Echo45 Advisors LLC holdings history

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104 is the total number of securities Echo45 Advisors LLC has owned. The longest Echo45 Advisors LLC has owned a single stock is 8 quarters.

Echo45 Advisors LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VEA VANGUARD TAX-MANAGED I...8811.76%12.40%13.76%Q4 2021Q3 20238
DIA SPDR DOW JONES INDL AV...884.82%9.55%12.10%Q4 2021Q3 20238
VGSH VANGUARD SCOTTSDALE FDS886.81%9.44%13.08%Q4 2021Q3 20238
SJNK SPDR SER TR885.98%7.34%8.12%Q4 2021Q3 20238
BSV VANGUARD BD INDEX FDS886.28%7.07%8.01%Q4 2021Q3 20238
PDBC INVESCO ACTVELY MNGD E...883.91%5.91%6.80%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...884.39%4.73%5.13%Q4 2021Q3 20238
VOE VANGUARD INDEX FDS880.79%2.02%3.03%Q4 2021Q3 20238
AAPL APPLE INC881.28%2.01%3.78%Q4 2021Q3 20238
VXF VANGUARD INDEX FDS880.76%2.00%3.01%Q4 2021Q3 20238
MSFT MICROSOFT CORP881.30%1.75%2.92%Q4 2021Q3 20238
VWOB VANGUARD WHITEHALL FDS881.01%1.72%2.73%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.66%1.48%1.89%Q4 2021Q3 20238
IWO ISHARES TR880.61%1.44%1.89%Q4 2021Q3 20238
AMZN AMAZON COM INC880.56%0.87%1.55%Q4 2021Q3 20238
GOOGL ALPHABET INC880.60%0.83%1.39%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.37%0.56%0.87%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.39%0.52%0.74%Q4 2021Q3 20238
HD HOME DEPOT INC880.28%0.47%1.03%Q4 2021Q3 20238
V VISA INC880.34%0.45%0.71%Q4 2021Q3 20238
TMO THERMO FISHER SCIENTIF...880.26%0.39%0.58%Q4 2021Q3 20238
WMT WALMART INC880.24%0.32%0.50%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.20%0.30%0.62%Q4 2021Q3 20238
DHR DANAHER CORPORATION880.18%0.29%0.44%Q4 2021Q3 20238
ZTS ZOETIS INC880.18%0.25%0.42%Q4 2021Q3 20238
INTU INTUIT880.18%0.24%0.47%Q4 2021Q3 20238
LLY LILLY ELI & CO880.18%0.24%0.29%Q4 2021Q3 20238
CB CHUBB LIMITED880.19%0.23%0.28%Q4 2021Q3 20238
LOW LOWES COS INC880.19%0.23%0.33%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION430.20%0.43%0.73%Q4 2021Q3 20237
TSLA TESLA INC430.25%0.43%0.66%Q4 2021Q3 20237
FB META PLATFORMS INC430.20%0.41%0.80%Q4 2021Q3 20237
HON HONEYWELL INTL INC770.21%0.38%0.73%Q4 2021Q2 20237
ABT ABBOTT LABS770.18%0.26%0.42%Q4 2021Q2 20237
PG PROCTER AND GAMBLE CO430.18%0.25%0.40%Q4 2021Q3 20237
XOM EXXON MOBIL CORP430.18%0.21%0.25%Q4 2021Q3 20237
BRKB BERKSHIRE HATHAWAY INC...420.20%0.24%0.29%Q4 2021Q3 20236
MA MASTERCARD INCORPORATED330.19%0.21%0.25%Q4 2021Q3 20236
MRK MERCK & CO INC330.19%0.21%0.23%Q4 2021Q2 20236
QQQ INVESCO QQQ TR554.87%8.65%10.96%Q4 2021Q4 20225
STIP ISHARES TR554.54%7.36%9.30%Q3 2022Q3 20235
VMBS VANGUARD SCOTTSDALE FDS552.42%3.58%4.95%Q4 2021Q4 20225
GOOG ALPHABET INC310.18%0.36%0.60%Q4 2021Q3 20235
JNJ JOHNSON & JOHNSON550.24%0.33%0.44%Q4 2021Q4 20225
UNP UNION PAC CORP550.20%0.26%0.33%Q4 2021Q4 20225
ADBE ADOBE SYSTEMS INCORPOR...320.18%0.26%0.38%Q4 2021Q3 20235
CVX CHEVRON CORP NEW320.17%0.25%0.34%Q4 2021Q1 20235
ORLY OREILLY AUTOMOTIVE INC410.17%0.19%0.22%Q4 2021Q3 20235
QQQM INVESCO EXCH TRADED FD...440.35%8.08%11.18%Q4 2022Q3 20234
MCD MCDONALDS CORP310.17%0.29%0.44%Q4 2021Q2 20234
AVGO BROADCOM INC220.20%0.25%0.34%Q4 2021Q3 20234
LMT LOCKHEED MARTIN CORP310.17%0.19%0.21%Q4 2021Q4 20224
