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| Name: |
Echo45 Advisors LLC |
| City: |
WALNUT CREEK |
| State: |
CA |
| Zip: |
94596 |
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data |
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| Holdings
Found :
27 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VEA |
Vanguard Europe Pacific ETF |
1 |
- |
$49.56 |
$18,799,000 |
374,701 |
13.53% |
1,104,000 |
5,293 |
0.017 |
Closed - End Fund - F... |
|
|
STIP |
Ishares Barclays 0-5 Year T... |
4 |
- |
$99.36 |
$9,826,000 |
98,825 |
7.07% |
331,000 |
2,515 |
0.011 |
N/A |
|
|
SJNK |
Spdr Barclays Capital Short... |
5 |
- |
$24.91 |
$8,150,000 |
323,157 |
5.87% |
217,000 |
7,596 |
0.244 |
N/A |
|
|
PDBC |
Invesco Actively Managd ETF |
6 |
- |
$14.14 |
$7,954,000 |
573,451 |
5.72% |
715,000 |
29,185 |
0.064 |
N/A |
|
|
VGSH |
Vanguard Scottsdale Funds |
7 |
- |
$57.89 |
$7,429,000 |
127,924 |
5.35% |
202,000 |
4,020 |
0.014 |
Closed - End Fund - Debt |
|
|
BSV |
Vanguard Short-Term Bond |
8 |
- |
$76.51 |
$7,284,000 |
95,006 |
5.24% |
188,000 |
2,869 |
0.018 |
Closed - End Fund - E... |
|
|
VWO |
Vanguard Emerging Markets S... |
9 |
- |
$44.40 |
$7,190,000 |
172,140 |
5.17% |
255,000 |
3,394 |
0.001 |
Closed - End Fund - E... |
|
|
VOE |
Vanguard Mid-Cap Value ETF |
10 |
- |
$155.77 |
$4,815,000 |
30,885 |
3.47% |
365,000 |
195 |
0.035 |
Closed - End Fund - E... |
|
|
VXF |
Vanguard Extended Market VI... |
11 |
- |
$174.44 |
$4,688,000 |
26,748 |
3.37% |
316,000 |
157 |
0.034 |
Closed - End Fund - E... |
|
|
BUYW |
Main Buywrite Etf |
12 |
- |
$0.00 |
$3,897,000 |
285,054 |
2.8% |
82,000 |
2,058 |
0.317 |
N/A |
|
|
IWO |
iShares Russell 2000 Growth |
13 |
- |
$267.96 |
$3,023,000 |
11,164 |
2.18% |
219,000 |
47 |
0.027 |
Closed - End Fund - E... |
|
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VBR |
Vanguard Small Cap Val VIPER |
14 |
- |
$191.11 |
$2,994,000 |
15,604 |
2.15% |
207,000 |
118 |
0.013 |
Closed - End Fund - E... |
|
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VWOB |
Vanguard Emerging Markets G... |
15 |
- |
$63.97 |
$2,926,000 |
45,828 |
2.11% |
80,000 |
1,188 |
0.019 |
N/A |
|
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AAPL |
Apple Inc |
16 |
- |
$189.72 |
$2,582,000 |
15,055 |
1.86% |
611,000 |
4,818 |
0 |
Personal Computers |
|
|
MSFT |
Microsoft Corp |
17 |
- |
$423.08 |
$2,464,000 |
5,856 |
1.77% |
378,000 |
309 |
0 |
Application Software |
|
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AMZN |
Amazon.com Inc |
19 |
- |
$185.99 |
$1,194,000 |
6,619 |
0.86% |
197,000 |
59 |
0 |
Internet Software & S... |
|
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BRK.B |
Berkshire Hathaway B |
25 |
- |
$412.76 |
$440,000 |
1,046 |
0.32% |
70,000 |
8 |
0 |
Property & Casualty I... |
|
|
MA |
MasterCard Inc A |
26 |
- |
$458.00 |
$437,000 |
908 |
0.31% |
139,000 |
209 |
0 |
Business Services |
|
|
JPM |
JP Morgan Chase & Co |
27 |
- |
$202.11 |
$430,000 |
2,146 |
0.31% |
68,000 |
17 |
0 |
Domestic Money Center... |
|
|
AVGO |
Broadcom Limited |
30 |
- |
$1,436.17 |
$408,000 |
308 |
0.29% |
69,000 |
4 |
0 |
Semiconductor- Broad... |
|
|
WMT |
Wal-Mart Stores Inc |
31 |
- |
$60.24 |
$366,000 |
6,075 |
0.26% |
43,000 |
4,028 |
0 |
Discount, Variety Stores |
|
|
GOOG |
Alphabet Inc |
33 |
- |
$173.88 |
$319,000 |
2,094 |
0.23% |
100,000 |
540 |
0 |
Search Engines & Info... |
|
|
LOW |
Lowes Companies Inc |
35 |
- |
$236.08 |
$275,000 |
1,079 |
0.2% |
40,000 |
25 |
0 |
Home Improvement Stores |
|
|
PG |
Procter & Gamble Co |
36 |
- |
$166.51 |
$274,000 |
1,689 |
0.2% |
32,000 |
36 |
0 |
Cleaning Products |
|
|
CRM |
Salesforce.com Inc |
43 |
- |
$287.54 |
$242,000 |
804 |
0.17% |
33,000 |
10 |
0 |
Internet Software & S... |
|
|
DHR |
Danaher Corp |
44 |
- |
$263.46 |
$234,000 |
936 |
0.17% |
20,000 |
10 |
0 |
General Building Mate... |
|
|
BBVA |
Banco Bilbao Vizcaya Argent... |
48 |
- |
$11.18 |
$153,000 |
12,921 |
0.11% |
39,000 |
365 |
0.002 |
Foreign Regional Banks |
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