Schechter Investment Advisors
Latest statistics and disclosures from Schechter Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AACT, AAPL, Agriculture & Nat Sol Acq, MRK, NETD, and represent 15.22% of Schechter Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: Agriculture & Nat Sol Acq (+$40M), NETD (+$22M), AACT (+$12M), CNDA (+$8.6M), ESHA (+$7.4M), CLOZ (+$7.1M), KVAC (+$6.3M), HYAC, Colombier Acquisition Corp I, SPKL.
- Started 73 new stock positions in Dt Cloud Acquisition Corp, Ib Acquisition Corp, FIS, WSC, HYAC.WS, KVACW, OLED, Colombier Acquisition Corp I, SPEM, NETDW.
- Reduced shares in these 10 stocks: GHIX (-$15M), NETDU (-$11M), ANSCU (-$10M), SCRM (-$9.4M), JNK (-$7.7M), HYAC.U (-$5.6M), SVII (-$5.2M), DMYY, CLBR.U, FORLU.
- Sold out of its positions in Altitude Acq Cl A -cw27, AMT, ARES, Arisz Acquisition Corp, Atlantic Coastal Acquistn, BKR, BBDO, BAYAU, BHIL, BNTX.
- Schechter Investment Advisors was a net buyer of stock by $108M.
- Schechter Investment Advisors has $1.3B in assets under management (AUM), dropping by 15.64%.
- Central Index Key (CIK): 0001951586
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Portfolio Holdings for Schechter Investment Advisors
Schechter Investment Advisors holds 662 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Schechter Investment Advisors has 662 total positions. Only the first 250 positions are shown.
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- Download the Schechter Investment Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ares Acquisition Corp Ii Shs Class A Stock (AACT) | 3.3 | $43M | +38% | 4.1M | 10.57 |
|
| Apple Stock (AAPL) | 3.2 | $43M | 250k | 171.48 |
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| Agriculture & Nat Sol Acq Corp Shs Cl A Stock | 3.0 | $40M | NEW | 3.9M | 10.15 |
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| Merck & Co Stock (MRK) | 2.9 | $39M | 295k | 131.95 |
|
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| Nabors Energy Transition Corp Cl A Stock (NETD) | 2.8 | $38M | +148% | 3.6M | 10.40 |
|
| Vanguard Value Etf Etf (VTV) | 2.5 | $34M | 208k | 162.86 |
|
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| Spdr S&p 500 Etf Trust Etf (SPY) | 2.3 | $31M | -3% | 59k | 523.07 |
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| Vanguard Growth Etf Etf (VUG) | 2.3 | $30M | 87k | 344.20 |
|
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| Vanguard Total International Stock Etf Etf (VXUS) | 2.2 | $29M | 479k | 60.30 |
|
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| Microsoft Corp Stock (MSFT) | 2.1 | $28M | +12% | 67k | 420.72 |
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| Inflection Pt Acquisitn Crp Ii Cl A Ord Stock (IPXX) | 1.6 | $22M | +3% | 2.1M | 10.46 |
|
| Screaming Eagle Acquisitn Corp Class A Ord Stock (SCRM) | 1.6 | $22M | -30% | 2.0M | 10.70 |
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| Amazon Stock (AMZN) | 1.5 | $20M | 111k | 180.38 |
|
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| Nvidia Corporation Stock (NVDA) | 1.5 | $20M | -5% | 22k | 903.56 |
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| Haymaker Acquisition Corp Iv Class A Stock (HYAC) | 1.4 | $18M | +36% | 1.8M | 10.42 |
|
| Concord Acquisition Corp Ii Com Cl A Stock (CNDA) | 1.3 | $18M | +93% | 1.7M | 10.52 |
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| Silverbox Corp Iii Com Cl A Stock (SBXC) | 1.3 | $17M | +8% | 1.6M | 10.48 |
|
| Panagram Bbb-b Clo Etf Etf (CLOZ) | 1.2 | $16M | +83% | 587k | 26.80 |
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| Albertsons Cos Stock (ACI) | 1.1 | $15M | -8% | 709k | 21.44 |
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| Cartesian Growth Corp Ii Class A Ord Stock (RENE) | 1.1 | $15M | -2% | 1.3M | 11.11 |
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| Alchemy Invts Acquisitn Corp 1 Shs Cl A Stock (ALCY) | 1.1 | $14M | +32% | 1.3M | 10.58 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.1 | $14M | +7% | 92k | 152.26 |
