Echo45-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "ABBV",
  "GOOGL",
  "BLK",
  "AVGO",
  "LOW",
  "SAN",
  null,
  "BITB",
  "HD",
  "INTU",
  "META",
  null,
  null,
  "MA",
  "MSFT",
  "ORLY",
  null,
  "VGSH",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  "GLD",
  null,
  "TMO",
  "VXF",
  "VOE",
  "VWO",
  "IWO",
  "AMZN",
  "VEA",
  null,
  "VBR",
  "BSV",
  "V",
  "WMT",
  "DIA",
  null,
  null,
  "BBVA",
  "BRK-B",
  "CB",
  "COST",
  "RSP",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 52
Total Value: 149493594
Accession Number: 0001908617-25-000003
Form Type: 13F-HR
CIK: echo45-advisors
Manager Name: Echo45-Advisors

Data Enrichment

83% identified

43 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

52 positions • $149.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MICROSOFT CORP

MSFT|594918104

Shares:5.0K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$149.5M)

NVIDIA CORP

NVDA|67066G104

Shares:13.0K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$149.5M)

464288653

Shares:11.8K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.5M)

AMAZON COM INC

AMZN|023135106

Shares:6.4K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.5M)

BlackRock, Inc.

BLK|09290D101

Shares:1.1K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$149.5M)

Meta Platforms, Inc.

META|30303M102

Shares:1.5K

Value:$854.8K

% of Portfolio:0.6% ($854.8K/$149.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.8K

Value:$749.5K

% of Portfolio:0.5% ($749.5K/$149.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:722

Value:$682.7K

% of Portfolio:0.5% ($682.7K/$149.5M)

Tesla, Inc.

TSLA|88160R101

Shares:2.2K

Value:$577.7K

% of Portfolio:0.4% ($577.7K/$149.5M)

Broadcom Inc.

AVGO|11135F101

Shares:3.2K

Value:$535.9K

% of Portfolio:0.4% ($535.9K/$149.5M)

VISA INC.

V|92826C839

Shares:1.5K

Value:$532.4K

% of Portfolio:0.4% ($532.4K/$149.5M)

Bitwise Bitcoin ETF

BITB|09174C104

Shares:11.0K

Value:$492.4K

% of Portfolio:0.3% ($492.4K/$149.5M)

ELI LILLY & Co

LLY|532457108

Shares:561

Value:$463.2K

% of Portfolio:0.3% ($463.2K/$149.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.9K

Value:$462.6K

% of Portfolio:0.3% ($462.6K/$149.5M)

Mastercard Inc

MA|57636Q104

Shares:824

Value:$451.8K

% of Portfolio:0.3% ($451.8K/$149.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:847

Value:$451.1K

% of Portfolio:0.3% ($451.1K/$149.5M)

Walmart Inc.

WMT|931142103

Shares:5.0K

Value:$436.5K

% of Portfolio:0.3% ($436.5K/$149.5M)

HOME DEPOT, INC.

HD|437076102

Shares:931

Value:$341.2K

% of Portfolio:0.2% ($341.2K/$149.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:561

Value:$293.8K

% of Portfolio:0.2% ($293.8K/$149.5M)

Alphabet Inc.

