0001085146-24-000581.txt : 20240131 0001085146-24-000581.hdr.sgml : 20240131 20240131154804 ACCESSION NUMBER: 0001085146-24-000581 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Echo45 Advisors LLC CENTRAL INDEX KEY: 0001908617 ORGANIZATION NAME: IRS NUMBER: 844325148 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22339 FILM NUMBER: 24582706 BUSINESS ADDRESS: STREET 1: 1801 N CALIFORNIA BLVD STREET 2: SUITE 101 CITY: WALNUT CREEK STATE: CA ZIP: 94596 BUSINESS PHONE: 925.592.4506 MAIL ADDRESS: STREET 1: 1801 N CALIFORNIA BLVD STREET 2: SUITE 101 CITY: WALNUT CREEK STATE: CA ZIP: 94596 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001908617 XXXXXXXX 12-31-2023 12-31-2023 false Echo45 Advisors LLC

1801 N CALIFORNIA BLVD SUITE 101 WALNUT CREEK CA 94596

13F HOLDINGS REPORT 028-22339 N Amy Langell 925-592-4506 /s/Amy Langell Walnut Creek CA 01-31-2024 0 48 129966252 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 218599 1986 SH SOLE 0 0 1986 ADOBE INC COM 00724F101 BBG001S5NCQ5 328130 550 SH SOLE 0 0 550 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 902816 6463 SH SOLE 0 0 6463 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 219005 1554 SH SOLE 0 0 1554 AMAZON COM INC COM 023135106 BBG001S5PQL7 996726 6560 SH SOLE 0 0 6560 APPLE INC COM 037833100 BBG001S5N8V8 1970930 10237 SH SOLE 0 0 10237 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 BBG001S5XP76 114385 12556 SH SOLE 0 0 12556 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 370213 1038 SH SOLE 0 0 1038 BROADCOM INC COM 11135F101 BBG00KHY5SY8 339340 304 SH SOLE 0 0 304 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 266228 1178 SH SOLE 0 0 1178 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 561728 851 SH SOLE 0 0 851 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 214221 926 SH SOLE 0 0 926 ELI LILLY & CO COM 532457108 BBG001S5STL8 383561 658 SH SOLE 0 0 658 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 228654 2287 SH SOLE 0 0 2287 HOME DEPOT INC COM 437076102 BBG001S5RTW7 374967 1082 SH SOLE 0 0 1082 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 210759 1005 SH SOLE 0 0 1005 INTUIT COM 461202103 BBG001S6TWR2 260012 416 SH SOLE 0 0 416 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 BBG007HL81B6 7238732 544266 SH SOLE 0 0 544266 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 BBG00XS6PBW6 14760567 87579 SH SOLE 0 0 87579 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 9495184 96310 SH SOLE 0 0 96310 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 2803818 11117 SH SOLE 0 0 11117 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 362143 2129 SH SOLE 0 0 2129 LOWES COS INC COM 548661107 BBG001S5SVL3 234568 1054 SH SOLE 0 0 1054 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 298130 699 SH SOLE 0 0 699 MERCK & CO INC COM 58933Y105 BBG001S5TC52 217604 1996 SH SOLE 0 0 1996 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 579786 1638 SH SOLE 0 0 1638 MICROSOFT CORP COM 594918104 BBG001S5TD05 2085894 5547 SH SOLE 0 0 5547 NORTHERN LTS FD TR IV MAIN BUYWRITE 66538H179 BBG019K5YGL9 3814786 282996 SH SOLE 0 0 282996 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 735897 1486 SH SOLE 0 0 1486 OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 216618 228 SH SOLE 0 0 228 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 242231 1653 SH SOLE 0 0 1653 SALESFORCE INC COM 79466L302 BBG001SDLP09 208933 794 SH SOLE 0 0 794 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 15119687 40119 SH SOLE 0 0 40119 SPDR SER TR BLOOMBERG SHT TE 78468R408 BBG002QLYD04 7933203 315561 SH SOLE 0 0 315561 TESLA INC COM 88160R101 BBG001SQKGD7 388623 1564 SH SOLE 0 0 1564 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 331744 625 SH SOLE 0 0 625 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 465926 885 SH SOLE 0 0 885 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 7096410 92137 SH SOLE 0 0 92137 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 4372040 26591 SH SOLE 0 0 26591 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 4450395 30690 SH SOLE 0 0 30690 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 2787020 15486 SH SOLE 0 0 15486 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 6935452 168746 SH SOLE 0 0 168746 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 7227303 123904 SH SOLE 0 0 123904 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 17694636 369408 SH SOLE 0 0 369408 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 2845790 44640 SH SOLE 0 0 44640 VISA INC COM CL A 92826C839 BBG001SRCFY3 492843 1893 SH SOLE 0 0 1893 WALMART INC COM 931142103 BBG001S5XH92 322710 2047 SH SOLE 0 0 2047 ZOETIS INC CL A 98978V103 BBG0039320P7 247305 1253 SH SOLE 0 0 1253