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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 CLOZ, VTV, AACT, VXUS, VUG, and represent 14.38% of Schechter Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: JAAA (+$8.5M), ALDF (+$7.7M), CLOZ (+$7.5M), TAVI (+$6.4M), ACI (+$6.2M), DYNX (+$6.0M), FACT (+$5.8M), RANG (+$5.3M), NTWO (+$5.3M), HVIIU.
Started 53 new stock positions in IWV, ALL, GAUZ, DGX, HEFA, FACTW, APO, NCLO, BAX, PLMKU.
Reduced shares in these 10 stocks: ALDFU (-$8.4M), TAVIU (-$6.7M), DYNXU (-$6.2M), FACTU (-$6.0M), RANGU (-$6.0M), NTWOU (-$5.4M), AAPL (-$5.1M), MSFT (-$5.1M), QETA, WLACU.
Sold out of its positions in AMLP, ALTR, AQUNR, AVB, BMTX, BMO, Bellevue Life Scncs Aqstn, Bellevue Life Scncs Aqstn, BAH, BLDR.
Schechter Investment Advisors was a net seller of stock by $-71M.
Schechter Investment Advisors has $1.2B in assets under management (AUM), dropping by -6.97%.
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 636 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Schechter Investment Advisors has 636 total positions. Only the first 250 positions are shown.

Sign up to view all of the Schechter Investment Advisors March 31, 2025 positions
Download the Schechter Investment Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Eldridge Bbb-b Clo Etf Etf (CLOZ)	3.6	$43M	+20%	1.6M	26.57	View chart
Vanguard Value Etf Etf (VTV)	3.1	$38M		217k	172.74	View chart
Ares Acquisition Corp Ii Shs Class A Stock (AACT)	2.6	$32M	-6%	2.8M	11.15	View chart
Vanguard Total International Stock Etf Etf (VXUS)	2.6	$31M	+3%	502k	62.10	View chart
Vanguard Growth Etf Etf (VUG)	2.5	$31M	+4%	82k	370.81	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	2.5	$30M	+39%	592k	50.71	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.4	$29M	-7%	52k	559.39	View chart
Agriculture & Nat Sol Acq Corp Shs Cl A Stock (ANSC)	2.4	$29M	-3%	2.7M	10.67	View chart
Nabors Energy Transition Corp Cl A Stock (NETD)	2.2	$26M	-4%	2.4M	10.95	View chart
Merck & Co Stock (MRK)	2.2	$26M		291k	89.76	View chart
Apple Stock (AAPL)	2.1	$26M	-16%	116k	222.13	View chart
Nvidia Corporation Stock (NVDA)	1.6	$19M	-11%	177k	108.38	View chart
Microsoft Corp Stock (MSFT)	1.6	$19M	-20%	51k	375.39	View chart
Amazon Stock (AMZN)	1.4	$17M	-12%	88k	190.26	View chart
Haymaker Acquisition Corp Iv Class A Stock (HYAC)	1.3	$16M	-6%	1.4M	10.99	View chart
Legato Merger Corp Iii Ord Stock (LEGT)	1.2	$15M	-2%	1.4M	10.49	View chart
Centurion Acquisition Corp Shs Cl A Stock (ALF)	1.1	$14M	-4%	1.3M	10.24	View chart
Vanguard Extended Market Etf Etf (VXF)	1.1	$13M		78k	172.26	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$13M	-11%	22k	576.36	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.9	$10M	-9%	20k	532.58	View chart
Lionheart Holdings Shs Cl A Stock (CUB)	0.9	$10M	-6%	1.0M	10.27	View chart
Gp-act Iii Acquisition Corp Cl A Stock (GPAT)	0.8	$9.2M	-4%	893k	10.29	View chart
Cme Group Stock (CME)	0.8	$9.2M	-23%	35k	265.28	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$9.1M	-29%	58k	156.23	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$8.9M	-14%	36k	245.30	View chart
