Schechter Investment Advisors, LLC Purchases in Q3 2024

Schechter Investment Advisors, LLC

  • $997 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
9.87K
+ 3.96%
$207.23 - $234.82 $2.04M - $2.32M
259K $60.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.09K
+ 0.88%
$58.03 - $65.37 $237K - $267K
467K $30.2M
ORCL
Oracle Corp

Technology
8.12K
+ 33.54%
$125.9 - $170.35 $1.02M - $1.38M
32.3K $5.5M
TSLA
Tesla, Inc.

Consumer Cyclical
4.17K
+ 52.48%
$191.76 - $263.26 $800K - $1.1M
12.1K $3.17M
GBDC
Golub Capital Bdc, Inc.

Financial Services
103K
+ 84.08%
$14.36 - $16.0 $1.48M - $1.65M
225K $3.4M
VXF
Vanguard Extended Market ETF

ETFs
1.85K
+ 2.43%
$163.98 - $182.92 $303K - $338K
77.7K $14.1M
GNRC
Generac Holdings Inc.

Industrials
7.9K
New
$133.16 - $159.78 $1.05M - $1.26M
7.9K $1.26M
HD
Home Depot, Inc.

Consumer Cyclical
1.71K
+ 18.91%
$333.64 - $405.2 $571K - $693K
10.8K $4.36M
CME
Cme Group Inc.

Financial Services
261
+ 0.57%
$193.43 - $220.62 $50.5K - $57.6K
45.7K $10.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.3K
+ 88.58%
$96.25 - $101.98 $990K - $1.05M
21.9K $2.22M
ABEV
Ambev S.A.

Consumer Defensive
326K
+ 223.74%
$2.04 - $2.44 $666K - $796K
472K $1.15M
MUB
Ishares National Muni Bond ETF

ETFs
7.1K
+ 33.6%
$106.13 - $108.7 $754K - $772K
28.2K $3.07M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14.5K
New
$50.52 - $50.95 $732K - $738K
14.5K $737K
SHOP
Shopify Inc.

Technology
6.46K
+ 43.05%
$52.26 - $80.75 $338K - $522K
21.5K $1.72M
MSCI
Msci Inc.

Financial Services
790
+ 30.36%
$479.31 - $584.91 $379K - $462K
3.39K $1.98M
OTEX
Open Text Corp

Technology
21.2K
New
$28.49 - $33.63 $603K - $712K
21.2K $704K
JNJ
Johnson & Johnson

Healthcare
3.13K
+ 28.19%
$145.48 - $167.38 $455K - $524K
14.2K $2.31M
DFS
Discover Financial Services

Financial Services
4.46K
+ 188.33%
$123.41 - $144.72 $550K - $645K
6.82K $957K
LMT
Lockheed Martin Corp

Industrials
238
+ 6.58%
$460.3 - $584.56 $110K - $139K
3.86K $2.25M
ACN
Accenture PLC

Technology
3
+ 0.03%
$295.44 - $355.81 $886 - $1.07K
11.1K $3.92M
CSCO
Cisco Systems, Inc.

Technology
6.08K
+ 15.02%
$44.74 - $53.22 $272K - $324K
46.6K $2.48M
GRFS
Grifols Sa

Healthcare
38.6K
+ 47.15%
$6.28 - $9.38 $242K - $362K
120K $1.07M
MFG
Mizuho Financial Group Inc

Financial Services
131K
+ 281.35%
$3.69 - $4.62 $482K - $604K
177K $740K
AON
Aon PLC

Financial Services
636
+ 10.57%
$293.16 - $351.06 $186K - $223K
6.65K $2.3M
LEN
Lennar Corp

Consumer Cyclical
2K
+ 57.84%
$142.5 - $192.45 $285K - $385K
5.46K $1.02M
NSC
Norfolk Southern Corp

Industrials
1.81K
+ 119.01%
$213.75 - $259.69 $387K - $470K
3.33K $826K
AVGO
Broadcom Inc.

Technology
32.1K
+ 910.92%
$136.27 - $1745.86 $4.38M - $56.1M
35.6K $6.15M
UBER
Uber Technologies, Inc

Technology
5.89K
+ 33.15%
$58.48 - $77.47 $345K - $456K
23.7K $1.78M
BDC
Belden Inc.

Technology
58
+ 0.29%
$89.54 - $117.13 $5.19K - $6.79K
19.9K $2.33M
SBUX
Starbucks Corp

Consumer Cyclical
2.38K
+ 19.92%
$72.51 - $98.6 $173K - $235K
14.3K $1.4M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
2.83K
+ 60.91%
$89.87 - $124.16 $254K - $351K
7.47K $927K
IBM
International Business Machines Corp

Technology
803
+ 14.59%
$175.1 - $223.38 $141K - $179K
6.31K $1.39M
MCD
Mcdonalds Corp

Consumer Cyclical
322
+ 4.68%
$245.82 - $304.51 $79.2K - $98.1K
7.2K $2.19M
SYY
Sysco Corp

Consumer Defensive
4.89K
+ 86.25%
$69.16 - $78.98 $338K - $386K
10.6K $823K
V
Visa Inc.

Financial Services
409
+ 1.72%
$253.74 - $291.56 $104K - $119K
24.1K $6.63M
VTI
Vanguard Total Stock Market Et

ETFs
294
+ 1.42%
$255.18 - $283.2 $75K - $83.3K
21K $5.93M
WDAY
Workday, Inc.

Technology
1.31K
+ 36.81%
$207.75 - $264.68 $273K - $348K
4.88K $1.19M
BCO
Brinks CO

Industrials
1.21K
+ 6.48%
$93.97 - $115.64 $114K - $140K
19.9K $2.3M
HDB
Hdfc Bank LTD

Financial Services
6.56K
+ 44.42%
$58.04 - $66.97 $381K - $439K
21.3K $1.33M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
8.9K
New
$37.39 - $42.2 $333K - $376K
8.9K $375K
VV
Vanguard Large Cap ETF

ETFs
1.32K
+ 109.94%
$236.92 - $263.4 $312K - $347K
2.51K $661K
CNHI
Cnh Industrial N.V.

Industrials
33.7K
New
$9.47 - $10.66 $319K - $359K
33.7K $351K
NEE
Nextera Energy Inc

Utilities
858
+ 4.24%
$69.9 - $84.97 $60K - $72.9K
21.1K $1.78M
DHI
Horton D R Inc

Consumer Cyclical
121
+ 1.88%
$135.21 - $197.06 $16.4K - $23.8K
6.56K $1.25M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
9.14K
New
$33.49 - $43.24 $306K - $395K
9.14K $343K
PGR
Progressive Corp

Financial Services
314
+ 5.61%
$209.46 - $259.24 $65.8K - $81.4K
5.91K $1.5M
INFY
Infosys LTD

Technology
11.7K
+ 58.85%
$18.76 - $23.28 $219K - $272K
31.5K $701K
CAT
Caterpillar Inc

Industrials
135
+ 2.82%
$316.8 - $391.12 $42.8K - $52.8K
4.92K $1.92M
TD
Toronto Dominion Bank

Financial Services
5.18K
New
$54.54 - $64.56 $282K - $334K
5.18K $327K
Activity Summary
Buys All Purchases 317 New Holdings 81 Increased Positions 236 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 0 Puts 0
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