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Schechter Investment Advisors

Latest statistics and disclosures from Schechter Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, AACT, VTV, MRK, ANSC, and represent 14.78% of Schechter Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: Centurion Acquisition Corp (+$15M), Lionheart Holdings (+$12M), Gp-act Iii Acquisition Corp (+$11M), Rf Acquisition Corp Ii (+$8.2M), Graf Global Corp (+$7.8M), Voyager Acquisition Corp (+$7.4M), Launch One Acquisition Corp (+$7.3M), CLOZ (+$6.0M), AVGO (+$5.5M), Sim Acquisition Corp. I.
Started 81 new stock positions in FRME, TFX, NDSN, ADC, AEM, DTM, PANW, NVR, Silverbox Corp Iv, Sim Acquisition Corp. I.
Reduced shares in these 10 stocks: SBXC (-$16M), GPATU (-$16M), ALFUU (-$15M), CUBWU (-$12M), ANSC (-$9.1M), RFAIU (-$8.3M), GRAF.U (-$7.9M), MACIU, UNH, MEDP.
Sold out of its positions in AEG, BMO, BLK, CARR, CETUW, CETUR, CVIIW, CTR, CTSH, COIN.
Schechter Investment Advisors was a net seller of stock by $-19M.
Schechter Investment Advisors has $1.4B in assets under management (AUM), dropping by 2.28%.
Central Index Key (CIK): 0001951586

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Positions held by Schechter Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Schechter Investment Advisors

Schechter Investment Advisors holds 678 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Schechter Investment Advisors has 678 total positions. Only the first 250 positions are shown.

Sign up to view all of the Schechter Investment Advisors Sept. 30, 2024 positions
Download the Schechter Investment Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.5	$60M	+3%	259k	233.00	View chart
Ares Acquisition Corp Ii Shs Class A Stock (AACT)	2.7	$37M	-6%	3.4M	10.83	View chart
Vanguard Value Etf Etf (VTV)	2.7	$37M		210k	174.57	View chart
Merck & Co Stock (MRK)	2.5	$33M		294k	113.56	View chart
Agriculture & Nat Sol Acq Corp Shs Cl A Stock (ANSC)	2.4	$33M	-21%	3.2M	10.35	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.4	$33M	-3%	57k	573.76	View chart
Vanguard Growth Etf Etf (VUG)	2.3	$31M		81k	383.92	View chart
Vanguard Total International Stock Etf Etf (VXUS)	2.2	$30M		467k	64.74	View chart
Nabors Energy Transition Corp Cl A Stock (NETD)	2.1	$29M	-5%	2.7M	10.66	View chart
Microsoft Corp Stock (MSFT)	2.1	$29M	-2%	66k	430.30	View chart
Panagram Bbb-b Clo Etf Etf (CLOZ)	2.1	$28M	+27%	1.0M	26.88	View chart
Nvidia Corporation Stock (NVDA)	1.9	$25M		208k	121.44	View chart
Amazon Stock (AMZN)	1.5	$20M		109k	186.33	View chart
Haymaker Acquisition Corp Iv Class A Stock (HYAC)	1.3	$18M	-5%	1.7M	10.66	View chart
Legato Merger Corp Iii Ord Stock (LEGT)	1.1	$15M	-3%	1.5M	10.20	View chart
Centurion Acquisition Corp Shs Cl A Stock	1.1	$15M	NEW	1.5M	10.02	View chart
Meta Platforms Inc Cl A Stock (META)	1.1	$15M		26k	572.44	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$14M	-7%	85k	167.19	View chart
Vanguard Extended Market Etf Etf (VXF)	1.0	$14M	+2%	78k	181.99	View chart
Cartesian Growth Corp Ii Class A Ord Stock (RENE)	1.0	$14M	-8%	1.2M	11.47	View chart
