13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001908617
Total reported value
$193.6M
$193.6M
48 檔
35.4%
According to the latest 13F quarterly dataset, Echo45 Advisors LLC managed an equity portfolio of $193.6M at the end of Q1 2024, spanning 48 distinct U.S. exchange-listed positions.
During Q1 2024, Echo45 Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.53% | +0.20% | +1.43% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 11.45% | +0.29% | -0.54% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 11.40% | +0.32% | -0.70% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 7.07% | -0.18% | +2.61% | |
| 5 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 5.87% | -0.10% | +2.41% | |
| 6 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 5.72% | -0.58% | +5.36% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.35% | -0.15% | +3.24% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.24% | -0.15% | +3.11% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.17% | +0.25% | +2.01% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.47% | +0.05% | +0.64% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.37% | +0.30% | +0.59% | |
| 12 | BUYW | Main Buywrite ETF | ETF-Other | 2.80% | +0.02% | +0.73% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.18% | +0.18% | +0.42% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.15% | +0.08% | +0.76% | |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.11% | -0.04% | +2.66% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.86% | -0.28% | +47.06% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.25% | +5.57% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | -0.41% | -2.49% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | -0.10% | +0.90% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | — | -0.42% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.09% | -1.28% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.08% | -1.53% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | -0.01% | -0.37% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.02% | -1.06% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.05% | +0.77% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | -0.04% | +29.90% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.03% | +0.80% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | — | -4.52% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | -0.02% | -0.74% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | -0.03% | +1.32% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.08% | +196.78% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.26% | -0.02% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.03% | +34.75% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.22% | +0.01% | -1.19% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.20% | -0.12% | EXIT | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | — | +2.18% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | -0.04% | -2.56% | |
| 38 | INTU | Intuit Inc | Stock-Tech | 0.19% | — | -1.20% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.19% | — | -2.00% | |
| 40 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.18% | +0.10% | NEW | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.18% | — | -8.73% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.05% | -4.81% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.17% | — | +1.26% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.17% | — | +1.08% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.16% | — | -1.46% | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.15% | — | -1.60% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.15% | — | — | |
| 48 | BBVA | Banco Bilbao Vizcaya-sp Adr | Stock-Financials | 0.11% | — | +2.91% |
According to official SEC Form 13F filings, Echo45 Advisors LLC reported a total U.S. public equity portfolio value of $193.6M across 48 disclosed positions in Q1 2024.
During Q1 2024, Echo45 Advisors LLC's top holdings by market value included VEA (13.5%)、QQQM (11.4%)、DIA (11.4%). The largest single position, VEA, represented 13.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, QQQM, DIA) accounted for 35.4% of total reported equity market value during Q1 2024.
In Q1 2024, Echo45 Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.