Echo45 Advisors LLC Top Holdings and 13F Report (2025) About Echo45 Advisors LLCInvestment ActivityEcho45 Advisors LLC has $149.49 million in total holdings as of March 31, 2025.Echo45 Advisors LLC owns shares of 52 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.75% of the portfolio was purchased this quarter.About 2.73% of the portfolio was sold this quarter.This quarter, Echo45 Advisors LLC has purchased 52 new stocks and bought additional shares in 20 stocks.Echo45 Advisors LLC sold shares of 27 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $19,076,452Invesco S&P 500 Equal Weight ETF $17,426,840Vanguard Short-Term Bond ETF $11,303,235Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $10,489,553Vanguard Short-Term Treasury ETF $8,843,849 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC $1,087,506 Holding461202103 - Intuit $208,757 Holding78463V107 - SPDR Gold Shares $204,003 Holding Largest Purchases this Quarter BLACKROCK INC 1,149 shares (about $1.09M)Tesla 989 shares (about $256.34K)Intuit 340 shares (about $208.76K)SPDR Gold Shares 708 shares (about $204.00K)BITWISE BITCOIN ETF TR 2,244 shares (about $100.71K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 16,097 shares (about $818.21K)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 20,609 shares (about $280.90K)Vanguard FTSE Emerging Markets ETF 4,369 shares (about $197.74K)Vanguard Short-Term Bond ETF 2,096 shares (about $164.07K)VanEck Gold Miners ETF 3,488 shares (about $160.34K) 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$19,076,452$818,211 ▼-4.1%375,29912.8%ETFRSPInvesco S&P 500 Equal Weight ETF$17,426,840$14,898 ▲0.1%100,59911.7%ETFBSVVanguard Short-Term Bond ETF$11,303,235$164,075 ▼-1.4%144,3957.6%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$10,489,553$280,901 ▼-2.6%769,5937.0%ManufacturingVGSHVanguard Short-Term Treasury ETF$8,843,849$129,294 ▼-1.4%150,6875.9%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$8,326,383$94,778 ▼-1.1%330,9375.6%ETFVWOVanguard FTSE Emerging Markets ETF$8,150,007$197,741 ▼-2.4%180,0715.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$6,282,786$41,989 ▼-0.7%14,9634.2%FinanceQQQMInvesco NASDAQ 100 ETF$6,086,375$37,253 ▼-0.6%31,5324.1%ETFVOEVanguard Mid-Cap Value ETF$4,972,180$24,402 ▼-0.5%30,9723.3%ETFVXFVanguard Extended Market ETF$4,659,612$61,152 ▲1.3%27,0503.1%ETFBUYWMain BuyWrite ETF$4,058,408$13,428 ▼-0.3%295,5872.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$3,991,045$80,810 ▼-2.0%38,5722.7%ETFSECTMain Sector Rotation ETF$3,587,068$38,857 ▲1.1%70,2522.4%ETFVBRVanguard Small-Cap Value ETF$3,020,159$45,455 ▲1.5%16,2122.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,977,749$35,310 ▼-1.2%46,3822.0%ETFIWOiShares Russell 2000 Growth ETF$2,895,908$96,845 ▲3.5%11,3331.9%ETFGDXVanEck Gold Miners ETF$2,227,870$160,342 ▼-6.7%48,4641.5%ETFINTLMain International ETF$2,059,326$114,797 ▼-5.3%88,5821.4%ETFAAPLApple$2,032,318$12,440 ▲0.6%9,1491.4%Computer and TechnologyMSFTMicrosoft$1,864,511$73,199 ▲4.1%4,9671.2%Computer and TechnologyNVDANVIDIA$1,403,747$81,611 ▲6.2%12,9520.9%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$1,220,682$14,110 ▼-1.1%11,7660.8%ETFAMZNAmazon.com$1,215,188$64,308 ▲5.6%6,3870.8%Retail/WholesaleBLACKROCK INC$1,087,506$1,087,506 ▲New Holding1,1490.7%COMMETAMeta Platforms$854,845$40,350 ▲5.0%1,4830.6%Computer and TechnologyGOOGLAlphabet$749,535$38,196 ▲5.4%4,8470.5%Computer and TechnologyCOSTCostco Wholesale$682,685$32,149 ▲4.9%7220.5%Retail/WholesaleTSLATesla$577,738$256,340 ▲79.8%2,2290.4%Auto/Tires/TrucksAVGOBroadcom$535,932$88,066 ▲19.7%3,2010.4%Computer and TechnologyVVisa$532,361$15,771 ▲3.1%1,5190.4%Business ServicesBITWISE BITCOIN ETF TR$492,439$100,714 ▲25.7%10,9720.3%SHS BEN INTLLYEli Lilly and Company$463,235$52,021 ▼-10.1%5610.3%MedicalJPMJPMorgan Chase & Co.$462,636$22,813 ▼-4.7%1,8860.3%FinanceMAMastercard$451,8240.0%8240.3%Business ServicesBRK.BBerkshire Hathaway$451,095$12,249 ▼-2.6%8470.3%FinanceWMTWalmart$436,492$17,382 ▲4.1%4,9720.3%Retail/WholesaleHDHome Depot$341,225$7,330 ▲2.2%9310.2%Retail/WholesaleUNHUnitedHealth Group$293,764$30,371 ▼-9.4%5610.2%MedicalGOOGAlphabet$278,5580.0%1,7830.2%Computer and TechnologyCBChubb$277,136$13,887 ▼-4.8%9180.2%FinanceTMOThermo Fisher Scientific$276,666$8,459 ▼-3.0%5560.2%MedicalNFLXNetflix$262,041$22,381 ▼-7.9%2810.2%Consumer DiscretionaryABBVAbbVie$250,935$32,885 ▼-11.6%1,1980.2%MedicalPGProcter & Gamble$238,722$27,433 ▼-10.3%1,4010.2%Consumer StaplesXOMExxon Mobil$222,963$11,297 ▼-4.8%1,8750.1%EnergyORLYO'Reilly Automotive$214,887$47,275 ▼-18.0%1500.1%Retail/WholesaleINTUIntuit$208,757$208,757 ▲New Holding3400.1%Computer and TechnologyGLDSPDR Gold Shares$204,003$204,003 ▲New Holding7080.1%FinanceLOWLowe's Companies$200,345$5,131 ▼-2.5%8590.1%Retail/WholesaleBBVABanco Bilbao Viscaya Argentaria$190,476$21,860 ▲13.0%13,9850.1%FinanceSANBanco Santander$83,542$5,072 ▲6.5%12,4690.1%FinanceBLKBlackRock$0$1,164,771 ▼-100.0%00.0%FinanceCRMSalesforce$0$219,714 ▼-100.0%00.0%Computer and TechnologyGSThe Goldman Sachs Group$0$203,188 ▼-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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