Skip to main content

Echo45 Advisors LLC

SEC CIK
0001908617
Latest filing
Jul 13, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 31, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
48
+4 vs. Q3 2023
Portfolio value
$130.0M
+$12.0M (+10.2%) vs. Q3 2023
Filed
Jan 31, 2024
SEC
Holdings of Echo45 Advisors LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR12,556$114.4K0.1%−1,632−11.5%ReducedHistory
CRMSalesforce, Inc.Stock794$208.9K0.2%+794NewHistory
HONHoneywell International IncCOM1,005$210.8K0.2%+1,005NewHistory
DHRDanaher CorpStock926$214.2K0.2%+17+1.9%AddedHistory
ORLYO Reilly Automotive IncStock228$216.6K0.2%+7+3.2%AddedHistory
MRKMerck & Co., Inc.Stock1,996$217.6K0.2%+1,996NewHistory
ABTAbbott LaboratoriesStock1,986$218.6K0.2%+1,986NewHistory
GOOGAlphabet Inc.Stock1,554$219.0K0.2%−62−3.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM2,287$228.7K0.2%+175+8.3%AddedHistory
LOWLowes Companies IncStock1,054$234.6K0.2%−44−4.0%ReducedHistory
PGProcter & Gamble CoStock1,653$242.2K0.2%+161+10.8%AddedHistory
ZTSZoetis Inc.Stock1,253$247.3K0.2%+42+3.5%AddedHistory
INTUIntuit Inc.Stock416$260.0K0.2%−21−4.8%ReducedHistory
CBChubb LtdStock1,178$266.2K0.2%+56+5.0%AddedHistory
MAMastercard IncStock699$298.1K0.2%+118+20.3%AddedHistory
WMTWalmart Inc.Stock2,047$322.7K0.2%+90+4.6%AddedHistory
ADBEAdobe Inc.Stock550$328.1K0.3%+25+4.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock625$331.7K0.3%+11+1.8%AddedHistory
AVGOBroadcom Inc.Stock304$339.3K0.3%+8+2.7%AddedHistory
JPMJPMorgan Chase & CoStock2,129$362.1K0.3%+376+21.4%AddedHistory
BRK.BBerkshire Hathaway IncStock1,038$370.2K0.3%+244+30.7%AddedHistory
HDHome Depot, Inc.Stock1,082$375.0K0.3%−8−0.7%ReducedHistory
LLYEli Lilly & CoStock658$383.6K0.3%+24+3.8%AddedHistory
TSLATesla, Inc.Stock1,564$388.6K0.3%−3−0.2%ReducedHistory
UNHUnitedHealth Group IncStock885$465.9K0.4%+26+3.0%AddedHistory
VVisa Inc.Stock1,893$492.8K0.4%+157+9.0%AddedHistory
COSTCostco Wholesale CorpStock851$561.7K0.4%−43−4.8%ReducedHistory
METAMeta Platforms, Inc.Stock1,638$579.8K0.4%−13−0.8%ReducedHistory
NVDANVIDIA CorpStock1,486$735.9K0.6%+163+12.3%AddedHistory
GOOGLAlphabet Inc.Stock6,463$902.8K0.7%+185+2.9%AddedHistory
AMZNAmazon Com IncStock6,560$996.7K0.8%+220+3.5%AddedHistory
AAPLApple Inc.Stock10,237$1.97M1.5%+193+1.9%AddedHistory
MSFTMicrosoft CorpStock5,547$2.09M1.6%+124+2.3%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF15,486$2.79M2.1%+1,603+11.5%Added–
iShares Russell 2000 Growth ETF464287648ETF11,117$2.80M2.2%+1,589+16.7%Added–
Vanguard Emerging Markets Government Bond ETF921946885ETF44,640$2.85M2.2%−8,603−16.2%Reduced–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE282,996$3.81M2.9%+40,388+16.6%Added–
Vanguard Index FDS922908652EXTEND MKT ETF26,591$4.37M3.4%+2,021+8.2%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF30,690$4.45M3.4%+4,040+15.2%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF168,746$6.94M5.3%+29,849+21.5%Added–
Vanguard Short-Term Bond ETF921937827ETF92,137$7.10M5.5%−16,408−15.1%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS123,904$7.23M5.6%−18,947−13.3%Reduced–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD544,266$7.24M5.6%+35,685+7.0%Added–
SPDR Series Trust78468R408ST TERM HIGH ETF315,561$7.93M6.1%−60,332−16.1%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF96,310$9.50M7.3%−15,355−13.8%Reduced–
Invesco Nasdaq 100 ETF46138G649ETF87,579$14.8M11.4%+4,596+5.5%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 140,119$15.1M11.6%+3,947+10.9%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF369,408$17.7M13.6%+52,237+16.5%Added–