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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
VOEVanguard Index Fds
Recent Activity
Increased 10.29%
3.32%
$5.053M
31,124 shares@ $162.35 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
SECTNorthern Lts Fd Tr Iv
Recent Activity
New Position
2.55%
$3.874M
69,491 shares@ $55.75 avg price
IWOIshares Tr
Recent Activity
Increased 4.57%
2.13%
$3.229M
10,954 shares@ $294.79 avg price
VBRVanguard Index Fds
Recent Activity
Increased 8.76%
2.1%
$3.185M
15,968 shares@ $199.44 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Decreased -21.62%
1.96%
$2.978M
46,932 shares@ $63.45 avg price
AAPLApple Inc
Recent Activity
Increased 3.08%
1.46%
$2.213M
9,093 shares@ $243.36 avg price
INTLNorthern Lts Fd Tr Iv
Recent Activity
Increased 27.33%
1.37%
$2.077M
93,520 shares@ $22.22 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.96%
1.33%
$2.02M
4,772 shares@ $423.35 avg price