Aldel Finl Ii Inc Cl A Stock (ALDF)	0.6	$7.7M	NEW	762k	10.11	View chart
Abbvie Stock (ABBV)	0.6	$7.3M	-8%	35k	209.52	View chart
Aa Mission Acquisition Corp Ord Shs Cl A Stock (AAM)	0.6	$7.2M	-3%	695k	10.43	View chart
Rf Acquisition Corp Ii Stock (RFAI)	0.6	$7.1M	-4%	687k	10.37	View chart
Voyager Acquisition Corp Cl A Stock (VACH)	0.6	$7.0M	-2%	689k	10.18	View chart
Visa Inc Com Cl A Stock (V)	0.6	$6.8M	-15%	20k	350.46	View chart
Ishares Tips Bond Etf Etf (TIP)	0.6	$6.7M	-2%	61k	111.09	View chart
Unitedhealth Group Stock (UNH)	0.5	$6.6M	-10%	13k	523.75	View chart
Graf Global Corp Ord Shs Cl A Stock (GRAF)	0.5	$6.6M	-6%	646k	10.23	View chart
Launch One Acquisition Corp Shs Class A Stock (LPAA)	0.5	$6.5M	-5%	636k	10.21	View chart
Tavia Acquisition Corp Stock (TAVI)	0.5	$6.4M	NEW	635k	10.05	View chart
Spark I Acquisition Corp Ord Stock (SPKL)	0.5	$6.3M	-4%	583k	10.75	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$6.2M	-26%	40k	154.64	View chart
Albertsons Cos Stock (ACI)	0.5	$6.2M	NEW	280k	21.99	View chart
Eli Lilly & Co Stock (LLY)	0.5	$6.1M	-3%	7.4k	825.90	View chart
Dynamix Corp Shs Cl A Stock (DYNX)	0.5	$6.0M	NEW	607k	9.95	View chart
Abbott Labs Stock (ABT)	0.5	$5.8M	-19%	44k	132.66	View chart
Costco Whsl Corp Stock (COST)	0.5	$5.8M	-21%	6.1k	945.78	View chart
Fact Ii Acquisition Corp Ord Shs Cl A Stock (FACT)	0.5	$5.8M	NEW	576k	10.02	View chart
Range Cap Acquisition Corp Ord Stock (RANG)	0.4	$5.3M	NEW	529k	10.05	View chart
Newbury Str Ii Acquisition Cor Ord Shs Cl A Stock (NTWO)	0.4	$5.3M	NEW	527k	10.06	View chart
Netflix Stock (NFLX)	0.4	$5.1M	-25%	5.5k	932.53	View chart
Golub Cap Bdc Cef (GBDC)	0.4	$4.9M	+44%	325k	15.14	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$4.9M	+20%	29k	168.00	View chart
Ready Capital Corp Reit (RC)	0.4	$4.8M		936k	5.09	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.4	$4.6M	+4%	90k	51.05	View chart
Black Spade Acquisition Ii Co Cl A Stock	0.4	$4.5M		442k	10.15	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.4	$4.5M	+2%	50k	90.53	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$4.4M	-19%	8.1k	548.12	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.4	$4.4M	+2%	88k	49.90	View chart
Hennessy Cap Invt Corp Vii Unit Stock (HVIIU)	0.4	$4.4M	NEW	433k	10.07	View chart
Philip Morris Intl Stock (PM)	0.4	$4.3M	-5%	27k	158.73	View chart
Broadcom Stock (AVGO)	0.4	$4.3M	-22%	26k	167.43	View chart
Willow Lane Acquisition Corp. Ord Shs Cl A Stock (WLAC)	0.4	$4.2M	NEW	423k	10.02	View chart
Cohen Circle Acquisition Corp Shs Cl A Stock (CCIR)	0.3	$4.2M	-13%	372k	11.21	View chart
Oracle Corp Stock (ORCL)	0.3	$4.1M	-8%	30k	139.81	View chart
Jackson Acquisition Co Ii Com Shs Cl A Stock (JACS)	0.3	$4.1M	NEW	412k	10.06	View chart
Sim Acquisition Corp. I Shs Cl A Stock (SIMA)	0.3	$4.1M	-7%	402k	10.22	View chart
Eldridge Aaa Clo Etf Etf (CLOX)	0.3	$3.9M		154k	25.51	View chart
Tjx Cos Stock (TJX)	0.3	$3.8M	-5%	31k	121.80	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$3.7M	+2%	35k	105.44	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$3.7M	-25%	19k	193.99	View chart
Andretti Acquisition Corp Ii Ord Shs Cl A Stock (POLE)	0.3	$3.7M	-2%	365k	10.13	View chart