Alchemy Invts Acquisitn Corp 1 Shs Cl A Stock (ALCY)	1.0	$13M	-5%	1.2M	10.87	View chart
Lionheart Holdings Shs Cl A Stock	0.9	$12M	NEW	1.2M	10.00	View chart
Inflection Pt Acquisitn Crp Ii Cl A Ord Stock (IPXX)	0.8	$11M	-16%	1.0M	10.75	View chart
Gp-act Iii Acquisition Corp Cl A Stock	0.8	$11M	NEW	1.1M	10.08	View chart
Esh Acquisition Corp Stock (ESHA)	0.8	$11M		1.0M	10.61	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$10M	-12%	22k	460.26	View chart
Cme Group Stock (CME)	0.7	$10M		46k	220.65	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$9.6M	-5%	58k	165.85	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$9.4M		45k	210.86	View chart
Unitedhealth Group Stock (UNH)	0.7	$8.9M	-28%	15k	584.68	View chart
Ready Capital Corp Reit (RC)	0.6	$8.6M	-5%	1.1M	7.63	View chart
Rf Acquisition Corp Ii Stock	0.6	$8.2M	NEW	802k	10.17	View chart
Graf Global Corp Ord Shs Cl A Stock	0.6	$7.8M	NEW	783k	10.01	View chart
Abbvie Stock (ABBV)	0.6	$7.6M		38k	197.48	View chart
Voyager Acquisition Corp Unit Stock	0.5	$7.4M	NEW	743k	10.00	View chart
Costco Whsl Corp Stock (COST)	0.5	$7.4M		8.4k	886.53	View chart
Launch One Acquisition Corp Shs Class A Stock	0.5	$7.3M	NEW	727k	9.98	View chart
Spark I Acquisition Corp Ord Stock (SPKL)	0.5	$7.0M	-2%	670k	10.49	View chart
Ishares Tips Bond Etf Etf (TIP)	0.5	$6.9M		62k	110.47	View chart
Visa Inc Com Cl A Stock (V)	0.5	$6.6M		24k	274.95	View chart
Abbott Labs Stock (ABT)	0.5	$6.3M	-2%	56k	114.01	View chart
Eli Lilly & Co Stock (LLY)	0.5	$6.3M		7.1k	885.93	View chart
Broadcom Stock (AVGO)	0.5	$6.1M	+910%	36k	172.50	View chart
Quetta Acquisition Corp Stock (QETA)	0.4	$6.0M	-9%	573k	10.40	View chart
Global Lights Acquisition Corp Ord Stock (GLAC)	0.4	$5.8M	-3%	558k	10.46	View chart
Netflix Stock (NFLX)	0.4	$5.8M	-3%	8.1k	709.27	View chart
Oracle Corp Stock (ORCL)	0.4	$5.5M	+33%	32k	170.40	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$5.2M	-31%	11k	493.80	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.4	$5.1M	-4%	26k	198.06	View chart
Sim Acquisition Corp. I Shs Cl A Stock	0.4	$4.9M	NEW	494k	9.99	View chart
Adobe Stock (ADBE)	0.4	$4.9M	+2%	9.5k	517.76	View chart
Ib Acquisition Corp Stock (IBAC)	0.4	$4.8M	-24%	479k	10.00	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.3	$4.7M	-8%	27k	173.67	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.3	$4.7M	+4%	92k	51.04	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.3	$4.5M	-9%	46k	97.41	View chart
Panagram Aaa Clo Etf Etf (CLOX)	0.3	$4.5M	+17%	176k	25.55	View chart
Servicenow Stock (NOW)	0.3	$4.4M	-2%	5.0k	894.33	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.3	$4.4M	+2%	90k	49.31	View chart
Home Depot Stock (HD)	0.3	$4.4M	+18%	11k	405.19	View chart
Keen Vision Acquisition Corp Stock (KVAC)	0.3	$4.2M	-20%	394k	10.76	View chart
Eqv Ventures Acquisition Corp. Unit Stock	0.3	$4.1M	NEW	410k	9.93	View chart
Novo-nordisk A S Adr (NVO)	0.3	$4.0M		34k	119.07	View chart
Thermo Fisher Scientific Stock (TMO)	0.3	$4.0M	-2%	6.5k	618.57	View chart
Tjx Cos Stock (TJX)	0.3	$4.0M		34k	117.54	View chart
Andretti Acquisition Corp Ii Unit Stock	0.3	$3.9M	NEW	395k	10.00	View chart
