Echo45 Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Echo45 Advisors LLC reported 48 stock positions worth $138.9 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 13.5% of the portfolio, followed by Invesco Nasdaq 100 ETF (QQQM, 11.5%) and SS SPDR Dow Jones Indus Avg (DIA, 11.4%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 26 and reduced 20. The biggest buy was Apple (AAPL, shares +47%) and the biggest sale SS SPDR Dow Jones Indus Avg (DIA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WALNUT CREEK, CA
- CIK
- 0001908617
- Portfolio Value
- $138.9M (Q1 2024)
- SEC Filing
- 0001908617-24-000002 ↗ filed Apr 18, 2024
Holdings Value
Holdings 48 stocks · $138.9M
| VEA Vanguard Ftse Developed ETF | 13.53% | 374,701 | $18.8M | Add +1.4% |
| QQQM Invesco Nasdaq 100 ETF | 11.45% | 87,106 | $15.9M | Reduce -0.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 11.40% | 39,839 | $15.8M | Reduce -0.7% |
| STIP iShares 0-5 Year Tips Bond E | 7.07% | 98,825 | $9.8M | Add +2.6% |
| SJNK SS SPDR BB St Hi Yield ETF | 5.87% | 323,157 | $8.2M | Add +2.4% |
| PDBC Invesco Optimum Yield Divers | 5.72% | 573,451 | $8.0M | Add +5.4% |
| VGSH Vanguard Short-Term Treasury | 5.35% | 127,924 | $7.4M | Add +3.2% |
| BSV Vanguard Short-Term Bond ETF | 5.24% | 95,006 | $7.3M | Add +3.1% |
| VWO Vanguard Ftse Emerging Marke | 5.17% | 172,140 | $7.2M | Add +2.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.47% | 30,885 | $4.8M | Add +0.6% |
| VXF Vanguard Extended Market ETF | 3.37% | 26,748 | $4.7M | Add +0.6% |
| BUYW Main Buywrite ETF | 2.80% | 285,054 | $3.9M | Add +0.7% |
| IWO iShares Russell 2000 Growth | 2.18% | 11,164 | $3.0M | Add +0.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.15% | 15,604 | $3.0M | Add +0.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.11% | 45,828 | $2.9M | Add +2.7% |
| AAPL Apple Inc. | 1.86% | 15,055 | $2.6M | Add +47.1% |
| MSFT Microsoft Corp. | 1.77% | 5,856 | $2.5M | Add +5.6% |
| NVDA Nvidia Corp. | 0.94% | 1,449 | $1.3M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 0.86% | 6,619 | $1.2M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.70% | 6,436 | $971K | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.57% | 1,617 | $785K | Reduce -1.3% |
| COST Costco Wholesale Corp. | 0.44% | 838 | $614K | Reduce -1.5% |
| V Visa Inc. Class A | 0.38% | 1,886 | $526K | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.36% | 651 | $506K | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 1,046 | $440K | Add +0.8% |
| MA Mastercard Inc. Class A | 0.31% | 908 | $437K | Add +29.9% |
| JPM JPMorgan Chase & Co. | 0.31% | 2,146 | $430K | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.30% | 845 | $418K | Reduce -4.5% |
| HD Home Depot Inc. | 0.30% | 1,074 | $412K | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.29% | 308 | $408K | Add +1.3% |
| WMT Walmart Inc. | 0.26% | 6,075 | $366K | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 625 | $363K | No change |
| GOOG Alphabet Inc. Class C | 0.23% | 2,094 | $319K | Add +34.8% |
| CB Chubb Ltd. | 0.22% | 1,164 | $302K | Reduce -1.2% |
| LOW Lowe's Cos Inc. | 0.20% | 1,079 | $275K | Add +2.4% |
| PG The Procter & Gamble Co. | 0.20% | 1,689 | $274K | Add +2.2% |
| TSLA Tesla Inc. | 0.19% | 1,524 | $268K | Reduce -2.6% |
| INTU Intuit Inc. | 0.19% | 411 | $267K | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.19% | 1,956 | $258K | Reduce -2.0% |
| ORLY O'reilly Automotive Inc. | 0.18% | 225 | $254K | Reduce -1.3% |
| ADBE Adobe Inc. | 0.18% | 502 | $253K | Reduce -8.7% |
| XOM Exxon Mobil Corp. | 0.18% | 2,177 | $253K | Reduce -4.8% |
| CRM Salesforce Inc. | 0.17% | 804 | $242K | Add +1.3% |
| DHR Danaher Corp. | 0.17% | 936 | $234K | Add +1.1% |
| ABT Abbott Laboratories | 0.16% | 1,957 | $222K | Reduce -1.5% |
