Echo45 Advisors

Echo45 Advisors as of March 31, 2023

Portfolio Holdings for Echo45 Advisors

Echo45 Advisors holds 52 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.0 $14M 320k 45.17
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 11.2 $14M 102k 132.01
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 10.0 $12M 36k 332.62
Ishares Tr 0-5 Yr Tips Etf (STIP) 9.3 $11M 113k 99.23
Spdr Ser Tr Bloomberg Sht Te (SJNK) 7.8 $9.4M 376k 24.84
Vanguard Scottsdale Fds Short Term Treas (VGSH) 7.1 $8.5M 146k 58.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.0 $8.5M 111k 76.49
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 5.7 $6.8M 482k 14.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.4 $5.3M 131k 40.40
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $3.5M 25k 140.20
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.8 $3.4M 25k 134.07
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 2.6 $3.2M 240k 13.24
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.6 $3.1M 49k 62.31
Ishares Tr Rus 2000 Grw Etf (IWO) 1.8 $2.2M 9.7k 226.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $2.1M 13k 158.76
Apple (AAPL) 1.5 $1.8M 11k 164.90
Microsoft Corporation (MSFT) 1.4 $1.7M 5.9k 288.29
Alphabet Cap Stk Cl A (GOOGL) 0.6 $719k 6.9k 103.73
Amazon (AMZN) 0.6 $671k 6.5k 103.29
Costco Wholesale Corporation (COST) 0.4 $471k 948.00 496.87
UnitedHealth (UNH) 0.4 $462k 977.00 472.59
Visa Com Cl A (V) 0.4 $435k 1.9k 225.47
Thermo Fisher Scientific (TMO) 0.3 $418k 725.00 576.37
NVIDIA Corporation (NVDA) 0.3 $393k 1.4k 277.77
Home Depot (HD) 0.3 $353k 1.2k 295.12
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $351k 5.5k 63.89
Tesla Motors (TSLA) 0.3 $345k 1.7k 207.46
Meta Platforms Cl A (META) 0.3 $343k 1.6k 211.94
Exxon Mobil Corporation (XOM) 0.2 $301k 2.7k 109.67
Wal-Mart Stores (WMT) 0.2 $288k 2.0k 147.45
Honeywell International (HON) 0.2 $285k 1.5k 191.13
Danaher Corporation (DHR) 0.2 $259k 1.0k 252.04
Eli Lilly & Co. (LLY) 0.2 $259k 753.00 343.45
Procter & Gamble Company (PG) 0.2 $252k 1.7k 148.69
Lowe's Companies (LOW) 0.2 $250k 1.2k 199.99
Zoetis Cl A (ZTS) 0.2 $246k 1.5k 166.44
Chubb (CB) 0.2 $245k 1.3k 194.18
JPMorgan Chase & Co. (JPM) 0.2 $244k 1.9k 130.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $244k 790.00 308.77
Merck & Co (MRK) 0.2 $234k 2.2k 106.39
Mastercard Incorporated Cl A (MA) 0.2 $229k 629.00 363.41
O'reilly Automotive (ORLY) 0.2 $226k 266.00 848.98
Intuit (INTU) 0.2 $221k 496.00 445.83
Abbott Laboratories (ABT) 0.2 $221k 2.2k 101.26
Alphabet Cap Stk Cl C (GOOG) 0.2 $215k 2.1k 104.00
Adobe Systems Incorporated (ADBE) 0.2 $212k 551.00 385.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $210k 2.0k 105.48
Chevron Corporation (CVX) 0.2 $207k 1.3k 163.22
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $82k 12k 7.05
Telefonica S A Sponsored Adr (TEF) 0.0 $48k 11k 4.28
Banco Santander Adr (SAN) 0.0 $38k 10k 3.69
Vistagen Therapeutics Com New 0.0 $1.6k 13k 0.12