Schechter Investment Advisors, LLC Reduced Holdings in Q3 2024

Schechter Investment Advisors, LLC

  • $997 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
-374
- 5.98%
N/A
5.88K $735K
APD
Air Products & Chemicals, Inc.

Basic Materials
-443
- 20.06%
$247.34 - $300.11 $110K - $133K
1.77K $525K
GD
General Dynamics Corp

Industrials
-421
- 5.99%
$279.51 - $308.09 $118K - $130K
6.61K $2M
BAC
Bank Of America Corp

Financial Services
-812
- 1.31%
$36.65 - $44.13 $29.8K - $35.8K
61.3K $2.43M
BRO
Brown & Brown, Inc.

Financial Services
-887
- 22.37%
$89.11 - $105.82 $79K - $93.9K
3.08K $318K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-345
- 14.43%
$138.82 - $162.76 $47.9K - $56.2K
2.05K $333K
CHDN
Churchill Downs Inc

Consumer Cyclical
-105
- 2.38%
$130.35 - $145.0 $13.7K - $15.2K
4.31K $582K
ITW
Illinois Tool Works Inc

Industrials
-377
- 14.51%
$233.14 - $263.97 $87.9K - $99.5K
2.22K $582K
SWKS
Skyworks Solutions, Inc.

Technology
-60
- 1.93%
$96.22 - $120.68 $5.77K - $7.24K
3.05K $300K
HMC
Honda Motor CO LTD

Consumer Cyclical
-420
- 1.4%
$29.02 - $33.61 $12.2K - $14.1K
29.5K $936K
GM
General Motors CO

Consumer Cyclical
-375
- 6.68%
$39.95 - $49.9 $15K - $18.7K
5.24K $234K
IEMG
Ishares Inc

ETFs
-495
- 12.13%
$53.64 - $53.64 $26.6K - $26.6K
3.59K $192K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-5.35K
- 5.3%
$12.28 - $14.02 $65.6K - $74.9K
95.4K $1.25M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-89
- 7.21%
$285.48 - $330.24 $25.4K - $29.4K
1.15K $368K
SHG
Shinhan Financial Group CO LTD

Financial Services
-309
- 1.07%
$34.61 - $34.61 $10.7K - $10.7K
28.6K $990K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-34
- 1.28%
$76.83 - $91.38 $2.61K - $3.11K
2.62K $216K
NUE
Nucor Corp

Basic Materials
-4
- 0.19%
$137.77 - $166.14 $551 - $665
2.06K $309K
AME
Ametek Inc

Industrials
-153
- 7.06%
$152.74 - $176.01 $23.4K - $26.9K
2.01K $345K
MDT
Medtronic PLC

Healthcare
-851
- 15.36%
$76.84 - $91.03 $65.4K - $77.5K
4.69K $422K
CAH
Cardinal Health Inc

Healthcare
-350
- 14.89%
$93.74 - $114.66 $32.8K - $40.1K
2K $221K
CACI
Caci International Inc

Technology
-13
- 0.73%
$427.76 - $427.76 $5.56K - $5.56K
1.77K $756K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-83
- 3.54%
$104.47 - $116.17 $8.67K - $9.64K
2.26K $244K
MNST
Monster Beverage Corp

Consumer Defensive
-461
- 6.88%
$45.01 - $52.47 $20.7K - $24.2K
6.24K $325K
CVS
Cvs Health Corp

Healthcare
-863
- 7.13%
$55.81 - $63.18 $48.2K - $54.5K
11.2K $706K
HPQ
Hp Inc

Technology
-311
- 5.1%
$32.02 - $38.11 $9.96K - $11.9K
5.79K $207K
ADSK
Autodesk, Inc.

Technology
-4
- 0.16%
$245.83 - $245.83 $983 - $983
2.49K $611K
FCX
Freeport Mcmoran Inc

Basic Materials
-477
- 3.42%
$39.52 - $51.92 $18.9K - $24.8K
13.5K $673K
MAR
Marriott International Inc

Consumer Cyclical
-71
- 3.6%
$211.35 - $255.11 $15K - $18.1K
1.9K $473K
WCN
Waste Connections, Inc.

Industrials
-376
- 1.98%
$173.92 - $186.5 $65.4K - $70.1K
18.6K $3.32M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-4
- 0.41%
$1024.09 - $1201.76 $4.1K - $4.81K
972 $1.02M
ABC
Amerisourcebergen Corp

Healthcare
-14
- 0.3%
N/A
4.71K $871K
DOW
Dow Inc.

Basic Materials
-179
- 3.76%
$50.15 - $55.41 $8.98K - $9.92K
4.59K $250K
MO
Altria Group, Inc.

Consumer Defensive
-600
- 10.92%
$45.95 - $54.71 $27.6K - $32.8K
4.9K $249K
Alphatime Acquisition Corp Rt
-11K
- 5.73%
N/A
181K $0
Alphavest Acquisition Corp Rt Exp 122224
-13.5K
- 3.8%
N/A
343K $0
Haymaker Acquisition Corp Iv Wt Exp 053128
-2.1K
- 0.83%
N/A
251K $0
Haymaker Acquisition Corp Iv Class A
-97.3K
- 5.49%
N/A
1.68M $0
Alchemy Invts Acquisitn Corp 1 Wt Exp 113027
-2.85K
- 0.66%
N/A
428K $0
Nabors Energy Transition Corp Wt Exp 090128
-4.95K
- 0.97%
N/A
504K $0
Nabors Energy Transition Corp Cl A
-147K
- 5.23%
N/A
2.67M $0
Inflection Pt Acquisitn Crp Ii Cl A Ord Shs
-204K
- 16.33%
N/A
1.04M $0
Four Leaf Acquisition Corp Wt Exp 031528
-5.5K
- 1.6%
N/A
339K $0
Tmt Acquisition Corp Rt
-1K
- 1.84%
N/A
53.5K $0
Alphatime Acquisition Corp Wt Exp 030128
-11K
- 5.73%
N/A
181K $0
Bowen Acquisition Corp Rt
-2.7K
- 1.7%
N/A
156K $0
Esh Acquisition Corp Com
-13.5K
- 1.32%
N/A
1.01M $0
Bowen Acquisition Corp Shs
-6.5K
- 5.87%
N/A
104K $0
Keen Vision Acquisition Corp Shs
-104K
- 20.9%
N/A
394K $0
Ge Vernova Inc Com
-113
- 2.46%
N/A
4.48K $0
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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