American Express Stock (AXP)	0.3	$3.9M	-3%	15k	271.20	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$3.9M		11k	353.44	View chart
Advanced Micro Devices Stock (AMD)	0.3	$3.8M	-5%	23k	164.08	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.6M		21k	173.00	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$3.6M		7.4k	488.09	View chart
Aimei Health Technology Stock (AFJK)	0.3	$3.6M	-4%	343k	10.48	View chart
Sap Se Adr (SAP)	0.3	$3.6M	-6%	16k	229.11	View chart
Walmart Stock (WMT)	0.3	$3.6M	-14%	44k	80.75	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$3.5M	+8%	30k	117.22	View chart
Philip Morris Intl Stock (PM)	0.3	$3.5M	-5%	29k	121.40	View chart
Melar Acquisition Corp. I Shs Cl A Stock	0.3	$3.4M	NEW	344k	9.99	View chart
Golub Cap Bdc Cef (GBDC)	0.3	$3.4M	+84%	225k	15.11	View chart
Waste Connections Stock (WCN)	0.2	$3.3M		19k	178.87	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$3.3M		17k	197.17	View chart
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)	0.2	$3.3M	+10%	155k	21.00	View chart
Spdr S&p Global Natural Resources Etf Etf (GNR)	0.2	$3.2M		56k	57.67	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.2	$3.2M	-7%	60k	54.43	View chart
Procter And Gamble Stock (PG)	0.2	$3.2M		19k	173.20	View chart
Tesla Stock (TSLA)	0.2	$3.2M	+52%	12k	261.63	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$3.1M	+33%	28k	108.64	View chart
Vulcan Matls Stock (VMC)	0.2	$3.1M	-4%	12k	250.50	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.2	$3.0M	+15%	3.6k	833.20	View chart
Mastec Stock (MTZ)	0.2	$2.9M	-3%	24k	123.10	View chart
Ge Aerospace Stock (GE)	0.2	$2.8M	-3%	15k	188.59	View chart
Alibaba Group Hldg Adr (BABA)	0.2	$2.8M	+9%	26k	106.12	View chart
M3brigade Acquisition V Corp Unit Stock	0.2	$2.8M	NEW	276k	10.03	View chart
Goldman Sachs Group Stock (GS)	0.2	$2.7M	-4%	5.5k	495.09	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.2	$2.7M		73k	37.56	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$2.7M	-3%	58k	47.13	View chart
Blackstone Stock (BX)	0.2	$2.7M		18k	153.15	View chart
Mckesson Corp Stock (MCK)	0.2	$2.6M	-4%	5.3k	494.42	View chart
Applied Matls Stock (AMAT)	0.2	$2.6M	-7%	13k	202.04	View chart
Trailblazer Merger Corp I Cl A Stock (TBMC)	0.2	$2.6M	-29%	234k	11.00	View chart
Chubb Stock (CB)	0.2	$2.5M	-8%	8.7k	288.39	View chart
Cisco Sys Stock (CSCO)	0.2	$2.5M	+15%	47k	53.22	View chart
Bank America Corp Stock (BAC)	0.2	$2.4M		61k	39.68	View chart
Salesforce Stock (CRM)	0.2	$2.4M	-42%	8.9k	273.71	View chart
Shell Plc Spon Ads Adr (SHEL)	0.2	$2.4M		37k	65.95	View chart
Distoken Acquisition Corp Ordinary Shares Stock (DIST)	0.2	$2.4M	-3%	221k	10.87	View chart
Dt Cloud Star Acquisition Corp Unit Stock	0.2	$2.4M	NEW	237k	10.09	View chart
Louisiana Pac Corp Stock (LPX)	0.2	$2.4M	-3%	22k	107.46	View chart
Belden Stock (BDC)	0.2	$2.3M		20k	117.13	View chart
Amgen Stock (AMGN)	0.2	$2.3M		7.2k	322.22	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.3M	+28%	14k	162.06	View chart
Aon Plc Shs Cl A Stock (AON)	0.2	$2.3M	+10%	6.7k	346.00	View chart
Brinks Stock (BCO)	0.2	$2.3M	+6%	20k	115.64	View chart
Broadridge Finl Solutions Stock (BR)	0.2	$2.3M	-11%	11k	215.06	View chart