Aon Plc Shs Cl A Stock (AON)	0.3	$3.6M	+31%	8.9k	399.17	View chart
Adobe Stock (ADBE)	0.3	$3.5M	-6%	9.0k	383.53	View chart
Mckesson Corp Stock (MCK)	0.3	$3.4M	-7%	5.1k	673.00	View chart
Eqv Ventures Acquisition Corp. Cl A Ord Stock (EQV)	0.3	$3.4M	-5%	335k	10.12	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$3.4M	+104%	6.0k	561.94	View chart
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)	0.3	$3.3M		144k	22.77	View chart
American Express Stock (AXP)	0.3	$3.3M	-13%	12k	269.05	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$3.3M		17k	190.58	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.3	$3.2M		59k	54.67	View chart
Spdr S&p Global Natural Resources Etf Etf (GNR)	0.3	$3.2M	-3%	60k	53.25	View chart
Melar Acquisition Corp. I Shs Cl A Stock (MACI)	0.3	$3.2M	-4%	313k	10.23	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.3	$3.2M	-19%	19k	166.00	View chart
Waste Connections Stock (WCN)	0.3	$3.1M	-11%	16k	195.15	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$3.1M	+21%	6.7k	468.94	View chart
Home Depot Stock (HD)	0.2	$3.0M	-21%	8.1k	366.48	View chart
Ib Acquisition Corp Stock (IBAC)	0.2	$2.9M	-7%	284k	10.30	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.9M	-8%	24k	118.93	View chart
Cisco Sys Stock (CSCO)	0.2	$2.9M		46k	61.71	View chart
Gauzy Stock (GAUZ)	0.2	$2.8M	NEW	348k	8.00	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.2	$2.7M	+7%	4.1k	662.62	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$2.7M	-11%	8.7k	312.00	View chart
Sap Se Adr (SAP)	0.2	$2.7M	-19%	10k	268.44	View chart
Walmart Stock (WMT)	0.2	$2.6M	-13%	30k	87.79	View chart
Coca Cola Stock (KO)	0.2	$2.6M	+30%	37k	71.62	View chart
Mastec Stock (MTZ)	0.2	$2.6M		23k	116.71	View chart
Procter And Gamble Stock (PG)	0.2	$2.6M	-13%	15k	170.42	View chart
Tesla Stock (TSLA)	0.2	$2.6M	-20%	10k	259.16	View chart
M3brigade Acquisition V Corp Cl A Stock (MBAV)	0.2	$2.6M	-3%	252k	10.21	View chart
Blackstone Stock (BX)	0.2	$2.5M	+6%	18k	139.77	View chart
Servicenow Stock (NOW)	0.2	$2.5M	-21%	3.1k	796.00	View chart
Shell Plc Spon Ads Adr (SHEL)	0.2	$2.5M	-4%	34k	73.28	View chart
Ge Aerospace Stock (GE)	0.2	$2.4M	-11%	12k	200.15	View chart
Dt Cloud Star Acquisition Corp Stock (DTSQ)	0.2	$2.4M	-2%	233k	10.24	View chart
Broadridge Finl Solutions Stock (BR)	0.2	$2.4M	-7%	9.9k	242.40	View chart
Vulcan Matls Stock (VMC)	0.2	$2.4M	-14%	10k	233.50	View chart
Plum Acquisition Corp Iv Unit Exp 081929 Stock (PLMKU)	0.2	$2.3M	NEW	232k	10.10	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$2.3M	-41%	24k	98.93	View chart
Chevron Corp Stock (CVX)	0.2	$2.3M	-7%	14k	167.29	View chart
Goldman Sachs Group Stock (GS)	0.2	$2.3M	-17%	4.2k	546.30	View chart
Boston Scientific Corp Stock (BSX)	0.2	$2.3M	-10%	23k	100.88	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$2.2M	+2%	24k	92.83	View chart
Alibaba Group Hldg Adr (BABA)	0.2	$2.2M	-28%	17k	132.23	View chart
GSK Adr (GSK)	0.2	$2.2M		57k	38.74	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$2.2M	-13%	4.4k	497.58	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.2	$2.2M	+266%	43k	51.07	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.2	$2.2M	-17%	60k	36.41	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$2.2M	+189%	21k	104.58	View chart
