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Echo45 Advisors LLC

SEC CIK
0001908617
Latest filing
Jul 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 26, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
46
−2 vs. Q1 2024
Portfolio value
$142.3M
+$3.37M (+2.4%) vs. Q1 2024
Filed
Jul 26, 2024
SEC
Holdings of Echo45 Advisors LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF297,160$14.7M10.3%−77,541−20.7%Reduced–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD1,014,152$14.2M10.0%+440,701+76.9%Added–
iShares Tr46429B7470-5 YR TIPS ETF106,446$10.6M7.4%+7,621+7.7%Added–
SPDR Series Trust78468R408ST TERM HIGH ETF420,017$10.5M7.4%+96,860+30.0%Added–
Vanguard Short-Term Bond ETF921937827ETF119,791$9.19M6.5%+24,785+26.1%Added–
Invesco Nasdaq 100 ETF46138G649ETF41,317$8.14M5.7%−45,789−52.6%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 119,634$7.68M5.4%−20,205−50.7%ReducedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS132,070$7.66M5.4%+4,146+3.2%Added–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE535,575$7.35M5.2%+250,521+87.9%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT44,488$7.31M5.1%+44,488New–
Vanguard Ftse Emerging Markets ETF922042858ETF151,316$6.62M4.7%−20,824−12.1%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF24,326$4.11M2.9%−2,422−9.1%Reduced–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF27,080$4.07M2.9%−3,805−12.3%Reduced–
Vanguard Emerging Markets Government Bond ETF921946885ETF58,926$3.71M2.6%+13,098+28.6%Added–
iShares Tr46428865310-20 YR TRS ETF29,504$3.03M2.1%+29,504New–
iShares Russell 2000 Growth ETF464287648ETF10,062$2.64M1.9%−1,102−9.9%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF14,067$2.57M1.8%−1,537−9.9%Reduced–
MSFTMicrosoft CorpStock5,001$2.24M1.6%−855−14.6%ReducedHistory
AAPLApple Inc.Stock9,369$1.97M1.4%−5,686−37.8%ReducedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF46,311$1.57M1.1%+46,311New–
Northern LTS FD Tr IV66538H237MAIN INTNL ETF69,203$1.56M1.1%+69,203New–
NVDANVIDIA CorpStock11,732$1.45M1.0%−2,758−19.0%ReducedConverted for a 10-for-1 splitHistory
AMZNAmazon Com IncStock5,922$1.14M0.8%−697−10.5%ReducedHistory
GOOGLAlphabet Inc.Stock4,654$847.7K0.6%−1,782−27.7%ReducedHistory
METAMeta Platforms, Inc.Stock1,401$706.4K0.5%−216−13.4%ReducedHistory
COSTCostco Wholesale CorpStock706$600.1K0.4%−132−15.8%ReducedHistory
LLYEli Lilly & CoStock569$515.2K0.4%−82−12.6%ReducedHistory
AVGOBroadcom Inc.Stock263$422.3K0.3%−45−14.6%ReducedHistory
VVisa Inc.Stock1,586$416.3K0.3%−300−15.9%ReducedHistory
JPMJPMorgan Chase & CoStock1,946$393.6K0.3%−200−9.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock913$371.4K0.3%−133−12.7%ReducedHistory
MAMastercard IncStock839$370.1K0.3%−69−7.6%ReducedHistory
GOOGAlphabet Inc.Stock1,917$351.6K0.2%−177−8.5%ReducedHistory
WMTWalmart Inc.Stock5,127$347.1K0.2%−948−15.6%ReducedHistory
HDHome Depot, Inc.Stock940$323.6K0.2%−134−12.5%ReducedHistory
UNHUnitedHealth Group IncStock617$314.2K0.2%−228−27.0%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock562$310.8K0.2%−63−10.1%ReducedHistory
BITBBitwise Bitcoin ETFSHS BEN INT7,879$257.6K0.2%+7,879NewHistory
ADBEAdobe Inc.Stock440$244.4K0.2%−62−12.4%ReducedHistory
CBChubb LtdStock942$240.3K0.2%−222−19.1%ReducedHistory
TSLATesla, Inc.Stock1,199$237.3K0.2%−325−21.3%ReducedHistory
PGProcter & Gamble CoStock1,433$236.3K0.2%−256−15.2%ReducedHistory
INTUIntuit Inc.Stock344$226.1K0.2%−67−16.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM1,926$221.7K0.2%−251−11.5%ReducedHistory
MRKMerck & Co., Inc.Stock1,748$216.4K0.2%−208−10.6%ReducedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR12,829$128.7K0.1%−92−0.7%ReducedHistory

Sold out since Q1 2024 (7)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Echo45 Advisors LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
LOWLowes Companies IncStock1,079$274.9K0.2%History
ORLYO Reilly Automotive IncStock225$254.0K0.2%History
CRMSalesforce, Inc.Stock804$242.1K0.2%History
DHRDanaher CorpStock936$233.7K0.2%History
ABTAbbott LaboratoriesStock1,957$222.4K0.2%History
ZTSZoetis Inc.Stock1,233$208.6K0.2%History
WFCWells Fargo & CompanyStock3,522$204.1K0.1%History