Echo45 Advisors LLC Top Holdings and 13F Report (2025) About Echo45 Advisors LLCInvestment ActivityEcho45 Advisors LLC has $152.31 million in total holdings as of December 31, 2024.Echo45 Advisors LLC owns shares of 52 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 16.30% of the portfolio was purchased this quarter.About 16.11% of the portfolio was sold this quarter.This quarter, Echo45 Advisors LLC has purchased 48 new stocks and bought additional shares in 33 stocks.Echo45 Advisors LLC sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $18,787,023Invesco S&P 500 Equal Weight ETF $17,722,540Vanguard Short-Term Bond ETF $11,309,083Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $10,312,140Vanguard Short-Term Treasury Index ETF $8,892,079 Largest New Holdings this Quarter Main Sector Rotation ETF $3,874,113 HoldingNetflix $268,720 HoldingAbbVie $245,579 HoldingO'Reilly Automotive $220,410 HoldingSalesforce $219,714 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 52,846 shares (about $9.32M)Main Sector Rotation ETF 69,491 shares (about $3.87M)Vanguard FTSE Developed Markets ETF 79,617 shares (about $3.82M)Vanguard Short-Term Bond ETF 24,015 shares (about $1.85M)Vanguard FTSE Emerging Markets ETF 26,205 shares (about $1.16M) Largest Sales this Quarter iShares 0-5 Year TIPS Bond ETF 70,379 shares (about $7.08M)Main BuyWrite ETF 269,863 shares (about $3.77M)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 276,949 shares (about $3.61M)SPDR Bloomberg Short Term High Yield Bond ETF 95,032 shares (about $2.41M)Invesco NASDAQ 100 ETF 10,679 shares (about $2.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEcho45 Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$18,787,023$3,821,619 ▲25.5%391,39612.3%ETFRSPInvesco S&P 500 Equal Weight ETF$17,722,540$9,317,853 ▲110.9%100,51311.6%ETFBSVVanguard Short-Term Bond ETF$11,309,083$1,853,954 ▲19.6%146,4917.4%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$10,312,140$3,614,186 ▼-26.0%790,2026.8%ManufacturingVGSHVanguard Short-Term Treasury Index ETF$8,892,079$989,883 ▲12.5%152,8905.8%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$8,494,796$2,411,915 ▼-22.1%334,7045.6%ETFVWOVanguard FTSE Emerging Markets ETF$8,141,185$1,156,689 ▲16.6%184,4405.3%ETFQQQMInvesco NASDAQ 100 ETF$6,771,959$2,279,519 ▼-25.2%31,7254.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$6,434,479$2,161,059 ▼-25.1%15,0634.2%FinanceVXFVanguard Extended Market ETF$5,171,882$238,687 ▲4.8%26,6953.4%ETFVOEVanguard Mid-Cap Value ETF$5,052,681$471,112 ▲10.3%31,1243.3%ETFBUYWMain BuyWrite ETF$4,140,049$3,767,289 ▼-47.6%296,5652.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$3,958,531$7,079,446 ▼-64.1%39,3532.6%ETFSECTMain Sector Rotation ETF$3,874,113$3,874,113 ▲New Holding69,4912.5%ETFIWOiShares Russell 2000 Growth ETF$3,229,127$140,910 ▲4.6%10,9542.1%ETFVBRVanguard Small-Cap Value ETF$3,184,569$256,273 ▲8.8%15,9682.1%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,977,808$821,670 ▼-21.6%46,9322.0%ETFAAPLApple$2,212,872$65,951 ▲3.1%9,0931.5%Computer and TechnologyINTLMain International ETF$2,077,086$445,756 ▲27.3%93,5201.4%ETFMSFTMicrosoft$2,020,226$19,051 ▲1.0%4,7721.3%Computer and TechnologyGDXVanEck Gold Miners ETF$1,818,329$217,211 ▲13.6%51,9521.2%ETFNVDANVIDIA$1,762,390$177,843 ▲11.2%12,1991.2%Computer and TechnologyAMZNAmazon.com$1,356,125$88,555 ▲7.0%6,0490.9%Retail/WholesaleTLHiShares 10-20 Year Treasury Bond ETF$1,183,880$1,746,775 ▼-59.6%11,9020.8%ETFBLKBlackRock$1,164,771$3,063 ▲0.3%1,1410.8%FinanceGOOGLAlphabet$882,234$28,769 ▲3.4%4,6000.6%Computer and TechnologyMETAMeta Platforms$854,345$51,394 ▲6.4%1,4130.6%Computer and TechnologyCOSTCostco Wholesale$630,607$1,833 ▲0.3%6880.4%Retail/WholesaleAVGOBroadcom$622,083$55,348 ▲9.8%2,6750.4%Computer and TechnologyTSLATesla$508,838$18,056 ▲3.7%1,2400.3%Auto/Tires/TrucksLLYEli Lilly and Company$487,956$80,544 ▲19.8%6240.3%MedicalJPMJPMorgan Chase & Co.$481,451$37,952 ▲8.6%1,9790.3%FinanceBITWISE BITCOIN ETF TR$467,575$46,500 ▲11.0%8,7280.3%SHS BEN INTVVisa$464,177$8,188 ▼-1.7%1,4740.3%Business ServicesWMTWalmart$433,384$15,614 ▼-3.5%4,7740.3%Retail/WholesaleMAMastercard$429,601$15,119 ▲3.6%8240.3%Business ServicesBRK.BBerkshire Hathaway$394,597$10,885 ▲2.8%8700.3%FinanceHDHome Depot$354,543$3,503 ▲1.0%9110.2%Retail/WholesaleGOOGAlphabet$344,351$579 ▼-0.2%1,7830.2%Computer and TechnologyUNHUnitedHealth Group$317,793$19,509 ▲6.5%6190.2%MedicalTMOThermo Fisher Scientific$304,990$17,565 ▲6.1%5730.2%MedicalNFLXNetflix$268,720$268,720 ▲New Holding3050.2%Consumer DiscretionaryCBChubb$261,948$14,402 ▲5.8%9640.2%FinancePGProcter & Gamble$257,859$52,992 ▲25.9%1,5620.2%Consumer StaplesABBVAbbVie$245,579$245,579 ▲New Holding1,3550.2%MedicalORLYO'Reilly Automotive$220,410$220,410 ▲New Holding1830.1%Retail/WholesaleCRMSalesforce$219,714$219,714 ▲New Holding6600.1%Computer and TechnologyLOWLowe's Companies$218,911$7,703 ▲3.6%8810.1%Retail/WholesaleXOMExxon Mobil$212,480$18,336 ▲9.4%1,9700.1%Oils/EnergyGSThe Goldman Sachs Group$203,188$203,188 ▲New Holding3500.1%FinanceBBVABanco Bilbao Vizcaya Argentaria$119,096$3,656 ▼-3.0%12,3800.1%FinanceSANBanco Santander$52,587$52,587 ▲New Holding11,7120.0%FinanceADBEAdobe$0$216,950 ▼-100.0%00.0%Computer and TechnologyDHRDanaher$0$210,183 ▼-100.0%00.0%Multi-Sector ConglomeratesGLDSPDR Gold Shares$0$201,254 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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