Portfolio (Quarterly)
Guide ↗
Echo45 Advisors LLC
· CIK 0001908617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,567.0 | $383K | 0.21% | NEW | — | $244.43 | +8.8% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,025.0 | $209K | 0.12% | NEW | — | $203.43 | +131.4% |
| 3 | LRCX | LAM RESEARCH CORP | Technology | 973.0 | $208K | 0.12% | NEW | — | $213.71 | +41.1% |
| 4 | KO | COCA COLA CO | Consumer Defensive | 2,708.0 | $206K | 0.12% | NEW | — | $76.05 | +16.6% |
| 5 | NEM | NEWMONT CORP | Basic Materials | 1,873.0 | $203K | 0.11% | NEW | — | $108.26 | +16.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
40.0%
Technology
29.6%
Consumer Cyclical
9.0%
Communication Services
8.1%
Consumer Defensive
5.3%
Healthcare
4.4%
Industrials
1.8%
Energy
1.1%
Basic Materials
0.7%