Target Corp Stock (TGT)	0.2	$2.3M	-3%	15k	155.87	View chart
Intuit Stock (INTU)	0.2	$2.3M	-4%	3.6k	621.00	View chart
Zoetis Inc Cl A Stock (ZTS)	0.2	$2.3M	-3%	12k	195.42	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$2.3M	+6%	3.9k	584.56	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$2.2M		23k	95.75	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$2.2M	+88%	22k	101.27	View chart
Analog Devices Stock (ADI)	0.2	$2.2M	+2%	9.6k	230.18	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.2M	+4%	7.2k	304.50	View chart
Coca Cola Stock (KO)	0.2	$2.1M		30k	71.86	View chart
Danaher Corporation Stock (DHR)	0.2	$2.1M		7.7k	278.03	View chart
T-mobile Us Stock (TMUS)	0.2	$2.1M	-2%	10k	206.37	View chart
Booking Holdings Stock (BKNG)	0.2	$2.1M	-8%	501.00	4212.00	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$2.1M	+3%	50k	41.77	View chart
Chevron Corp Stock (CVX)	0.2	$2.1M	-12%	14k	147.27	View chart
Dt Cloud Acquisition Corp Ord Stock (DYCQ)	0.2	$2.1M		202k	10.31	View chart
Boston Scientific Corp Stock (BSX)	0.2	$2.1M	-13%	25k	83.80	View chart
Southern Stock (SO)	0.2	$2.1M		23k	90.17	View chart
Boot Barn Hldgs Stock (BOOT)	0.2	$2.1M	-20%	12k	167.28	View chart
Intuitive Surgical Stock (ISRG)	0.2	$2.0M	-6%	4.2k	491.28	View chart
GSK Adr (GSK)	0.2	$2.0M		50k	40.88	View chart
S&p Global Stock (SPGI)	0.1	$2.0M		3.9k	516.62	View chart
Silverbox Corp Iv Unit Stock	0.1	$2.0M	NEW	200k	10.03	View chart
Mgp Ingredients Stock (MGPI)	0.1	$2.0M	+2%	24k	83.25	View chart
General Dynamics Corp Stock (GD)	0.1	$2.0M	-5%	6.6k	302.00	View chart
Unilever Adr (UL)	0.1	$2.0M		31k	64.96	View chart
Cantor Equity Partners Inc Shs Cl A Stock	0.1	$2.0M	NEW	198k	10.03	View chart
Msci Stock (MSCI)	0.1	$2.0M	+30%	3.4k	583.00	View chart
Sanofi Adr (SNY)	0.1	$2.0M	-4%	34k	57.63	View chart
Valuence Merger Corp I Class A Ord Stock (VMCA)	0.1	$2.0M	-19%	170k	11.53	View chart
Honeywell Intl Stock (HON)	0.1	$2.0M	-4%	9.5k	206.72	View chart
Public Svc Enterprise Grp Stock (PEG)	0.1	$1.9M	-6%	22k	89.21	View chart
Caterpillar Stock (CAT)	0.1	$1.9M	+2%	4.9k	391.13	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$1.9M	-5%	15k	126.75	View chart
Novartis Adr (NVS)	0.1	$1.9M	+5%	16k	115.02	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.9M	-4%	8.4k	220.89	View chart
Dycom Inds Stock (DY)	0.1	$1.9M	-26%	9.4k	197.10	View chart
Stryker Corporation Stock (SYK)	0.1	$1.8M	-16%	5.0k	361.25	View chart
Watsco Stock (WSO)	0.1	$1.8M	-16%	3.7k	491.88	View chart
Nextera Energy Stock (NEE)	0.1	$1.8M	+4%	21k	84.53	View chart
Uber Technologies Stock (UBER)	0.1	$1.8M	+33%	24k	75.15	View chart
Relx Adr (RELX)	0.1	$1.8M	-2%	37k	47.46	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$1.8M	-7%	12k	142.04	View chart
Astrazeneca Adr (AZN)	0.1	$1.7M		22k	77.91	View chart
Texas Instrs Stock (TXN)	0.1	$1.7M	+10%	8.4k	206.57	View chart
Chenghe Acquisition Ii Co Cl A Ord Stock	0.1	$1.7M	NEW	172k	10.02	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$1.7M	+43%	22k	80.15	View chart
Timken Stock (TKR)	0.1	$1.7M		20k	84.29	View chart
Takeda Pharmaceutical Adr (TAK)	0.1	$1.7M		117k	14.22	View chart