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| Vanguard Extended Market Etf Etf (VXF) | 1.0 | $14M | 79k | 175.26 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 1.0 | $13M | +7% | 26k | 485.58 |
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| Ready Capital Corp Reit (RC) | 0.8 | $11M | 1.2M | 9.13 |
|
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| Esh Acquisition Corp Stock (ESHA) | 0.8 | $11M | +199% | 1.1M | 10.35 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.8 | $11M | +14% | 25k | 420.52 |
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| Unitedhealth Group Stock (UNH) | 0.8 | $10M | +37% | 21k | 494.70 |
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| Cme Group Stock (CME) | 0.8 | $10M | 47k | 215.28 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.7 | $9.1M | +27% | 60k | 150.93 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.7 | $9.1M | 46k | 200.30 |
|
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| Keen Vision Acquisition Corp Stock (KVAC) | 0.6 | $8.5M | +277% | 816k | 10.45 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.6 | $7.4M | +59% | 16k | 481.57 |
|
| Spark I Acquisition Corp Ord Stock (SPKL) | 0.5 | $6.9M | +194% | 671k | 10.26 |
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| Visa Inc Com Cl A Stock (V) | 0.5 | $6.9M | 25k | 279.08 |
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| Quetta Acquisition Corp Stock (QETA) | 0.5 | $6.6M | 649k | 10.18 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.5 | $6.6M | 61k | 107.41 |
|
|
| Abbott Labs Stock (ABT) | 0.5 | $6.5M | +4% | 57k | 113.66 |
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| Abbvie Stock (ABBV) | 0.5 | $6.5M | 36k | 182.10 |
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| 99 Acquisition Group Inc Cl A Stock (NNAG) | 0.5 | $6.3M | +13% | 613k | 10.30 |
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| Netflix Stock (NFLX) | 0.5 | $6.3M | +2% | 10k | 607.33 |
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| Costco Whsl Corp Stock (COST) | 0.5 | $6.3M | 8.6k | 732.64 |
|
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| Global Lights Acquisition Corp Ord Stock (GLAC) | 0.4 | $5.9M | +17% | 581k | 10.18 |
|
| Eli Lilly & Co Stock (LLY) | 0.4 | $5.5M | 7.1k | 777.95 |
|
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| Eve Mobility Acquisition Corp Cl A Ord Stock (EVE) | 0.4 | $5.1M | -3% | 462k | 10.94 |
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| Salesforce Stock (CRM) | 0.4 | $5.0M | +18% | 17k | 301.18 |
|
| Bukit Jalil Gbl Acquisition 1 Ord Stock (BUJA) | 0.4 | $4.9M | +71% | 469k | 10.50 |
|
| Broadcom Stock (AVGO) | 0.4 | $4.9M | +14% | 3.7k | 1325.41 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.4 | $4.9M | +311% | 27k | 182.61 |
|
| Colombier Acquisition Corp Ii Com Shs Cl A Stock | 0.3 | $4.6M | NEW | 450k | 10.27 |
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| Adobe Stock (ADBE) | 0.3 | $4.6M | +7% | 9.1k | 504.60 |
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| Trailblazer Merger Corp I Cl A Stock (TBMC) | 0.3 | $4.6M | -4% | 431k | 10.58 |
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| Four Leaf Acquisition Corp Com Cl A Stock (FORL) | 0.3 | $4.5M | +636% | 417k | 10.69 |
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| Ishares Floating Rate Bond Etf Etf (FLOT) | 0.3 | $4.4M | 85k | 51.06 |
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| Ib Acquisition Corp Unit Exp 032629 Stock | 0.3 | $4.3M | NEW | 429k | 10.01 |
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| Advanced Micro Devices Stock (AMD) | 0.3 | $4.3M | +32% | 24k | 180.50 |
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| Vanguard Real Estate Etf Etf (VNQ) | 0.3 | $4.3M | +4% | 49k | 86.47 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $4.3M | +2% | 33k | 128.40 |
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| Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) | 0.3 | $4.1M | 86k | 47.89 |
|
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.3 | $4.0M | -6% | 29k | 136.05 |
