Echo45 Advisors LLC Top Holdings and 13F Report (2024) About Echo45 Advisors LLCInvestment ActivityEcho45 Advisors LLC has $153.74 million in total holdings as of September 30, 2024.Echo45 Advisors LLC owns shares of 48 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 4.65% of the portfolio was purchased this quarter.About 0.81% of the portfolio was sold this quarter.This quarter, Echo45 Advisors LLC has purchased 46 new stocks and bought additional shares in 18 stocks.Echo45 Advisors LLC sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $16,465,033Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $14,315,113iShares 0-5 Year TIPS Bond ETF $11,101,670SPDR Bloomberg Short Term High Yield Bond ETF $11,050,921Vanguard Short-Term Bond ETF $9,623,566 Largest New Holdings this Quarter BlackRock $1,079,593 HoldingLowe's Companies $229,952 HoldingDanaher $210,183 HoldingSPDR Gold Shares $201,254 Holding Largest Purchases this Quarter BlackRock 1,138 shares (about $1.08M)Vanguard FTSE Developed Markets ETF 14,619 shares (about $772.03K)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 52,999 shares (about $710.95K)Invesco S&P 500 Equal Weight ETF 3,179 shares (about $569.54K)Main BuyWrite ETF 30,853 shares (about $430.09K) Largest Sales this Quarter Apple 547 shares (about $127.13K)Microsoft 274 shares (about $117.50K)NVIDIA 764 shares (about $92.44K)Amazon.com 268 shares (about $49.83K)Eli Lilly and Company 48 shares (about $42.20K) 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$16,465,033$772,029 ▲4.9%311,77910.7%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$14,315,113$710,946 ▲5.2%1,067,1519.3%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$11,101,670$332,447 ▲3.1%109,7327.2%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$11,050,921$249,930 ▲2.3%429,7367.2%ETFBSVVanguard Short-Term Bond ETF$9,623,566$210,974 ▲2.2%122,4766.3%ETFRSPInvesco S&P 500 Equal Weight ETF$8,539,937$569,544 ▲7.1%47,6675.6%ETFQQQMInvesco NASDAQ 100 ETF$8,516,806$218,323 ▲2.6%42,4045.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$8,513,928$206,480 ▲2.5%20,1225.5%FinanceVGSHVanguard Short-Term Treasury Index ETF$8,007,396$223,950 ▲2.9%135,8705.2%ETFBUYWMain BuyWrite ETF$7,896,012$430,091 ▲5.8%566,4285.1%ETFVWOVanguard FTSE Emerging Markets ETF$7,571,568$331,075 ▲4.6%158,2354.9%ETFVOEVanguard Mid-Cap Value ETF$4,732,058$191,482 ▲4.2%28,2223.1%ETFVXFVanguard Extended Market ETF$4,634,017$206,923 ▲4.7%25,4633.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$3,968,907$63,363 ▲1.6%59,8822.6%ETFTLHiShares 10-20 Year Treasury Bond ETF$3,216,400$4,476 ▼-0.1%29,4632.1%ETFIWOiShares Russell 2000 Growth ETF$2,975,251$117,579 ▲4.1%10,4761.9%ETFVBRVanguard Small-Cap Value ETF$2,948,065$123,681 ▲4.4%14,6831.9%ETFAAPLApple$2,050,400$127,133 ▼-5.8%8,8221.3%Computer and TechnologyMSFTMicrosoft$2,027,143$117,503 ▼-5.5%4,7271.3%Computer and TechnologyGDXVanEck Gold Miners ETF$1,819,414$22,471 ▼-1.2%45,7461.2%ETFINTLMain International ETF$1,754,960$101,475 ▲6.1%73,4501.1%ETFNVDANVIDIA$1,327,096$92,442 ▼-6.5%10,9680.9%Computer and TechnologyBLKBlackRock$1,079,593$1,079,593 ▲New Holding1,1380.7%FinanceAMZNAmazon.com$1,051,274$49,830 ▼-4.5%5,6540.7%Retail/WholesaleMETAMeta Platforms$756,766$41,599 ▼-5.2%1,3280.5%Computer and TechnologyGOOGLAlphabet$736,872$33,780 ▼-4.4%4,4500.5%Computer and TechnologyCOSTCostco Wholesale$607,266$17,705 ▼-2.8%6860.4%Retail/WholesaleLLYEli Lilly and Company$458,031$42,199 ▼-8.4%5210.3%MedicalAVGOBroadcom$416,933$371,938 ▲826.6%2,4370.3%Computer and TechnologyVVisa$411,875$23,614 ▼-5.4%1,5000.3%Business ServicesWMTWalmart$398,905$14,598 ▼-3.5%4,9460.3%Retail/WholesaleMAMastercard$391,090$21,645 ▼-5.2%7950.3%Business ServicesBRK.BBerkshire Hathaway$387,999$30,728 ▼-7.3%8460.3%FinanceJPMJPMorgan Chase & Co.$382,922$25,836 ▼-6.3%1,8230.2%FinanceHDHome Depot$364,275$15,346 ▼-4.0%9020.2%Retail/WholesaleUNHUnitedHealth Group$338,530$20,976 ▼-5.8%5810.2%MedicalTMOThermo Fisher Scientific$334,028$13,609 ▼-3.9%5400.2%MedicalTSLATesla$312,909$785 ▼-0.3%1,1960.2%Auto/Tires/TrucksGOOGAlphabet$296,929$21,779 ▼-6.8%1,7860.2%Computer and TechnologyBITWISE BITCOIN ETF TR$271,875$657 ▼-0.2%7,8600.2%SHS BEN INTCBChubb$262,723$8,940 ▼-3.3%9110.2%FinanceLOWLowe's Companies$229,952$229,952 ▲New Holding8500.1%Retail/WholesaleADBEAdobe$216,950$10,331 ▼-4.5%4200.1%Computer and TechnologyPGProcter & Gamble$214,248$33,147 ▼-13.4%1,2410.1%Consumer StaplesDHRDanaher$210,183$210,183 ▲New Holding7560.1%Multi-Sector ConglomeratesXOMExxon Mobil$209,941$14,696 ▼-6.5%1,8000.1%Oils/EnergyGLDSPDR Gold Shares$201,254$201,254 ▲New Holding8280.1%FinanceBBVABanco Bilbao Vizcaya Argentaria$138,318$748 ▼-0.5%12,7600.1%FinanceINTUIntuit$0$226,080 ▼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$216,402 ▼-100.0%00.0%MedicalShowing 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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