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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
ADBEAdobe Inc
Recent Activity
Exited
0%
$216,950
420 shares@ $516.55 avg price
DHRDanaher Corporation
Recent Activity
Exited
0%
$210,183
756 shares@ $278.02 avg price
GLDSpdr Gold Tr
Recent Activity
Exited
0%
$201,254
828 shares@ $243.07 avg price