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Echo45 Advisors LLC

SEC CIK
0001908617
Latest filing
Jul 13, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Apr 29, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
75
−15 vs. Q4 2021
Portfolio value
$127.5M
+$2.66M (+2.1%) vs. Q4 2021
Filed
Apr 29, 2022
SEC
Holdings of Echo45 Advisors LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF315,218$15.1M11.9%+13,794+4.6%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS231,172$13.7M10.7%+31,794+15.9%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 126,718$9.27M7.3%+10,165+61.4%AddedHistory
Invesco QQQ Trust Series I46090E103ETF25,458$9.23M7.2%+10,184+66.7%Added–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD475,756$8.39M6.6%+128,160+36.9%Added–
Vanguard Short-Term Bond ETF921937827ETF106,168$8.27M6.5%+9,216+9.5%Added–
SPDR Series Trust78468R408ST TERM HIGH ETF311,277$8.17M6.4%+36,391+13.2%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF127,949$5.90M4.6%+6,321+5.2%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF101,336$5.08M4.0%+11,050+12.2%Added–
BOXBox IncCL A171,762$4.99M3.9%−4,400−2.5%ReducedHistory
AAPLApple Inc.Stock22,666$3.96M3.1%−3,893−14.7%ReducedHistory
MSFTMicrosoft CorpStock9,208$2.84M2.2%−1,652−15.2%ReducedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF10,498$1.57M1.2%+3,905+59.2%Added–
AMZNAmazon Com IncStock479$1.56M1.2%−100−17.3%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF8,816$1.46M1.1%+3,615+69.5%Added–
GOOGLAlphabet Inc.Stock501$1.39M1.1%−97−16.2%ReducedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF7,461$1.31M1.0%+2,856+62.0%Added–
Vanguard Emerging Markets Government Bond ETF921946885ETF18,499$1.29M1.0%+2,315+14.3%Added–
iShares Russell 2000 Growth ETF464287648ETF4,584$1.17M0.9%+1,970+75.4%Added–
Vanguard Real Estate ETF922908553ETF9,227$1.00M0.8%+2,884+45.5%Added–
UNHUnitedHealth Group IncStock1,875$956.0K0.7%−285−13.2%ReducedHistory
COSTCostco Wholesale CorpStock1,423$819.0K0.6%−210−12.9%ReducedHistory
TSLATesla, Inc.Stock739$796.0K0.6%−47−6.0%ReducedHistory
HDHome Depot, Inc.Stock2,631$788.0K0.6%−479−15.4%ReducedHistory
VVisa Inc.Stock3,522$781.0K0.6%−576−14.1%ReducedHistory
NVDANVIDIA CorpStock2,809$766.0K0.6%−301−9.7%ReducedHistory
HONHoneywell International IncCOM3,338$650.0K0.5%−1,051−23.9%ReducedHistory
GOOGAlphabet Inc.Stock227$634.0K0.5%−30−11.7%ReducedHistory
METAMeta Platforms, Inc.Stock2,673$594.0K0.5%−305−10.2%ReducedHistory
WMTWalmart Inc.Stock3,732$556.0K0.4%−541−12.7%ReducedHistory
JPMJPMorgan Chase & CoStock3,996$545.0K0.4%−924−18.8%ReducedHistory
CSCOCisco Systems, Inc.Stock9,547$532.0K0.4%−2,357−19.8%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock891$526.0K0.4%−193−17.8%ReducedHistory
JNJJohnson & JohnsonStock2,744$486.0K0.4%−495−15.3%ReducedHistory
DISWalt Disney CoStock3,449$473.0K0.4%−814−19.1%ReducedHistory
GSGoldman Sachs Group IncStock1,347$445.0K0.3%−392−22.5%ReducedHistory
CVXChevron CorpStock2,620$427.0K0.3%−698−21.0%ReducedHistory
CRMSalesforce, Inc.Stock1,962$417.0K0.3%−655−25.0%ReducedHistory
DHRDanaher CorpStock1,405$412.0K0.3%−268−16.0%ReducedHistory
PGProcter & Gamble CoStock2,650$405.0K0.3%−444−14.4%ReducedHistory
