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Echo45 Advisors LLC

SEC CIK
0001908617
Latest filing
Jul 13, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
52
0 vs. Q4 2024
Portfolio value
$149.5M
−$2.82M (−1.8%) vs. Q4 2024
Filed
Apr 15, 2025
SEC
Holdings of Echo45 Advisors LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF375,299$19.1M12.8%−16,097−4.1%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT100,599$17.4M11.7%+86+0.1%Added–
Vanguard Short-Term Bond ETF921937827ETF144,395$11.3M7.6%−2,096−1.4%Reduced–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD769,593$10.5M7.0%−20,609−2.6%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS150,687$8.84M5.9%−2,203−1.4%Reduced–
SPDR Series Trust78468R408ST TERM HIGH ETF330,937$8.33M5.6%−3,767−1.1%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF180,071$8.15M5.5%−4,369−2.4%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 114,963$6.28M4.2%−100−0.7%ReducedHistory
Invesco Nasdaq 100 ETF46138G649ETF31,532$6.09M4.1%−193−0.6%Reduced–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF30,972$4.97M3.3%−152−0.5%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF27,050$4.66M3.1%+355+1.3%Added–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE295,587$4.06M2.7%−978−0.3%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF38,572$3.99M2.7%−781−2.0%Reduced–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN70,252$3.59M2.4%+761+1.1%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF16,212$3.02M2.0%+244+1.5%Added–
Vanguard Emerging Markets Government Bond ETF921946885ETF46,382$2.98M2.0%−550−1.2%Reduced–
iShares Russell 2000 Growth ETF464287648ETF11,333$2.90M1.9%+379+3.5%Added–
VanEck ETF Trust92189F106GOLD MINERS ETF48,464$2.23M1.5%−3,488−6.7%Reduced–
Northern LTS FD Tr IV66538H237MAIN INTNL ETF88,582$2.06M1.4%−4,938−5.3%Reduced–
AAPLApple Inc.Stock9,149$2.03M1.4%+56+0.6%AddedHistory
MSFTMicrosoft CorpStock4,967$1.86M1.2%+195+4.1%AddedHistory
NVDANVIDIA CorpStock12,952$1.40M0.9%+753+6.2%AddedHistory
iShares Tr46428865310-20 YR TRS ETF11,766$1.22M0.8%−136−1.1%Reduced–
AMZNAmazon Com IncStock6,387$1.22M0.8%+338+5.6%AddedHistory
BLKBlackRock, Inc.Stock1,149$1.09M0.7%+8+0.7%AddedHistory
METAMeta Platforms, Inc.Stock1,483$854.8K0.6%+70+5.0%AddedHistory
GOOGLAlphabet Inc.Stock4,847$749.5K0.5%+247+5.4%AddedHistory
COSTCostco Wholesale CorpStock722$682.7K0.5%+34+4.9%AddedHistory
TSLATesla, Inc.Stock2,229$577.7K0.4%+989+79.8%AddedHistory
AVGOBroadcom Inc.Stock3,201$535.9K0.4%+526+19.7%AddedHistory
VVisa Inc.Stock1,519$532.4K0.4%+45+3.1%AddedHistory
BITBBitwise Bitcoin ETFSHS BEN INT10,972$492.4K0.3%+2,244+25.7%AddedHistory
LLYEli Lilly & CoStock561$463.2K0.3%−63−10.1%ReducedHistory
JPMJPMorgan Chase & CoStock1,886$462.6K0.3%−93−4.7%ReducedHistory
MAMastercard IncStock824$451.8K0.3%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock847$451.1K0.3%−23−2.6%ReducedHistory
WMTWalmart Inc.Stock4,972$436.5K0.3%+198+4.1%AddedHistory
HDHome Depot, Inc.Stock931$341.2K0.2%+20+2.2%AddedHistory
UNHUnitedHealth Group IncStock561$293.8K0.2%−58−9.4%ReducedHistory
GOOGAlphabet Inc.Stock1,783$278.6K0.2%00.0%UnchangedHistory
CBChubb LtdStock918$277.1K0.2%−46−4.8%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock556$276.7K0.2%−17−3.0%ReducedHistory
NFLXNetflix IncStock281$262.0K0.2%−24−7.9%ReducedHistory
ABBVAbbVie Inc.Stock1,198$250.9K0.2%−157−11.6%ReducedHistory
PGProcter & Gamble CoStock1,401$238.7K0.2%−161−10.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM1,875$223.0K0.1%−95−4.8%ReducedHistory
ORLYO Reilly Automotive IncStock150$214.9K0.1%−33−18.0%ReducedHistory
INTUIntuit Inc.Stock340$208.8K0.1%+340NewHistory
GLDSPDR Gold TrustETF708$204.0K0.1%+708NewHistory
LOWLowes Companies IncStock859$200.3K0.1%−22−2.5%ReducedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR13,985$190.5K0.1%+1,605+13.0%AddedHistory
SANBanco Santander, S.A.ADR12,469$83.5K0.1%+757+6.5%AddedHistory

Sold out since Q4 2024 (2)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Echo45 Advisors LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
CRMSalesforce, Inc.Stock660$219.7K0.1%History
GSGoldman Sachs Group IncStock350$203.2K0.1%History