Date] |
|
Report Type (Check only one.): |
X |
13F HOLDINGS REPORT. (Check here if all holdings of
this reporting manager are reported in this report.) |
|
13F NOTICE. (Check here if no holdings reported are in
this report, and all holdings are reported by other reporting
manager(s).) |
|
13F COMBINATION REPORT. (Check here if a portion of
the holdings for this reporting manager are reported in this
report and a portion are reported by other reporting manager(s).) |
Form 13F Summary Page |
|
Report Summary: |
|
Number of Other Included
Managers: |
0 |
|
|
|
Form 13F Information Table Entry Total: |
50 |
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Form 13F Information Table Value Total: |
85,083 |
|
(thousands) |
|
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
|
|
|
Form 13F File Number |
Name |
List of Other Included
Managers: |
Provide a numbered list of the name(s) and Form 13F file number(s)
of all institutional investment managers with respect to which this
report is filed, other than the
manager filing this report.
|
[If there are no entries in this list, state “NONE” and omit the
column headings and list entries.]
|
|
No. |
Form 13F File Number |
Name |
The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
The reader should not assume that the information is
accurate and complete.
|
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F
FORM 13F INFORMATION TABLE
|
OMB APPROVAL |
OMB Number: |
3235-0006 |
Expires: |
July 31, 2015 |
Estimated average
burden |
hours per response:
|
23.8 |
|
|
COLUMN 1 |
COLUMN 2 |
COLUMN 3 |
COLUMN 4 |
COLUMN 5 |
COLUMN 6 |
COLUMN 7 |
COLUMN 8 |
|
|
|
VALUE |
SHRS OR |
SH/ |
PUT/ |
INVESTMENT |
OTHER |
VOTING AUTHORITY |
NAME OF ISSUER |
TITLE OF CLASS |
CUSIP |
(x$1000) |
PRN AMT |
PRN |
CALL |
DISCRETION |
MANAGER |
SOLE |
SHARED |
NONE |
3M CO |
COM |
88579Y101 |
265 |
1,813 |
SH |
|
SOLE |
|
0 |
0 |
1,813 |
ALIBABA GROUP HLDG LTD |
SPONSORED ADS |
01609W102 |
466 |
4,916 |
SH |
|
SOLE |
|
0 |
0 |
4,916 |
ALPHABET INC |
CAP STK CL A |
02079K305 |
240 |
94 |
SH |
|
SOLE |
|
0 |
0 |
94 |
AMAZON COM INC |
COM |
023135106 |
1,678 |
549 |
SH |
|
SOLE |
|
0 |
0 |
549 |
APPLE INC |
COM |
037833100 |
3,227 |
19,549 |
SH |
|
SOLE |
|
0 |
0 |
19,549 |
ARK ETF TR |
NEXT GNRTN INTER |
00214Q401 |
430 |
5,623 |
SH |
|
SOLE |
|
0 |
0 |
5,623 |
DBX ETF TR |
XTRACKERS RUSSEL |
233051481 |
313 |
6,980 |
SH |
|
SOLE |
|
0 |
0 |
6,980 |
ECOLAB INC |
COM |
278865100 |
363 |
2,076 |
SH |
|
SOLE |
|
0 |
0 |
2,076 |
FIRST TR EXCH TRADED FD III |
MUNI HI INCM ETF |
33739P301 |
737 |
14,744 |
SH |
|
SOLE |
|
0 |
0 |
14,744 |
FIRST TR EXCH TRADED FD III |
EME MRK BD ETF |
33739P202 |
1,774 |
59,951 |
SH |
|
SOLE |
|
0 |
0 |
59,951 |
FIRST TR EXCH TRADED FD III |
MANAGD MUN ETF |
33739N108 |
875 |
16,754 |
SH |
|
SOLE |
|
0 |
0 |
16,754 |
FIRST TR EXCHANGE-TRADED FD |
RISNG DIVD ACHIV |
33738R506 |
10,833 |
226,156 |
SH |
|
SOLE |
|
0 |
0 |
226,156 |
FIRST TR EXCHANGE-TRADED FD |
SENIOR LN FD |
33738D309 |
2,717 |
57,448 |
SH |
|
SOLE |
|
0 |
0 |
57,448 |
FIRST TR EXCHNG TRADED FD VI |
LOW DUR STRTGC |
33740F870 |
463 |
23,932 |
SH |
|
SOLE |
|
0 |
0 |
23,932 |
FIRST TR EXCHNG TRADED FD VI |
US EQT BUFFER |
33740F763 |
710 |
18,937 |
SH |
|
SOLE |
|
0 |
0 |
18,937 |
GENERAL MLS INC |
COM |
370334104 |
720 |
