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DAVID REICHERT

@Echo45 Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$152.309MTotal holdings52
Assets growth rate-0.92%Assets growth rate (2-Q avg)3.55%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Echo45 Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Echo45 Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 152.309M in assets, with a quarterly growth rate of -0.92% and a 2-quarter average growth rate of 3.55%. The portfolio is managed by DAVID REICHERT, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
Decreased -25.95%
6.78%
$10.312M
790,202 shares@ $13.06 avg price
SJNKSpdr Ser Tr
Recent Activity
Decreased -22.11%
5.58%
$8.495M
334,704 shares@ $25.39 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -25.18%
4.45%
$6.772M
31,725 shares@ $213.46 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -25.14%
4.23%
$6.434M
15,063 shares@ $427.18 avg price
BUYWNorthern Lts Fd Tr Iv
Recent Activity
Decreased -47.64%
2.72%
$4.14M
296,565 shares@ $13.97 avg price
STIPIshares Tr
Recent Activity
Decreased -64.13%
2.6%
$3.959M
39,353 shares@ $100.6 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Decreased -21.62%
1.96%
$2.978M
46,932 shares@ $63.45 avg price
TLHIshares Tr
Recent Activity
Decreased -59.6%
0.78%
$1.184M
11,902 shares@ $99.47 avg price
VVisa Inc
Recent Activity
Decreased -1.73%
0.31%
$464,177
1,474 shares@ $314.91 avg price
WMTWalmart Inc
Recent Activity
Decreased -3.47%
0.29%
$433,384
4,774 shares@ $90.79 avg price