Loading…
CIK 0001908617 • 6 13F filings • Apr 15, 2025 – Jul 13, 2026
Import this data to Google Sheets with:
=jivedata("echo45-advisors-llc-0001908617-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $236K | 0.1% | 407 SH | New |
| ALPHABET INC | CAP STK CL A | $1.3M | 0.7%Prev: 0.5% | 3,692 SH | Increased-938 SH |
| ALPHABET INC | CAP STK CL C | $542K | 0.3%Prev: 0.2% | 1,535 SH | Increased-525 SH |
| AMAZON COM INC | COM | $1.2M | 0.6%Prev: 0.9% | 4,895 SH | Decreased-1,260 SH |
| ANGLOGOLD ASHANTI PLC | COM SHS | $624K | 0.3% | 7,715 SH | New |
| APPLE INC | COM | $2.7M | 1.4%Prev: 1.2% | 9,211 SH | Increased+40 SH |
| APPLIED MATLS INC | COM | $300K | 0.2% | 415 SH | New |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | $206K | 0.1% | 4,572 SH | New |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | $293K | 0.2%Prev: 0.1% | 11,697 SH | Increased-505 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $385K | 0.2%Prev: 0.3% | 769 SH | Decreased-215 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $489K | 0.3%Prev: 0.4% | 15,351 SH | Decreased+4,343 SH |
| BLACKROCK INC | COM | $200K | 0.1%Prev: 0.6% | 208 SH | Decreased-749 SH |
| BROADCOM INC | COM | $889K | 0.5%Prev: 0.5% | 2,353 SH | Increased-685 SH |
| CATERPILLAR INC | COM | $436K | 0.2% | 409 SH | New |
| CHUBB LIMITED | COM | $327K | 0.2%Prev: 0.2% | 959 SH | Increased+2 SH |
| COCA COLA CO | COM | $208K | 0.1%Prev: 0.2% | 2,560 SH | Decreased-813 SH |
| COSTCO WHOLESALE CORPORATION | COM | $575K | 0.3% | 615 SH | New |
| ELI LILLY & CO | COM | $491K | 0.3%Prev: 0.3% | 409 SH | Increased-153 SH |
| EXXON MOBIL CORP | COM | $236K | 0.1%Prev: 0.1% | 1,724 SH | Increased-215 SH |
| GABELLI DIVID & INCOME TR | COM | $256K | 0.1% | 8,714 SH | New |
| GE AEROSPACE | COM NEW | $228K | 0.1% | 609 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $280K | 0.1%Prev: 0.1% | 277 SH | Increased-46 SH |
| HARBOR ETF TRUST | COMM ALL WEA ETF | $4.1M | 2.1% | 138,084 SH | New |
| HOME DEPOT INC | COM | $268K | 0.1%Prev: 0.2% | 759 SH | Decreased-179 SH |
| HSBC HLDGS PLC | SPON ADR NEW | $290K | 0.1% | 3,047 SH | New |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $5.9M | 3.0%Prev: 6.4% | 370,858 SH | Decreased-411,497 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $8.3M | 4.3%Prev: 4.4% | 27,426 SH | Increased-3,579 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $18.6M | 9.6%Prev: 11.6% | 87,450 SH | Increased-13,550 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $3.7M | 1.9%Prev: 2.5% | 36,511 SH | Decreased-1,713 SH |
| ISHARES TR | 10-20 YR TRS ETF | $2.4M | 1.3%Prev: 0.8% | 24,145 SH | Increased+12,103 SH |
| ISHARES TR | CORE S&P TTL STK | $560K | 0.3% | 3,409 SH | New |
| ISHARES TR | CORE S&P500 ETF | $296K | 0.2% | 395 SH | New |
| ISHARES TR | CORE US AGGBD ET | $279K | 0.1% | 2,815 SH | New |
| ISHARES TR | RUS 2000 GRW ETF | $4.4M | 2.3%Prev: 2.1% | 11,210 SH | Increased-318 SH |
| JOBY AVIATION INC | COMMON STOCK | $140K | 0.1% | 15,686 SH | New |
| JOHNSON & JOHNSON | COM | $356K | 0.2% | 1,403 SH | New |
| JPMORGAN CHASE & CO | COM | $517K | 0.3% | 1,578 SH | New |
| KLA CORP | COM NEW | $217K | 0.1% | 720 SH | New |
| LAM RESEARCH CORP | COM NEW | $339K | 0.2% | 783 SH | New |
| MASTERCARD INCORPORATED | CL A | $337K | 0.2%Prev: 0.3% | 655 SH | Decreased-185 SH |
