Schechter Investment Advisors
Latest statistics and disclosures from Schechter Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MRK, VTV, AACT, SCRM, and represent 15.08% of Schechter Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IPXX (+$20M), AACT (+$13M), NETD (+$11M), ALCY (+$10M), ANSCU (+$10M), CNDA (+$9.1M), CLOZ (+$8.5M), HYAC (+$8.0M), JNK (+$7.7M), QETA (+$6.5M).
- Started 81 new stock positions in BLDR, BLACW, IDXX, EMCGR, JLL, GLACU, CHT, KEYS, SHOP, CMA.
- Reduced shares in these 10 stocks: IPXXU (-$13M), HCVI (-$13M), Pono Cap Three (-$9.5M), ALCYU (-$9.2M), Apollo Strategic Grwt Cptl I (-$5.5M), DMYY.U (-$5.2M), BFAC, Knightswan Acquisition Corp, CDAQ, VTV.
- Sold out of its positions in Accretion Acquisition Corp, Accretion Acquisition Corp, Acropolis Infrastructure A, Activision Blizzard, ADM, BDX, BLACU, BTI, CARR, CERS.
- Schechter Investment Advisors was a net buyer of stock by $45M.
- Schechter Investment Advisors has $1.2B in assets under management (AUM), dropping by 14.87%.
- Central Index Key (CIK): 0001951586
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Portfolio Holdings for Schechter Investment Advisors
Schechter Investment Advisors holds 655 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Schechter Investment Advisors has 655 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Schechter Investment Advisors Dec. 31, 2023 positions
- Download the Schechter Investment Advisors December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 4.2 | $49M | 252k | 192.53 |
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| Merck & Co Stock (MRK) | 2.8 | $32M | 295k | 109.02 |
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| Vanguard Value Etf Etf (VTV) | 2.7 | $31M | -6% | 209k | 149.50 |
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| Ares Acquisition Corp Ii Shs Class A Stock (AACT) | 2.7 | $31M | +74% | 3.0M | 10.44 |
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| Screaming Eagle Acquisitn Corp Class A Ord Stock (SCRM) | 2.7 | $31M | -2% | 2.9M | 10.60 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 2.5 | $29M | 61k | 475.31 |
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| Vanguard Growth Etf Etf (VUG) | 2.4 | $28M | -6% | 89k | 310.89 |
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| Vanguard Total International Stock Etf Etf (VXUS) | 2.4 | $28M | -3% | 474k | 57.96 |
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| Microsoft Corp Stock (MSFT) | 1.9 | $22M | 59k | 376.04 |
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| Inflection Pt Acquisitn Crp Ii Cl A Ord Stock (IPXX) | 1.8 | $21M | +6346% | 2.0M | 10.33 |
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| Albertsons Cos Stock (ACI) | 1.6 | $18M | +7% | 777k | 23.00 |
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| Amazon Stock (AMZN) | 1.5 | $17M | 112k | 151.94 |
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| Gores Holdings Ix Inc Class A Stock (GHIX) | 1.3 | $15M | -5% | 1.5M | 10.50 |
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| Silverbox Corp Iii Com Cl A Stock (SBXC) | 1.3 | $15M | 1.5M | 10.34 |
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| Nabors Energy Transition Corp Cl A Stock (NETD) | 1.3 | $15M | +248% | 1.5M | 10.38 |
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| Cartesian Growth Corp Ii Class A Ord Stock (RENE) | 1.3 | $15M | -2% | 1.3M | 10.95 |
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| Haymaker Acquisition Corp Iv Class A Stock (HYAC) | 1.1 | $13M | +150% | 1.3M | 10.27 |
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| Vanguard Extended Market Etf Etf (VXF) | 1.1 | $13M | -3% | 78k | 164.41 |
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| Ready Capital Corp Reit (RC) | 1.1 | $13M | 1.2M | 10.25 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.0 | $12M | 85k | 140.93 |
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| Nvidia Corporation Stock (NVDA) | 1.0 | $11M | -5% | 23k | 495.22 |
