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CIK 0001908617 • 6 13F filings • Apr 15, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $259K | 0.2% | 1,120 SH | New |
| ALPHABET INC | CAP STK CL A | $1.1M | 0.7%Prev: 0.7% | 4,592 SH | Decreased+900 SH |
| ALPHABET INC | CAP STK CL C | $511K | 0.3%Prev: 0.3% | 2,098 SH | Decreased+563 SH |
| AMAZON COM INC | COM | $1.3M | 0.8%Prev: 0.6% | 6,116 SH | Increased+1,221 SH |
| APPLE INC | COM | $2.3M | 1.3%Prev: 1.4% | 9,024 SH | Decreased-187 SH |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | $234K | 0.1%Prev: 0.2% | 12,135 SH | Decreased+438 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $479K | 0.3%Prev: 0.2% | 952 SH | Increased+183 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $824K | 0.5%Prev: 0.3% | 13,248 SH | Increased-2,103 SH |
| BLACKROCK INC | COM | $901K | 0.5%Prev: 0.1% | 772 SH | Increased+564 SH |
| BROADCOM INC | COM | $984K | 0.6%Prev: 0.5% | 2,981 SH | Increased+628 SH |
| CATERPILLAR INC | COM | $208K | 0.1%Prev: 0.2% | 435 SH | Decreased+26 SH |
| CHUBB LIMITED | COM | $268K | 0.2%Prev: 0.2% | 950 SH | Decreased-9 SH |
| COSTCO WHSL CORP NEW | COM | $646K | 0.4% | 698 SH | New |
| ELI LILLY & CO | COM | $417K | 0.2%Prev: 0.3% | 546 SH | Decreased+137 SH |
| EXXON MOBIL CORP | COM | $215K | 0.1%Prev: 0.1% | 1,909 SH | Decreased+185 SH |
| GABELLI DIVID & INCOME TR | COM | $323K | 0.2%Prev: 0.1% | 11,900 SH | Increased+3,186 SH |
| GE AEROSPACE | COM NEW | $205K | 0.1%Prev: 0.1% | 682 SH | Decreased+73 SH |
| GOLDMAN SACHS GROUP INC | COM | $254K | 0.1%Prev: 0.1% | 319 SH | Decreased+42 SH |
| HOME DEPOT INC | COM | $373K | 0.2%Prev: 0.1% | 920 SH | Increased+161 SH |
| HSBC HLDGS PLC | SPON ADR NEW | $223K | 0.1%Prev: 0.1% | 3,137 SH | Decreased+90 SH |
| INTUIT | COM | $223K | 0.1% | 326 SH | New |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $10.9M | 6.4%Prev: 3.0% | 807,922 SH | Increased+437,064 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $7.5M | 4.4%Prev: 4.3% | 30,221 SH | Decreased+2,795 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $19.6M | 11.5%Prev: 9.6% | 103,072 SH | Increased+15,622 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $4.2M | 2.4%Prev: 1.9% | 40,327 SH | Increased+3,816 SH |
| ISHARES TR | 10-20 YR TRS ETF | $1.3M | 0.8%Prev: 1.3% | 12,703 SH | Decreased-11,442 SH |
| ISHARES TR | CORE S&P500 ETF | $264K | 0.2%Prev: 0.2% | 395 SH | Decreased |
| ISHARES TR | RUS 2000 GRW ETF | $3.7M | 2.2%Prev: 2.3% | 11,679 SH | Decreased+469 SH |
| JPMORGAN CHASE & CO. | COM | $581K | 0.3% | 1,843 SH | New |
| LOWES COS INC | COM | $232K | 0.1% | 925 SH | New |
| MASTERCARD INCORPORATED | CL A | $476K | 0.3%Prev: 0.2% | 837 SH | Increased+182 SH |
| META PLATFORMS INC | CL A | $1.0M | 0.6%Prev: 0.4% | 1,421 SH | Increased+201 SH |
| MICROSOFT CORP | COM | $2.5M | 1.5%Prev: 0.7% | 4,777 SH | Increased+893 SH |
| NETFLIX INC | COM | $327K | 0.2% | 273 SH | New |
| NORTHERN LTS FD TR IV | MAIN BUYWRITE | $4.3M | 2.5%Prev: 2.6% | 305,097 SH | Decreased-39,095 SH |
| NORTHERN LTS FD TR IV | MAIN INTNL ETF | $2.4M | 1.4%Prev: 1.3% | 84,837 SH | Decreased-261 SH |
| NORTHERN LTS FD TR IV | MAIN SECTR ROTN | $4.4M | 2.6%Prev: 2.6% | 69,524 SH | Decreased+774 SH |
| NVIDIA CORPORATION | COM | $2.1M | 1.2%Prev: 0.8% | 11,233 SH | Increased+3,824 SH |
| OREILLY AUTOMOTIVE INC | COM | $230K | 0.1%Prev: 0.1% | 2,135 SH | Increased-52 SH |
| PROCTER AND GAMBLE CO | COM | $220K | 0.1% | 1,433 SH | New |
| ROYAL BK CDA | COM | $202K | 0.1%Prev: 0.1% | 1,372 SH | Decreased+126 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $7.1M | 4.1% | 15,212 SH | New |
| SPDR GOLD TR | GOLD SHS | $241K | 0.1%Prev: 0.1% | 677 SH | Decreased |
| SPDR SERIES TRUST | BLOOMBERG SHT TE | $8.7M | 5.1% | 338,070 SH | New |
| TESLA INC | COM | $701K | 0.4%Prev: 0.3% | 1,577 SH | Increased+268 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $256K | 0.2%Prev: 0.1% | 528 SH | Increased+100 SH |
| TRIPLE FLAG PRECIOUS METAL | COM | $215K | 0.1%Prev: 0.1% | 7,352 SH | Increased+410 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $3.1M | 1.8%Prev: 1.1% | 40,234 SH | Increased+12,864 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $12.1M | 7.1%Prev: 3.9% | 153,150 SH | Increased+56,023 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $5.8M | 3.4%Prev: 3.6% | 27,711 SH | Decreased-690 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $5.7M | 3.3%Prev: 3.5% | 32,447 SH | Decreased-1,721 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.6M | 2.1%Prev: 2.2% | 17,091 SH | Decreased-795 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.6M | 5.6%Prev: 5.5% | 176,832 SH | Decreased-2,346 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $9.4M | 5.5%Prev: 3.3% | 159,191 SH | Increased+50,608 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $21.5M | 12.6%Prev: 12.9% | 358,991 SH | Decreased+8,638 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $3.1M | 1.8%Prev: 1.9% | 46,984 SH | Decreased-7,259 SH |
| VISA INC | COM CL A | $532K | 0.3%Prev: 0.2% | 1,558 SH | Increased+241 SH |
| WALMART INC | COM | $522K | 0.3%Prev: 0.3% | 5,061 SH | Increased+658 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 |