The Analysis of Echo45 Advisors LLC's Holdings & P&L


Currently, Echo45 Advisors LLC holds 76 types of securities in its portfolio with a total value $177.8M. In the most recent quarter, they have increased their positions in AAPL (+2.8K shares, valued at $721.8K), JNJ (+1.6K shares, valued at $383.0K), AMD (+1.0K shares, valued at $208.5K); decreased their positions in N/A (-369 shares, valued at $354.9K), PDBC (-18.8K shares, valued at $326.4K), VEA (-1.8K shares, valued at $117.6K); initiated new positions in JNJ (+1.6K shares, valued at $383.0K), AMD (+1.0K shares, valued at $208.5K), N/A (+973 shares, valued at $207.9K).


1M P&L
+4.0M+2.43%
3M P&L
+6.6M+4.08%
HY P&L
+16.2M+10.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A140.1M
89.0%
2Consumer Electronics3.0M
1.9%
3Semiconductors2.6M
1.6%

Top Industries by Stock Count

1N/A36 stocks
53.7%
2Banks - Diversified4 stocks
6.0%
3Drug Manufacturers - General3 stocks
4.5%
Stock Holdings
VEA
VANGUARD TAX-MANAGED FDS
-0.52%
Shares352.2K
Event2026-03-31
Filed2026-04-20
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.78%
Shares85.1K
Event2026-03-31
Filed2026-04-20
VWO
VANGUARD INTL EQUITY INDEX F
0.11%
Shares173.4K
Event2026-03-31
Filed2026-04-20
DIA
STATE STR SPDR DOW JONES IND
1.59%
Shares15.7K
Event2026-03-31
Filed2026-04-20
BSV
VANGUARD BD INDEX FDS
2.26%
Shares92.0K
Event2026-03-31
Filed2026-04-20
QQQM
INVESCO EXCH TRADED FD TR II
2.77%
Shares29.9K
Event2026-03-31
Filed2026-04-20
PDBC
INVESCO ACTVELY MNGD ETC FD
-4.83%
Shares371.3K
Event2026-03-31
Filed2026-04-20
VOE
VANGUARD INDEX FDS
-0.19%
Shares33.2K
Event2026-03-31
Filed2026-04-20
VGSH
VANGUARD SCOTTSDALE FDS
3.30%
Shares103.5K
Event2026-03-31
Filed2026-04-20
VXF
VANGUARD INDEX FDS
1.36%
Shares28.6K
Event2026-03-31
Filed2026-04-20
SJNK
SPDR SERIES TRUST
2.47%
Shares197.9K
Event2026-03-31
Filed2026-04-20
ANGL
VANECK ETF TRUST
4.65%
Shares162.4K
Event2026-03-31
Filed2026-04-20
VCRB
VANGUARD MALVERN FDS
3.44%
Shares58.6K
Event2026-03-31
Filed2026-04-20
BUYW
NORTHERN LTS FD TR IV
3.58%
Shares321.5K
Event2026-03-31
Filed2026-04-20
SECT
NORTHERN LTS FD TR IV
3.45%
Shares70.1K
Event2026-03-31
Filed2026-04-20
HGER
HARBOR ETF TRUST
-1.07%
Shares126.0K
Event2026-03-31
Filed2026-04-20
VBR
VANGUARD INDEX FDS
0.27%
Shares17.7K
Event2026-03-31
Filed2026-04-20
STIP
ISHARES TR
3.15%
Shares36.3K
Event2026-03-31
Filed2026-04-20
IWO
ISHARES TR
1.39%
Shares11.9K
Event2026-03-31
Filed2026-04-20
VWOB
VANGUARD WHITEHALL FDS
3.65%
Shares51.9K
Event2026-03-31
Filed2026-04-20
AAPL
APPLE INC
32.26%
Shares11.7K
Event2026-03-31
Filed2026-04-20
NLR
VANECK ETF TRUST
1.05%
Shares19.6K
Event2026-03-31
Filed2026-04-20
INTL
NORTHERN LTS FD TR IV
0.27%
Shares83.5K
Event2026-03-31
Filed2026-04-20
TLH
ISHARES TR
3.89%
Shares22.4K
Event2026-03-31
Filed2026-04-20
NVDA
NVIDIA CORPORATION
-0.29%
Shares12.0K
Event2026-03-31
Filed2026-04-20
GDX
VANECK ETF TRUST
-4.94%
Shares22.5K
Event2026-03-31
Filed2026-04-20
TMAT
NORTHERN LTS FD TR IV
3.63%
Shares87.4K
Event2026-03-31
Filed2026-04-20
REMX
VANECK ETF TRUST
-2.32%
Shares22.9K
Event2026-03-31
Filed2026-04-20
MSFT
MICROSOFT CORP
-3.24%
Shares4.8K
Event2026-03-31
Filed2026-04-20
NODE
VANECK FDS
5.63%
Shares47.8K
Event2026-03-31
Filed2026-04-20
AMZN
AMAZON COM INC
-3.35%
Shares6.0K
Event2026-03-31
Filed2026-04-20
ALPHABET INC
ALPHABET INC
-0.59%