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| Nabors Energy Transition Corp Unit Stock (NETDU) | 0.9 | $11M | 1.0M | 10.43 |
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| Alchemy Invts Acquisitn Corp 1 Shs Cl A Stock (ALCY) | 0.9 | $10M | NEW | 999k | 10.43 |
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| Agriculture & Nat Sol Acq Corp Unit Stock (ANSCU) | 0.9 | $10M | NEW | 987k | 10.15 |
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| Cme Group Stock (CME) | 0.9 | $9.9M | 47k | 210.61 |
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| Concord Acquisition Corp Ii Com Cl A Stock (CNDA) | 0.8 | $9.1M | NEW | 878k | 10.38 |
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| Meta Platforms Inc Cl A Stock (META) | 0.8 | $8.7M | +3% | 25k | 353.96 |
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| Panagram Bbb-b Clo Etf Etf (CLOZ) | 0.7 | $8.5M | NEW | 321k | 26.40 |
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| Spdr Bloomberg High Yield Bond Etf Etf (JNK) | 0.7 | $8.5M | +975% | 89k | 94.73 |
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| Unitedhealth Group Stock (UNH) | 0.7 | $7.9M | -2% | 15k | 526.47 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.7 | $7.8M | -3% | 22k | 356.66 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.7 | $7.7M | 46k | 170.10 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.6 | $6.6M | -2% | 47k | 139.69 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.6 | $6.6M | 61k | 107.49 |
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| Quetta Acquisition Corp Stock (QETA) | 0.6 | $6.5M | NEW | 639k | 10.11 |
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| Visa Inc Com Cl A Stock (V) | 0.5 | $6.3M | -3% | 24k | 260.35 |
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| Abbott Labs Stock (ABT) | 0.5 | $6.0M | +11% | 55k | 110.07 |
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| Costco Whsl Corp Stock (COST) | 0.5 | $5.7M | 8.6k | 660.08 |
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| Haymaker Acquisition Corp Iv Units Stock (HYAC.U) | 0.5 | $5.6M | 543k | 10.33 |
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| Abbvie Stock (ABBV) | 0.5 | $5.5M | 36k | 154.97 |
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| 99 Acquisition Group Inc Cl A Stock (NNAG) | 0.5 | $5.5M | NEW | 540k | 10.19 |
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| Eve Mobility Acquisition Corp Cl A Ord Stock (EVE) | 0.4 | $5.2M | +67% | 479k | 10.81 |
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| Spring Valley Acquistn Corp Ii Class A Ord Stock (SVII) | 0.4 | $5.2M | +28% | 477k | 10.81 |
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| Adobe Stock (ADBE) | 0.4 | $5.0M | -7% | 8.4k | 596.59 |
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| Global Lights Acquisition Corp Ord Stock (GLAC) | 0.4 | $5.0M | NEW | 496k | 10.08 |
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| Netflix Stock (NFLX) | 0.4 | $4.9M | -21% | 10k | 486.89 |
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| Trailblazer Merger Corp I Cl A Stock (TBMC) | 0.4 | $4.7M | +94% | 452k | 10.46 |
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| Dmy Squared Technology Group Cl A Stock (DMYY) | 0.4 | $4.6M | NEW | 438k | 10.60 |
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| Colombier Acquisition Corp Ii Usd Units Consis Stock (CLBR.U) | 0.4 | $4.6M | NEW | 454k | 10.08 |
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| Servicenow Stock (NOW) | 0.4 | $4.4M | -2% | 6.3k | 706.50 |
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| Ishares Floating Rate Bond Etf Etf (FLOT) | 0.4 | $4.4M | +3% | 86k | 50.62 |
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| Vanguard Real Estate Etf Etf (VNQ) | 0.4 | $4.2M | -7% | 47k | 88.37 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.4 | $4.1M | -5% | 9.7k | 426.51 |
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| Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) | 0.4 | $4.1M | +2% | 87k | 47.46 |