UNPUnion Pacific CorpStock1,446$395.0K0.3%−172−10.6%ReducedHistory
MCDMcDonalds CorpStock1,578$390.0K0.3%−449−22.2%ReducedHistory
ABTAbbott LaboratoriesStock3,199$379.0K0.3%−519−14.0%ReducedHistory
BRK.BBerkshire Hathaway IncStock1,056$373.0K0.3%−125−10.6%ReducedHistory
ZTSZoetis Inc.Stock1,905$359.0K0.3%−236−11.0%ReducedHistory
AXPAmerican Express CoStock1,906$356.0K0.3%−296−13.4%ReducedHistory
AMGNAmgen IncStock1,468$355.0K0.3%−427−22.5%ReducedHistory
AVGOBroadcom Inc.Stock531$334.0K0.3%−99−15.7%ReducedHistory
INTUIntuit Inc.Stock695$334.0K0.3%−210−23.2%ReducedHistory
ADBEAdobe Inc.Stock726$331.0K0.3%−99−12.0%ReducedHistory
CATCaterpillar IncStock1,387$309.0K0.2%−115−7.7%ReducedHistory
PLDPrologis, Inc.REIT1,902$307.0K0.2%−271−12.5%ReducedHistory
CBChubb LtdStock1,382$296.0K0.2%−64−4.4%ReducedHistory
PEPPepsiCo IncStock1,729$289.0K0.2%−355−17.0%ReducedHistory
PYPLPayPal Holdings, Inc.Stock2,486$288.0K0.2%−452−15.4%ReducedHistory
KOCoca Cola CoStock4,572$283.0K0.2%−556−10.8%ReducedHistory
LOWLowes Companies IncStock1,371$277.0K0.2%−243−15.1%ReducedHistory
MAMastercard IncStock745$266.0K0.2%−133−15.1%ReducedHistory
MRKMerck & Co., Inc.Stock3,115$256.0K0.2%−643−17.1%ReducedHistory
BLKBlackRock, Inc.COM331$253.0K0.2%−34−9.3%ReducedHistory
NEENextera Energy IncStock2,927$248.0K0.2%−680−18.9%ReducedHistory
AMTAmerican Tower CorpREIT987$248.0K0.2%−242−19.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM2,978$246.0K0.2%−772−20.6%ReducedHistory
LMTLockheed Martin CorpStock545$241.0K0.2%−48−8.1%ReducedHistory
INTCIntel CorpStock4,809$238.0K0.2%−854−15.1%ReducedHistory
NKENIKE, Inc.Stock1,757$236.0K0.2%−493−21.9%ReducedHistory
CMCSAComcast CorpStock4,935$231.0K0.2%−1,109−18.3%ReducedHistory
LLYEli Lilly & CoStock794$227.0K0.2%−122−13.3%ReducedHistory
IBMInternational Business Machines CorpStock1,742$226.0K0.2%−434−19.9%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW750$226.0K0.2%−95−11.2%ReducedHistory
TXNTexas Instruments IncStock1,171$215.0K0.2%−188−13.8%ReducedHistory
TRVTravelers Companies, Inc.Stock1,132$207.0K0.2%−154−12.0%ReducedHistory
NFLXNetflix IncStock550$206.0K0.2%−202−26.9%ReducedHistory
BKNGBooking Holdings Inc.Stock87$204.0K0.2%−6−6.5%ReducedHistory
MMM3M CoStock1,351$201.0K0.2%−241−15.1%ReducedHistory

Sold out since Q4 2021 (15)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Echo45 Advisors LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
JPMorgan Ultra-Short Income ETF46641Q837ETF11,015$556.0K0.4%–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF4,391$401.0K0.3%–
BABoeing CoStock1,640$330.0K0.3%History
CCitigroup IncStock4,978$301.0K0.2%History
SHWSherwin Williams CoCOM733$258.0K0.2%History
PFEPfizer IncStock4,319$255.0K0.2%History
ACNAccenture plcStock612$254.0K0.2%History
IAUiShares Gold TrustETF6,995$243.0K0.2%History
VZVerizon Communications IncStock4,639$241.0K0.2%History
AMATApplied Materials IncStock1,503$237.0K0.2%History
MCHPMicrochip Technology IncStock2,693$234.0K0.2%History
ELEstee Lauder Companies IncCL A595$220.0K0.2%History
BACBank of America CorpStock4,806$214.0K0.2%History
ORLYO Reilly Automotive IncStock299$211.0K0.2%History
ICEIntercontinental Exchange, Inc.Stock1,476$202.0K0.2%History