Echo45 Advisors

Echo45 Advisors as of June 30, 2025

Portfolio Holdings for Echo45 Advisors

Echo45 Advisors holds 52 positions in its portfolio as reported in the June 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) 13.4 $21M 372k 57.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 11.6 $18M 101k 181.74
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.2 $11M 144k 78.70
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 6.4 $10M 782k 13.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.6 $8.9M 181k 49.46
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.6 $8.9M 151k 58.78
Spdr Series Trust Bloomberg Sht Te (SJNK) 5.3 $8.4M 330k 25.48
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.4 $7.0M 31k 227.10
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 4.2 $6.6M 15k 440.65
Vanguard Index Fds Extend Mkt Etf (VXF) 3.3 $5.3M 27k 192.71
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.3 $5.2M 31k 164.46
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 2.6 $4.1M 295k 14.04
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 2.6 $4.1M 70k 58.07
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.5 $3.9M 38k 102.91
Ishares Tr Rus 2000 Grw Etf (IWO) 2.1 $3.3M 12k 285.85
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $3.2M 17k 195.00
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.9 $3.0M 46k 65.35
Microsoft Corporation (MSFT) 1.5 $2.4M 4.8k 497.41
Vaneck Etf Trust Gold Miners Etf (GDX) 1.5 $2.4M 46k 52.06
Northern Lts Fd Tr Iv Main Intnl Etf (INTL) 1.4 $2.3M 87k 25.78
Apple (AAPL) 1.2 $1.9M 9.2k 205.17
NVIDIA Corporation (NVDA) 1.1 $1.7M 11k 157.99
Amazon (AMZN) 0.9 $1.4M 6.2k 219.38
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.8 $1.2M 12k 101.60
Meta Platforms Cl A (META) 0.7 $1.1M 1.4k 738.11
Blackrock (BLK) 0.6 $1.0M 957.00 1049.47
Broadcom (AVGO) 0.5 $838k 3.0k 275.70
Alphabet Cap Stk Cl A (GOOGL) 0.5 $816k 4.6k 176.23
Costco Wholesale Corporation (COST) 0.4 $706k 713.00 989.56
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.4 $645k 11k 58.59
Visa Com Cl A (V) 0.4 $565k 1.6k 355.06
JPMorgan Chase & Co. (JPM) 0.3 $542k 1.9k 289.92
Tesla Motors (TSLA) 0.3 $510k 1.6k 317.63
Wal-Mart Stores (WMT) 0.3 $507k 5.2k 97.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $478k 984.00 485.77
Mastercard Incorporated Cl A (MA) 0.3 $472k 840.00 562.15
Eli Lilly & Co. (LLY) 0.3 $438k 562.00 779.56
Netflix (NFLX) 0.2 $370k 276.00 1339.13
Alphabet Cap Stk Cl C (GOOG) 0.2 $366k 2.1k 177.43
Home Depot (HD) 0.2 $344k 938.00 366.55
Chubb (CB) 0.2 $277k 957.00 289.64
Intuit (INTU) 0.2 $261k 332.00 787.28
Procter & Gamble Company (PG) 0.2 $239k 1.5k 159.37
Coca-Cola Company (KO) 0.2 $239k 3.4k 70.76
Goldman Sachs (GS) 0.1 $229k 323.00 707.79
Spdr Gold Tr Gold Shs (GLD) 0.1 $216k 708.00 304.83
Intercontinental Exchange (ICE) 0.1 $214k 1.2k 183.47
Thermo Fisher Scientific (TMO) 0.1 $213k 526.00 405.63
Exxon Mobil Corporation (XOM) 0.1 $209k 1.9k 107.78
Lowe's Companies (LOW) 0.1 $206k 928.00 221.87
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $188k 12k 15.37
Haleon Spon Ads (HLN) 0.1 $118k 11k 10.37