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| Eli Lilly & Co Stock (LLY) | 0.4 | $4.1M | 7.0k | 582.93 |
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| Four Leaf Acquisition Corp Unit Ex 031528 Stock (FORLU) | 0.3 | $4.0M | 379k | 10.50 |
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| Salesforce Stock (CRM) | 0.3 | $3.7M | -4% | 14k | 263.14 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.3 | $3.7M | 11k | 350.92 |
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| Esh Acquisition Corp Stock (ESHA) | 0.3 | $3.7M | +35% | 358k | 10.22 |
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| Broadcom Stock (AVGO) | 0.3 | $3.6M | -2% | 3.2k | 1116.26 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $3.3M | -2% | 32k | 103.45 |
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| Alphatime Acquisition Corp Ordinary Shares Stock (ATMC) | 0.3 | $3.3M | 310k | 10.73 |
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| Tjx Cos Stock (TJX) | 0.3 | $3.3M | -2% | 35k | 93.81 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.3 | $3.2M | 31k | 104.00 |
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| Bowen Acquisition Corp Stock (BOWN) | 0.3 | $3.1M | NEW | 301k | 10.32 |
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| Vulcan Matls Stock (VMC) | 0.3 | $3.1M | -2% | 14k | 227.00 |
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| Home Depot Stock (HD) | 0.3 | $3.1M | 8.9k | 346.55 |
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| Sap Se Adr (SAP) | 0.3 | $3.0M | -2% | 20k | 154.59 |
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| Ishares Global Infrastructure Etf Etf (IGF) | 0.3 | $3.0M | -5% | 64k | 47.05 |
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| Tmt Acquisition Corp Stock (TMTC) | 0.3 | $3.0M | +24% | 284k | 10.52 |
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| Spdr S&p Global Natural Resources Etf Etf (GNR) | 0.3 | $3.0M | 53k | 56.65 |
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| Spark I Acquisition Corp Unit Stock (SPKLU) | 0.3 | $3.0M | NEW | 293k | 10.17 |
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| Battery Future Acquisition Cor Cl A Ord Stock (BFAC) | 0.3 | $3.0M | -60% | 274k | 10.85 |
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| Ishares S&p Gsci Commodity Indexed Trust Etf (GSG) | 0.3 | $3.0M | +14% | 148k | 20.06 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.3 | $2.9M | 17k | 173.89 |
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| Waste Connections Stock (WCN) | 0.3 | $2.9M | 20k | 149.27 |
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| Distoken Acquisition Corp Ordinary Shares Stock (DIST) | 0.3 | $2.9M | +138% | 274k | 10.60 |
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| Bukit Jalil Gbl Acquisition 1 Ord Stock (BUJA) | 0.2 | $2.8M | +438% | 273k | 10.39 |
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| Thermo Fisher Scientific Stock (TMO) | 0.2 | $2.8M | -6% | 5.2k | 530.78 |
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| Keen Vision Acquisition Corp Unit Stock (KVACU) | 0.2 | $2.7M | 263k | 10.36 |
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| Philip Morris Intl Stock (PM) | 0.2 | $2.7M | +9% | 29k | 94.08 |
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| Walmart Stock (WMT) | 0.2 | $2.7M | 17k | 157.65 |
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| Advanced Micro Devices Stock (AMD) | 0.2 | $2.6M | +6% | 18k | 147.41 |
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| Alerian Mlp Etf Etf (AMLP) | 0.2 | $2.5M | -9% | 60k | 42.52 |
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| Blackstone Stock (BX) | 0.2 | $2.5M | 19k | 130.92 |
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| Broadridge Finl Solutions Stock (BR) | 0.2 | $2.5M | -4% | 12k | 205.76 |
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| Intuit Stock (INTU) | 0.2 | $2.5M | -2% | 3.9k | 625.00 |
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| Shell Plc Spon Ads Adr (SHEL) | 0.2 | $2.4M | -18% | 37k | 65.80 |
