Schechter Investment Advisors, LLC Incresed Positions in Q4 2024

Schechter Investment Advisors, LLC

  • $945 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
410K
+ 2832.55%
$50.62 - $50.97 $20.8M - $20.9M
425K $21.5M
VEA
Vanguard Ftse Developed Market

ETFs
65.5K
+ 315.55%
$47.57 - $52.44 $3.12M - $3.44M
86.3K $4.13M
TSLA
Tesla, Inc.

Consumer Cyclical
548
+ 4.52%
$213.65 - $479.86 $117K - $263K
12.7K $5.12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.2K
+ 83.09%
$96.64 - $101.23 $1.76M - $1.84M
40.1K $3.88M
VTI
Vanguard Total Stock Market Et

ETFs
3.33K
+ 15.91%
$280.04 - $302.45 $933K - $1.01M
24.3K $7.04M
APG
A Pi Group Corp

Industrials
28.7K
+ 400.84%
$31.48 - $39.26 $904K - $1.13M
35.9K $1.29M
DAR
Darling Ingredients Inc.

Consumer Defensive
27.1K
+ 85.8%
$33.0 - $43.05 $894K - $1.17M
58.7K $1.98M
DIS
Walt Disney CO

Communication Services
4.26K
+ 29.78%
$92.39 - $117.6 $393K - $501K
18.6K $2.07M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.66K
+ 149.64%
$229.85 - $335.91 $380K - $556K
2.76K $901K
VXF
Vanguard Extended Market ETF

ETFs
68
+ 0.09%
$179.17 - $207.15 $12.2K - $14.1K
77.8K $14.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.94K
+ 266.44%
$278.19 - $315.36 $539K - $611K
2.66K $766K
DAL
Delta Air Lines, Inc.

Industrials
7.22K
+ 61.3%
$47.46 - $65.77 $343K - $475K
19K $1.15M
MCK
Mckesson Corp

Healthcare
262
+ 4.97%
$482.27 - $628.5 $126K - $165K
5.53K $3.15M
HON
Honeywell International Inc

Industrials
1.58K
+ 16.66%
$202.84 - $236.0 $320K - $372K
11K $2.5M
SYY
Sysco Corp

Consumer Defensive
4.87K
+ 46.1%
$73.63 - $81.77 $358K - $398K
15.4K $1.18M
EMR
Emerson Electric CO

Industrials
1.38K
+ 11.81%
$108.13 - $134.33 $149K - $186K
13.1K $1.62M
VV
Vanguard Large Cap ETF

ETFs
1.19K
+ 47.15%
$260.27 - $280.65 $308K - $333K
3.7K $997K
CAE
Cae Inc

Industrials
666
+ 1.5%
$17.6 - $25.38 $11.7K - $16.9K
45K $1.14M
CSCO
Cisco Systems, Inc.

Technology
501
+ 1.08%
$52.45 - $60.02 $26.3K - $30.1K
47.1K $2.79M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.6K
+ 94.58%
$57.29 - $63.1 $321K - $353K
11.5K $661K
TRMB
Trimble Inc.

Technology
2.87K
+ 45.6%
$60.21 - $75.4 $173K - $216K
9.16K $647K
MFG
Mizuho Financial Group Inc

Financial Services
23.8K
+ 13.42%
$4.05 - $5.26 $96.3K - $125K
201K $982K
VTV
Vanguard Value ETF

ETFs
7.88K
+ 3.75%
$168.32 - $181.87 $1.33M - $1.43M
218K $36.9M
USPH
U S Physical Therapy Inc

Healthcare
1.55K
+ 8.19%
$77.48 - $99.91 $120K - $155K
20.5K $1.82M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
97
+ 6.12%
$260.53 - $404.79 $25.3K - $39.3K
1.68K $643K
VB
Vanguard Small Cap ETF

ETFs
831
+ 33.17%
$233.76 - $261.58 $194K - $217K
3.34K $801K
BSX
Boston Scientific Corp

Healthcare
758
+ 3.05%
$83.62 - $91.5 $63.4K - $69.4K
25.6K $2.29M
NKE
Nike, Inc.

Consumer Cyclical
3.04K
+ 111.32%
$73.36 - $89.13 $223K - $271K
5.77K $436K
SCHW
Schwab Charles Corp

Financial Services
1.06K
+ 8.43%
$63.31 - $82.85 $67K - $87.7K
13.6K $1.01M
NGVT
Ingevity Corp

Basic Materials
3.27K
+ 12.29%
$31.62 - $50.21 $103K - $164K
29.9K $1.22M
RHI
Robert Half International Inc.

Industrials
2.04K
+ 54.68%
$65.55 - $76.8 $134K - $157K
5.77K $406K
RTX
Raytheon Technologies Corp

Industrials
1.56K
+ 24.47%
$114.45 - $127.21 $178K - $198K
7.91K $915K
AON
Aon PLC

Financial Services
139
+ 2.09%
$344.14 - $393.31 $47.8K - $54.7K
6.79K $2.44M
MDT
Medtronic PLC

Healthcare
2.25K
+ 48.02%
$79.61 - $92.24 $179K - $208K
6.94K $554K
WMB
Williams Companies, Inc.

Energy
967
+ 10.59%
$46.37 - $59.74 $44.8K - $57.8K
10.1K $546K
SPYG
Spdr Portfolio

ETFs
812
+ 7.19%
$81.74 - $91.38 $66.4K - $74.2K
12.1K $1.06M
EXEL
Exelixis, Inc.

Healthcare
816
+ 6.33%
$25.39 - $36.46 $20.7K - $29.8K
13.7K $456K
CHT
Chunghwa Telecom CO LTD

Communication Services
3.63K
+ 37.85%
$37.24 - $39.29 $135K - $143K
13.2K $498K
AME
Ametek Inc

Industrials
514
+ 25.52%
$165.89 - $197.38 $85.3K - $101K
2.53K $455K
GNRC
Generac Holdings Inc.

Industrials
907
+ 11.48%
$154.28 - $195.11 $140K - $177K
8.81K $1.37M
HOLX
Hologic Inc

Healthcare
1.97K
+ 55.81%
$70.76 - $83.72 $139K - $165K
5.49K $396K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
148
+ 6.62%
$521.84 - $558.82 $77.2K - $82.7K
2.38K $1.28M
OKE
Oneok Inc

Energy
241
+ 2.88%
$92.28 - $117.05 $22.2K - $28.2K
8.6K $863K
MUSA
Murphy Usa Inc.

Consumer Cyclical
147
+ 4.95%
$473.11 - $555.48 $69.5K - $81.7K
3.12K $1.56M
FE
Firstenergy Corp

Utilities
4.13K
+ 30.11%
$39.14 - $44.52 $162K - $184K
17.8K $709K
SAM
Boston Beer CO Inc

Consumer Defensive
159
+ 3.31%
$270.2 - $323.56 $43K - $51.4K
4.96K $1.49M
KEP
Korea Electric Power Corp

Utilities
14.8K
+ 136.52%
$6.81 - $9.0 $101K - $133K
25.6K $175K
IVV
Ishares Core S&P 500 ETF

ETFs
99
+ 3.5%
$570.51 - $610.59 $56.5K - $60.4K
2.93K $1.72M
GILD
Gilead Sciences, Inc.

Healthcare
243
+ 3.27%
$83.95 - $97.9 $20.4K - $23.8K
7.68K $709K
Activity Summary
Buys All Purchases 221 New Holdings 55 Increased Positions 166 Sells All Sells 394 Reductions 394 Sold out 0 Options Calls 0 Puts 0
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