Echo45 Advisors LLC
- SEC CIK
- 0001908617
- Latest filing
- Jul 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 18, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 48
- 0 vs. Q4 2023
- Portfolio value
- $138.9M
- +$8.98M (+6.9%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 12,921 | $153.0K | 0.1% | +365+2.9% | Added | History |
| WFCWells Fargo & Company | Stock | 3,522 | $204.1K | 0.1% | +3,522 | New | History |
| ZTSZoetis Inc. | Stock | 1,233 | $208.6K | 0.2% | −20−1.6% | Reduced | History |
| ABTAbbott Laboratories | Stock | 1,957 | $222.4K | 0.2% | −29−1.5% | Reduced | History |
| DHRDanaher Corp | Stock | 936 | $233.7K | 0.2% | +10+1.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 804 | $242.1K | 0.2% | +10+1.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 2,177 | $253.1K | 0.2% | −110−4.8% | Reduced | History |
| ADBEAdobe Inc. | Stock | 502 | $253.3K | 0.2% | −48−8.7% | Reduced | History |
| ORLYO Reilly Automotive Inc | Stock | 225 | $254.0K | 0.2% | −3−1.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 1,956 | $258.1K | 0.2% | −40−2.0% | Reduced | History |
| INTUIntuit Inc. | Stock | 411 | $267.1K | 0.2% | −5−1.2% | Reduced | History |
| TSLATesla, Inc. | Stock | 1,524 | $267.9K | 0.2% | −40−2.6% | Reduced | History |
| PGProcter & Gamble Co | Stock | 1,689 | $274.0K | 0.2% | +36+2.2% | Added | History |
| LOWLowes Companies Inc | Stock | 1,079 | $274.9K | 0.2% | +25+2.4% | Added | History |
| CBChubb Ltd | Stock | 1,164 | $301.6K | 0.2% | −14−1.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 2,094 | $318.8K | 0.2% | +540+34.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 625 | $363.3K | 0.3% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 6,075 | $365.5K | 0.3% | −66−1.1% | ReducedConverted for a 3-for-1 split | History |
| AVGOBroadcom Inc. | Stock | 308 | $408.2K | 0.3% | +4+1.3% | Added | History |
| HDHome Depot, Inc. | Stock | 1,074 | $412.0K | 0.3% | −8−0.7% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 845 | $418.0K | 0.3% | −40−4.5% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,146 | $429.8K | 0.3% | +17+0.8% | Added | History |
| MAMastercard Inc | Stock | 908 | $437.3K | 0.3% | +209+29.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,046 | $439.9K | 0.3% | +8+0.8% | Added | History |
| LLYEli Lilly & Co | Stock | 651 | $506.5K | 0.4% | −7−1.1% | Reduced | History |
| VVisa Inc. | Stock | 1,886 | $526.3K | 0.4% | −7−0.4% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 838 | $613.9K | 0.4% | −13−1.5% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,617 | $785.2K | 0.6% | −21−1.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 6,436 | $971.4K | 0.7% | −27−0.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 6,619 | $1.19M | 0.9% | +59+0.9% | Added | History |
| NVDANVIDIA Corp | Stock | 1,449 | $1.31M | 0.9% | −37−2.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 5,856 | $2.46M | 1.8% | +309+5.6% | Added | History |
| AAPLApple Inc. | Stock | 15,055 | $2.58M | 1.9% | +4,818+47.1% | Added | History |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 45,828 | $2.93M | 2.1% | +1,188+2.7% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 15,604 | $2.99M | 2.2% | +118+0.8% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,164 | $3.02M | 2.2% | +47+0.4% | Added | – |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 285,054 | $3.90M | 2.8% | +2,058+0.7% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 26,748 | $4.69M | 3.4% | +157+0.6% | Added | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 30,885 | $4.82M | 3.5% | +195+0.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 172,140 | $7.19M | 5.2% | +3,394+2.0% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 95,006 | $7.28M | 5.2% | +2,869+3.1% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 127,924 | $7.43M | 5.3% | +4,020+3.2% | Added | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 573,451 | $7.95M | 5.7% | +29,185+5.4% | Added | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 323,157 | $8.15M | 5.9% | +7,596+2.4% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 98,825 | $9.83M | 7.1% | +2,515+2.6% | Added | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 39,839 | $15.8M | 11.4% | −280−0.7% | Reduced | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 87,106 | $15.9M | 11.5% | −473−0.5% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 374,701 | $18.8M | 13.5% | +5,293+1.4% | Added | – |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.