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| Procter And Gamble Stock (PG) | 0.2 | $2.4M | -11% | 16k | 146.54 |
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| Dycom Inds Stock (DY) | 0.2 | $2.3M | -4% | 20k | 115.09 |
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| Spark I Acquisition Corp Ord Stock (SPKL) | 0.2 | $2.3M | NEW | 228k | 10.14 |
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| American Express Stock (AXP) | 0.2 | $2.3M | +3% | 12k | 187.34 |
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| Intel Corp Stock (INTC) | 0.2 | $2.3M | 46k | 50.25 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.2 | $2.3M | +8% | 17k | 136.12 |
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| Chubb Stock (CB) | 0.2 | $2.3M | +17% | 10k | 226.00 |
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| Chevron Corp Stock (CVX) | 0.2 | $2.3M | +4% | 15k | 149.16 |
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| Goldman Sachs Group Stock (GS) | 0.2 | $2.3M | 5.8k | 385.73 |
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| Sanofi Adr (SNY) | 0.2 | $2.3M | +6% | 45k | 49.73 |
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| Keen Vision Acquisition Corp Stock (KVAC) | 0.2 | $2.2M | NEW | 217k | 10.33 |
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| Bellevue Life Scncs Aqstn Corp Stock (BLAC) | 0.2 | $2.2M | +84% | 211k | 10.50 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $2.2M | 50k | 43.85 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $2.2M | 7.3k | 296.52 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.2 | $2.2M | +13% | 2.9k | 757.00 |
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| Cisco Sys Stock (CSCO) | 0.2 | $2.2M | -35% | 43k | 50.52 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.2 | $2.1M | -9% | 20k | 108.24 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.2 | $2.1M | 28k | 75.10 |
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| Mckesson Corp Stock (MCK) | 0.2 | $2.1M | -2% | 4.5k | 462.98 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.2 | $2.1M | -4% | 11k | 197.38 |
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| Oracle Corp Stock (ORCL) | 0.2 | $2.1M | +19% | 20k | 105.43 |
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| Amgen Stock (AMGN) | 0.2 | $2.1M | -2% | 7.2k | 288.00 |
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| Exxon Mobil Corp Stock (XOM) | 0.2 | $2.1M | -19% | 21k | 99.98 |
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| Tesla Stock (TSLA) | 0.2 | $2.1M | -5% | 8.3k | 248.48 |
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| Mastec Stock (MTZ) | 0.2 | $2.1M | -4% | 27k | 75.72 |
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| Johnson & Johnson Stock (JNJ) | 0.2 | $2.0M | -18% | 13k | 156.74 |
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| General Electric Stock (GE) | 0.2 | $2.0M | -6% | 16k | 127.63 |
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| Booking Holdings Stock (BKNG) | 0.2 | $2.0M | 573.00 | 3547.25 |
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| Bank America Corp Stock (BAC) | 0.2 | $2.0M | +7% | 60k | 33.67 |
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| Golub Cap Bdc Cef (GBDC) | 0.2 | $2.0M | -12% | 133k | 15.10 |
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| Watsco Stock (WSO) | 0.2 | $2.0M | -19% | 4.6k | 428.46 |
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| T-mobile Us Stock (TMUS) | 0.2 | $1.9M | 12k | 160.31 |
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| Target Corp Stock (TGT) | 0.2 | $1.9M | +4% | 13k | 142.43 |
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| Eog Res Stock (EOG) | 0.2 | $1.9M | -3% | 16k | 120.95 |
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| Analog Devices Stock (ADI) | 0.2 | $1.9M | -7% | 9.4k | 198.55 |
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| Boeing Stock (BA) | 0.2 | $1.9M | +62% | 7.1k | 260.65 |
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| Takeda Pharmaceutical Adr (TAK) | 0.2 | $1.8M | -4% | 129k | 14.27 |
