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CIK 0001908617 • 6 13F filings • Apr 15, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $816K | 0.5%Prev: 0.7% | 4,630 SH | Decreased+395 SH |
| ALPHABET INC | CAP STK CL C | $366K | 0.2%Prev: 0.3% | 2,060 SH | Decreased+161 SH |
| AMAZON COM INC | COM | $1.4M | 0.9%Prev: 0.7% | 6,155 SH | Increased+189 SH |
| APPLE INC | COM | $1.9M | 1.2%Prev: 1.7% | 9,171 SH | Decreased-2,489 SH |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | $188K | 0.1%Prev: 0.2% | 12,202 SH | Decreased-509 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $478K | 0.3%Prev: 0.3% | 984 SH | Increased+51 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $645K | 0.4%Prev: 0.4% | 11,008 SH | Decreased-6,664 SH |
| BLACKROCK INC | COM | $1.0M | 0.6%Prev: 0.1% | 957 SH | Increased+725 SH |
| BROADCOM INC | COM | $838K | 0.5%Prev: 0.5% | 3,038 SH | Decreased+229 SH |
| CHUBB LIMITED | COM | $277K | 0.2% | 957 SH | New |
| COCA COLA CO | COM | $239K | 0.2%Prev: 0.1% | 3,373 SH | Increased+665 SH |
| COSTCO WHSL CORP NEW | COM | $706K | 0.4% | 713 SH | New |
| ELI LILLY & CO | COM | $438K | 0.3%Prev: 0.2% | 562 SH | Increased+110 SH |
| EXXON MOBIL CORP | COM | $209K | 0.1%Prev: 0.2% | 1,939 SH | Decreased+153 SH |
| GOLDMAN SACHS GROUP INC | COM | $229K | 0.1%Prev: 0.2% | 323 SH | Decreased+3 SH |
| HALEON PLC | SPON ADS | $118K | 0.1% | 11,418 SH | New |
| HOME DEPOT INC | COM | $344K | 0.2%Prev: 0.2% | 938 SH | Increased+46 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $214K | 0.1% | 1,167 SH | New |
| INTUIT | COM | $261K | 0.2% | 332 SH | New |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $10.2M | 6.4%Prev: 3.6% | 782,355 SH | Increased+411,015 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $7.0M | 4.4%Prev: 4.0% | 31,005 SH | Decreased+1,059 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $18.4M | 11.6%Prev: 9.2% | 101,000 SH | Increased+15,896 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $3.9M | 2.5%Prev: 2.1% | 38,224 SH | Increased+1,926 SH |
| ISHARES TR | 10-20 YR TRS ETF | $1.2M | 0.8%Prev: 1.3% | 12,042 SH | Decreased-10,309 SH |
| ISHARES TR | RUS 2000 GRW ETF | $3.3M | 2.1%Prev: 2.1% | 11,528 SH | Decreased-383 SH |
| JPMORGAN CHASE & CO. | COM | $542K | 0.3% | 1,868 SH | New |
| LOWES COS INC | COM | $206K | 0.1%Prev: 0.1% | 928 SH | Decreased+52 SH |
| MASTERCARD INCORPORATED | CL A | $472K | 0.3%Prev: 0.2% | 840 SH | Increased+85 SH |
| META PLATFORMS INC | CL A | $1.1M | 0.7%Prev: 0.5% | 1,428 SH | Increased+17 SH |
| MICROSOFT CORP | COM | $2.4M | 1.5%Prev: 1.0% | 4,802 SH | Increased-12 SH |
| NETFLIX INC | COM | $370K | 0.2% | 276 SH | New |
| NORTHERN LTS FD TR IV | MAIN BUYWRITE | $4.1M | 2.6%Prev: 2.5% | 295,373 SH | Decreased-26,158 SH |
| NORTHERN LTS FD TR IV | MAIN INTNL ETF | $2.3M | 1.4%Prev: 1.3% | 87,298 SH | Decreased+3,792 SH |
| NORTHERN LTS FD TR IV | MAIN SECTR ROTN | $4.1M | 2.6%Prev: 2.4% | 69,990 SH | Decreased-142 SH |
| NVIDIA CORPORATION | COM | $1.7M | 1.1%Prev: 1.2% | 10,977 SH | Decreased-1,068 SH |
| PROCTER AND GAMBLE CO | COM | $239K | 0.2% | 1,501 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $6.6M | 4.2% | 15,032 SH | New |
| SPDR GOLD TR | GOLD SHS | $216K | 0.1%Prev: 0.2% | 708 SH | Decreased+31 SH |
| SPDR SERIES TRUST | BLOOMBERG SHT TE | $8.4M | 5.3% | 330,441 SH | New |
| TESLA INC | COM | $510K | 0.3%Prev: 0.3% | 1,606 SH | Decreased+65 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $213K | 0.1%Prev: 0.1% | 526 SH | Decreased+51 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $2.4M | 1.5%Prev: 1.2% | 45,811 SH | Increased+23,336 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $11.4M | 7.2%Prev: 4.1% | 144,286 SH | Increased+52,315 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $5.3M | 3.3%Prev: 3.3% | 27,282 SH | Decreased-1,341 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $5.2M | 3.3%Prev: 3.4% | 31,373 SH | Decreased-1,826 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.2M | 2.0%Prev: 2.2% | 16,606 SH | Decreased-1,080 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.9M | 5.6%Prev: 5.3% | 180,497 SH | Decreased+7,075 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $8.9M | 5.6%Prev: 3.4% | 150,603 SH | Increased+47,091 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $21.2M | 13.4%Prev: 12.7% | 371,504 SH | Decreased+19,293 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $3.0M | 1.9%Prev: 1.9% | 46,288 SH | Decreased-5,632 SH |
| VISA INC | COM CL A | $565K | 0.4%Prev: 0.2% | 1,591 SH | Increased+169 SH |
| WALMART INC | COM | $507K | 0.3%Prev: 0.3% | 5,184 SH | Decreased+290 SH |
| 13F-HR |
| 0001908617-25-000013 |
| $170.6M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001908617-26-000005 | $193.6M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001908617-25-000006 | $158.6M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001908617-26-000004 | $177.8M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001908617-25-000003 | $149.5M | View |