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Echo Wealth Management, LLC Buys First Trust NASDAQ Rising Dividend Achievers ETF, Vanguard Small Cap ETF, FIRST TR EXCHANGE, Sells Vanguard FTSE Developed Markets ETF, WisdomTree Yield Enhanced U.S. Aggregate Bond Fund, FT Cboe Vest U.S. Equity Buffer ET

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Jan 18, 2022
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Investment company Echo Wealth Management, LLC (Current Portfolio) buys First Trust NASDAQ Rising Dividend Achievers ETF, Vanguard Small Cap ETF, FIRST TR EXCHANGE, VanEck Vectors Fallen Angel High Yield Bond ETF, Pentair PLC, sells Vanguard FTSE Developed Markets ETF, WisdomTree Yield Enhanced U.S. Aggregate Bond Fund, FT Cboe Vest U.S. Equity Buffer ETF - February, First Trust Emerging Markets Local Currency Bond E, Zoom Video Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Echo Wealth Management, LLC. As of 2021Q4, Echo Wealth Management, LLC owns 49 stocks with a total value of $88 million. These are the details of the buys and sells.

For the details of Echo Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/echo+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Echo Wealth Management, LLC
  1. First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) - 199,409 shares, 11.83% of the total portfolio. Shares added by 35.83%
  2. Vanguard Intermediate-Term Bond ETF (BIV) - 89,202 shares, 8.77% of the total portfolio. Shares added by 0.18%
  3. Vanguard Small Cap ETF (VB) - 26,837 shares, 6.74% of the total portfolio. Shares added by 26.76%
  4. iShares Core Dividend Growth ETF (DGRO) - 99,551 shares, 6.32% of the total portfolio. Shares reduced by 13.36%
  5. Vanguard FTSE Developed Markets ETF (VEA) - 90,472 shares, 5.22% of the total portfolio. Shares reduced by 28.29%
New Purchase: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)

Echo Wealth Management, LLC initiated holding in VanEck Vectors Fallen Angel High Yield Bond ETF. The purchase prices were between $32.22 and $33.21, with an estimated average price of $32.71. The stock is now traded at around $32.410000. The impact to a portfolio due to this purchase was 0.94%. The holding were 25,561 shares as of 2021-12-31.

New Purchase: Pentair PLC (PNR)

Echo Wealth Management, LLC initiated holding in Pentair PLC. The purchase prices were between $69.03 and $79.34, with an estimated average price of $73.72. The stock is now traded at around $66.110000. The impact to a portfolio due to this purchase was 0.65%. The holding were 8,188 shares as of 2021-12-31.

Added: First Trust NASDAQ Rising Dividend Achievers ETF (RDVY)

Echo Wealth Management, LLC added to a holding in First Trust NASDAQ Rising Dividend Achievers ETF by 35.83%. The purchase prices were between $47.5 and $52.06, with an estimated average price of $50.33. The stock is now traded at around $52.460000. The impact to a portfolio due to this purchase was 3.12%. The holding were 199,409 shares as of 2021-12-31.

Added: Vanguard Small Cap ETF (VB)

Echo Wealth Management, LLC added to a holding in Vanguard Small Cap ETF by 26.76%. The purchase prices were between $214.09 and $238.21, with an estimated average price of $226.3. The stock is now traded at around $219.760000. The impact to a portfolio due to this purchase was 1.42%. The holding were 26,837 shares as of 2021-12-31.

Added: FIRST TR EXCHANGE (FTSL)

Echo Wealth Management, LLC added to a holding in FIRST TR EXCHANGE by 109.00%. The purchase prices were between $47.34 and $47.92, with an estimated average price of $47.64. The stock is now traded at around $48.050000. The impact to a portfolio due to this purchase was 1.12%. The holding were 39,094 shares as of 2021-12-31.

Added: Amazon.com Inc (AMZN)

Echo Wealth Management, LLC added to a holding in Amazon.com Inc by 38.24%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $3242.760000. The impact to a portfolio due to this purchase was 0.58%. The holding were 564 shares as of 2021-12-31.

Added: General Mills Inc (GIS)

Echo Wealth Management, LLC added to a holding in General Mills Inc by 28.13%. The purchase prices were between $61.3 and $68.86, with an estimated average price of $63.6. The stock is now traded at around $69.900000. The impact to a portfolio due to this purchase was 0.34%. The holding were 19,992 shares as of 2021-12-31.

Added: Meta Platforms Inc (FB)

Echo Wealth Management, LLC added to a holding in Meta Platforms Inc by 26.58%. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $331.900000. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,286 shares as of 2021-12-31.

Sold Out: Zoom Video Communications Inc (ZM)

Echo Wealth Management, LLC sold out a holding in Zoom Video Communications Inc. The sale prices were between $181.81 and $285.66, with an estimated average price of $233.56.

Sold Out: Vanguard FTSE Europe ETF (VGK)

Echo Wealth Management, LLC sold out a holding in Vanguard FTSE Europe ETF. The sale prices were between $64.49 and $69.3, with an estimated average price of $67.12.

Sold Out: WisdomTree Emerging Markets ex-State-Owned Enterpr (XSOE)

Echo Wealth Management, LLC sold out a holding in WisdomTree Emerging Markets ex-State-Owned Enterpr. The sale prices were between $35.66 and $38.97, with an estimated average price of $37.55.



Here is the complete portfolio of Echo Wealth Management, LLC. Also check out:

1. Echo Wealth Management, LLC's Undervalued Stocks
2. Echo Wealth Management, LLC's Top Growth Companies, and
3. Echo Wealth Management, LLC's High Yield stocks
4. Stocks that Echo Wealth Management, LLC keeps buying
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