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Echo45 Advisors LLC

SEC CIK
0001908617
Latest filing
Jul 13, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 17, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
52
+4 vs. Q3 2024
Portfolio value
$152.3M
−$1.43M (−0.9%) vs. Q3 2024
Filed
Jan 17, 2025
SEC
Holdings of Echo45 Advisors LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF391,396$18.8M12.3%+79,617+25.5%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT100,513$17.7M11.6%+52,846+110.9%Added–
Vanguard Short-Term Bond ETF921937827ETF146,491$11.3M7.4%+24,015+19.6%Added–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD790,202$10.3M6.8%−276,949−26.0%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS152,890$8.89M5.8%+17,020+12.5%Added–
SPDR Series Trust78468R408ST TERM HIGH ETF334,704$8.49M5.6%−95,032−22.1%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF184,440$8.14M5.3%+26,205+16.6%Added–
Invesco Nasdaq 100 ETF46138G649ETF31,725$6.77M4.4%−10,679−25.2%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 115,063$6.43M4.2%−5,059−25.1%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF26,695$5.17M3.4%+1,232+4.8%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF31,124$5.05M3.3%+2,902+10.3%Added–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE296,565$4.14M2.7%−269,863−47.6%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF39,353$3.96M2.6%−70,379−64.1%Reduced–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN69,491$3.87M2.5%+69,491New–
iShares Russell 2000 Growth ETF464287648ETF10,954$3.23M2.1%+478+4.6%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF15,968$3.18M2.1%+1,285+8.8%Added–
Vanguard Emerging Markets Government Bond ETF921946885ETF46,932$2.98M2.0%−12,950−21.6%Reduced–
AAPLApple Inc.Stock9,093$2.21M1.5%+271+3.1%AddedHistory
Northern LTS FD Tr IV66538H237MAIN INTNL ETF93,520$2.08M1.4%+20,070+27.3%Added–
MSFTMicrosoft CorpStock4,772$2.02M1.3%+45+1.0%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF51,952$1.82M1.2%+6,206+13.6%Added–
NVDANVIDIA CorpStock12,199$1.76M1.2%+1,231+11.2%AddedHistory
AMZNAmazon Com IncStock6,049$1.36M0.9%+395+7.0%AddedHistory
iShares Tr46428865310-20 YR TRS ETF11,902$1.18M0.8%−17,561−59.6%Reduced–
BLKBlackRock, Inc.COM1,141$1.16M0.8%+3+0.3%AddedHistory
GOOGLAlphabet Inc.Stock4,600$882.2K0.6%+150+3.4%AddedHistory
METAMeta Platforms, Inc.Stock1,413$854.3K0.6%+85+6.4%AddedHistory
COSTCostco Wholesale CorpStock688$630.6K0.4%+2+0.3%AddedHistory
AVGOBroadcom Inc.Stock2,675$622.1K0.4%+238+9.8%AddedHistory
TSLATesla, Inc.Stock1,240$508.8K0.3%+44+3.7%AddedHistory
LLYEli Lilly & CoStock624$488.0K0.3%+103+19.8%AddedHistory
JPMJPMorgan Chase & CoStock1,979$481.5K0.3%+156+8.6%AddedHistory
BITBBitwise Bitcoin ETFSHS BEN INT8,728$467.6K0.3%+868+11.0%AddedHistory
VVisa Inc.Stock1,474$464.2K0.3%−26−1.7%ReducedHistory
WMTWalmart Inc.Stock4,774$433.4K0.3%−172−3.5%ReducedHistory
MAMastercard IncStock824$429.6K0.3%+29+3.6%AddedHistory
BRK.BBerkshire Hathaway IncStock870$394.6K0.3%+24+2.8%AddedHistory
HDHome Depot, Inc.Stock911$354.5K0.2%+9+1.0%AddedHistory
GOOGAlphabet Inc.Stock1,783$344.4K0.2%−3−0.2%ReducedHistory
UNHUnitedHealth Group IncStock619$317.8K0.2%+38+6.5%AddedHistory
TMOThermo Fisher Scientific Inc.Stock573$305.0K0.2%+33+6.1%AddedHistory
NFLXNetflix IncStock305$268.7K0.2%+305NewHistory
CBChubb LtdStock964$261.9K0.2%+53+5.8%AddedHistory
PGProcter & Gamble CoStock1,562$257.9K0.2%+321+25.9%AddedHistory
ABBVAbbVie Inc.Stock1,355$245.6K0.2%+1,355NewHistory
ORLYO Reilly Automotive IncStock183$220.4K0.1%+183NewHistory
CRMSalesforce, Inc.Stock660$219.7K0.1%+660NewHistory
LOWLowes Companies IncStock881$218.9K0.1%+31+3.6%AddedHistory
XOMExxonMobil Holdings CorpCOM1,970$212.5K0.1%+170+9.4%AddedHistory
GSGoldman Sachs Group IncStock350$203.2K0.1%+350NewHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR12,380$119.1K0.1%−380−3.0%ReducedHistory
SANBanco Santander, S.A.ADR11,712$52.6K<0.1%+11,712NewHistory

Sold out since Q3 2024 (3)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Echo45 Advisors LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
ADBEAdobe Inc.Stock420$216.9K0.1%History
DHRDanaher CorpStock756$210.2K0.1%History
GLDSPDR Gold TrustETF828$201.3K0.1%History