Echo45 Advisors

Echo45 Advisors as of March 31, 2025

Portfolio Holdings for Echo45 Advisors

Echo45 Advisors holds 52 positions in its portfolio as reported in the March 2025 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) 12.8 $19M 375k 50.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 11.7 $17M 101k 173.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.6 $11M 144k 78.28
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 7.0 $11M 770k 13.63
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.9 $8.8M 151k 58.69
Spdr Ser Tr Bloomberg Sht Te (SJNK) 5.6 $8.3M 331k 25.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.5 $8.2M 180k 45.26
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 4.2 $6.3M 15k 419.89
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.1 $6.1M 32k 193.02
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.3 $5.0M 31k 160.54
Vanguard Index Fds Extend Mkt Etf (VXF) 3.1 $4.7M 27k 172.26
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 2.7 $4.1M 296k 13.73
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.7 $4.0M 39k 103.47
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 2.4 $3.6M 70k 51.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $3.0M 16k 186.29
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.0 $3.0M 46k 64.20
Ishares Tr Rus 2000 Grw Etf (IWO) 1.9 $2.9M 11k 255.53
Vaneck Etf Trust Gold Miners Etf (GDX) 1.5 $2.2M 49k 45.97
Northern Lts Fd Tr Iv Main Intnl Etf (INTL) 1.4 $2.1M 89k 23.25
Apple (AAPL) 1.4 $2.0M 9.1k 222.14
Microsoft Corporation (MSFT) 1.2 $1.9M 5.0k 375.38
NVIDIA Corporation (NVDA) 0.9 $1.4M 13k 108.38
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.8 $1.2M 12k 103.75
Amazon (AMZN) 0.8 $1.2M 6.4k 190.26
Blackrock (BLK) 0.7 $1.1M 1.1k 946.48
Meta Platforms Cl A (META) 0.6 $855k 1.5k 576.43
Alphabet Cap Stk Cl A (GOOGL) 0.5 $750k 4.8k 154.64
Costco Wholesale Corporation (COST) 0.5 $683k 722.00 945.55
Tesla Motors (TSLA) 0.4 $578k 2.2k 259.19
Broadcom (AVGO) 0.4 $536k 3.2k 167.43
Visa Com Cl A (V) 0.4 $532k 1.5k 350.47
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.3 $492k 11k 44.88
Eli Lilly & Co. (LLY) 0.3 $463k 561.00 825.73
JPMorgan Chase & Co. (JPM) 0.3 $463k 1.9k 245.30
Mastercard Incorporated Cl A (MA) 0.3 $452k 824.00 548.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $451k 847.00 532.58
Wal-Mart Stores (WMT) 0.3 $437k 5.0k 87.79
Home Depot (HD) 0.2 $341k 931.00 366.51
UnitedHealth (UNH) 0.2 $294k 561.00 523.64
Alphabet Cap Stk Cl C (GOOG) 0.2 $279k 1.8k 156.23
Chubb (CB) 0.2 $277k 918.00 301.89
Thermo Fisher Scientific (TMO) 0.2 $277k 556.00 497.60
Netflix (NFLX) 0.2 $262k 281.00 932.53
Abbvie (ABBV) 0.2 $251k 1.2k 209.46
Procter & Gamble Company (PG) 0.2 $239k 1.4k 170.39
Exxon Mobil Corporation (XOM) 0.1 $223k 1.9k 118.91
O'reilly Automotive (ORLY) 0.1 $215k 150.00 1432.58
Intuit (INTU) 0.1 $209k 340.00 613.99
Spdr Gold Tr Gold Shs (GLD) 0.1 $204k 708.00 288.14
Lowe's Companies (LOW) 0.1 $200k 859.00 233.23
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $191k 14k 13.62
Banco Santander Adr (SAN) 0.1 $84k 13k 6.70