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CIK: 0001908617
Total reported value
$219.4M
$219.4M
48 檔
31.2%
According to the latest 13F quarterly dataset, Echo45 Advisors LLC managed an equity portfolio of $219.4M 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% | -1.58% | +1.43% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 11.45% | -0.47% | -0.54% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 11.40% | -0.58% | -0.70% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 7.07% | -0.21% | +2.61% | |
| 5 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 5.87% | -0.32% | +2.41% | |
| 6 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 5.72% | +0.22% | +5.36% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.35% | -0.21% | +3.24% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.24% | -0.43% | +3.11% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.17% | -0.67% | +2.01% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.47% | -0.44% | +0.64% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.37% | -0.62% | +0.59% | |
| 12 | BUYW | Main Buywrite ETF | ETF-Other | 2.80% | -0.24% | +0.73% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.18% | -0.43% | +0.42% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.15% | -0.34% | +0.76% | |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.11% | -0.27% | +2.66% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.86% | +1.11% | +47.06% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | +0.31% | +5.57% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | +0.14% | -2.49% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.16% | +0.90% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | -0.05% | -0.42% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | +0.13% | -1.28% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | +0.07% | -1.53% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | — | -0.37% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.01% | -1.06% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.04% | +0.77% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | — | +29.90% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.02% | +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% | -0.04% | +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% | +0.06% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.14% | +34.75% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.22% | — | -1.19% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.20% | — | +2.37% | |
| 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% | EXIT | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.18% | — | -8.73% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.12% | EXIT | |
| 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% | +0.10% | NEW | |
| 48 | BBVA | Banco Bilbao Vizcaya-sp Adr | Stock-Financials | 0.11% | +0.01% | +2.91% |
According to official SEC Form 13F filings, Echo45 Advisors LLC reported a total U.S. public equity portfolio value of $219.4M 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 31.2% 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.
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