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| Legato Merger Corp Iii Units Stock | 0.3 | $3.9M | NEW | 383k | 10.13 |
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| Thermo Fisher Scientific Stock (TMO) | 0.3 | $3.8M | +27% | 6.6k | 581.21 |
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| Servicenow Stock (NOW) | 0.3 | $3.7M | -22% | 4.9k | 762.50 |
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| Aimei Health Technology Stock | 0.3 | $3.7M | NEW | 365k | 10.22 |
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| Vulcan Matls Stock (VMC) | 0.3 | $3.6M | 13k | 273.00 |
|
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.3 | $3.6M | 11k | 346.59 |
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| Sap Se Adr (SAP) | 0.3 | $3.6M | -5% | 19k | 195.04 |
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| Tjx Cos Stock (TJX) | 0.3 | $3.5M | 35k | 101.42 |
|
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| Home Depot Stock (HD) | 0.3 | $3.4M | 8.9k | 383.60 |
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| Waste Connections Stock (WCN) | 0.3 | $3.4M | 20k | 172.01 |
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| American Express Stock (AXP) | 0.2 | $3.3M | +19% | 15k | 227.69 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.2 | $3.3M | +104% | 21k | 158.00 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $3.2M | +160% | 7.3k | 444.01 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.2 | $3.2M | +152% | 64k | 50.17 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.2 | $3.1M | 17k | 186.81 |
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| Walmart Stock (WMT) | 0.2 | $3.1M | +201% | 51k | 60.17 |
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| Spdr S&p Global Natural Resources Etf Etf (GNR) | 0.2 | $3.1M | 53k | 57.93 |
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| Ishares S&p Gsci Commodity Indexed Trust Etf (GSG) | 0.2 | $3.1M | -6% | 138k | 22.06 |
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| Ishares Global Infrastructure Etf Etf (IGF) | 0.2 | $3.0M | 64k | 47.62 |
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| Mckesson Corp Stock (MCK) | 0.2 | $3.0M | +21% | 5.5k | 536.86 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.2 | $3.0M | +6% | 3.0k | 970.40 |
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| Distoken Acquisition Corp Ordinary Shares Stock (DIST) | 0.2 | $2.9M | 271k | 10.76 |
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| Battery Future Acquisition Cor Cl A Ord Stock (BFAC) | 0.2 | $2.9M | -4% | 261k | 11.00 |
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| Dycom Inds Stock (DY) | 0.2 | $2.9M | 20k | 143.54 |
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| Exxon Mobil Corp Stock (XOM) | 0.2 | $2.9M | +18% | 25k | 116.24 |
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| Alerian Mlp Etf Etf (AMLP) | 0.2 | $2.8M | 60k | 47.46 |
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| Target Corp Stock (TGT) | 0.2 | $2.8M | +19% | 16k | 177.21 |
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| Oracle Corp Stock (ORCL) | 0.2 | $2.8M | +13% | 23k | 125.61 |
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| Ge Aerospace Stock (GE) | 0.2 | $2.8M | 16k | 175.52 |
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| Procter And Gamble Stock (PG) | 0.2 | $2.8M | +5% | 17k | 162.25 |
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| Medpace Hldgs Stock (MEDP) | 0.2 | $2.8M | NEW | 6.8k | 404.15 |
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| Philip Morris Intl Stock (PM) | 0.2 | $2.8M | +5% | 30k | 91.62 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.2 | $2.7M | 16k | 165.00 |
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| Applied Matls Stock (AMAT) | 0.2 | $2.7M | +23% | 13k | 206.22 |
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| Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.2 | $2.6M | NEW | 73k | 35.84 |
