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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.

Institution overview
Positions
55
+18 vs. Q3 2022
Portfolio value
$111.6M
+$13.0M (+13.2%) vs. Q3 2022
Filed
Jan 31, 2023
SEC
Holdings of Echo45 Advisors LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
VTGNVistagen Therapeutics, Inc.COM NEW15,647$1.61K<0.1%+15,647NewHistory
AMBPArdagh Metal Packaging S.A.SHS10,584$50.9K<0.1%+10,584NewHistory
INTUIntuit Inc.Stock526$204.7K0.2%−26−4.7%ReducedHistory
PEPPepsiCo IncStock1,139$205.8K0.2%+1,139NewHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,041$220.8K0.2%+2,041New–
METAMeta Platforms, Inc.Stock1,851$222.7K0.2%+1,851NewHistory
UNPUnion Pacific CorpStock1,089$225.5K0.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock1,565$228.7K0.2%+1,565NewHistory
BRK.BBerkshire Hathaway IncStock746$230.4K0.2%+746NewHistory
CVXChevron CorpStock1,287$231.0K0.2%+1,287NewHistory
LMTLockheed Martin CorpStock479$233.0K0.2%+479NewHistory
PGProcter & Gamble CoStock1,541$233.6K0.2%+1,541NewHistory
iShares Tr46435G672CORE INTL AGGR4,926$234.2K0.2%+4,926New–
ZTSZoetis Inc.Stock1,627$238.4K0.2%−42−2.5%ReducedHistory
JPMJPMorgan Chase & CoStock1,812$243.0K0.2%−179−9.0%ReducedHistory
LOWLowes Companies IncStock1,242$247.5K0.2%−25−2.0%ReducedHistory
ORLYO Reilly Automotive IncStock297$250.7K0.2%+297NewHistory
XOMExxonMobil Holdings CorpCOM2,302$253.9K0.2%+2,302NewHistory
ABTAbbott LaboratoriesStock2,323$255.0K0.2%−27−1.1%ReducedHistory
MRKMerck & Co., Inc.Stock2,304$255.6K0.2%+2,304NewHistory
JNJJohnson & JohnsonStock1,653$292.0K0.3%+212+14.7%AddedHistory
LLYEli Lilly & CoStock811$296.7K0.3%+67+9.0%AddedHistory
CBChubb LtdStock1,409$310.8K0.3%+1+0.1%AddedHistory
WMTWalmart Inc.Stock2,194$311.1K0.3%−11−0.5%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF5,774$337.8K0.3%+5,774New–
DHRDanaher CorpStock1,323$351.2K0.3%+25+1.9%AddedHistory
HONHoneywell International IncCOM1,697$363.7K0.3%−36−2.1%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF3,838$372.3K0.3%+3,838New–
Invesco Nasdaq 100 ETF46138G649ETF3,590$393.2K0.4%+3,590New–
VVisa Inc.Stock2,030$421.8K0.4%+108+5.6%AddedHistory
HDHome Depot, Inc.Stock1,410$445.4K0.4%−8−0.6%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock825$454.3K0.4%+7+0.9%AddedHistory
iShares Tr464288307MRGSTR MD CP GRW8,843$476.4K0.4%+8,843New–
COSTCostco Wholesale CorpStock1,117$509.9K0.5%+13+1.2%AddedHistory
UNHUnitedHealth Group IncStock1,097$581.6K0.5%−11−1.0%ReducedHistory
AMZNAmazon Com IncStock7,774$653.0K0.6%−289−3.6%ReducedHistory
Vanguard World FD921910733ESG US STK ETF10,253$675.3K0.6%+10,253New–
GOOGLAlphabet Inc.Stock7,706$679.9K0.6%+276+3.7%AddedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF23,008$1.40M1.3%+822+3.7%Added–
AAPLApple Inc.Stock11,036$1.43M1.3%−940−7.8%ReducedHistory
MSFTMicrosoft CorpStock6,073$1.46M1.3%+139+2.3%AddedHistory
iShares Russell 2000 Growth ETF464287648ETF7,957$1.71M1.5%+493+6.6%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF11,451$1.82M1.6%+585+5.4%Added–
Vanguard Index FDS922908652EXTEND MKT ETF15,110$2.01M1.8%+950+6.7%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF15,549$2.10M1.9%+781+5.3%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF59,262$2.70M2.4%−434−0.7%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF52,301$5.07M4.5%+3,053+6.2%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF136,471$5.32M4.8%+4,451+3.4%Added–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD426,963$6.31M5.7%+12,436+3.0%Added–
Vanguard Short-Term Bond ETF921937827ETF107,995$8.13M7.3%+2,401+2.3%Added–
SPDR Series Trust78468R408ST TERM HIGH ETF343,710$8.33M7.5%+7,161+2.1%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS193,590$11.2M10.0%+4,998+2.7%Added–
Invesco QQQ Trust Series I46090E103ETF43,454$11.6M10.4%+3,018+7.5%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 140,744$13.5M12.1%+1,968+5.1%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF365,833$15.4M13.8%+19,959+5.8%Added–

Sold out since Q3 2022 (1)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Echo45 Advisors LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
TSLATesla, Inc.Stock1,850$491.0K0.5%History