Echo45 Advisors

Echo45 Advisors as of June 30, 2024

Portfolio Holdings for Echo45 Advisors

Echo45 Advisors holds 46 positions in its portfolio as reported in the June 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) 10.3 $15M 297k 49.42
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 10.0 $14M 1.0M 14.05
Ishares Tr 0-5 Yr Tips Etf (STIP) 7.4 $11M 106k 99.49
Spdr Ser Tr Bloomberg Sht Te (SJNK) 7.4 $11M 420k 24.97
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.5 $9.2M 120k 76.70
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.7 $8.1M 41k 197.11
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 5.4 $7.7M 20k 391.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.4 $7.7M 132k 57.99
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 5.2 $7.3M 536k 13.72
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.1 $7.3M 45k 164.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.7 $6.6M 151k 43.76
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $4.1M 24k 168.79
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.9 $4.1M 27k 150.43
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.6 $3.7M 59k 62.91
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.1 $3.0M 30k 102.70
Ishares Tr Rus 2000 Grw Etf (IWO) 1.9 $2.6M 10k 262.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $2.6M 14k 182.52
Microsoft Corporation (MSFT) 1.6 $2.2M 5.0k 446.95
Apple (AAPL) 1.4 $2.0M 9.4k 210.62
Vaneck Etf Trust Gold Miners Etf (GDX) 1.1 $1.6M 46k 33.93
Northern Lts Fd Tr Iv Main Intnl Etf (INTL) 1.1 $1.6M 69k 22.56
NVIDIA Corporation (NVDA) 1.0 $1.4M 12k 123.54
Amazon (AMZN) 0.8 $1.1M 5.9k 193.25
Alphabet Cap Stk Cl A (GOOGL) 0.6 $848k 4.7k 182.15
Meta Platforms Cl A (META) 0.5 $706k 1.4k 504.22
Costco Wholesale Corporation (COST) 0.4 $600k 706.00 849.99
Eli Lilly & Co. (LLY) 0.4 $515k 569.00 905.38
Broadcom (AVGO) 0.3 $422k 263.00 1605.53
Visa Com Cl A (V) 0.3 $416k 1.6k 262.47
JPMorgan Chase & Co. (JPM) 0.3 $394k 1.9k 202.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $371k 913.00 406.80
Mastercard Incorporated Cl A (MA) 0.3 $370k 839.00 441.16
Alphabet Cap Stk Cl C (GOOG) 0.2 $352k 1.9k 183.42
Wal-Mart Stores (WMT) 0.2 $347k 5.1k 67.71
Home Depot (HD) 0.2 $324k 940.00 344.24
UnitedHealth (UNH) 0.2 $314k 617.00 509.26
Thermo Fisher Scientific (TMO) 0.2 $311k 562.00 553.00
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $258k 7.9k 32.69
Adobe Systems Incorporated (ADBE) 0.2 $244k 440.00 555.54
Chubb (CB) 0.2 $240k 942.00 255.08
Tesla Motors (TSLA) 0.2 $237k 1.2k 197.88
Procter & Gamble Company (PG) 0.2 $236k 1.4k 164.92
Intuit (INTU) 0.2 $226k 344.00 657.21
Exxon Mobil Corporation (XOM) 0.2 $222k 1.9k 115.12
Merck & Co (MRK) 0.2 $216k 1.7k 123.80
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $129k 13k 10.03