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| Panagram Aaa Clo Etf Etf (CLOX) | 0.2 | $2.6M | +427% | 100k | 25.50 |
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| Shell Plc Spon Ads Adr (SHEL) | 0.2 | $2.5M | +2% | 38k | 67.04 |
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| Intuit Stock (INTU) | 0.2 | $2.5M | 3.9k | 650.00 |
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| Broadridge Finl Solutions Stock (BR) | 0.2 | $2.5M | 12k | 204.88 |
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| Chevron Corp Stock (CVX) | 0.2 | $2.5M | +4% | 16k | 157.74 |
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| Blackstone Stock (BX) | 0.2 | $2.5M | 19k | 131.38 |
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| Chubb Stock (CB) | 0.2 | $2.5M | -4% | 9.5k | 259.13 |
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| Goldman Sachs Group Stock (GS) | 0.2 | $2.4M | 5.9k | 417.71 |
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| Mastec Stock (MTZ) | 0.2 | $2.4M | -3% | 26k | 93.24 |
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| Cisco Sys Stock (CSCO) | 0.2 | $2.4M | +14% | 49k | 49.91 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.2 | $2.4M | 28k | 84.44 |
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| Sanofi Adr (SNY) | 0.2 | $2.3M | +6% | 48k | 48.60 |
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| Keysight Technologies Stock (KEYS) | 0.2 | $2.3M | +920% | 15k | 156.38 |
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| Johnson & Johnson Stock (JNJ) | 0.2 | $2.3M | +13% | 15k | 158.19 |
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| Bank America Corp Stock (BAC) | 0.2 | $2.3M | +2% | 61k | 37.92 |
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| Watsco Stock (WSO) | 0.2 | $2.2M | +10% | 5.0k | 431.97 |
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| Boot Barn Hldgs Stock (BOOT) | 0.2 | $2.2M | +8% | 23k | 95.15 |
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| GSK Adr (GSK) | 0.2 | $2.2M | +37% | 50k | 42.87 |
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| Stryker Corporation Stock (SYK) | 0.2 | $2.1M | 6.0k | 357.88 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $2.1M | 49k | 43.35 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.2 | $2.1M | +16% | 12k | 169.19 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $2.1M | 7.3k | 281.97 |
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| Golub Cap Bdc Cef (GBDC) | 0.2 | $2.1M | -6% | 124k | 16.63 |
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| Booking Holdings Stock (BKNG) | 0.2 | $2.0M | 562.00 | 3628.00 |
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| Marathon Pete Corp Stock (MPC) | 0.2 | $2.0M | 10k | 201.52 |
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| Jvspac Acquisition Corp Shs Cl A Stock | 0.2 | $2.0M | NEW | 200k | 10.05 |
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| Darling Ingredients Stock (DAR) | 0.2 | $2.0M | +37% | 43k | 46.51 |
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| Eog Res Stock (EOG) | 0.1 | $2.0M | 16k | 127.84 |
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| Boston Scientific Corp Stock (BSX) | 0.1 | $2.0M | 29k | 68.49 |
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| Amgen Stock (AMGN) | 0.1 | $1.9M | -5% | 6.8k | 284.33 |
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| Unilever Adr (UL) | 0.1 | $1.9M | +20% | 39k | 50.19 |
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| General Dynamics Corp Stock (GD) | 0.1 | $1.9M | +48% | 6.8k | 282.50 |
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| Analog Devices Stock (ADI) | 0.1 | $1.9M | +3% | 9.7k | 197.78 |
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| T-mobile Us Stock (TMUS) | 0.1 | $1.9M | 12k | 163.23 |
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| Conocophillips Stock (COP) | 0.1 | $1.9M | -2% | 15k | 127.28 |
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| U S Physical Therapy Stock (USPH) | 0.1 | $1.9M | 17k | 112.86 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $1.9M | 9.0k | 210.30 |