T-mobile Us Stock (TMUS)	0.2	$2.2M	-11%	8.1k	266.70	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.2M	+19%	13k	165.84	View chart
Bank America Corp Stock (BAC)	0.2	$2.1M	-14%	51k	41.73	View chart
Silverbox Corp Iv Shs Cl A Stock (SBXD)	0.2	$2.1M	-13%	205k	10.18	View chart
Cantor Equity Partners Inc Shs Cl A Stock (CEP)	0.2	$2.1M		191k	10.74	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.2	$2.0M	+2%	21k	95.48	View chart
Salesforce Stock (CRM)	0.2	$2.0M	-13%	7.5k	268.36	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.0M	-11%	6.3k	312.38	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$2.0M	-55%	39k	50.83	View chart
Booking Holdings Stock (BKNG)	0.2	$1.9M	-8%	419.00	4607.00	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$1.9M	+63%	15k	122.01	View chart
Chubb Stock (CB)	0.2	$1.8M	-21%	6.0k	301.99	View chart
Darling Ingredients Stock (DAR)	0.1	$1.8M		58k	31.24	View chart
Astrazeneca Adr (AZN)	0.1	$1.8M	-4%	25k	73.50	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$1.8M	-17%	11k	164.67	View chart
Intuit Stock (INTU)	0.1	$1.8M	-17%	2.9k	614.00	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.8M	-13%	3.6k	495.28	View chart
International Business Machs Stock (IBM)	0.1	$1.8M	+12%	7.1k	248.67	View chart
Southern Stock (SO)	0.1	$1.8M	-11%	19k	91.97	View chart
Qualcomm Stock (QCOM)	0.1	$1.8M	+45%	11k	153.60	View chart
Kroger Stock (KR)	0.1	$1.7M	-5%	26k	67.70	View chart
Analog Devices Stock (ADI)	0.1	$1.7M	-3%	8.5k	201.67	View chart
Msci Stock (MSCI)	0.1	$1.7M	-9%	3.0k	566.00	View chart
Nrg Energy Stock (NRG)	0.1	$1.7M	+11%	18k	95.47	View chart
Honeywell Intl Stock (HON)	0.1	$1.7M	-27%	8.0k	211.77	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$1.7M		12k	135.68	View chart
Citigroup Stock (C)	0.1	$1.7M		24k	71.00	View chart
Disney Walt Stock (DIS)	0.1	$1.7M	-8%	17k	98.70	View chart
Sanofi Adr (SNY)	0.1	$1.7M	-11%	30k	55.46	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.7M	-6%	16k	102.74	View chart
Belden Stock (BDC)	0.1	$1.7M	-14%	17k	100.25	View chart
Unilever Adr (UL)	0.1	$1.7M	-6%	28k	59.55	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.6M		8.3k	199.49	View chart
Eog Res Stock (EOG)	0.1	$1.6M	-3%	13k	128.25	View chart
Applied Matls Stock (AMAT)	0.1	$1.6M	-4%	11k	145.13	View chart
Louisiana Pac Corp Stock (LPX)	0.1	$1.6M	-19%	18k	91.98	View chart
Nextera Energy Stock (NEE)	0.1	$1.6M	-12%	23k	70.89	View chart
Bleichroeder Acquisition Corp Unit Stock (BACQU)	0.1	$1.6M		155k	10.17	View chart
Takeda Pharmaceutical Adr (TAK)	0.1	$1.6M	-12%	105k	14.87	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$1.5M	-12%	13k	119.50	View chart
Chenghe Acquisition Ii Co Cl A Ord Stock (CHEB)	0.1	$1.5M		150k	10.25	View chart
Autozone Stock (AZO)	0.1	$1.5M	-5%	403.00	3813.00	View chart
Translational Dev Acquisition Unit Stock (TDACU)	0.1	$1.5M		151k	10.14	View chart
Public Svc Enterprise Grp Stock (PEG)	0.1	$1.5M	-12%	19k	82.30	View chart
Relx Adr (RELX)	0.1	$1.5M	-17%	30k	50.41	View chart
Boot Barn Hldgs Stock (BOOT)	0.1	$1.5M	+32%	14k	107.43	View chart