| META PLATFORMS INC | CL A | $687K | 0.4%Prev: 0.7% | 1,220 SH | Decreased-208 SH |
| MICRON TECHNOLOGY INC | COM | $401K | 0.2% | 347 SH | New |
| MICROSOFT CORP | COM | $1.4M | 0.7%Prev: 1.5% | 3,884 SH | Decreased-918 SH |
| NORTHERN LTS FD TR IV | MAIN BUYWRITE | $5.0M | 2.6%Prev: 2.6% | 344,192 SH | Increased+48,819 SH |
| NORTHERN LTS FD TR IV | MAIN INTNL ETF | $2.6M | 1.3%Prev: 1.4% | 85,098 SH | Increased-2,200 SH |
| NORTHERN LTS FD TR IV | MAIN SECTR ROTN | $5.0M | 2.6%Prev: 2.6% | 68,750 SH | Increased-1,240 SH |
| NORTHERN LTS FD TR IV | MAIN THEMATC IN | $2.5M | 1.3% | 80,171 SH | New |
| NVIDIA CORPORATION | COM | $1.5M | 0.8%Prev: 1.1% | 7,409 SH | Decreased-3,568 SH |
| OREILLY AUTOMOTIVE INC | COM | $201K | 0.1% | 2,187 SH | New |
| ROYAL BK CDA | COM | $258K | 0.1% | 1,246 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $346K | 0.2% | 11,942 SH | New |
| SPDR GOLD TR | GOLD SHS | $249K | 0.1%Prev: 0.1% | 677 SH | Increased-31 SH |
| SPDR SERIES TRUST | ST TERM HIGH ETF | $5.2M | 2.7% | 207,676 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $8.5M | 4.4% | 16,326 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $296K | 0.2% | 619 SH | New |
| TESLA INC | COM | $551K | 0.3%Prev: 0.3% | 1,309 SH | Increased-297 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $215K | 0.1%Prev: 0.1% | 428 SH | Increased-98 SH |
| TRIPLE FLAG PRECIOUS METAL | COM | $208K | 0.1% | 6,942 SH | New |
| VANECK ETF TRUST | FABLE SEMIC ETF | $1.1M | 0.6% | 16,902 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $5.1M | 2.6% | 172,838 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $2.1M | 1.1%Prev: 1.5% | 27,370 SH | Decreased-18,441 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $1.3M | 0.7% | 12,663 SH | New |
| VANECK ETF TRUST | RARE EAR STR ETF | $2.0M | 1.0% | 22,926 SH | New |
| VANECK ETF TRUST | REAL ASSETS ETF | $1.0M | 0.5% | 26,359 SH | New |
| VANECK ETF TRUST | URANI NUCLE ETF | $2.9M | 1.5% | 25,223 SH | New |
| VANECK FDS | EMER MARK BD ETF | $382K | 0.2% | 7,437 SH | New |
| VANECK FDS | ONCHAIN ECONOMY | $2.1M | 1.1% | 47,585 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $7.6M | 3.9%Prev: 7.2% | 97,127 SH | Decreased-47,159 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $7.0M | 3.6%Prev: 3.3% | 28,401 SH | Increased+1,119 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $6.8M | 3.5%Prev: 3.3% | 34,168 SH | Increased+2,795 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $4.3M | 2.2%Prev: 2.0% | 17,886 SH | Increased+1,280 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $10.7M | 5.5%Prev: 5.6% | 179,178 SH | Increased-1,319 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $4.9M | 2.5% | 63,629 SH | New |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $6.3M | 3.3%Prev: 5.6% | 108,583 SH | Decreased-42,020 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $25.0M | 12.9%Prev: 13.4% | 350,353 SH | Increased-21,151 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $3.6M | 1.9%Prev: 1.9% | 54,243 SH | Increased+7,955 SH |
| VISA INC | COM CL A | $452K | 0.2%Prev: 0.4% | 1,317 SH | Decreased-274 SH |
| WALMART INC | COM | $499K | 0.3%Prev: 0.3% | 4,403 SH | Decreased-781 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 |