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| Disney Walt Stock (DIS) | 0.1 | $1.9M | +11% | 15k | 122.36 |
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| Citigroup Stock (C) | 0.1 | $1.9M | +9% | 30k | 63.24 |
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| Micron Technology Stock (MU) | 0.1 | $1.8M | 16k | 117.89 |
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| Louisiana Pac Corp Stock (LPX) | 0.1 | $1.8M | +5% | 22k | 83.92 |
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| Intel Corp Stock (INTC) | 0.1 | $1.8M | -9% | 41k | 44.17 |
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| Coca Cola Stock (KO) | 0.1 | $1.8M | 30k | 61.18 |
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| Kroger Stock (KR) | 0.1 | $1.8M | 32k | 57.13 |
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| Autodesk Stock (ADSK) | 0.1 | $1.8M | -4% | 6.9k | 260.40 |
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| Belden Stock (BDC) | 0.1 | $1.8M | +20% | 19k | 92.62 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $1.8M | -7% | 4.5k | 399.09 |
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| Danaher Corporation Stock (DHR) | 0.1 | $1.8M | -4% | 7.2k | 249.73 |
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| Caterpillar Stock (CAT) | 0.1 | $1.8M | -10% | 4.9k | 366.40 |
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| Agco Corp Stock (AGCO) | 0.1 | $1.8M | +4% | 15k | 123.03 |
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| Schlumberger Ltd Com Stk Stock (SLB) | 0.1 | $1.8M | +6% | 32k | 54.81 |
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| Takeda Pharmaceutical Adr (TAK) | 0.1 | $1.8M | 127k | 13.89 |
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| Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $1.8M | NEW | 13k | 131.24 |
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| Aon Plc Shs Cl A Stock (AON) | 0.1 | $1.7M | +22% | 5.2k | 333.67 |
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| Brinks Stock (BCO) | 0.1 | $1.7M | +4% | 19k | 92.39 |
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| BP Adr (BP) | 0.1 | $1.7M | +6% | 45k | 37.68 |
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| Timken Stock (TKR) | 0.1 | $1.7M | +8% | 19k | 87.42 |
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $1.7M | -2% | 3.7k | 454.88 |
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| Qualcomm Stock (QCOM) | 0.1 | $1.7M | +41% | 9.8k | 169.31 |
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| Embraer Adr (ERJ) | 0.1 | $1.6M | -17% | 61k | 26.64 |
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| Autozone Stock (AZO) | 0.1 | $1.6M | 514.00 | 3152.00 |
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| Black Stone Minerals L P Com Unit Stock (BSM) | 0.1 | $1.6M | 101k | 15.98 |
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| Nrg Energy Stock (NRG) | 0.1 | $1.6M | NEW | 24k | 67.69 |
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| Relx Adr (RELX) | 0.1 | $1.6M | +8% | 37k | 43.29 |
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| Boston Beer Inc Cl A Stock (SAM) | 0.1 | $1.6M | +12% | 5.2k | 304.38 |
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| Veeva Sys Inc Cl A Stock (VEEV) | 0.1 | $1.6M | NEW | 6.8k | 231.69 |
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| Alibaba Group Hldg Adr (BABA) | 0.1 | $1.6M | +46% | 22k | 72.36 |
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| S&p Global Stock (SPGI) | 0.1 | $1.6M | +5% | 3.7k | 425.44 |
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| Wells Fargo Stock (WFC) | 0.1 | $1.6M | -12% | 27k | 57.96 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.1 | $1.6M | 23k | 66.78 |
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| Sei Invts Stock (SEIC) | 0.1 | $1.6M | 22k | 71.90 |
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| Totalenergies Se Adr (TTE) | 0.1 | $1.5M | +8% | 23k | 68.83 |
