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 (BLK) | 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 |