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Echo45 Advisors LLC

SEC CIK
0001908617
Latest filing
Jul 13, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Jul 27, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
52
−23 vs. Q1 2022
Portfolio value
$105.9M
−$21.7M (−17.0%) vs. Q1 2022
Filed
Jul 27, 2022
SEC
Holdings of Echo45 Advisors LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS235,245$13.8M13.1%+4,073+1.8%Added–
Vanguard Ftse Developed Markets ETF921943858ETF333,078$13.6M12.8%+17,860+5.7%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 135,671$11.0M10.4%+8,953+33.5%AddedHistory
Invesco QQQ Trust Series I46090E103ETF37,091$10.4M9.8%+11,633+45.7%Added–
Vanguard Short-Term Bond ETF921937827ETF106,908$8.21M7.8%+740+0.7%Added–
SPDR Series Trust78468R408ST TERM HIGH ETF328,591$7.93M7.5%+17,314+5.6%Added–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD368,362$6.64M6.3%−107,394−22.6%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF130,420$5.43M5.1%+2,471+1.9%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF109,579$5.24M4.9%+8,243+8.1%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF13,484$1.75M1.6%+2,986+28.4%Added–
AAPLApple Inc.Stock12,773$1.75M1.6%−9,893−43.6%ReducedHistory
MSFTMicrosoft CorpStock6,774$1.74M1.6%−2,434−26.4%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF12,921$1.69M1.6%+4,105+46.6%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF9,876$1.48M1.4%+2,415+32.4%Added–
iShares Russell 2000 Growth ETF464287648ETF7,156$1.48M1.4%+2,572+56.1%Added–
Vanguard Emerging Markets Government Bond ETF921946885ETF21,245$1.30M1.2%+2,746+14.8%Added–
GOOGLAlphabet Inc.Stock411$896.0K0.8%−90−18.0%ReducedHistory
AMZNAmazon Com IncStock7,896$839.0K0.8%−1,684−17.6%ReducedConverted for a 20-for-1 splitHistory
Vanguard Real Estate ETF922908553ETF8,546$779.0K0.7%−681−7.4%Reduced–
UNHUnitedHealth Group IncStock1,302$669.0K0.6%−573−30.6%ReducedHistory
COSTCostco Wholesale CorpStock1,191$571.0K0.5%−232−16.3%ReducedHistory
VVisa Inc.Stock2,417$476.0K0.4%−1,105−31.4%ReducedHistory
HDHome Depot, Inc.Stock1,688$463.0K0.4%−943−35.8%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock797$433.0K0.4%−94−10.5%ReducedHistory
HONHoneywell International IncCOM2,107$366.0K0.3%−1,231−36.9%ReducedHistory
TSLATesla, Inc.Stock527$355.0K0.3%−212−28.7%ReducedHistory
GOOGAlphabet Inc.Stock161$352.0K0.3%−66−29.1%ReducedHistory
JNJJohnson & JohnsonStock1,920$341.0K0.3%−824−30.0%ReducedHistory
DHRDanaher CorpStock1,268$321.0K0.3%−137−9.8%ReducedHistory
ZTSZoetis Inc.Stock1,776$305.0K0.3%−129−6.8%ReducedHistory
WMTWalmart Inc.Stock2,437$296.0K0.3%−1,295−34.7%ReducedHistory
JPMJPMorgan Chase & CoStock2,612$294.0K0.3%−1,384−34.6%ReducedHistory
NVDANVIDIA CorpStock1,922$291.0K0.3%−887−31.6%ReducedHistory
METAMeta Platforms, Inc.Stock1,765$285.0K0.3%−908−34.0%ReducedHistory
CBChubb LtdStock1,411$277.0K0.3%+29+2.1%AddedHistory
ABTAbbott LaboratoriesStock2,484$270.0K0.3%−715−22.4%ReducedHistory
PGProcter & Gamble CoStock1,811$260.0K0.2%−839−31.7%ReducedHistory
UNPUnion Pacific CorpStock1,200$256.0K0.2%−246−17.0%ReducedHistory
MCDMcDonalds CorpStock997$246.0K0.2%−581−36.8%ReducedHistory
LLYEli Lilly & CoStock753$244.0K0.2%−41−5.2%ReducedHistory
CRMSalesforce, Inc.Stock1,369$226.0K0.2%−593−30.2%ReducedHistory
CVXChevron CorpStock1,521$220.0K0.2%−1,099−41.9%ReducedHistory
AMGNAmgen IncStock903$220.0K0.2%−565−38.5%ReducedHistory
INTUIntuit Inc.Stock563$217.0K0.2%−132−19.0%ReducedHistory
MRKMerck & Co., Inc.Stock2,290$209.0K0.2%−825−26.5%ReducedHistory
XOMExxonMobil Holdings CorpCOM2,401$206.0K0.2%−577−19.4%ReducedHistory
KOCoca Cola CoStock3,259$205.0K0.2%−1,313−28.7%ReducedHistory
LMTLockheed Martin CorpStock476$205.0K0.2%−69−12.7%ReducedHistory
CSCOCisco Systems, Inc.Stock4,793$204.0K0.2%−4,754−49.8%ReducedHistory
LOWLowes Companies IncStock1,170$204.0K0.2%−201−14.7%ReducedHistory
MAMastercard IncStock642$203.0K0.2%−103−13.8%ReducedHistory
AMTAmerican Tower CorpREIT787$201.0K0.2%−200−20.3%ReducedHistory

Sold out since Q1 2022 (23)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Echo45 Advisors LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
BOXBox IncCL A171,762$4.99M3.9%History
DISWalt Disney CoStock3,449$473.0K0.4%History
GSGoldman Sachs Group IncStock1,347$445.0K0.3%History
BRK.BBerkshire Hathaway IncStock1,056$373.0K0.3%History
AXPAmerican Express CoStock1,906$356.0K0.3%History
AVGOBroadcom Inc.Stock531$334.0K0.3%History
ADBEAdobe Inc.Stock726$331.0K0.3%History
CATCaterpillar IncStock1,387$309.0K0.2%History
PLDPrologis, Inc.REIT1,902$307.0K0.2%History
PEPPepsiCo IncStock1,729$289.0K0.2%History
PYPLPayPal Holdings, Inc.Stock2,486$288.0K0.2%History
BLKBlackRock, Inc.COM331$253.0K0.2%History
NEENextera Energy IncStock2,927$248.0K0.2%History
INTCIntel CorpStock4,809$238.0K0.2%History
NKENIKE, Inc.Stock1,757$236.0K0.2%History
CMCSAComcast CorpStock4,935$231.0K0.2%History
IBMInternational Business Machines CorpStock1,742$226.0K0.2%History
ISRGIntuitive Surgical IncCOM NEW750$226.0K0.2%History
TXNTexas Instruments IncStock1,171$215.0K0.2%History
TRVTravelers Companies, Inc.Stock1,132$207.0K0.2%History
NFLXNetflix IncStock550$206.0K0.2%History
BKNGBooking Holdings Inc.Stock87$204.0K0.2%History
MMM3M CoStock1,351$201.0K0.2%History