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| Lowes Cos Stock (LOW) | 0.1 | $1.5M | -3% | 6.1k | 254.73 |
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| Morgan Stanley Stock (MS) | 0.1 | $1.5M | -16% | 16k | 94.16 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $1.5M | -14% | 2.9k | 525.73 |
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| Prologis Reit (PLD) | 0.1 | $1.5M | +3% | 12k | 130.23 |
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| Cadence Design System Stock (CDNS) | 0.1 | $1.5M | +22% | 4.8k | 311.29 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $1.5M | 6.0k | 250.04 |
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| Pepsico Stock (PEP) | 0.1 | $1.5M | +5% | 8.5k | 175.00 |
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| Builders Firstsource Stock (BLDR) | 0.1 | $1.5M | +448% | 7.1k | 208.55 |
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| Honeywell Intl Stock (HON) | 0.1 | $1.5M | +2% | 7.1k | 205.24 |
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| Bowen Acquisition Corp Stock (BOWN) | 0.1 | $1.5M | -53% | 140k | 10.40 |
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| Eaton Corp Stock (ETN) | 0.1 | $1.5M | -5% | 4.6k | 312.71 |
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| Murphy Usa Stock (MUSA) | 0.1 | $1.4M | -6% | 3.4k | 419.14 |
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| Armstrong World Inds Stock (AWI) | 0.1 | $1.4M | -30% | 12k | 124.21 |
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| Linde Stock (LIN) | 0.1 | $1.4M | +10% | 3.1k | 464.33 |
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| The Cigna Group Stock (CI) | 0.1 | $1.4M | +4% | 3.9k | 363.20 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $1.4M | -9% | 1.5k | 971.60 |
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| Deere & Co Stock (DE) | 0.1 | $1.4M | 3.4k | 410.73 |
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| Novartis Adr (NVS) | 0.1 | $1.4M | +13% | 15k | 96.73 |
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| Robinson Alternative Yield Pre-merger Spac Etf Etf (SPAX) | 0.1 | $1.4M | -17% | 69k | 20.37 |
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| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.1 | $1.4M | 14k | 97.95 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.1 | $1.4M | +30% | 12k | 115.30 |
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| Ingevity Corp Stock (NGVT) | 0.1 | $1.4M | +47% | 29k | 47.67 |
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| Franklin Bsp Rlty Tr Reit (FBRT) | 0.1 | $1.3M | 101k | 13.36 |
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| Icon Stock (ICLR) | 0.1 | $1.3M | 4.0k | 336.00 |
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| Mitsubishi Ufj Finl Group Adr (MUFG) | 0.1 | $1.3M | -7% | 128k | 10.23 |
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| Schwab Charles Corp Stock (SCHW) | 0.1 | $1.3M | +53% | 18k | 72.35 |
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| Union Pac Corp Stock (UNP) | 0.1 | $1.3M | +5% | 5.2k | 245.93 |
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| Energy Select Sector Spdr Fund Etf (XLE) | 0.1 | $1.3M | +41% | 14k | 94.41 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $1.3M | 16k | 79.86 |
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| Ishares National Muni Bond Etf Etf (MUB) | 0.1 | $1.3M | +13% | 12k | 107.59 |
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| Anheuser Busch Inbev Sa Adr (BUD) | 0.1 | $1.3M | -9% | 21k | 60.78 |
|
| Nextera Energy Stock (NEE) | 0.1 | $1.3M | +10% | 20k | 63.91 |
|
| Polaris Stock (PII) | 0.1 | $1.3M | +14% | 13k | 100.13 |
|
| Ubs Group Stock (UBS) | 0.1 | $1.2M | +14% | 41k | 30.72 |
|
| Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.1 | $1.2M | NEW | 14k | 91.25 |
|
| Embrace Change Acquisitn Corp Ordinary Shares Stock (EMCG) | 0.1 | $1.2M | -3% | 111k | 11.14 |
|
| Microchip Technology Stock (MCHP) | 0.1 | $1.2M | 14k | 89.71 |
|
|
| Jacobs Solutions Stock (J) | 0.1 | $1.2M | +11% | 8.0k | 153.74 |