GOOG|02079K107

Shares:1.8K

Value:$278.6K

% of Portfolio:0.2% ($278.6K/$149.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	5.0K	QoQ +4.08% (-195) YoY -15.18% (-889)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$149.5M)	QoQ -7.70% (-$155.7K) YoY -24.32% (-$599.2K)
NVIDIA CORP(NVDAcusip67066G104)	13.0K	QoQ +6.17% (-753) YoY +793.85% (+11.5K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$149.5M)	QoQ -20.34% (-$358.6K) YoY +7.21% (+$94.5K)
(cusip464288653)✕	11.8K	QoQ -1.14% (-136) YoY NEW(+11.8K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.5M)	QoQ +3.10% (-$36.8K) YoY NEW(+$1.2M)
AMAZON COM INC(AMZNcusip023135106)	6.4K	QoQ +5.58% (-338) YoY -3.50% (-232)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.5M)	QoQ -10.39% (-$140.9K) YoY +1.78% (-$21.3K)
BlackRock, Inc.(BLKcusip09290D101)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$149.5M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
Meta Platforms, Inc.(METAcusip30303M102)	1.5K	QoQ +4.95% (+70) YoY -8.28% (-134)	All Managers (Combined)	$854.8K	0.6% ($854.8K/$149.5M)	QoQ +0.05% (+$500) YoY +8.87% (-$69.7K)
Alphabet Inc.(GOOGLcusip02079K305)	4.8K	QoQ +5.36% (-247) YoY -24.68% (-1.6K)	All Managers (Combined)	$749.5K	0.5% ($749.5K/$149.5M)	QoQ -15.04% (-$132.7K) YoY -22.83% (-$221.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	722	QoQ +4.94% (+34) YoY -13.84% (-116)	All Managers (Combined)	$682.7K	0.5% ($682.7K/$149.5M)	QoQ +8.25% (+$52.1K) YoY +11.19% (-$68.7K)
Tesla, Inc.(TSLAcusip88160R101)	2.2K	QoQ +79.75% (+989) YoY +46.25% (+705)	All Managers (Combined)	$577.7K	0.4% ($577.7K/$149.5M)	QoQ +13.54% (+$68.9K) YoY +115.65% (+$309.8K)
Broadcom Inc.(AVGOcusip11135F101)	3.2K	QoQ +19.66% (-526) YoY +939.28% (+2.9K)	All Managers (Combined)	$535.9K	0.4% ($535.9K/$149.5M)	QoQ -13.84% (-$86.2K) YoY +31.28% (+$127.7K)
VISA INC.(Vcusip92826C839)	1.5K	QoQ +3.05% (+45) YoY -19.45% (-367)	All Managers (Combined)	$532.4K	0.4% ($532.4K/$149.5M)	QoQ +14.68% (+$68.2K) YoY +1.14% (-$6.0K)
Bitwise Bitcoin ETF(BITBcusip09174C104)	11.0K	QoQ +25.71% (+2.2K) YoY NEW(+11.0K)	All Managers (Combined)	$492.4K	0.3% ($492.4K/$149.5M)	QoQ +5.31% (+$24.9K) YoY NEW(+$492.4K)
ELI LILLY & Co(LLYcusip532457108)	561	QoQ -10.09% (-63) YoY -13.82% (-90)	All Managers (Combined)	$463.2K	0.3% ($463.2K/$149.5M)	QoQ -5.06% (-$24.7K) YoY -8.53% (-$43.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.9K	QoQ -4.69% (-93) YoY -12.11% (-260)	All Managers (Combined)	$462.6K	0.3% ($462.6K/$149.5M)	QoQ -3.90% (-$18.8K) YoY +7.62% (-$32.8K)
Mastercard Inc(MAcusip57636Q104)	824	QoQ 0.00% (+0) YoY -9.25% (-84)	All Managers (Combined)	$451.8K	0.3% ($451.8K/$149.5M)	QoQ +5.17% (+$22.2K) YoY +3.32% (-$14.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	847	QoQ -2.64% (-23) YoY -19.02% (-199)	All Managers (Combined)	$451.1K	0.3% ($451.1K/$149.5M)	QoQ +14.31% (-$56.5K) YoY +2.55% (-$11.2K)
Walmart Inc.(WMTcusip931142103)	5.0K	QoQ +4.14% (+198) YoY -18.15% (-1.1K)	All Managers (Combined)	$436.5K	0.3% ($436.5K/$149.5M)	QoQ +0.71% (+$3.1K) YoY +19.41% (-$71.0K)
HOME DEPOT, INC.(HDcusip437076102)	931	QoQ +2.19% (-20) YoY -13.31% (-143)	All Managers (Combined)	$341.2K	0.2% ($341.2K/$149.5M)	QoQ -3.75% (-$13.3K) YoY -17.17% (-$70.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	561	QoQ -9.36% (-58) YoY -33.60% (-284)	All Managers (Combined)	$293.8K	0.2% ($293.8K/$149.5M)	QoQ -7.56% (-$24.0K) YoY -29.72% (-$124.3K)
Alphabet Inc.(GOOGcusip02079K107)	1.8K	QoQ 0.00% (-0) YoY -14.85% (-311)	All Managers (Combined)	$278.6K	0.2% ($278.6K/$149.5M)	QoQ -19.10% (-$65.8K) YoY -12.63% (-$40.3K)