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| Morgan Stanley Stock (MS) | 0.2 | $1.8M | +15% | 20k | 93.25 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.2 | $1.8M | +2% | 9.0k | 200.71 |
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| Conocophillips Stock (COP) | 0.2 | $1.8M | +4% | 15k | 116.07 |
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| Stryker Corporation Stock (SYK) | 0.2 | $1.8M | -5% | 5.9k | 299.45 |
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| Autodesk Stock (ADSK) | 0.2 | $1.8M | -3% | 7.3k | 243.40 |
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| Danaher Corporation Stock (DHR) | 0.2 | $1.7M | -4% | 7.5k | 231.30 |
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| Coca Cola Stock (KO) | 0.2 | $1.7M | +14% | 29k | 58.93 |
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $1.7M | +3% | 3.8k | 453.24 |
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| Robinson Alternative Yield Pre-merger Spac Etf Etf (SPAX) | 0.1 | $1.7M | -3% | 84k | 20.37 |
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| Applied Matls Stock (AMAT) | 0.1 | $1.7M | -3% | 10k | 162.08 |
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| Boston Scientific Corp Stock (BSX) | 0.1 | $1.7M | -7% | 29k | 57.81 |
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| Agco Corp Stock (AGCO) | 0.1 | $1.7M | +17% | 14k | 121.42 |
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| Armstrong World Inds Stock (AWI) | 0.1 | $1.6M | 17k | 98.32 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $1.6M | 3.4k | 477.59 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $1.6M | +4% | 4.8k | 337.36 |
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| Caterpillar Stock (CAT) | 0.1 | $1.6M | +2% | 5.5k | 295.68 |
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| Black Stone Minerals L P Com Unit Stock (BSM) | 0.1 | $1.6M | 101k | 15.96 |
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| Boot Barn Hldgs Stock (BOOT) | 0.1 | $1.6M | +14% | 21k | 76.76 |
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| Boston Beer Inc Cl A Stock (SAM) | 0.1 | $1.6M | +5% | 4.6k | 345.59 |
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| Schlumberger Ltd Com Stk Stock (SLB) | 0.1 | $1.6M | -7% | 30k | 52.04 |
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| Brinks Stock (BCO) | 0.1 | $1.6M | -7% | 18k | 87.95 |
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| U S Physical Therapy Stock (USPH) | 0.1 | $1.6M | +22% | 17k | 93.14 |
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| Darling Ingredients Stock (DAR) | 0.1 | $1.6M | -20% | 31k | 49.84 |
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| Unilever Adr (UL) | 0.1 | $1.6M | -2% | 32k | 48.48 |
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| S&p Global Stock (SPGI) | 0.1 | $1.5M | 3.5k | 440.51 |
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| Wells Fargo Stock (WFC) | 0.1 | $1.5M | 31k | 49.22 |
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| BP Adr (BP) | 0.1 | $1.5M | +5% | 43k | 35.40 |
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| Anheuser Busch Inbev Sa Adr (BUD) | 0.1 | $1.5M | -2% | 23k | 64.62 |
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| Prologis Reit (PLD) | 0.1 | $1.5M | -7% | 11k | 133.31 |
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| Marathon Pete Corp Stock (MPC) | 0.1 | $1.5M | -5% | 10k | 148.34 |
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| Louisiana Pac Corp Stock (LPX) | 0.1 | $1.5M | +83% | 21k | 70.83 |
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| Honeywell Intl Stock (HON) | 0.1 | $1.5M | +6% | 7.0k | 209.70 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $1.5M | -6% | 10k | 145.00 |
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| Kroger Stock (KR) | 0.1 | $1.4M | -6% | 32k | 45.70 |
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| Cslm Acquisition Corp Class A Ord Stock (CSLM) | 0.1 | $1.4M | 131k | 10.89 |
