EA
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Echo45 Advisors LLC13F | |
| Echo45 Advisors LLC | |
| Last update 2025-04-15 | 52 Stocks (2 new) |
| Value $149.00 Mil | Turnover 1 % |
Echo45 Advisors LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 375,299 | 19,076.5 | -4.11% | 12.760 | -0.51% | 0.010 | +13.91% | +20.88% | 158,841.9 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 100,599 | 17,426.8 | +0.09% | 11.660 | +0.01% | 0.020 | +16.41% | +6.40% | 74,261.9 | ||
BSV | Vanguard Short-Term Bond ETF | 144,395 | 11,303.2 | -1.43% | 7.560 | -0.11% | 0.030 | +1.23% | +3.43% | 38,501.8 | ||
PDBC |
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
| 769,593 | 10,489.5 | -2.61% | 7.020 | -0.18% | 0.220 | +4.61% | +3.00% | 4,543.2 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 150,687 | 8,843.9 | -1.44% | 5.920 | -0.08% | 0.040 | +0.76% | +2.78% | 22,538.2 | ||
SJNK |
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
| 330,937 | 8,326.4 | -1.13% | 5.570 | -0.06% | 0.210 | +5.25% | +4.48% | 4,733.5 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 180,071 | 8,150.0 | -2.37% | 5.450 | -0.13% | 0.010 | +17.64% | +15.92% | 87,571.2 | ||
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 14,963 | 6,282.8 | -0.66% | 4.200 | -0.03% | 0.020 | +17.08% | +5.45% | 38,489.3 | ||
QQQM | Invesco NASDAQ 100 ETF | 31,532 | 6,086.4 | -0.61% | 4.070 | -0.03% | 0.020 | +30.77% | +11.03% | 54,992.5 | ||
VOE | Vanguard Mid-Cap Value ETF | 30,972 | 4,972.2 | -0.49% | 3.330 | -0.02% | 0.030 | +13.11% | +4.66% | 17,516.2 |
Echo45 Advisors LLC's Historical Top Holdings Breakdowns
Echo45 Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.51% | 47.4 ($50.6) 52.99 | $57.09 | 12.82% | Reduce -4.11% | 375,299 | -16,097 | |
PDBC |
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
| 2025-03-31 | Reduce Reduce | -0.18% | 13.05 ($13.45) 13.97 | $13.38 | -0.48% | Reduce -2.61% | 769,593 | -20,609 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +0.17% | 222.15 ($333.26) 428.22 | $329.11 | -1.25% | Add 79.76% | 2,229 | 989 | |
INTU | Intuit Inc | 2025-03-31 | New Buy New Buy | +0.14% | 555.63 ($600.51) 630.23 | $758.35 | 26.28% | New holding | 340 | 340 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | New Buy New Buy | +0.14% | 243.19 ($264.45) 288.14 | $312.79 | 18.28% | New holding | 708 | 708 | |
CRM | Salesforce Inc | 2025-03-31 | Sold Out Sold Out | -0.14% | 268.36 ($311.03) 359.95 | $262.35 | -15.65% | Sold Out | 0 | -660 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Reduce Reduce | -0.13% | 42.5 ($45.01) 46.71 | $50.85 | 12.97% | Reduce -2.37% | 180,071 | -4,369 | |
GS | The Goldman Sachs Group Inc | 2025-03-31 | Sold Out Sold Out | -0.13% | 524.81 ($601.74) 672.19 | $707.21 | 17.53% | Sold Out | 0 | -350 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Reduce Reduce | -0.11% | 76.94 ($77.63) 78.28 | $78.44 | 1.04% | Reduce -1.43% | 144,395 | -2,096 | |
GDX | VanEck Gold Miners ETF | 2025-03-31 | Reduce Reduce | -0.08% | 34.58 ($40.44) 45.97 | $53.09 | 31.28% | Reduce -6.71% | 48,464 | -3,488 |
Echo45 Advisors LLC Total Holding History ($B)
Echo45 Advisors LLC's Asset Allocation
Echo45 Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Echo45 Advisors LLC's Hypothetical Growth since 2025-03-31
Echo45 Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Echo45 Advisors LLC's Holdings Heat Map
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Echo45 Advisors LLC's Holdings Bubble Chart
Echo45 Advisors LLC News
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