Eog Res Stock (EOG)	0.1	$1.6M	-12%	13k	122.93	View chart
Kroger Stock (KR)	0.1	$1.6M	-2%	29k	57.30	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.6M	-2%	2.8k	576.77	View chart
Qualcomm Stock (QCOM)	0.1	$1.6M	-17%	9.6k	170.05	View chart
Morgan Stanley Stock (MS)	0.1	$1.6M	-15%	16k	104.24	View chart
U S Physical Therapy Stock (USPH)	0.1	$1.6M	+2%	19k	84.63	View chart
Pepsico Stock (PEP)	0.1	$1.6M		9.4k	170.05	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.6M		9.7k	162.89	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.6M	-34%	14k	116.95	View chart
Micron Technology Stock (MU)	0.1	$1.6M	+5%	15k	103.70	View chart
Autozone Stock (AZO)	0.1	$1.6M		497.00	3150.00	View chart
Lowes Cos Stock (LOW)	0.1	$1.6M	+2%	5.7k	270.88	View chart
Conocophillips Stock (COP)	0.1	$1.5M	-4%	15k	105.25	View chart
Sei Invts Stock (SEIC)	0.1	$1.5M	-2%	22k	69.19	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$1.5M	+130%	42k	36.13	View chart
Linde Stock (LIN)	0.1	$1.5M	+3%	3.2k	476.83	View chart
Progressive Corp Stock (PGR)	0.1	$1.5M	+5%	5.9k	253.75	View chart
Totalenergies Se Adr (TTE)	0.1	$1.5M		23k	64.62	View chart
Deere & Co Stock (DE)	0.1	$1.5M	+4%	3.6k	417.36	View chart
Citigroup Stock (C)	0.1	$1.5M	-7%	24k	62.61	View chart
Murphy Usa Stock (MUSA)	0.1	$1.5M		3.0k	492.87	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$1.5M	-3%	12k	125.62	View chart
Nrg Energy Stock (NRG)	0.1	$1.4M	-33%	16k	91.10	View chart
Cayson Acquisition Corp Unit Stock	0.1	$1.4M	NEW	141k	10.02	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.4M	+19%	14k	97.49	View chart
International Business Machs Stock (IBM)	0.1	$1.4M	+14%	6.3k	221.07	View chart
Boston Beer Inc Cl A Stock (SAM)	0.1	$1.4M		4.8k	289.14	View chart
Disney Walt Stock (DIS)	0.1	$1.4M	-11%	14k	96.19	View chart
Union Pac Corp Stock (UNP)	0.1	$1.4M	+11%	5.6k	246.50	View chart
Armstrong World Inds Stock (AWI)	0.1	$1.4M	-3%	10k	131.43	View chart
Prologis Reit (PLD)	0.1	$1.4M	+6%	11k	126.28	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.3M		16k	83.63	View chart
Hdfc Bank Adr (HDB)	0.1	$1.3M	+44%	21k	62.57	View chart
Monroe Cap Corp Cef (MRCC)	0.1	$1.3M	+7%	165k	8.08	View chart
Wells Fargo Stock (WFC)	0.1	$1.3M	-10%	23k	56.49	View chart
Agco Corp Stock (AGCO)	0.1	$1.3M	-6%	13k	97.86	View chart
The Cigna Group Stock (CI)	0.1	$1.3M		3.8k	346.47	View chart
Cadence Design System Stock (CDNS)	0.1	$1.3M	-3%	4.8k	271.06	View chart
Duke Energy Corp Stock (DUK)	0.1	$1.3M		11k	115.31	View chart
Emerson Elec Stock (EMR)	0.1	$1.3M	+22%	12k	109.36	View chart
Churchill Capital Corp Ix Cl A Stock (CCIX)	0.1	$1.3M	NEW	127k	10.02	View chart
Ubs Group Stock (UBS)	0.1	$1.3M		41k	30.91	View chart
Crh Plc Ord Stock (CRH)	0.1	$1.3M	+11%	14k	92.74	View chart
Embraer Adr (ERJ)	0.1	$1.3M	-15%	36k	35.37	View chart
Generac Hldgs Stock (GNRC)	0.1	$1.3M	NEW	7.9k	159.00	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$1.3M		14k	91.93	View chart
Pulte Group Stock (PHM)	0.1	$1.3M		8.7k	143.53	View chart
D R Horton Stock (DHI)	0.1	$1.3M		6.6k	190.79	View chart
Franklin Bsp Rlty Tr Reit (FBRT)	0.1	$1.2M	-5%	95k	13.06	View chart
Dupont De Nemours Stock (DD)	0.1	$1.2M	+3%	14k	89.10	View chart
