Echo45 Advisors

Echo45 Advisors as of March 31, 2022

Portfolio Holdings for Echo45 Advisors

Echo45 Advisors holds 75 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 11.9 $15M 315k 48.03
Vanguard Scottsdale Fds Short Term Treas (VGSH) 10.7 $14M 231k 59.26
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 7.3 $9.3M 27k 346.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.2 $9.2M 26k 362.56
Invesco Activly Mangd Etc Optimum Yield (PDBC) 6.6 $8.4M 476k 17.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.5 $8.3M 106k 77.90
Spdr Ser Tr Bloomberg Sht Te (SJNK) 6.4 $8.2M 311k 26.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.6 $5.9M 128k 46.13
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.0 $5.1M 101k 50.10
Box Cl A (BOX) 3.9 $5.0M 172k 29.06
Apple (AAPL) 3.1 $4.0M 23k 174.62
Microsoft Corporation (MSFT) 2.2 $2.8M 9.2k 308.32
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.2 $1.6M 11k 149.65
Amazon (AMZN) 1.2 $1.6M 479.00 3260.96
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $1.5M 8.8k 165.72
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.4M 501.00 2780.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.3M 7.5k 175.98
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 1.0 $1.3M 19k 69.84
Ishares Tr Rus 2000 Grw Etf (IWO) 0.9 $1.2M 4.6k 255.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.0M 9.2k 108.38
UnitedHealth (UNH) 0.7 $956k 1.9k 509.87
Costco Wholesale Corporation (COST) 0.6 $819k 1.4k 575.54
Tesla Motors (TSLA) 0.6 $796k 739.00 1077.13
Home Depot (HD) 0.6 $788k 2.6k 299.51
Visa Com Cl A (V) 0.6 $781k 3.5k 221.75
NVIDIA Corporation (NVDA) 0.6 $766k 2.8k 272.69
Honeywell International (HON) 0.5 $650k 3.3k 194.73
Alphabet Cap Stk Cl C (GOOG) 0.5 $634k 227.00 2792.95
Meta Platforms Cl A (META) 0.5 $594k 2.7k 222.22
Wal-Mart Stores (WMT) 0.4 $556k 3.7k 148.98
JPMorgan Chase & Co. (JPM) 0.4 $545k 4.0k 136.39
Cisco Systems (CSCO) 0.4 $532k 9.5k 55.72
Thermo Fisher Scientific (TMO) 0.4 $526k 891.00 590.35
Johnson & Johnson (JNJ) 0.4 $486k 2.7k 177.11
Walt Disney Company (DIS) 0.4 $473k 3.4k 137.14
Goldman Sachs (GS) 0.3 $445k 1.3k 330.36
Chevron Corporation (CVX) 0.3 $427k 2.6k 162.98
salesforce (CRM) 0.3 $417k 2.0k 212.54
Danaher Corporation (DHR) 0.3 $412k 1.4k 293.24
Procter & Gamble Company (PG) 0.3 $405k 2.7k 152.83
Union Pacific Corporation (UNP) 0.3 $395k 1.4k 273.17
McDonald's Corporation (MCD) 0.3 $390k 1.6k 247.15
Abbott Laboratories (ABT) 0.3 $379k 3.2k 118.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $373k 1.1k 353.22
Zoetis Cl A (ZTS) 0.3 $359k 1.9k 188.45
American Express Company (AXP) 0.3 $356k 1.9k 186.78
Amgen (AMGN) 0.3 $355k 1.5k 241.83
Broadcom (AVGO) 0.3 $334k 531.00 629.00
Intuit (INTU) 0.3 $334k 695.00 480.58
Adobe Systems Incorporated (ADBE) 0.3 $331k 726.00 455.92
Caterpillar (CAT) 0.2 $309k 1.4k 222.78
Prologis (PLD) 0.2 $307k 1.9k 161.41
Chubb (CB) 0.2 $296k 1.4k 214.18
Pepsi (PEP) 0.2 $289k 1.7k 167.15
Paypal Holdings (PYPL) 0.2 $288k 2.5k 115.85
Coca-Cola Company (KO) 0.2 $283k 4.6k 61.90
Lowe's Companies (LOW) 0.2 $277k 1.4k 202.04
Mastercard Incorporated Cl A (MA) 0.2 $266k 745.00 357.05
Merck & Co (MRK) 0.2 $256k 3.1k 82.18
BlackRock 0.2 $253k 331.00 764.35
American Tower Reit (AMT) 0.2 $248k 987.00 251.27
Nextera Energy (NEE) 0.2 $248k 2.9k 84.73
Exxon Mobil Corporation (XOM) 0.2 $246k 3.0k 82.61
Lockheed Martin Corporation (LMT) 0.2 $241k 545.00 442.20
Intel Corporation (INTC) 0.2 $238k 4.8k 49.49
Nike CL B (NKE) 0.2 $236k 1.8k 134.32
Comcast Corp Cl A (CMCSA) 0.2 $231k 4.9k 46.81
Eli Lilly & Co. (LLY) 0.2 $227k 794.00 285.89
Intuitive Surgical Com New (ISRG) 0.2 $226k 750.00 301.33
International Business Machines (IBM) 0.2 $226k 1.7k 129.74
Texas Instruments Incorporated (TXN) 0.2 $215k 1.2k 183.60
Travelers Companies (TRV) 0.2 $207k 1.1k 182.86
Netflix (NFLX) 0.2 $206k 550.00 374.55
Booking Holdings (BKNG) 0.2 $204k 87.00 2344.83
3M Company (MMM) 0.2 $201k 1.4k 148.78