Echo45 Advisors LLC Top Holdings and 13F Report (2025) About Echo45 Advisors LLCInvestment ActivityEcho45 Advisors LLC has $158.55 million in total holdings as of June 30, 2025.Echo45 Advisors LLC owns shares of 52 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.00% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Echo45 Advisors LLC has purchased 52 new stocks and bought additional shares in 22 stocks.Echo45 Advisors LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $21,179,452Invesco S&P 500 Equal Weight ETF $18,355,695Vanguard Short-Term Bond ETF $11,355,312Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $10,201,906Vanguard FTSE Emerging Markets ETF $8,927,371 Largest New Holdings this Quarter 191216100 - CocaCola $238,674 Holding38141G104 - The Goldman Sachs Group $228,615 Holding45866F104 - Intercontinental Exchange $214,109 Holding405552100 - Haleon $118,405 Holding Largest Purchases this Quarter CocaCola 3,373 shares (about $238.67K)The Goldman Sachs Group 323 shares (about $228.62K)Intercontinental Exchange 1,167 shares (about $214.11K)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 12,762 shares (about $166.42K)Haleon 11,418 shares (about $118.41K) Largest Sales this Quarter NVIDIA 1,975 shares (about $312.03K)Vanguard FTSE Developed Markets ETF 3,795 shares (about $216.35K)BLACKROCK INC 192 shares (about $201.50K)Tesla 623 shares (about $197.88K)VanEck Gold Miners ETF 2,653 shares (about $138.12K) 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$21,179,452$216,353 ▼-1.0%371,50413.4%ETFRSPInvesco S&P 500 Equal Weight ETF$18,355,695$72,878 ▲0.4%101,00011.6%ETFBSVVanguard Short-Term Bond ETF$11,355,312$8,578 ▼-0.1%144,2867.2%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$10,201,906$166,416 ▲1.7%782,3556.4%ManufacturingVWOVanguard FTSE Emerging Markets ETF$8,927,371$21,070 ▲0.2%180,4975.6%ETFVGSHVanguard Short-Term Treasury ETF$8,852,443$4,938 ▼-0.1%150,6035.6%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$8,419,647$12,638 ▼-0.1%330,4415.3%ETFQQQMInvesco NASDAQ 100 ETF$7,041,266$119,682 ▼-1.7%31,0054.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$6,623,905$30,405 ▲0.5%15,0324.2%FinanceVXFVanguard Extended Market ETF$5,257,494$44,709 ▲0.9%27,2823.3%ETFVOEVanguard Mid-Cap Value ETF$5,159,569$65,948 ▲1.3%31,3733.3%ETFBUYWMain BuyWrite ETF$4,147,034$3,005 ▼-0.1%295,3732.6%ETFSECTMain Sector Rotation ETF$4,064,339$15,214 ▼-0.4%69,9902.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$3,933,669$35,813 ▼-0.9%38,2242.5%ETFIWOiShares Russell 2000 Growth ETF$3,295,283$55,741 ▲1.7%11,5282.1%ETFVBRVanguard Small-Cap Value ETF$3,238,242$76,832 ▲2.4%16,6062.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$3,024,889$6,143 ▼-0.2%46,2881.9%ETFMSFTMicrosoft$2,388,553$82,072 ▼-3.3%4,8021.5%Computer and TechnologyGDXVanEck Gold Miners ETF$2,384,927$138,116 ▼-5.5%45,8111.5%ETFINTLMain International ETF$2,250,444$33,100 ▼-1.4%87,2981.4%ETFAAPLApple$1,881,579$4,514 ▲0.2%9,1711.2%Computer and TechnologyNVDANVIDIA$1,734,229$312,025 ▼-15.2%10,9771.1%Computer and TechnologyAMZNAmazon.com$1,350,275$50,896 ▼-3.6%6,1550.9%Retail/WholesaleTLHiShares 10-20 Year Treasury Bond ETF$1,223,514$28,043 ▲2.3%12,0420.8%ETFMETAMeta Platforms$1,054,023$40,596 ▼-3.7%1,4280.7%Computer and TechnologyBLACKROCK INC$1,004,342$201,498 ▼-16.7%9570.6%COMAVGOBroadcom$837,562$44,938 ▼-5.1%3,0380.5%Computer and TechnologyGOOGLAlphabet$815,953$38,242 ▼-4.5%4,6300.5%Computer and TechnologyCOSTCostco Wholesale$705,558$8,906 ▼-1.2%7130.4%Retail/WholesaleBITWISE BITCOIN ETF TR$644,930$2,109 ▲0.3%11,0080.4%SHS BEN INTVVisa$564,901$25,564 ▲4.7%1,5910.4%Business ServicesJPMJPMorgan Chase & Co.$541,578$5,219 ▼-1.0%1,8680.3%FinanceTSLATesla$510,109$197,882 ▼-27.9%1,6060.3%Auto/Tires/TrucksWMTWalmart$506,896$20,730 ▲4.3%5,1840.3%Retail/WholesaleBRK.BBerkshire Hathaway$477,998$66,551 ▲16.2%9840.3%FinanceMAMastercard$472,209$8,994 ▲1.9%8400.3%Business ServicesLLYEli Lilly and Company$438,115$780 ▲0.2%5620.3%MedicalNFLXNetflix$369,600$6,696 ▼-1.8%2760.2%Consumer DiscretionaryGOOGAlphabet$365,508$49,148 ▲15.5%2,0600.2%Computer and TechnologyHDHome Depot$343,823$2,566 ▲0.8%9380.2%Retail/WholesaleCBChubb$277,187$11,296 ▲4.2%9570.2%FinanceINTUIntuit$261,376$6,298 ▼-2.4%3320.2%Computer and TechnologyPGProcter & Gamble$239,208$15,937 ▲7.1%1,5010.2%Consumer StaplesKOCocaCola$238,674$238,674 ▲New Holding3,3730.2%Consumer StaplesGSThe Goldman Sachs Group$228,615$228,615 ▲New Holding3230.1%FinanceGLDSPDR Gold Shares$215,8200.0%7080.1%FinanceICEIntercontinental Exchange$214,109$214,109 ▲New Holding1,1670.1%FinanceTMOThermo Fisher Scientific$213,362$12,169 ▼-5.4%5260.1%MedicalXOMExxon Mobil$208,982$6,898 ▲3.4%1,9390.1%EnergyLOWLowe's Companies$205,895$15,309 ▲8.0%9280.1%Retail/WholesaleBBVABanco Bilbao Viscaya Argentaria$187,545$27,405 ▼-12.7%12,2020.1%FinanceHLNHaleon$118,405$118,405 ▲New Holding11,4180.1%MedicalUNHUnitedHealth Group$0$293,764 ▼-100.0%00.0%MedicalABBVAbbVie$0$250,935 ▼-100.0%00.0%MedicalORLYO'Reilly Automotive$0$214,887 ▼-100.0%00.0%Retail/WholesaleSANBanco Santander$0$83,542 ▼-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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