Echo45 Advisors LLC
- SEC CIK
- 0001908617
- Latest filing
- Jul 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 31, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 55
- +18 vs. Q3 2022
- Portfolio value
- $111.6M
- +$13.0M (+13.2%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 365,833 | $15.4M | 13.8% | +19,959+5.8% | Added | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 40,744 | $13.5M | 12.1% | +1,968+5.1% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 43,454 | $11.6M | 10.4% | +3,018+7.5% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 193,590 | $11.2M | 10.0% | +4,998+2.7% | Added | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 343,710 | $8.33M | 7.5% | +7,161+2.1% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 107,995 | $8.13M | 7.3% | +2,401+2.3% | Added | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 426,963 | $6.31M | 5.7% | +12,436+3.0% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 136,471 | $5.32M | 4.8% | +4,451+3.4% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 52,301 | $5.07M | 4.5% | +3,053+6.2% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 59,262 | $2.70M | 2.4% | −434−0.7% | Reduced | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 15,549 | $2.10M | 1.9% | +781+5.3% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 15,110 | $2.01M | 1.8% | +950+6.7% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 11,451 | $1.82M | 1.6% | +585+5.4% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 7,957 | $1.71M | 1.5% | +493+6.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 6,073 | $1.46M | 1.3% | +139+2.3% | Added | History |
| AAPLApple Inc. | Stock | 11,036 | $1.43M | 1.3% | −940−7.8% | Reduced | History |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 23,008 | $1.40M | 1.3% | +822+3.7% | Added | – |
| GOOGLAlphabet Inc. | Stock | 7,706 | $679.9K | 0.6% | +276+3.7% | Added | History |
| Vanguard World FD921910733 | ESG US STK ETF | 10,253 | $675.3K | 0.6% | +10,253 | New | – |
| AMZNAmazon Com Inc | Stock | 7,774 | $653.0K | 0.6% | −289−3.6% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,097 | $581.6K | 0.5% | −11−1.0% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 1,117 | $509.9K | 0.5% | +13+1.2% | Added | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 8,843 | $476.4K | 0.4% | +8,843 | New | – |
| TMOThermo Fisher Scientific Inc. | Stock | 825 | $454.3K | 0.4% | +7+0.9% | Added | History |
| HDHome Depot, Inc. | Stock | 1,410 | $445.4K | 0.4% | −8−0.6% | Reduced | History |
| VVisa Inc. | Stock | 2,030 | $421.8K | 0.4% | +108+5.6% | Added | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,590 | $393.2K | 0.4% | +3,590 | New | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,838 | $372.3K | 0.3% | +3,838 | New | – |
| HONHoneywell International Inc | COM | 1,697 | $363.7K | 0.3% | −36−2.1% | Reduced | History |
| DHRDanaher Corp | Stock | 1,323 | $351.2K | 0.3% | +25+1.9% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,774 | $337.8K | 0.3% | +5,774 | New | – |
| WMTWalmart Inc. | Stock | 2,194 | $311.1K | 0.3% | −11−0.5% | Reduced | History |
| CBChubb Ltd | Stock | 1,409 | $310.8K | 0.3% | +1+0.1% | Added | History |
| LLYEli Lilly & Co | Stock | 811 | $296.7K | 0.3% | +67+9.0% | Added | History |
| JNJJohnson & Johnson | Stock | 1,653 | $292.0K | 0.3% | +212+14.7% | Added | History |
| MRKMerck & Co., Inc. | Stock | 2,304 | $255.6K | 0.2% | +2,304 | New | History |
| ABTAbbott Laboratories | Stock | 2,323 | $255.0K | 0.2% | −27−1.1% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 2,302 | $253.9K | 0.2% | +2,302 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 297 | $250.7K | 0.2% | +297 | New | History |
| LOWLowes Companies Inc | Stock | 1,242 | $247.5K | 0.2% | −25−2.0% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,812 | $243.0K | 0.2% | −179−9.0% | Reduced | History |
| ZTSZoetis Inc. | Stock | 1,627 | $238.4K | 0.2% | −42−2.5% | Reduced | History |
| iShares Tr46435G672 | CORE INTL AGGR | 4,926 | $234.2K | 0.2% | +4,926 | New | – |
| PGProcter & Gamble Co | Stock | 1,541 | $233.6K | 0.2% | +1,541 | New | History |
| LMTLockheed Martin Corp | Stock | 479 | $233.0K | 0.2% | +479 | New | History |
| CVXChevron Corp | Stock | 1,287 | $231.0K | 0.2% | +1,287 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 746 | $230.4K | 0.2% | +746 | New | History |
| NVDANVIDIA Corp | Stock | 1,565 | $228.7K | 0.2% | +1,565 | New | History |
| UNPUnion Pacific Corp | Stock | 1,089 | $225.5K | 0.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,851 | $222.7K | 0.2% | +1,851 | New | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,041 | $220.8K | 0.2% | +2,041 | New | – |
| PEPPepsiCo Inc | Stock | 1,139 | $205.8K | 0.2% | +1,139 | New | History |
| INTUIntuit Inc. | Stock | 526 | $204.7K | 0.2% | −26−4.7% | Reduced | History |
| AMBPArdagh Metal Packaging S.A. | SHS | 10,584 | $50.9K | <0.1% | +10,584 | New | History |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 15,647 | $1.61K | <0.1% | +15,647 | New | History |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.