Echo45 Advisors

Echo45 Advisors as of Dec. 31, 2024

Portfolio Holdings for Echo45 Advisors

Echo45 Advisors holds 52 positions in its portfolio as reported in the December 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) 12.3 $19M 391k 48.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 11.6 $18M 101k 176.32
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.4 $11M 147k 77.20
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 6.8 $10M 790k 13.05
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.8 $8.9M 153k 58.16
Spdr Ser Tr Bloomberg Sht Te (SJNK) 5.6 $8.5M 335k 25.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.3 $8.1M 184k 44.14
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.4 $6.8M 32k 213.46
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 4.2 $6.4M 15k 427.17
Vanguard Index Fds Extend Mkt Etf (VXF) 3.4 $5.2M 27k 193.74
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.3 $5.1M 31k 162.34
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 2.7 $4.1M 297k 13.96
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.6 $4.0M 39k 100.59
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 2.5 $3.9M 70k 55.75
Ishares Tr Rus 2000 Grw Etf (IWO) 2.1 $3.2M 11k 294.79
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $3.2M 16k 199.43
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.0 $3.0M 47k 63.45
Apple (AAPL) 1.5 $2.2M 9.1k 243.36
Northern Lts Fd Tr Iv Main Intnl Etf (INTL) 1.4 $2.1M 94k 22.21
Microsoft Corporation (MSFT) 1.3 $2.0M 4.8k 423.35
Vaneck Etf Trust Gold Miners Etf (GDX) 1.2 $1.8M 52k 35.00
NVIDIA Corporation (NVDA) 1.2 $1.8M 12k 144.47
Amazon (AMZN) 0.9 $1.4M 6.0k 224.19
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.8 $1.2M 12k 99.47
BlackRock 0.8 $1.2M 1.1k 1020.83
Alphabet Cap Stk Cl A (GOOGL) 0.6 $882k 4.6k 191.79
Meta Platforms Cl A (META) 0.6 $854k 1.4k 604.63
Costco Wholesale Corporation (COST) 0.4 $631k 688.00 916.58
Broadcom (AVGO) 0.4 $622k 2.7k 232.55
Tesla Motors (TSLA) 0.3 $509k 1.2k 410.35
Eli Lilly & Co. (LLY) 0.3 $488k 624.00 781.98
JPMorgan Chase & Co. (JPM) 0.3 $482k 2.0k 243.28
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.3 $468k 8.7k 53.57
Visa Com Cl A (V) 0.3 $464k 1.5k 314.91
Wal-Mart Stores (WMT) 0.3 $433k 4.8k 90.78
Mastercard Incorporated Cl A (MA) 0.3 $430k 824.00 521.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $395k 870.00 453.56
Home Depot (HD) 0.2 $355k 911.00 389.18
Alphabet Cap Stk Cl C (GOOG) 0.2 $344k 1.8k 193.13
UnitedHealth (UNH) 0.2 $318k 619.00 513.40
Thermo Fisher Scientific (TMO) 0.2 $305k 573.00 532.27
Netflix (NFLX) 0.2 $269k 305.00 881.05
Chubb (CB) 0.2 $262k 964.00 271.73
Procter & Gamble Company (PG) 0.2 $258k 1.6k 165.08
Abbvie (ABBV) 0.2 $246k 1.4k 181.24
O'reilly Automotive (ORLY) 0.1 $220k 183.00 1204.43
salesforce (CRM) 0.1 $220k 660.00 332.90
Lowe's Companies (LOW) 0.1 $219k 881.00 248.48
Exxon Mobil Corporation (XOM) 0.1 $213k 2.0k 107.86
Goldman Sachs (GS) 0.1 $203k 350.00 580.54
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $119k 12k 9.62
Banco Santander Adr (SAN) 0.0 $53k 12k 4.49