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| Timken Stock (TKR) | 0.1 | $1.4M | -3% | 18k | 80.15 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.1 | $1.4M | +2% | 23k | 61.16 |
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| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.1 | $1.4M | 14k | 99.26 |
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| Sei Invts Stock (SEIC) | 0.1 | $1.4M | -3% | 22k | 63.55 |
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| Lowes Cos Stock (LOW) | 0.1 | $1.4M | -3% | 6.3k | 222.55 |
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| Totalenergies Se Adr (TTE) | 0.1 | $1.4M | -13% | 21k | 67.38 |
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| Citigroup Stock (C) | 0.1 | $1.4M | +8% | 27k | 51.50 |
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| Deere & Co Stock (DE) | 0.1 | $1.4M | -14% | 3.4k | 399.91 |
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| Pepsico Stock (PEP) | 0.1 | $1.4M | -23% | 8.1k | 169.85 |
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| Embraer Adr (ERJ) | 0.1 | $1.4M | -15% | 74k | 18.45 |
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| Relx Adr (RELX) | 0.1 | $1.4M | -13% | 34k | 39.75 |
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| Franklin Bsp Rlty Tr Reit (FBRT) | 0.1 | $1.4M | 101k | 13.51 |
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| GSK Adr (GSK) | 0.1 | $1.4M | 37k | 37.06 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $1.4M | 6.0k | 224.88 |
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| Autozone Stock (AZO) | 0.1 | $1.3M | -11% | 522.00 | 2586.00 |
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| Micron Technology Stock (MU) | 0.1 | $1.3M | -3% | 16k | 85.34 |
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| Thor Inds Stock (THO) | 0.1 | $1.3M | 11k | 118.25 |
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| Murphy Usa Stock (MUSA) | 0.1 | $1.3M | -38% | 3.7k | 356.56 |
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| Novartis Adr (NVS) | 0.1 | $1.3M | +2% | 13k | 100.97 |
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| Texas Instrs Stock (TXN) | 0.1 | $1.3M | -9% | 7.5k | 170.46 |
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| Koninklijke Philips N V Ny Regis Adr (PHG) | 0.1 | $1.3M | -9% | 55k | 23.33 |
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| Nike Inc Cl B Stock (NKE) | 0.1 | $1.3M | -18% | 12k | 108.57 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $1.3M | -3% | 1.6k | 783.27 |
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| Embrace Change Acquisitn Corp Ordinary Shares Stock (EMCG) | 0.1 | $1.3M | NEW | 115k | 10.95 |
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| Disney Walt Stock (DIS) | 0.1 | $1.3M | +50% | 14k | 90.29 |
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| Belden Stock (BDC) | 0.1 | $1.2M | +36% | 16k | 77.25 |
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| Aon Plc Shs Cl A Stock (AON) | 0.1 | $1.2M | -19% | 4.3k | 291.00 |
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| Lululemon Athletica Stock (LULU) | 0.1 | $1.2M | -2% | 2.4k | 511.30 |
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| Trex Stock (TREX) | 0.1 | $1.2M | 15k | 82.79 |
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| Paypal Hldgs Stock (PYPL) | 0.1 | $1.2M | -12% | 20k | 61.41 |
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| Microchip Technology Stock (MCHP) | 0.1 | $1.2M | -2% | 14k | 90.18 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.1 | $1.2M | -56% | 25k | 47.90 |
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| Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $1.2M | -5% | 16k | 77.02 |
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| Union Pac Corp Stock (UNP) | 0.1 | $1.2M | +2% | 4.9k | 245.61 |
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| Mgp Ingredients Stock (MGPI) | 0.1 | $1.2M | -9% | 12k | 98.52 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $1.2M | -29% | 16k | 75.35 |