Mountain Lake Acquisition Corp Unit Exp 111528 Stock (MLACU)	0.1	$1.5M	-4%	147k	10.32	View chart
Wells Fargo Stock (WFC)	0.1	$1.5M	-7%	21k	71.79	View chart
Brinks Stock (BCO)	0.1	$1.5M	-14%	17k	86.16	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.5M	-34%	21k	69.44	View chart
S&p Global Stock (SPGI)	0.1	$1.5M	-20%	2.9k	508.10	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.5M	-13%	40k	36.90	View chart
Watsco Stock (WSO)	0.1	$1.5M	-19%	2.9k	508.31	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.5M	+37%	19k	78.29	View chart
Sei Invts Stock (SEIC)	0.1	$1.5M	-11%	19k	77.63	View chart
General Dynamics Corp Stock (GD)	0.1	$1.5M	-4%	5.4k	272.50	View chart
Novartis Adr (NVS)	0.1	$1.5M	-9%	13k	111.48	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.4M	+59%	15k	98.09	View chart
Uber Technologies Stock (UBER)	0.1	$1.4M	+57%	20k	72.85	View chart
Amgen Stock (AMGN)	0.1	$1.4M	-27%	4.6k	311.55	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.4M	-10%	3.1k	446.72	View chart
Fifth Era Acquisition Corp I Units Stock (FERAU)	0.1	$1.4M	NEW	137k	10.07	View chart
Launch Two Acquisition Corp. Unit Exp 082229 Stock (LPBBU)	0.1	$1.4M	-7%	135k	10.20	View chart
Progressive Corp Stock (PGR)	0.1	$1.4M	-13%	4.8k	283.00	View chart
Murphy Usa Stock (MUSA)	0.1	$1.3M	-8%	2.8k	469.81	View chart
Duke Energy Corp Stock (DUK)	0.1	$1.3M		11k	121.97	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.3M		16k	81.73	View chart
Texas Instrs Stock (TXN)	0.1	$1.3M		7.3k	179.70	View chart
Emerson Elec Stock (EMR)	0.1	$1.3M	-9%	12k	109.64	View chart
Valmont Inds Stock (VMI)	0.1	$1.3M	+8%	4.5k	285.35	View chart
Armstrong World Inds Stock (AWI)	0.1	$1.3M	-4%	9.1k	140.88	View chart
Totalenergies Se Adr (TTE)	0.1	$1.3M		20k	64.69	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.3M	+4%	8.8k	145.68	View chart
Morgan Stanley Stock (MS)	0.1	$1.3M	-20%	11k	116.67	View chart
Nuveen Aa-bbb Clo Etf Etf (NCLO)	0.1	$1.3M	NEW	51k	25.08	View chart
Linde Stock (LIN)	0.1	$1.3M	-2%	2.7k	465.67	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$1.3M		14k	93.45	View chart
Cayson Acquisition Corp Stock (CAPN)	0.1	$1.3M	-3%	124k	10.20	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.3M	+12%	6.8k	186.30	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$1.2M	-11%	2.6k	484.81	View chart
Api Group Corp Com Stk Stock (APG)	0.1	$1.2M	-3%	35k	35.76	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$1.2M	+30%	4.8k	257.03	View chart
Conocophillips Stock (COP)	0.1	$1.2M	-19%	12k	105.02	View chart
Stryker Corporation Stock (SYK)	0.1	$1.2M	-32%	3.3k	372.25	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.2M	+2%	6.4k	188.16	View chart
Cencora Stock (COR)	0.1	$1.2M	-5%	4.3k	278.08	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.2M		2.3k	514.00	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.1	$1.2M	-9%	28k	41.80	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$1.2M	NEW	3.7k	317.64	View chart
Timken Stock (TKR)	0.1	$1.2M	-24%	16k	71.87	View chart
Franklin Bsp Rlty Tr Reit (FBRT)	0.1	$1.1M	-6%	89k	12.74	View chart
Hdfc Bank Adr (HDB)	0.1	$1.1M	-19%	17k	66.44	View chart
Embraer Adr (ERJ)	0.1	$1.1M	-24%	25k	46.20	View chart