|
| Bellevue Life Scncs Aqstn Corp Stock (BLAC) | 0.1 | $1.2M | -45% | 116k | 10.66 |
|
| Cummins Stock (CMI) | 0.1 | $1.2M | 4.1k | 294.63 |
|
|
| Texas Instrs Stock (TXN) | 0.1 | $1.2M | -6% | 7.0k | 174.22 |
|
| Uber Technologies Stock (UBER) | 0.1 | $1.2M | -7% | 16k | 77.00 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $1.2M | -46% | 11k | 110.52 |
|
| Gartner Stock (IT) | 0.1 | $1.2M | 2.5k | 476.64 |
|
|
| Dupont De Nemours Stock (DD) | 0.1 | $1.2M | 15k | 76.67 |
|
|
| Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $1.2M | -3% | 15k | 76.67 |
|
| Progressive Corp Stock (PGR) | 0.1 | $1.2M | -11% | 5.6k | 206.80 |
|
| Emerson Elec Stock (EMR) | 0.1 | $1.2M | +3% | 10k | 113.42 |
|
| Cvs Health Corp Stock (CVS) | 0.1 | $1.2M | 14k | 79.76 |
|
|
| International Business Machs Stock (IBM) | 0.1 | $1.1M | +7% | 6.0k | 190.96 |
|
| Cdw Corp Stock (CDW) | 0.1 | $1.1M | 4.5k | 255.78 |
|
|
| Idex Corp Stock (IEX) | 0.1 | $1.1M | 4.7k | 244.00 |
|
|
| Thor Inds Stock (THO) | 0.1 | $1.1M | -13% | 9.7k | 117.32 |
|
| Canadian Nat Res Stock (CNQ) | 0.1 | $1.1M | -11% | 15k | 76.33 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $1.1M | -10% | 384.00 | 2906.67 |
|
| Honda Motor Ltd Adr Ech Cnv In 3 Adr (HMC) | 0.1 | $1.1M | 30k | 37.23 |
|
|
| Monroe Cap Corp Cef (MRCC) | 0.1 | $1.1M | 153k | 7.20 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $1.1M | +88% | 6.1k | 179.11 |
|
| Duke Energy Corp Stock (DUK) | 0.1 | $1.1M | 11k | 96.71 |
|
|
| Trex Stock (TREX) | 0.1 | $1.1M | -27% | 11k | 99.74 |
|
| Toyota Motor Corp Ads Adr (TM) | 0.1 | $1.1M | +13% | 4.3k | 251.70 |
|
| D R Horton Stock (DHI) | 0.1 | $1.1M | +26% | 6.5k | 164.57 |
|
| Avery Dennison Corp Stock (AVY) | 0.1 | $1.1M | -2% | 4.8k | 223.24 |
|
| Koninklijke Philips N V Ny Regis Adr (PHG) | 0.1 | $1.1M | -2% | 53k | 20.00 |
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $1.1M | +51% | 14k | 78.64 |
|
| Synopsys Stock (SNPS) | 0.1 | $1.1M | +96% | 1.8k | 571.50 |
|
| Canadian Natl Ry Stock (CNI) | 0.1 | $1.0M | +6% | 8.0k | 131.69 |
|
| Iron Horse Acquisitions Corp Stock | 0.1 | $1.0M | NEW | 105k | 9.98 |
|
| Pulte Group Stock (PHM) | 0.1 | $1.0M | +48% | 8.6k | 120.64 |
|
| Nike Inc Cl B Stock (NKE) | 0.1 | $1.0M | -6% | 11k | 93.98 |
|
| Automatic Data Processing Stock (ADP) | 0.1 | $1.0M | +29% | 4.1k | 249.77 |
|
| Vanguard Mega Cap Growth Etf Etf (MGK) | 0.1 | $1.0M | 3.6k | 286.57 |
|
|
| Prudential Finl Stock (PRU) | 0.1 | $1.0M | 8.7k | 117.40 |
|
|
| Shinhan Financial Group Co Ltd Spn Adr Restrd Adr (SHG) | 0.1 | $1.0M | 29k | 35.49 |
|
|
| Dt Cloud Acquisition Corp Unit Stock | 0.1 | $1.0M | NEW | 100k | 10.16 |
|
| Astrazeneca Adr (AZN) | 0.1 | $1.0M | +19% | 15k | 67.76 |
|
| Paycom Software Stock (PAYC) | 0.1 | $1.0M | NEW | 5.1k | 199.01 |
|
| Phillips 66 Stock (PSX) | 0.1 | $1.0M | +18% | 6.2k | 163.36 |
|
| Workday Inc Cl A Stock (WDAY) | 0.1 | $1.0M | -4% | 3.7k | 272.75 |
|
| Crh Plc Ord Stock (CRH) | 0.1 | $998k | +27% | 12k | 86.27 |
|
| Icici Bank Adr (IBN) | 0.1 | $993k | -5% | 38k | 26.41 |
|
| Intercontinental Exchange Stock (ICE) | 0.1 | $981k | 7.1k | 137.44 |
|
|
| Fiserv Stock (FI) | 0.1 | $979k | -5% | 6.1k | 159.82 |
|
Past Filings by Schechter Investment Advisors
SEC 13F filings are viewable for Schechter Investment Advisors going back to 2022
- Schechter Investment Advisors 2024 Q1 filed May 6, 2024
- Schechter Investment Advisors 2023 Q4 filed Jan. 17, 2024
- Schechter Investment Advisors 2023 Q3 filed Nov. 6, 2023
- Schechter Investment Advisors 2023 Q2 filed July 26, 2023
- Schechter Investment Advisors 2023 Q2 restated filed July 26, 2023
- Schechter Investment Advisors 2023 Q1 filed April 28, 2023
- Schechter Investment Advisors 2022 Q4 filed Feb. 13, 2023
- Schechter Investment Advisors 2022 Q4 restated filed Feb. 13, 2023
- Schechter Investment Advisors 2021 Q4 filed Dec. 27, 2022
- Schechter Investment Advisors 2022 Q1 filed Nov. 18, 2022
- Schechter Investment Advisors 2022 Q3 filed Nov. 4, 2022
- Schechter Investment Advisors 2022 Q2 filed Nov. 3, 2022