NORTHERN LTS FD TR IV332.63%2.69%2.74%Q1 2023Q3 20233
VNQ VANGUARD INDEX FDS330.59%0.70%0.78%Q4 2021Q2 20223
CSCO CISCO SYS INC330.19%0.40%0.60%Q4 2021Q2 20223
CRM SALESFORCE INC330.21%0.36%0.53%Q4 2021Q2 20223
AMGN AMGEN INC330.21%0.28%0.34%Q4 2021Q2 20223
PEP PEPSICO INC210.18%0.23%0.29%Q4 2021Q4 20223
AMT AMERICAN TOWER CORP NEW330.19%0.22%0.29%Q4 2021Q2 20223
KO COCA COLA CO330.19%0.22%0.24%Q4 2021Q2 20223
BBVA BANCO BILBAO VIZCAYA A...330.07%0.09%0.10%Q1 2023Q3 20233
BOX BOX INC223.70%3.80%3.91%Q4 2021Q1 20222
DIS DISNEY WALT CO220.37%0.45%0.53%Q4 2021Q1 20222
GS GOLDMAN SACHS GROUP INC220.35%0.44%0.53%Q4 2021Q1 20222
PYPL PAYPAL HLDGS INC220.23%0.34%0.44%Q4 2021Q1 20222
IVW ISHARES TR220.29%0.30%0.30%Q4 2022Q1 20232
AXP AMERICAN EXPRESS CO220.28%0.28%0.29%Q4 2021Q1 20222
PLD PROLOGIS INC.220.24%0.27%0.29%Q4 2021Q1 20222
NFLX NETFLIX INC220.16%0.26%0.36%Q4 2021Q1 20222
CAT CATERPILLAR INC220.24%0.25%0.25%Q4 2021Q1 20222
NKE NIKE INC220.18%0.24%0.30%Q4 2021Q1 20222
BLK BLACKROCK INC220.20%0.23%0.27%Q4 2021Q1 20222
NEE NEXTERA ENERGY INC220.19%0.23%0.27%Q4 2021Q1 20222
CMCSA COMCAST CORP NEW220.18%0.21%0.24%Q4 2021Q1 20222
INTC INTEL CORP220.19%0.21%0.23%Q4 2021Q1 20222
ISRG INTUITIVE SURGICAL INC220.18%0.21%0.24%Q4 2021Q1 20222
IBM INTERNATIONAL BUSINESS...220.18%0.20%0.23%Q4 2021Q1 20222
MMM 3M CO220.16%0.19%0.23%Q4 2021Q1 20222
TXN TEXAS INSTRS INC220.17%0.19%0.20%Q4 2021Q1 20222
VYM VANGUARD WHITEHALL FDS220.17%0.19%0.20%Q4 2022Q1 20232
BKNG BOOKING HOLDINGS INC220.16%0.17%0.18%Q4 2021Q1 20222
TRV TRAVELERS COMPANIES INC220.16%0.16%0.16%Q4 2021Q1 20222
VTGN VISTAGEN THERAPEUTICS INC220.00%0.00%0.00%Q4 2022Q1 20232
ESGV VANGUARD WORLD FD110.60%0.60%0.60%Q4 2022Q4 20221
JPST J P MORGAN EXCHANGE-TR...110.44%0.44%0.44%Q4 2021Q4 20211
IMCG ISHARES TR110.43%0.43%0.43%Q4 2022Q4 20221
AGG ISHARES TR110.33%0.33%0.33%Q4 2022Q4 20221
BIL SPDR SER TR110.32%0.32%0.32%Q4 2021Q4 20211
BA BOEING CO110.26%0.26%0.26%Q4 2021Q4 20211
C CITIGROUP INC110.24%0.24%0.24%Q4 2021Q4 20211
IAGG ISHARES TR110.21%0.21%0.21%Q4 2022Q4 20221
SHW SHERWIN WILLIAMS CO110.21%0.21%0.21%Q4 2021Q4 20211
PFE PFIZER INC110.20%0.20%0.20%Q4 2021Q4 20211
ACN ACCENTURE PLC IRELAND110.20%0.20%0.20%Q4 2021Q4 20211
IAU ISHARES GOLD TR110.20%0.20%0.20%Q4 2021Q4 20211
VZ VERIZON COMMUNICATIONS...110.19%0.19%0.19%Q4 2021Q4 20211
AMAT APPLIED MATLS INC110.19%0.19%0.19%Q4 2021Q4 20211
MCHP MICROCHIP TECHNOLOGY INC.110.19%0.19%0.19%Q4 2021Q4 20211
EL LAUDER ESTEE COS INC110.18%0.18%0.18%Q4 2021Q4 20211
BAC BK OF AMERICA CORP110.17%0.17%0.17%Q4 2021Q4 20211
ICE INTERCONTINENTAL EXCHA...110.16%0.16%0.16%Q4 2021Q4 20211
ARDAGH METAL PACKAGING...110.05%0.05%0.05%Q4 2022Q4 20221
TEF TELEFONICA S A110.04%0.04%0.04%Q1 2023Q1 20231
SAN BANCO SANTANDER S.A.110.03%0.03%0.03%Q1 2023Q1 20231
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The securities at the top of the list , including VANGUARD TAX-MANAGED INTL FD, SPDR DOW JONES INDL AVERAGE, and VANGUARD SCOTTSDALE FDS, are the highest-conviction holdings of Echo45 Advisors LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Echo45 Advisors LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Echo45 Advisors LLC owns currently or has owned in the past.