|
Size ($ in 1000's)
At 03/31/2024: $138,946 At 12/31/2023: $129,969
Echo45 Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Echo45 Advisors LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Echo45 Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Echo45 Advisors LLC.
In the Echo45 Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Echo45 Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Echo45 Advisors LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD TAX MANAGED FDS (VEA) |
374,701 |
+5,293 |
$18,799 | VEA | 374,701 | +5,293 | $18,799 | INVESCO EXCH TRADED FD TR II (QQQM) |
87,106 |
-473 |
$15,913 | QQQM | 87,106 | -473 | $15,913 | SPDR DOW JONES INDL AVERAGE (DIA) |
39,839 |
-280 |
$15,846 | DIA | 39,839 | -280 | $15,846 | ISHARES TR (STIP) |
98,825 |
+2,515 |
$9,826 | STIP | 98,825 | +2,515 | $9,826 | SPDR SER TR (SJNK) |
323,157 |
+7,596 |
$8,150 | SJNK | 323,157 | +7,596 | $8,150 | INVESCO ACTVELY MNGD ETC FD |
573,451 |
+29,185 |
$7,954 | PDBC | 573,451 | +29,185 | $7,954 | VANGUARD SCOTTSDALE FDS (VGSH) |
127,924 |
+4,020 |
$7,429 | VGSH | 127,924 | +4,020 | $7,429 | VANGUARD BD INDEX FDS (BSV) |
95,006 |
+2,869 |
$7,284 | BSV | 95,006 | +2,869 | $7,284 | VANGUARD INTL EQUITY INDEX F (VWO) |
172,140 |
+3,394 |
$7,190 | VWO | 172,140 | +3,394 | $7,190 | VANGUARD INDEX FDS (VOE) |
30,885 |
+195 |
$4,815 | VOE | 30,885 | +195 | $4,815 | VANGUARD INDEX FDS (VXF) |
26,748 |
+157 |
$4,688 | VXF | 26,748 | +157 | $4,688 | NORTHERN LTS FD TR IV |
285,054 |
+2,058 |
$3,897 | BUYW | 285,054 | +2,058 | $3,897 | ISHARES TR (IWO) |
11,164 |
+47 |
$3,023 | IWO | 11,164 | +47 | $3,023 | VANGUARD INDEX FDS (VBR) |
15,604 |
+118 |
$2,994 | VBR | 15,604 | +118 | $2,994 | VANGUARD WHITEHALL FDS (VWOB) |
45,828 |
+1,188 |
$2,926 | VWOB | 45,828 | +1,188 | $2,926 | APPLE INC |
15,055 |
+4,818 |
$2,582 | AAPL | 15,055 | +4,818 | $2,582 | MICROSOFT CORP |
5,856 |
+309 |
$2,464 | MSFT | 5,856 | +309 | $2,464 | NVIDIA CORPORATION |
1,449 |
-37 |
$1,309 | NVDA | 1,449 | -37 | $1,309 | AMAZON COM INC |
6,619 |
+59 |
$1,194 | AMZN | 6,619 | +59 | $1,194 | ALPHABET INC |
6,436 |
-27 |
$971 | GOOGL | 6,436 | -27 | $971 | META PLATFORMS INC |
1,617 |
-21 |
$785 | META | 1,617 | -21 | $785 | COSTCO WHSL CORP NEW |
838 |
-13 |
$614 | COST | 838 | -13 | $614 | VISA INC |
1,886 |
-7 |
$526 | V | 1,886 | -7 | $526 | ELI LILLY & CO |
651 |
-7 |
$506 | LLY | 651 | -7 | $506 | BERKSHIRE HATHAWAY INC DEL |
|
|
$440 | BRK.B | 1,046 | +8 | $440 | MASTERCARD INCORPORATED |
908 |
+209 |
$437 | MA | 908 | +209 | $437 | JPMORGAN CHASE & CO |
2,146 |
+17 |
$430 | JPM | 2,146 | +17 | $430 | UNITEDHEALTH GROUP INC |
845 |
-40 |
$418 | UNH | 845 | -40 | $418 | HOME DEPOT INC |
1,074 |
-8 |
$412 | HD | 1,074 | -8 | $412 | BROADCOM INC |
308 |
+4 |
$408 | AVGO | 308 | +4 | $408 | WALMART INC |
6,075 |
+4,028 |
$366 | WMT | 6,075 | +4,028 | $366 | THERMO FISHER SCIENTIFIC INC |
625 |
UNCH |
$363 | TMO | 625 | UNCH | $363 | ALPHABET INC |
2,094 |
+540 |
$319 | GOOG | 2,094 | +540 | $319 | CHUBB LIMITED |
1,164 |
-14 |
$302 | CB | 1,164 | -14 | $302 | LOWES COS INC |
1,079 |
+25 |
$275 | LOW | 1,079 | +25 | $275 | PROCTER AND GAMBLE CO |
1,689 |
+36 |
$274 | PG | 1,689 | +36 | $274 | TESLA INC |
1,524 |
-40 |
$268 | TSLA | 1,524 | -40 | $268 | INTUIT |
411 |
-5 |
$267 | INTU | 411 | -5 | $267 | MERCK & CO INC |
1,956 |
-40 |
$258 | MRK | 1,956 | -40 | $258 | OREILLY AUTOMOTIVE INC |
225 |
-3 |
$254 | ORLY | 225 | -3 | $254 | ADOBE INC |
502 |
-48 |
$253 | ADBE | 502 | -48 | $253 | EXXON MOBIL CORP |
2,177 |
-110 |
$253 | XOM | 2,177 | -110 | $253 | SALESFORCE INC |
804 |
+10 |
$242 | CRM | 804 | +10 | $242 | DANAHER CORPORATION |
936 |
+10 |
$234 | DHR | 936 | +10 | $234 | ABBOTT LABS |
1,957 |
-29 |
$222 | ABT | 1,957 | -29 | $222 | ZOETIS INC |
1,233 |
-20 |
$209 | ZTS | 1,233 | -20 | $209 | WELLS FARGO CO NEW |
3,522 |
+3,522 |
$204 | WFC | 3,522 | +3,522 | $204 |
See Full List: All Stocks Held By Echo45 Advisors LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Echo45 Advisors LLC
|
|