Shares4.2K
Event2026-03-31
Filed2026-04-20
MOAT
VANECK ETF TRUST
3.57%
Shares11.7K
Event2026-03-31
Filed2026-04-20
SMHX
VANECK ETF TRUST
0.61%
Shares26.2K
Event2026-03-31
Filed2026-04-20
RAAX
VANECK ETF TRUST
0.26%
Shares23.8K
Event2026-03-31
Filed2026-04-20
BROADCOM INC
BROADCOM INC
-2.87%
Shares2.8K
Event2026-03-31
Filed2026-04-20
META
META PLATFORMS INC
-1.40%
Shares1.4K
Event2026-03-31
Filed2026-04-20
COST
COSTCO WHOLESALE CORPORATION
1.05%
Shares676
Event2026-03-31
Filed2026-04-20
BITB
BITWISE BITCOIN ETF TR
3.05%
Shares17.7K
Event2026-03-31
Filed2026-04-20
WMT
WALMART INC
-0.08%
Shares4.9K
Event2026-03-31
Filed2026-04-20
TSLA
TESLA INC
-5.58%
Shares1.5K
Event2026-03-31
Filed2026-04-20
ALPHABET INC
ALPHABET INC
-12.41%
Shares1.9K
Event2026-03-31
Filed2026-04-20
JPM
JPMORGAN CHASE & CO
-3.79%
Shares1.8K
Event2026-03-31
Filed2026-04-20
ITOT
ISHARES TR
-0.58%
Shares3.4K
Event2026-03-31
Filed2026-04-20
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
7.86%
Shares933
Event2026-03-31
Filed2026-04-20
V
VISA INC
-6.57%
Shares1.4K
Event2026-03-31
Filed2026-04-20
LLY
ELI LILLY & CO
-6.80%
Shares452
Event2026-03-31
Filed2026-04-20
JNJ
JOHNSON & JOHNSON
New
Shares1.6K
Event2026-03-31
Filed2026-04-20
MA
MASTERCARD INCORPORATED
-8.71%
Shares755
Event2026-03-31
Filed2026-04-20
VANECK FDS
VANECK FDS
3.43%
Shares7.4K
Event2026-03-31
Filed2026-04-20
CAT
CATERPILLAR INC
0.94%
Shares430
Event2026-03-31
Filed2026-04-20
XOM
EXXON MOBIL CORP
0.17%
Shares1.8K
Event2026-03-31
Filed2026-04-20
SCHB
SCHWAB STRATEGIC TR
0.00%
Shares11.9K
Event2026-03-31
Filed2026-04-20
HD
HOME DEPOT INC
-0.11%
Shares892
Event2026-03-31
Filed2026-04-20
CB
CHUBB LTD SWITZ
0.11%
Shares895
Event2026-03-31
Filed2026-04-20
GLD
SPDR GOLD TR
0.00%
Shares677
Event2026-03-31
Filed2026-04-20
AGG
ISHARES TR
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-20
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-1.48%
Shares12.7K
Event2026-03-31
Filed2026-04-20
GS
GOLDMAN SACHS GROUP INC
-1.23%
Shares320
Event2026-03-31
Filed2026-04-20
HSBC
HSBC HLDGS PLC
7.66%
Shares3.2K
Event2026-03-31
Filed2026-04-20
NFLX
NETFLIX INC.
-3.53%
Shares2.7K
Event2026-03-31
Filed2026-04-20
IVV
ISHARES TR
0.00%
Shares395
Event2026-03-31
Filed2026-04-20
TSM
TAIWAN SEMICONDUCTOR MANUFAC
4.47%
Shares725
Event2026-03-31
Filed2026-04-20
TFPM
TRIPLE FLAG PRECIOUS METAL
0.00%
Shares6.8K
Event2026-03-31
Filed2026-04-20
GDV
GABELLI DIVID & INCOME TR
0.00%
Shares8.7K
Event2026-03-31
Filed2026-04-20
TMO
THERMO FISHER SCIENTIFIC INC
-7.41%
Shares475
Event2026-03-31
Filed2026-04-20
TJX
TJX COS INC NEW
0.21%
Shares1.4K
Event2026-03-31
Filed2026-04-20
BLACKROCK INC
BLACKROCK INC
-61.40%
Shares232
Event2026-03-31
Filed2026-04-20
ABBV
ABBVIE INC
-1.33%
Shares963
Event2026-03-31
Filed2026-04-20
AMD
ADVANCED MICRO DEVICES INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-20
LAM RESEARCH CORP
LAM RESEARCH CORP
New
Shares973
Event2026-03-31
Filed2026-04-20
LOW
LOWES COS INC
-0.57%
Shares876
Event2026-03-31
Filed2026-04-20
KO
COCA COLA CO
New
Shares2.7K
Event2026-03-31
Filed2026-04-20
RY
ROYAL BK CDA
5.01%
Shares1.3K
Event2026-03-31
Filed2026-04-20
GE AEROSPACE
GE AEROSPACE
-2.18%
Shares717
Event2026-03-31
Filed2026-04-20
NEM
NEWMONT CORP
New
Shares1.9K
Event2026-03-31
Filed2026-04-20

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available