10,164 |
SH |
|
SOLE |
|
0 |
0 |
10,164 |
INVESCO EXCHANGE TRADED FD T |
FTSE RAFI 1000 |
46137V613 |
2,456 |
14,479 |
SH |
|
SOLE |
|
0 |
0 |
14,479 |
INVESCO QQQ TR |
UNIT SER 1 |
46090E103 |
551 |
1,628 |
SH |
|
SOLE |
|
0 |
0 |
1,628 |
ISHARES TR |
CORE S&P MCP ETF |
464287507 |
456 |
1,742 |
SH |
|
SOLE |
|
0 |
0 |
1,742 |
ISHARES TR |
RUS 1000 VAL ETF |
464287598 |
1,077 |
6,523 |
SH |
|
SOLE |
|
0 |
0 |
6,523 |
ISHARES TR |
CORE DIV GRWTH |
46434V621 |
5,261 |
100,150 |
SH |
|
SOLE |
|
0 |
0 |
100,150 |
J P MORGAN EXCHANGE-TRADED F |
ULTRA SHRT INC |
46641Q837 |
524 |
10,444 |
SH |
|
SOLE |
|
0 |
0 |
10,444 |
META PLATFORMS INC |
CL A |
30303M102 |
474 |
2,247 |
SH |
|
SOLE |
|
0 |
0 |
2,247 |
PENTAIR PLC |
SHS |
G7S00T104 |
424 |
8,188 |
SH |
|
SOLE |
|
0 |
0 |
8,188 |
PROSHARES TR |
S&P 500 DV ARIST |
74348A467 |
347 |
3,640 |
SH |
|
SOLE |
|
0 |
0 |
3,640 |
SCHWAB STRATEGIC TR |
US MID-CAP ETF |
808524508 |
270 |
3,643 |
SH |
|
SOLE |
|
0 |
0 |
3,643 |
SPDR INDEX SHS FDS |
PORTFOLIO EMG MK |
78463X509 |
2,974 |
78,458 |
SH |
|
SOLE |
|
0 |
0 |
78,458 |
SPDR INDEX SHS FDS |
PORTFOLIO DEVLPD |
78463X889 |
368 |
11,033 |
SH |
|
SOLE |
|
0 |
0 |
11,033 |
SPDR S&P 500 ETF TR |
TR UNIT |
78462F103 |
248 |
566 |
SH |
|
SOLE |
|
0 |
0 |
566 |
SPDR S&P MIDCAP 400 ETF TR |
UTSER1 S&PDCRP |
78467Y107 |
264 |
552 |
SH |
|
SOLE |
|
0 |
0 |
552 |
SPDR SER TR |
PRTFLO S&P500 GW |
78464A409 |
3,771 |
60,557 |
SH |
|
SOLE |
|
0 |
0 |
60,557 |
SPDR SER TR |
PORTFOLI S&P1500 |
78464A805 |
656 |
12,164 |
SH |
|
SOLE |
|
0 |
0 |
12,164 |
SPDR SER TR |
PORTFOLIO AGRGTE |
78464A649 |
524 |
19,461 |
SH |
|
SOLE |
|
0 |
0 |
19,461 |
SPDR SER TR |
PORTFOLIO S&P500 |
78464A854 |
727 |
14,121 |
SH |
|
SOLE |
|
0 |
0 |
14,121 |
SPDR SER TR |
PORTFOLIO SHORT |
78464A474 |
2,030 |
67,631 |
SH |
|
SOLE |
|
0 |
0 |
67,631 |
SPDR SER TR |
MSCI USA STRTGIC |
78468R812 |
217 |
1,775 |
SH |
|
SOLE |
|
0 |
0 |
1,775 |
SSGA ACTIVE ETF TR |
BLACKSTONE SENR |
78467V608 |
340 |
7,595 |
SH |
|
SOLE |
|
0 |
0 |
7,595 |
TESLA INC |
COM |
88160R101 |
3,200 |
3,187 |
SH |
|
SOLE |
|
0 |
0 |
3,187 |
VANECK ETF TRUST |
FALLEN ANGEL HG |
92189F437 |
1,618 |
55,178 |
SH |
|
SOLE |
|
0 |
0 |
55,178 |
VANGUARD BD INDEX FDS |
INTERMED TERM |
921937819 |
7,623 |
96,258 |
SH |
|
SOLE |
|
0 |
0 |
96,258 |
VANGUARD INDEX FDS |
TOTAL STK MKT |
922908769 |
1,403 |
6,369 |
SH |
|
SOLE |
|
0 |
0 |
6,369 |
VANGUARD INDEX FDS |
MID CAP ETF |
922908629 |
4,592 |
19,802 |
SH |
|
SOLE |
|
0 |
0 |
19,802 |
VANGUARD INDEX FDS |
SMALL CP ETF |
922908751 |
6,152 |
29,781 |
SH |
|
SOLE |
|
0 |
0 |
29,781 |
VANGUARD INDEX FDS |
SML CP GRW ETF |
922908595 |
222 |
941 |
SH |
|
SOLE |
|
0 |
0 |
941 |
VANGUARD INTL EQUITY INDEX F |
FTSE EMR MKT ETF |
922042858 |
229 |
5,069 |
SH |
|
SOLE |
|
0 |
0 |
5,069 |
VANGUARD SCOTTSDALE FDS |
SHRT TRM CORP BD |
92206C409 |
332 |
4,290 |
SH |
|
SOLE |
|
0 |
0 |
4,290 |
VANGUARD SCOTTSDALE FDS |
VNG RUS2000IDX |
92206C664 |
222 |
2,781 |
SH |
|
SOLE |
|
0 |
0 |
2,781 |
VANGUARD TAX-MANAGED INTL FD |
FTSE DEV MKT ETF |
921943858 |
4,347 |
92,871 |
SH |
|
SOLE |
|
0 |
0 |
92,871 |
VANGUARD WORLD FD |
MEGA GRWTH IND |
921910816 |
1,455 |
6,608 |
SH |
|
SOLE |
|
0 |
0 |
6,608 |
WISDOMTREE TR |
YIELD ENHANCD US |
97717X511 |
3,918 |
85,102 |
SH |
|
SOLE |
|
0 |
0 |
85,102 |