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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
GDXVaneck Etf Trust
Recent Activity
Increased 13.57%
1.2%
$1.818M
51,952 shares@ $35.01 avg price
NVDANvidia Corporation
Recent Activity
Increased 11.23%
1.16%
$1.762M
12,199 shares@ $144.48 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 6.99%
0.9%
$1.356M
6,049 shares@ $224.19 avg price
TLHIshares Tr
Recent Activity
Decreased -59.6%
0.78%
$1.184M
11,902 shares@ $99.47 avg price
BLKBlackrock Inc
Recent Activity
Increased 0.27%
0.77%
$1.165M
1,141 shares@ $1020.84 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.38%
0.58%
$882,234
4,600 shares@ $191.79 avg price
METAMeta Platforms Inc
Recent Activity
Increased 6.41%
0.57%
$854,345
1,413 shares@ $604.64 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.3%
0.42%
$630,607
688 shares@ $916.58 avg price
AVGOBroadcom Inc
Recent Activity
Increased 9.77%
0.41%
$622,083
2,675 shares@ $232.56 avg price
TSLATesla Inc
Recent Activity
Increased 3.68%
0.34%
$508,838
1,240 shares@ $410.36 avg price