| ZTS Zoetis Inc. | 0.15% | 1,233 | $209K | Reduce -1.6% |
| WFC Wells Fargo & Co. | 0.15% | 3,522 | $204K | New |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.11% | 12,921 | $153K | Add +2.9% |
Portfolio Sells Q4 2023 → Q1 2024
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.7% | 11.40% | −0.23 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.16 |
| TSLA Tesla Inc. | Reduce -2.6% | 0.19% | −0.11 |
| ADBE Adobe Inc. | Reduce -8.7% | 0.18% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -4.5% | 0.30% | −0.06 |
| ZTS Zoetis Inc. | Reduce -1.6% | 0.15% | −0.04 |
| ABT Abbott Laboratories | Reduce -1.5% | 0.16% | −0.01 |
| INTU Intuit Inc. | Reduce -1.2% | 0.19% | −0.01 |
| V Visa Inc. Class A | Reduce -0.4% | 0.38% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 0.70% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -4.8% | 0.18% | +0.01 |
| HD Home Depot Inc. | Reduce -0.7% | 0.30% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -1.5% | 0.44% | +0.01 |
| CB Chubb Ltd. | Reduce -1.2% | 0.22% | +0.01 |
| WMT Walmart Inc. | Reduce -1.1% | 0.26% | +0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -1.3% | 0.18% | +0.02 |
| MRK Merck & Co. Inc. | Reduce -2.0% | 0.19% | +0.02 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.36% | +0.07 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.5% | 11.45% | +0.10 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 0.57% | +0.12 |
| NVDA Nvidia Corp. | Reduce -2.5% | 0.94% | +0.38 |
Portfolio Buys Q4 2023 → Q1 2024
| AAPL Apple Inc. | Add +47.1% | 1.86% | +0.34 |
| MSFT Microsoft Corp. | Add +5.6% | 1.77% | +0.17 |
| PDBC Invesco Optimum Yield Divers | Add +5.4% | 5.72% | +0.15 |
| WFC Wells Fargo & Co. | New | 0.15% | +0.15 |
| AMZN Amazon.com Inc. | Add +0.9% | 0.86% | +0.09 |
| MA Mastercard Inc. Class A | Add +29.9% | 0.31% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +34.8% | 0.23% | +0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.6% | 3.47% | +0.04 |
| AVGO Broadcom Inc. | Add +1.3% | 0.29% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 0.32% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 0.31% | +0.03 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Add +2.9% | 0.11% | +0.02 |
| IWO iShares Russell 2000 Growth | Add +0.4% | 2.18% | +0.02 |
| LOW Lowe's Cos Inc. | Add +2.4% | 0.20% | +0.02 |
| CRM Salesforce Inc. | Add +1.3% | 0.17% | +0.01 |
| PG The Procter & Gamble Co. | Add +2.2% | 0.20% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.8% | 2.15% | +0.01 |
| VXF Vanguard Extended Market ETF | Add +0.6% | 3.37% | +0.01 |
| DHR Danaher Corp. | Add +1.1% | 0.17% | +0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +2.7% | 2.11% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Add +1.4% | 13.53% | −0.09 |
| BUYW Main Buywrite ETF | Add +0.7% | 2.80% | −0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +2.0% | 5.17% | −0.16 |
| VGSH Vanguard Short-Term Treasury | Add +3.2% | 5.35% | −0.21 |
| BSV Vanguard Short-Term Bond ETF | Add +3.1% | 5.24% | −0.22 |
| STIP iShares 0-5 Year Tips Bond E | Add +2.6% | 7.07% | −0.23 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +2.4% | 5.87% | −0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 78 | $193.6M | VEA, RSP, VWO, DIA, QQQM |
| Q1 2026 | 76 | $177.8M | VEA, RSP, VWO, DIA, BSV |
| Q4 2025 | 74 | $175.2M | VEA, RSP, VWO, DIA, QQQM |
| Q3 2025 | 58 | $170.6M | VEA, RSP, BSV, PDBC, VWO |
| Q2 2025 | 52 | $158.6M | VEA, RSP, BSV, PDBC, VWO |
| Q1 2025 | 52 | $149.5M | VEA, RSP, BSV, PDBC, VGSH |
| Q4 2024 | 52 | $152.3M | VEA, RSP, BSV, PDBC, VGSH |
| Q3 2024 | 48 | $153.7M | VEA, PDBC, STIP, SJNK, BSV |
| Q2 2024 | 46 | $142.3M | VEA, PDBC, STIP, SJNK, BSV |
| Q1 2024 | 48 | $138.9M | VEA, QQQM, DIA, STIP, SJNK |