Schechter Investment Advisors, LLC Reduced Holdings in Q1 2025

Schechter Investment Advisors, LLC

  • $853 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-22.8K
- 16.41%
$209.68 - $247.1 $4.78M - $5.63M
116K $25.8M
MSFT
Microsoft Corp

Technology
-13.5K
- 20.96%
$375.39 - $447.2 $5.06M - $6.02M
50.8K $19.1M
NVDA
Nvidia Corp

Technology
-23.3K
- 11.63%
$106.98 - $149.43 $2.5M - $3.49M
177K $19.2M
GOOG
Alphabet Inc.

Communication Services
-23.8K
- 29.11%
$156.06 - $207.71 $3.72M - $4.95M
58.1K $9.07M
AMZN
Amazon Com Inc

Consumer Cyclical
-13.1K
- 12.99%
$190.26 - $242.06 $2.49M - $3.17M
87.7K $16.7M
GOOGL
Alphabet Inc.

Communication Services
-14.8K
- 26.9%
$154.33 - $206.19 $2.28M - $3.04M
40.1K $6.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.33K
- 7.64%
$551.42 - $612.93 $2.39M - $2.65M
52.3K $29.2M
AVGO
Broadcom Inc.

Technology
-7.55K
- 22.74%
$167.43 - $244.7 $1.26M - $1.85M
25.7K $4.3M
MRK
Merck & Co., Inc.

Healthcare
-852
- 0.29%
$83.01 - $101.02 $70.7K - $86.1K
291K $26.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.63K
- 20.75%
$222.15 - $428.22 $584K - $1.13M
10K $2.6M
META
Meta Platforms, Inc.

Communication Services
-2.82K
- 11.52%
$576.36 - $736.67 $1.63M - $2.08M
21.7K $12.5M
NOW
Service Now, Inc.

Technology
-861
- 21.55%
$783.83 - $1170.39 $675K - $1.01M
3.14K $2.5M
RC
Ready Capital Corp

Real Estate
-2.77K
- 0.3%
$4.9 - $7.05 $13.6K - $19.5K
936K $4.77M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-16.5K
- 41.12%
$95.85 - $99.25 $1.58M - $1.64M
23.6K $2.33M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-4.48K
- 19.02%
$165.25 - $224.62 $741K - $1.01M
19.1K $3.17M
NFLX
Netflix Inc

Communication Services
-1.88K
- 25.4%
$828.4 - $1058.6 $1.55M - $1.99M
5.51K $5.14M
VXF
Vanguard Extended Market ETF

ETFs
-290
- 0.37%
$170.36 - $201.04 $49.4K - $58.3K
77.5K $13.4M
COST
Costco Wholesale Corp

Consumer Defensive
-1.72K
- 21.93%
$890.62 - $1076.86 $1.53M - $1.85M
6.12K $5.79M
NVO
Novo Nordisk A S

Healthcare
-11.4K
- 34.72%
$69.3 - $90.95 $790K - $1.04M
21.4K $1.49M
CME
Cme Group Inc.

Financial Services
-10.6K
- 23.45%
$225.82 - $266.54 $2.39M - $2.82M
34.5K $9.16M
ORCL
Oracle Corp

Technology
-2.93K
- 8.99%
$139.81 - $186.47 $410K - $547K
29.7K $4.15M
JPM
Jpmorgan Chase & CO

Financial Services
-6.17K
- 14.57%
$225.19 - $279.95 $1.39M - $1.73M
36.2K $8.88M
VIG
Vanguard Dividend Appreciation

ETFs
-6.66K
- 25.74%
N/A
19.2K $3.5M
DHR
Danaher Corp

Healthcare
-4.4K
- 62.49%
$201.62 - $250.59 $886K - $1.1M
2.64K $540K
HD
Home Depot, Inc.

Consumer Cyclical
-2.16K
- 21.0%
$347.25 - $424.87 $751K - $919K
8.13K $2.98M
AXP
American Express CO

Financial Services
-1.84K
- 13.1%
$255.39 - $325.87 $469K - $598K
12.2K $3.28M
CRM
Salesforce, Inc.

Technology
-1.16K
- 13.49%
$268.36 - $359.95 $312K - $418K
7.45K $2M
MA
Mastercard Inc

Financial Services
-1.97K
- 19.58%
$504.67 - $576.31 $993K - $1.13M
8.09K $4.43M
USPH
U S Physical Therapy Inc

Healthcare
-7.17K
- 34.92%
$71.93 - $90.88 $516K - $651K
13.4K $966K
ADBE
Adobe Inc.

Technology
-635
- 6.57%
$377.84 - $464.11 $240K - $295K
9.03K $3.46M
HON
Honeywell International Inc

Industrials
-3.02K
- 27.36%
$202.75 - $226.52 $613K - $685K
8.02K $1.7M
ACN
Accenture PLC

Technology
-1.08K
- 11.07%
$300.91 - $398.25 $325K - $431K
8.68K $2.71M
SAM
Boston Beer CO Inc

Consumer Defensive
-1.69K
- 34.09%
$219.16 - $301.26 $371K - $509K
3.27K $780K
CAT
Caterpillar Inc

Industrials
-1.65K
- 34.52%
$326.75 - $407.63 $540K - $674K
3.14K $1.03M
VMC
Vulcan Materials CO

Basic Materials
-1.67K
- 14.12%
$220.9 - $277.54 $368K - $463K
10.1K $2.37M
TGT
Target Corp

Consumer Defensive
-2.85K
- 23.7%
$103.65 - $142.5 $295K - $406K
9.17K $956K
BCS
Barclays PLC

Financial Services
-51.1K
- 80.04%
$12.69 - $16.25 $649K - $830K
12.7K $195K
DAL
Delta Air Lines, Inc.

Industrials
-7.5K
- 39.45%
$43.6 - $69.06 $327K - $518K
11.5K $501K
LPX
Louisiana Pacific Corp

Industrials
-4.26K
- 19.6%
$89.37 - $118.15 $380K - $503K
17.5K $1.61M
GS
Goldman Sachs Group Inc

Financial Services
-903
- 17.57%
$524.81 - $672.19 $474K - $607K
4.24K $2.31M
GNRC
Generac Holdings Inc.

Industrials
-2.95K
- 33.49%
$126.65 - $164.06 $374K - $484K
5.86K $741K
WPP
Wpp PLC

Communication Services
-7.29K
- 33.98%
$37.96 - $51.07 $277K - $372K
14.2K $537K
UNH
Unitedhealth Group Inc

Healthcare
-1.53K
- 10.75%
$461.52 - $548.18 $705K - $837K
12.7K $6.64M
SYK
Stryker Corp

Healthcare
-1.59K
- 32.68%
$355.18 - $399.9 $564K - $635K
3.27K $1.22M
BDC
Belden Inc.

Technology
-2.87K
- 14.75%
$99.82 - $122.07 $286K - $350K
16.6K $1.66M
BAC
Bank Of America Corp

Financial Services
-8.95K
- 14.93%
$39.61 - $47.74 $355K - $427K
51K $2.13M
WMT
Walmart Inc.

Consumer Defensive
-4.6K
- 13.29%
$84.5 - $105.05 $389K - $483K
30K $2.63M
DE
Deere & CO

Industrials
-1.4K
- 37.61%
$408.57 - $509.27 $571K - $712K
2.32K $1.09M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-5.55K
- 29.68%
$47.79 - $59.89 $265K - $332K
13.1K $659K
Activity Summary
Buys All Purchases 162 New Holdings 53 Increased Positions 109 Sells All Sells 425 Reductions 425 Sold out 0 Options Calls 0 Puts 0
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