Lowes Cos Stock (LOW)	0.1	$1.1M	-15%	4.8k	233.20	View chart
Micron Technology Stock (MU)	0.1	$1.1M	-7%	13k	86.89	View chart
Sysco Corp Stock (SYY)	0.1	$1.1M	-3%	15k	75.04	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.1M		14k	82.54	View chart
Churchill Capital Corp Ix Cl A Stock (CCIX)	0.1	$1.1M	-5%	103k	10.79	View chart
Oneok Stock (OKE)	0.1	$1.1M	+29%	11k	99.21	View chart
Ingevity Corp Stock (NGVT)	0.1	$1.1M	-6%	28k	39.59	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.1M	NEW	2.6k	419.88	View chart
Dycom Inds Stock (DY)	0.1	$1.1M	-15%	7.2k	152.34	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.1	$1.1M	-23%	80k	13.63	View chart
Deere & Co Stock (DE)	0.1	$1.1M	-37%	2.3k	469.36	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.1M	-10%	3.5k	305.54	View chart
Union Pac Corp Stock (UNP)	0.1	$1.1M	-9%	4.6k	236.25	View chart
Ge Vernova Stock (GEV)	0.1	$1.1M	-18%	3.5k	305.29	View chart
Cadence Design System Stock (CDNS)	0.1	$1.1M		4.2k	254.35	View chart
Robinson Alternative Yield Pre-merger Spac Etf Etf (SPAX)	0.1	$1.1M		53k	20.34	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.0M	+40%	4.7k	221.76	View chart
Mizuho Financial Group Adr (MFG)	0.1	$1.0M	-6%	188k	5.51	View chart
Caterpillar Stock (CAT)	0.1	$1.0M	-34%	3.1k	329.78	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$1.0M	-5%	3.0k	345.24	View chart
Vine Hill Cap Invt Corp. Unit Exp 090626 Stock (VCICU)	0.1	$1.0M	-2%	100k	10.26	View chart
Ubs Group Stock (UBS)	0.1	$1.0M	-19%	33k	30.63	View chart
Sony Group Corp Adr (SONY)	0.1	$1.0M	-10%	40k	25.39	View chart
Fiserv Stock (FI)	0.1	$1.0M	-16%	4.6k	220.83	View chart
Crh Plc Ord Stock (CRH)	0.1	$1.0M		12k	88.00	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.0M	+18%	4.0k	251.77	View chart
Rtx Corporation Stock (RTX)	0.1	$1.0M	-3%	7.6k	132.46	View chart
Ambev Sa Adr (ABEV)	0.1	$1.0M	-7%	435k	2.33	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.0M		13k	78.28	View chart
Workday Inc Cl A Stock (WDAY)	0.1	$1.0M	-10%	4.3k	233.53	View chart
Medtronic Stock (MDT)	0.1	$991k	+58%	11k	89.86	View chart
U S Physical Therapy Stock (USPH)	0.1	$967k	-34%	13k	72.36	View chart
Target Corp Stock (TGT)	0.1	$956k	-23%	9.2k	104.33	View chart
Stmicroelectronics N V Ny Registry Adr (STM)	0.1	$954k	+43%	43k	21.96	View chart
Dupont De Nemours Stock (DD)	0.1	$953k	-5%	13k	74.67	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$946k	+6%	4.0k	236.88	View chart
Blackrock Stock (BLK)	0.1	$938k	-9%	991.00	946.50	View chart
Honda Motor Ltd Adr Ech Cnv In 3 Adr (HMC)	0.1	$937k	+12%	35k	27.13	View chart
Cummins Stock (CMI)	0.1	$931k	-20%	3.0k	313.47	View chart
Agco Corp Stock (AGCO)	0.1	$917k	-30%	9.9k	92.57	View chart
Eaton Corp Stock (ETN)	0.1	$916k		3.4k	271.83	View chart
Smith & Nephew Plc Spdn Adr (SNN)	0.1	$913k	-8%	32k	28.37	View chart

Past Filings by Schechter Investment Advisors

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

Schechter Investment Advisors 2025 Q1 filed May 1, 2025
Schechter Investment Advisors 2024 Q4 filed Feb. 6, 2025
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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