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
52 檔
34.6%
At the close of Q4 2024, Echo45 Advisors LLC disclosed equity holdings valued at approximately $193.6M, spread across 52 reported holdings.
In Q4 2024, Echo45 Advisors LLC displayed an active expansion posture, initiating 7 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, RSP, BSV) accounted for 34.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.33% | +0.20% | +25.54% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 11.64% | +0.42% | +110.86% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.43% | -0.15% | +19.61% | |
| 4 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 6.77% | -0.58% | -25.95% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.84% | -0.15% | +12.53% | |
| 6 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 5.58% | -0.10% | -22.11% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.35% | +0.25% | +16.56% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.45% | +0.29% | -25.18% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.22% | +0.32% | -25.14% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.40% | +0.30% | +4.84% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.32% | +0.05% | +10.28% | |
| 12 | BUYW | Main Buywrite ETF | ETF-Other | 2.72% | +0.02% | -47.64% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.60% | -0.18% | -64.14% | |
| 14 | SECT | Main Sector Rotation ETF | ETF-Other | 2.54% | +0.18% | — | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.12% | +0.18% | +4.56% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.09% | +0.08% | +8.75% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.96% | -0.04% | -21.63% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.45% | -0.28% | +3.07% | |
| 19 | INTL | Main International ETF | ETF-Other | 1.36% | +0.01% | +27.32% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.25% | +0.95% | |
| 21 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.19% | -0.09% | +13.57% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | -0.41% | +11.22% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.10% | +6.99% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.78% | -0.02% | -59.60% | |
| 25 | BLKCHF | Blackrock Inc | Stock-Other | 0.76% | — | +0.26% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | — | +3.37% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.09% | +6.40% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.08% | +0.29% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | -0.03% | +9.77% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.04% | +3.68% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.02% | +19.77% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.03% | +8.56% | |
| 33 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.31% | -0.12% | +11.04% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | -0.01% | -1.73% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.08% | -3.48% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.04% | +3.65% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.05% | +2.84% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.02% | +1.00% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.03% | -0.17% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.21% | — | +6.54% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.20% | -0.02% | +6.11% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.18% | -0.15% | EXIT | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.17% | +0.01% | +5.82% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.17% | — | +25.87% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | -0.12% | EXIT | |
| 46 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.14% | +0.10% | NEW | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.14% | — | — | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.14% | -0.12% | EXIT | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.05% | +9.44% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.13% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +6.1% | +110.86% | Add |
| 2 | SECT | Main Sector Rotation ETF | +2.5% | NEW | New buy |
| 3 | VEA | Vanguard Ftse Developed ETF | +1.6% | +25.54% | Add |
| 4 | BSV | Vanguard Short-term Bond ETF | +1.2% | +19.61% | Add |
| 5 | VGSH | Vanguard Short-term Treasury | +0.6% | +12.53% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +16.56% | Add |
| 7 | VXF | Vanguard Extended Market ETF | +0.4% | +4.84% | Add |
| 8 | NVDA | Nvidia CORP | +0.3% | +11.22% | Add |
| 9 | VOE | Vanguard Mid-cap Value ETF | +0.2% | +10.28% | Add |
| 10 | INTL | Main International ETF | +0.2% | +27.32% | Add |
| 11 | AMZN | Amazon.com Inc | +0.2% | +6.99% | Add |
| 12 | NFLX | Netflix Inc | +0.2% | NEW | New buy |
| 13 | IWO | Ishares Russell 2000 Growth | +0.2% | +4.56% | Add |
| 14 | VBR | Vanguard Small-cap Value ETF | +0.2% | +8.75% | Add |
| 15 | ABBV | Abbvie Inc | +0.2% | NEW | New buy |
| 16 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | New buy |
| 17 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 18 | AVGO | Broadcom Inc | +0.1% | +9.77% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 20 | TSLA | Tesla Inc | +0.1% | +3.68% | Add |
| 21 | BITB | Bitwise Bitcoin ETF | +0.1% | +11.04% | Add |
| 22 | AAPL | Apple Inc | +0.1% | +3.07% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.37% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +8.56% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +6.40% | Add |
| 26 | BLKCHF | Blackrock Inc | +0.1% | +0.26% | Add |
| 27 | GOOG | Alphabet Inc-cl C | 0% | -0.17% | Trim |
| 28 | SAN | Banco Santander Sa-spon Adr | 0% | NEW | New buy |
| 29 | V | Visa Inc-class A Shares | 0% | -1.73% | Trim |
| 30 | PG | Procter & Gamble Co/the | 0% | +25.87% | Add |
| 31 | MA | Mastercard Inc - A | 0% | +3.65% | Add |
| 32 | WMT | Walmart Inc | 0% | -3.48% | Trim |
| 33 | LLY | Eli Lilly & Co | 0% | +19.77% | Add |
| 34 | COST | Costco Wholesale CORP | 0% | +0.29% | Add |
| 35 | UNH | Unitedhealth Group Inc | 0% | +6.54% | Add |
| 36 | BBVA | Banco Bilbao Vizcaya-sp Adr | 0% | -2.98% | Trim |
| 37 | LOW | Lowe's Cos Inc | 0% | +3.65% | Add |
| 38 | HD | Home Depot Inc | 0% | +1.00% | Add |
| 39 | TMO | Thermo Fisher Scientific Inc | 0% | +6.11% | Add |
| 40 | GLD | Spdr Gold Shares | -0.1% | EXIT | Sold out |
| 41 | ADBE | Adobe Inc | -0.1% | EXIT | Sold out |
| 42 | DHR | Danaher CORP | -0.1% | EXIT | Sold out |
| 43 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.6% | -21.63% | Trim |
| 44 | QQQM | Invesco Nasdaq 100 ETF | -1.1% | -25.18% | Trim |
| 45 | TLH | Ishares 10-20 Year Treasury | -1.3% | -59.60% | Trim |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | -1.3% | -25.14% | Trim |
| 47 | SJNK | Ss Spdr Bb St Hi Yield ETF | -1.6% | -22.11% | Trim |
| 48 | BUYW | Main Buywrite ETF | -2.4% | -47.64% | Trim |
| 49 | PDBC | Invesco Optimum Yield Divers | -2.5% | -25.95% | Trim |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | -4.6% | -64.14% | Trim |
According to official SEC Form 13F filings, Echo45 Advisors LLC reported a total U.S. public equity portfolio value of $193.6M across 52 disclosed positions in Q4 2024.
During Q4 2024, Echo45 Advisors LLC's top holdings by market value included VEA (12.3%)、RSP (11.6%)、BSV (7.4%). The largest single position, VEA, represented 12.3% 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.
Top New Position Initiated
SECT
市值: $3.9M
Top Position Liquidated / Trimmed
ADBE
前期市值: $217.0K
In Q4 2024, Echo45 Advisors LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 28 positions, trimming 12 holdings, and fully liquidating 3 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.