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| Mitsubishi Ufj Finl Group Adr (MUFG) | 0.1 | $1.2M | -9% | 139k | 8.61 |
|
| Dupont De Nemours Stock (DD) | 0.1 | $1.2M | -11% | 16k | 76.93 |
|
| General Dynamics Corp Stock (GD) | 0.1 | $1.2M | 4.6k | 259.50 |
|
|
| Eaton Corp Stock (ETN) | 0.1 | $1.2M | -2% | 4.9k | 241.00 |
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $1.2M | +8% | 7.5k | 157.23 |
|
| Cvs Health Corp Stock (CVS) | 0.1 | $1.2M | 15k | 78.96 |
|
|
| Linde Stock (LIN) | 0.1 | $1.2M | -29% | 2.8k | 410.80 |
|
| Alibaba Group Hldg Adr (BABA) | 0.1 | $1.1M | -22% | 15k | 77.51 |
|
| Icon Stock (ICLR) | 0.1 | $1.1M | -9% | 4.0k | 283.09 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $1.1M | 2.8k | 409.52 |
|
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.1 | $1.1M | 11k | 108.40 |
|
|
| The Cigna Group Stock (CI) | 0.1 | $1.1M | -9% | 3.8k | 299.47 |
|
| HSBC HLDGS Adr (HSBC) | 0.1 | $1.1M | -10% | 27k | 40.54 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $1.1M | +2% | 6.5k | 170.41 |
|
| Canadian Nat Res Stock (CNQ) | 0.1 | $1.1M | 17k | 65.53 |
|
|
| Ubs Group Stock (UBS) | 0.1 | $1.1M | -22% | 35k | 30.90 |
|
| Gartner Stock (IT) | 0.1 | $1.1M | -10% | 2.4k | 451.12 |
|
| Bhp Group Adr (BHP) | 0.1 | $1.1M | +5% | 16k | 68.31 |
|
| Monroe Cap Corp Cef (MRCC) | 0.1 | $1.1M | 153k | 7.07 |
|
|
| Nextera Energy Stock (NEE) | 0.1 | $1.1M | +4% | 18k | 60.74 |
|
| Duke Energy Corp Stock (DUK) | 0.1 | $1.1M | 11k | 97.05 |
|
|
| Cadence Design System Stock (CDNS) | 0.1 | $1.1M | 3.9k | 272.35 |
|
|
| Workday Inc Cl A Stock (WDAY) | 0.1 | $1.1M | 3.9k | 276.06 |
|
|
| WPP Adr (WPP) | 0.1 | $1.1M | 22k | 47.57 |
|
|
| Polaris Stock (PII) | 0.1 | $1.0M | -11% | 11k | 94.77 |
|
| Starbucks Corp Stock (SBUX) | 0.1 | $1.0M | -7% | 11k | 96.01 |
|
| Idex Corp Stock (IEX) | 0.1 | $1.0M | 4.8k | 217.10 |
|
|
| Uber Technologies Stock (UBER) | 0.1 | $1.0M | +74% | 17k | 61.55 |
|
| Grifols S A Sp Adr Rep B Nvt Adr (GRFS) | 0.1 | $1.0M | -9% | 88k | 11.56 |
|
| Progressive Corp Stock (PGR) | 0.1 | $1.0M | -29% | 6.4k | 159.30 |
|
| Global Lights Acquisition Corp Unit Stock (GLACU) | 0.1 | $1.0M | NEW | 99k | 10.25 |
|
| Qualcomm Stock (QCOM) | 0.1 | $1.0M | -17% | 7.0k | 144.62 |
|
| Borgwarner Stock (BWA) | 0.1 | $1.0M | -5% | 28k | 35.85 |
|
| Cummins Stock (CMI) | 0.1 | $1.0M | -2% | 4.2k | 239.58 |
|
| Cdw Corp Stock (CDW) | 0.1 | $1.0M | 4.4k | 227.33 |
|
|
| Avery Dennison Corp Stock (AVY) | 0.1 | $1.0M | -5% | 5.0k | 202.00 |
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.1 | $985k | -15% | 19k | 51.27 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $983k | 430.00 | 2287.00 |
|
|
| Discover Finl Svcs Stock (DFS) | 0.1 | $981k | +108% | 8.7k | 112.40 |
|
| Crown Castle Reit (CCI) | 0.1 | $977k | -14% | 8.5k | 115.20 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.1 | $963k | 9.2k | 105.23 |
|
|
| Emerson Elec Stock (EMR) | 0.1 | $960k | -6% | 9.9k | 97.33 |
|
| Icici Bank Adr (IBN) | 0.1 | $946k | +3% | 40k | 23.84 |
|
| Jacobs Solutions Stock (J) | 0.1 | $939k | +9% | 7.2k | 129.80 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $938k | -5% | 5.2k | 179.98 |
|
| Canadian Natl Ry Stock (CNI) | 0.1 | $934k | +13% | 7.4k | 125.63 |
|
| Vanguard Mega Cap Growth Etf Etf (MGK) | 0.1 | $932k | 3.6k | 259.54 |
|
|
| Prudential Finl Stock (PRU) | 0.1 | $922k | 8.9k | 103.71 |
|
|
| Ingevity Corp Stock (NGVT) | 0.1 | $918k | -20% | 19k | 47.22 |
|
| Eni S P A Adr (E) | 0.1 | $914k | -22% | 27k | 34.01 |
|
| International Business Machs Stock (IBM) | 0.1 | $912k | +2% | 5.6k | 163.57 |
|
| Honda Motor Ltd Adr Ech Cnv In 3 Adr (HMC) | 0.1 | $902k | -7% | 29k | 30.91 |
|
| Intercontinental Exchange Stock (ICE) | 0.1 | $899k | 7.0k | 128.44 |
|
|
| Petroleo Brasileiro Sa Petrobr Sp Adr Non Vtg Adr (PBR.A) | 0.1 | $896k | -22% | 59k | 15.28 |
|
Past Filings by Schechter Investment Advisors
SEC 13F filings are viewable for Schechter Investment Advisors going back to 2022
- 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