Echo45 Advisors as of March 31, 2024
Portfolio Holdings for Echo45 Advisors
Echo45 Advisors holds 48 positions in its portfolio as reported in the March 2024 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) | 13.5 | $19M | 375k | 50.17 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 11.5 | $16M | 87k | 182.69 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 11.4 | $16M | 40k | 397.76 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 7.1 | $9.8M | 99k | 99.43 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 5.9 | $8.2M | 323k | 25.22 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 5.7 | $8.0M | 574k | 13.87 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.3 | $7.4M | 128k | 58.07 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.2 | $7.3M | 95k | 76.67 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.2 | $7.2M | 172k | 41.77 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 3.5 | $4.8M | 31k | 155.91 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.4 | $4.7M | 27k | 175.27 | |
| Northern Lts Fd Tr Iv Main Buywrite (BUYW) | 2.8 | $3.9M | 285k | 13.67 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 2.2 | $3.0M | 11k | 270.80 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.2 | $3.0M | 16k | 191.88 | |
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 2.1 | $2.9M | 46k | 63.85 | |
| Apple (AAPL) | 1.9 | $2.6M | 15k | 171.48 | |
| Microsoft Corporation (MSFT) | 1.8 | $2.5M | 5.9k | 420.72 | |
| NVIDIA Corporation (NVDA) | 0.9 | $1.3M | 1.4k | 903.56 | |
| Amazon (AMZN) | 0.9 | $1.2M | 6.6k | 180.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $971k | 6.4k | 150.93 | |
| Meta Platforms Cl A (META) | 0.6 | $785k | 1.6k | 485.58 | |
| Costco Wholesale Corporation (COST) | 0.4 | $614k | 838.00 | 732.63 | |
| Visa Com Cl A (V) | 0.4 | $526k | 1.9k | 279.08 | |
| Eli Lilly & Co. (LLY) | 0.4 | $507k | 651.00 | 777.96 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $440k | 1.0k | 420.52 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $437k | 908.00 | 481.57 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $430k | 2.1k | 200.30 | |
| UnitedHealth (UNH) | 0.3 | $418k | 845.00 | 494.70 | |
| Home Depot (HD) | 0.3 | $412k | 1.1k | 383.60 | |
| Broadcom (AVGO) | 0.3 | $408k | 308.00 | 1325.41 | |
| Wal-Mart Stores (WMT) | 0.3 | $366k | 6.1k | 60.17 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $363k | 625.00 | 581.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $319k | 2.1k | 152.26 | |
| Chubb (CB) | 0.2 | $302k | 1.2k | 259.13 | |
| Lowe's Companies (LOW) | 0.2 | $275k | 1.1k | 254.73 | |
| Procter & Gamble Company (PG) | 0.2 | $274k | 1.7k | 162.25 | |
| Tesla Motors (TSLA) | 0.2 | $268k | 1.5k | 175.79 | |
| Intuit (INTU) | 0.2 | $267k | 411.00 | 650.00 | |
| Merck & Co (MRK) | 0.2 | $258k | 2.0k | 131.95 | |
| O'reilly Automotive (ORLY) | 0.2 | $254k | 225.00 | 1128.88 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $253k | 502.00 | 504.60 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $253k | 2.2k | 116.24 | |
| salesforce (CRM) | 0.2 | $242k | 804.00 | 301.18 | |
| Danaher Corporation (DHR) | 0.2 | $234k | 936.00 | 249.72 | |
| Abbott Laboratories (ABT) | 0.2 | $222k | 2.0k | 113.66 | |
| Zoetis Cl A (ZTS) | 0.2 | $209k | 1.2k | 169.21 | |
| Wells Fargo & Company (WFC) | 0.1 | $204k | 3.5k | 57.96 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $153k | 13k | 11.84 |
