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CIK: 0001908617
Total reported value
$193.6M
$193.6M
46 檔
30.6%
The Q2 2024 SEC filing reveals that Echo45 Advisors LLC held a total portfolio value of $193.6M, covering 46 public equity positions.
During Q2 2024, Echo45 Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VEA, PDBC, STIP) accounted for 30.6% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.32% | +0.20% | -20.69% | |
| 2 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 10.01% | -0.58% | +76.85% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 7.44% | -0.18% | +7.71% | |
| 4 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 7.37% | -0.10% | +29.97% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.46% | -0.15% | +26.09% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.72% | +0.29% | -52.57% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 5.40% | +0.32% | -50.72% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.38% | -0.15% | +3.24% | |
| 9 | BUYW | Main Buywrite ETF | ETF-Other | 5.16% | +0.02% | +87.89% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.14% | +0.42% | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.65% | +0.25% | -12.10% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.88% | +0.30% | -9.05% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.86% | +0.05% | -12.32% | |
| 14 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.60% | -0.04% | +28.58% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.13% | -0.02% | — | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.86% | +0.18% | -9.87% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.80% | +0.08% | -9.85% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.25% | -14.60% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.39% | -0.28% | -37.77% | |
| 20 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.10% | -0.09% | — | |
| 21 | INTL | Main International ETF | ETF-Other | 1.10% | +0.01% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | -0.41% | +709.66% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | -0.10% | -10.53% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | — | -27.69% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.09% | -13.36% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.08% | -15.75% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.02% | -12.60% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | -0.03% | -14.61% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | -0.01% | -15.91% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.03% | -9.32% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.05% | -12.72% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | -0.04% | -7.60% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | -0.03% | -8.45% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.08% | -15.60% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.02% | -12.48% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | — | -26.98% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.22% | -0.02% | -10.08% | |
| 38 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.18% | -0.12% | — | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.17% | — | -12.35% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.17% | +0.01% | -19.07% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | -0.04% | -21.33% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.17% | — | -15.16% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.16% | — | -16.30% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.05% | -11.53% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.15% | — | -10.63% | |
| 46 | BBVA | Banco Bilbao Vizcaya-sp Adr | Stock-Financials | 0.09% | — | -0.71% |
According to official SEC Form 13F filings, Echo45 Advisors LLC reported a total U.S. public equity portfolio value of $193.6M across 46 disclosed positions in Q2 2024.
During Q2 2024, Echo45 Advisors LLC's top holdings by market value included VEA (10.3%)、PDBC (10.0%)、STIP (7.4%). The largest single position, VEA, represented 10.3% 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 Q2 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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