Schechter Investment Advisors, LLC Incresed Positions in Q2 2024

Schechter Investment Advisors, LLC

  • $977 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
183K
+ 848.4%
$118.11 - $1224.4 $21.6M - $224M
204K $25.3M
MSFT
Microsoft Corp

Technology
714
+ 1.07%
$389.33 - $452.85 $278K - $323K
67.6K $30.2M
GOOGL
Alphabet Inc.

Communication Services
830
+ 1.37%
$150.53 - $185.41 $125K - $154K
61.3K $11.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
783
+ 2.69%
$127.7 - $179.69 $100K - $141K
29.9K $5.19M
TSLA
Tesla, Inc.

Consumer Cyclical
5.58K
+ 235.81%
$142.05 - $197.88 $793K - $1.1M
7.95K $1.57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10K
+ 94.73%
$102.13 - $110.88 $1.03M - $1.11M
20.6K $2.2M
MGPI
Mgp Ingredients Inc

Consumer Defensive
14.6K
+ 167.26%
$72.39 - $85.35 $1.06M - $1.24M
23.3K $1.73M
MUB
Ishares National Muni Bond ETF

ETFs
9.22K
+ 77.29%
$105.37 - $107.16 $971K - $988K
21.1K $2.25M
LLY
Eli Lilly & CO

Healthcare
14
+ 0.2%
$724.87 - $909.04 $10.1K - $12.7K
7.08K $6.41M
SO
Southern CO

Utilities
10.4K
+ 82.28%
$67.77 - $80.71 $706K - $841K
23.1K $1.79M
SHOP
Shopify Inc.

Technology
10.9K
+ 269.13%
$56.97 - $78.19 $623K - $855K
15K $991K
HON
Honeywell International Inc

Industrials
2.83K
+ 39.72%
$190.36 - $215.89 $539K - $612K
9.97K $2.13M
QCOM
Qualcomm Inc

Technology
1.81K
+ 18.44%
$157.63 - $227.09 $286K - $412K
11.6K $2.32M
MSCI
Msci Inc.

Financial Services
1.52K
+ 139.82%
$446.0 - $554.83 $677K - $842K
2.6K $1.25M
AMAT
Applied Materials Inc

Technology
975
+ 7.54%
$189.46 - $247.83 $185K - $242K
13.9K $3.28M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$598160.0 - $634030.0 $598K - $634K
2 $1.22M
ORCL
Oracle Corp

Technology
1.64K
+ 7.28%
$113.75 - $144.64 $187K - $237K
24.2K $3.42M
UNH
Unitedhealth Group Inc

Healthcare
527
+ 2.54%
$439.2 - $524.63 $231K - $276K
21.3K $10.9M
HDB
Hdfc Bank LTD

Financial Services
7.9K
+ 114.9%
$55.33 - $65.06 $437K - $514K
14.8K $949K
ADBE
Adobe Inc.

Technology
166
+ 1.83%
$439.02 - $555.54 $72.9K - $92.2K
9.22K $5.12M
NVO
Novo Nordisk A S

Healthcare
367
+ 1.11%
$122.71 - $146.91 $45K - $53.9K
33.5K $4.78M
WMT
Walmart Inc.

Consumer Defensive
1.03K
+ 2.02%
$58.85 - $68.9 $60.4K - $70.8K
51.9K $3.51M
GRFS
Grifols Sa

Healthcare
69.7K
+ 577.01%
$6.27 - $7.7 $437K - $537K
81.8K $515K
FIS
Fidelity National Information Services, Inc.

Technology
5.45K
+ 86.89%
$67.2 - $78.36 $366K - $427K
11.7K $882K
VTV
Vanguard Value ETF

ETFs
5.54K
+ 2.67%
$154.57 - $163.65 $856K - $906K
213K $34.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.39K
+ 107.27%
$56.22 - $60.47 $359K - $386K
12.3K $724K
XOM
Exxon Mobil Corp

Energy
3.16K
+ 12.83%
$108.36 - $122.2 $342K - $386K
27.8K $3.2M
PM
Philip Morris International Inc.

Consumer Defensive
362
+ 1.2%
$88.6 - $104.24 $32.1K - $37.7K
30.5K $3.09M
AMGN
Amgen Inc

Healthcare
395
+ 5.78%
$262.75 - $319.31 $104K - $126K
7.23K $2.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
117
+ 1.61%
$414.65 - $485.21 $48.5K - $56.8K
7.38K $3.53M
PFE
Pfizer Inc

Healthcare
10.7K
+ 80.96%
$25.26 - $29.6 $270K - $317K
23.9K $668K
NOW
Service Now, Inc.

Technology
188
+ 3.84%
$643.29 - $786.67 $121K - $148K
5.09K $4M
TXN
Texas Instruments Inc

Technology
591
+ 8.45%
$159.68 - $202.54 $94.4K - $120K
7.58K $1.47M
MS
Morgan Stanley

Financial Services
2.11K
+ 12.89%
$86.19 - $101.53 $182K - $215K
18.5K $1.8M
ASML
Asml Holding Nv

Technology
88
+ 2.89%
$852.84 - $1068.86 $75K - $94.1K
3.13K $3.2M
BSX
Boston Scientific Corp

Healthcare
27
+ 0.09%
$67.33 - $77.71 $1.82K - $2.1K
28.6K $2.2M
NVS
Novartis Ag

Healthcare
974
+ 6.72%
$92.57 - $107.37 $90.2K - $105K
15.5K $1.65M
UPS
United Parcel Service Inc

Industrials
2.07K
+ 34.23%
$134.2 - $152.27 $278K - $316K
8.13K $1.11M
PG
Procter & Gamble CO

Consumer Defensive
949
+ 5.52%
$155.33 - $168.56 $147K - $160K
18.2K $2.99M
FDX
Fedex Corp

Industrials
626
+ 78.94%
$245.11 - $299.84 $153K - $188K
1.42K $425K
BCO
Brinks CO

Industrials
39
+ 0.21%
$86.22 - $103.73 $3.36K - $4.05K
18.7K $1.91M
SNN
Smith & Nephew PLC

Healthcare
8.03K
+ 28.73%
$23.77 - $26.48 $191K - $213K
36K $891K
SNPS
Synopsys Inc

Technology
224
+ 12.19%
$510.71 - $620.31 $114K - $139K
2.06K $1.23M
SPGI
S&P Global Inc.

Financial Services
225
+ 6.1%
$408.56 - $448.91 $91.9K - $101K
3.91K $1.74M
NEE
Nextera Energy Inc

Utilities
509
+ 2.58%
$61.7 - $80.02 $31.4K - $40.7K
20.2K $1.43M
VTI
Vanguard Total Stock Market Et

ETFs
32
+ 0.16%
$245.23 - $269.4 $7.85K - $8.62K
20.7K $5.53M
FANG
Diamondback Energy, Inc.

Energy
752
+ 19.64%
$185.97 - $208.26 $140K - $157K
4.58K $917K
TTWO
Take Two Interactive Software Inc

Communication Services
922
+ 49.62%
$139.96 - $167.43 $129K - $154K
2.78K $432K
VZ
Verizon Communications Inc

Communication Services
3.94K
+ 51.98%
$38.6 - $42.84 $152K - $169K
11.5K $475K
Activity Summary
Buys All Purchases 289 New Holdings 49 Increased Positions 240 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 0 Puts 1
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