Echo45 Advisors LLC
CIK 1908617 · Holdings on Mar 31, 2025 · First reported Apr 15, 2025
Top ten holdings
Q1 2025- VEA12.76%
- RSP11.66%
- BSV7.56%
- PDBC7.02%
- VGSH5.92%
- SJNK5.57%
- VWO5.45%
- DIA4.20%
- QQQM4.07%
- VOE3.33%
Share classes counted separately67.54%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VEAWeight increased · +0.43 pp12.33% → 12.76%Shares -16.10K (-4.11%)
- QQQMWeight decreased · -0.38 pp4.45% → 4.07%Shares -193 (-0.61%)
- GDXWeight increased · +0.30 pp1.19% → 1.49%Shares -3.49K (-6.71%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $19.08M | 12.76% | 375.30K shares | 12.33% → 12.76%+0.43 pp -16.10K (-4.11%) | Reduced | ↗▾ |
| 02 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $17.43M | 11.66% | 100.60K shares | 11.64% → 11.66%+0.02 pp +86 (+0.09%) | Added | ↗▾ |
| 03 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $11.30M | 7.56% | 144.40K shares | 7.43% → 7.56%+0.13 pp -2.10K (-1.43%) | Reduced | ↗▾ |
| 04 | PDBCINVESCO OPTIMUM YIELD DIVERSOPTIMUM YIELD View history and evidence | $10.49M | 7.02% | 769.59K shares | 6.77% → 7.02%+0.25 pp -20.61K (-2.61%) | Reduced | ↗▾ |
| 05 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $8.84M | 5.92% | 150.69K shares | 5.84% → 5.92%+0.08 pp -2.20K (-1.44%) | Reduced | ↗▾ |
| 06 | SJNKSS SPDR BB ST HI YIELD ETFBLOOMBERG SHT TE View history and evidence | $8.33M | 5.57% | 330.94K shares | 5.58% → 5.57%-0.01 pp -3.77K (-1.13%) | Reduced | ↗▾ |
| 07 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $8.15M | 5.45% | 180.07K shares | 5.35% → 5.45%+0.10 pp -4.37K (-2.37%) | Reduced | ↗▾ |
| 08 | DIASS SPDR DOW JONES INDUS AVGUT SER 1 View history and evidence | $6.28M | 4.20% | 14.96K shares | 4.22% → 4.20%-0.02 pp -100 (-0.66%) | Reduced | ↗▾ |
| 09 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $6.09M | 4.07% | 31.53K shares | 4.45% → 4.07%-0.38 pp -193 (-0.61%) | Reduced | ↗▾ |
| 10 | VOEVNGRD MRNGSTR MD-CAP VAL ETFMCAP VL IDXVIP View history and evidence | $4.97M | 3.33% | 30.97K shares | 3.32% → 3.33%+0.01 pp -152 (-0.49%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CRM SALESFORCE INC | Non-derivative | -660 | -$219.71K | SEC filing ↗ | SEC filing ↗ |
| GS GOLDMAN SACHS GROUP INC | Non-derivative | -350 | -$203.19K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1908617 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 149493594
}Research all 52 reported holdings.
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