Cummins Stock (CMI)	0.1	$1.2M	-9%	3.8k	323.79	View chart
Valmont Inds Stock (VMI)	0.1	$1.2M	+6%	4.2k	290.00	View chart
Robinson Alternative Yield Pre-merger Spac Etf Etf (SPAX)	0.1	$1.2M	-7%	60k	20.30	View chart
Shinhan Financial Group Co Ltd Spn Adr Restrd Adr (SHG)	0.1	$1.2M		29k	42.38	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.2M	+20%	6.0k	200.79	View chart
Koninklijke Philips N V Ny Regis Adr (PHG)	0.1	$1.2M	-20%	37k	32.72	View chart
Workday Inc Cl A Stock (WDAY)	0.1	$1.2M	+36%	4.9k	244.42	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.1	$1.2M	-15%	28k	41.95	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.2M	+10%	2.2k	527.67	View chart
Jacobs Solutions Stock (J)	0.1	$1.2M	+5%	9.0k	130.88	View chart
Darling Ingredients Stock (DAR)	0.1	$1.2M	-22%	32k	37.16	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.2M	-4%	6.1k	189.80	View chart
Gartner Stock (IT)	0.1	$1.2M	-5%	2.3k	506.83	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.2M	+2%	4.2k	276.69	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$1.2M		13k	87.80	View chart
Ambev Sa Adr (ABEV)	0.1	$1.2M	+223%	472k	2.44	View chart
Ge Vernova Stock (GEV)	0.1	$1.1M	-2%	4.5k	255.00	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.1M		14k	83.33	View chart
Bowen Acquisition Corp Stock (BOWN)	0.1	$1.1M	-5%	104k	10.75	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.1	$1.1M		110k	10.18	View chart
Blackrock Stock	0.1	$1.1M	NEW	1.2k	949.50	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.1M		14k	78.69	View chart
Eaton Corp Stock (ETN)	0.1	$1.1M	-2%	3.3k	331.44	View chart
Smith & Nephew Plc Spdn Adr (SNN)	0.1	$1.1M	-2%	35k	31.14	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.1M	-67%	21k	52.81	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$1.1M	+35%	2.4k	465.09	View chart
WPP Adr (WPP)	0.1	$1.1M	-2%	21k	51.16	View chart
Synopsys Stock (SNPS)	0.1	$1.1M	+3%	2.1k	506.50	View chart
Grifols S A Sp Adr Rep B Nvt Adr (GRFS)	0.1	$1.1M	+47%	120k	8.88	View chart
Wabtec Stock (WAB)	0.1	$1.1M	-6%	5.9k	182.00	View chart
Renaissancere Hldgs Stock (RNR)	0.1	$1.1M		3.9k	272.50	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$1.1M	+9%	19k	57.62	View chart
Cencora Stock (COR)	0.1	$1.1M		4.7k	225.08	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$1.1M	-36%	3.8k	281.37	View chart
Fiserv Stock (FI)	0.1	$1.1M	-5%	5.9k	179.64	View chart
Ingevity Corp Stock (NGVT)	0.1	$1.0M	+12%	27k	39.00	View chart
Vine Hill Cap Invt Corp. Unit Exp 090626 Stock	0.1	$1.0M	NEW	103k	10.00	View chart
Colombier Acquisition Corp Ii Com Shs Cl A Stock (CLBR)	0.1	$1.0M	-20%	101k	10.26	View chart
Lennar Corp Cl A Stock (LEN)	0.1	$1.0M	+57%	5.5k	187.50	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$1.0M		972.00	1051.33	View chart

Past Filings by Schechter Investment Advisors

SEC 13F filings are viewable for Schechter Investment Advisors going back to 2022

Schechter Investment Advisors 2024 Q3 filed Nov. 12, 2024
Schechter Investment Advisors 2024 Q2 filed Aug. 12, 2024
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

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