DAVID REICHERT

@Echo45 Advisors Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$152.309M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SECTNorthern Lts Fd Tr Iv Recent Activity New Position	2.55%	$3.874M 69,491 shares@ $55.75 avg price	New Position
NFLXNetflix Inc Recent Activity New Position	0.18%	$268,720 305 shares@ $881.05 avg price	New Position
ABBVAbbvie Inc Recent Activity New Position	0.17%	$245,579 1,355 shares@ $181.24 avg price	New Position
ORLYOreilly Automotive Inc Recent Activity New Position	0.15%	$220,410 183 shares@ $1204.43 avg price	New Position
CRMSalesforce Inc Recent Activity New Position	0.15%	$219,714 660 shares@ $332.9 avg price	New Position
GSGoldman Sachs Group Inc Recent Activity New Position	0.14%	$203,188 350 shares@ $580.54 avg price	New Position
SANBanco Santander S.a. Recent Activity New Position	0.04%	$52,587 11,712 shares@ $4.5 avg price	New Position