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
STT
State Street Corp

Financial Services
-1.08K
- 13.89%
$73.37 - $89.31 $78.9K - $96.1K
6.67K $590K
ATR
Aptargroup, Inc.

Healthcare
-60
- 4.03%
$138.54 - $160.11 $8.31K - $9.61K
1.43K $228K
ICE
Intercontinental Exchange, Inc.

Financial Services
-951
- 13.12%
$136.93 - $162.81 $130K - $155K
6.3K $1.01M
RELX
Relx PLC

Communication Services
-844
- 2.22%
$44.1 - $48.86 $37.2K - $41.2K
37.2K $1.77M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-36
- 0.53%
$93.65 - $97.81 $3.37K - $3.52K
6.72K $657K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-24
- 1.9%
$178.41 - $210.18 $4.28K - $5.04K
1.24K $245K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-129
- 4.8%
$138.85 - $182.81 $17.9K - $23.6K
2.56K $453K
BYD
Boyd Gaming Corp

Consumer Cyclical
-246
- 5.75%
$53.72 - $65.35 $13.2K - $16.1K
4.03K $260K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-417
- 3.48%
$113.41 - $125.62 $47.3K - $52.4K
11.6K $1.45M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-2.67K
- 3.58%
$9.55 - $11.13 $25.5K - $29.8K
72K $780K
TGT
Target Corp

Consumer Defensive
-543
- 3.59%
$133.47 - $159.25 $72.5K - $86.5K
14.6K $2.27M
ZTO
Zto Express (Cayman) Inc.

Industrials
-234
- 2.28%
$18.33 - $24.77 $4.29K - $5.8K
10.1K $248K
MCO
Moodys Corp

Financial Services
-68
- 5.38%
$421.49 - $494.67 $28.7K - $33.6K
1.2K $567K
USFD
Us Foods Holding Corp.

Consumer Defensive
-1.25K
- 9.4%
$50.06 - $62.82 $62.6K - $78.5K
12K $740K
PKG
Packaging Corp Of America

Consumer Cyclical
-1
- 0.09%
$176.32 - $215.7 $176 - $216
1.14K $244K
ETN
Eaton Corp PLC

Industrials
-69
- 2.02%
$272.52 - $333.02 $18.8K - $23K
3.35K $1.11M
ALC
Alcon Inc

Healthcare
-29
- 0.75%
$88.07 - $100.79 $2.55K - $2.92K
3.82K $381K
SLF
Sun Life Financial Inc

Financial Services
-67
- 1.43%
$47.07 - $58.09 $3.15K - $3.89K
4.62K $268K
IVV
Ishares Core S&P 500 ETF

ETFs
-81
- 2.79%
$520.18 - $576.82 $42.1K - $46.7K
2.83K $1.63M
VBK
Vanguard Small Cap Growth ETF

ETFs
-77
- 2.17%
$240.48 - $267.94 $18.5K - $20.6K
3.48K $929K
AVTR
Avantor, Inc.

Basic Materials
-438
- 3.89%
$20.58 - $27.7 $9.01K - $12.1K
10.8K $279K
PHG
Koninklijke Philips Nv

Healthcare
-9.35K
- 20.3%
$25.08 - $32.73 $234K - $306K
36.7K $1.2M
BWA
Borgwarner Inc

Consumer Cyclical
-1.59K
- 6.43%
$31.19 - $36.75 $49.7K - $58.5K
23.2K $840K
IWD
Ishares Russell 1000 Val ETF

ETFs
-295
- 4.6%
$173.36 - $189.8 $51.1K - $56K
6.12K $1.16M
UBS
Ubs Group Ag

Financial Services
-462
- 1.11%
$27.97 - $31.42 $12.9K - $14.5K
41.2K $1.27M
EIX
Edison International

Utilities
-19
- 0.64%
$71.19 - $87.72 $1.35K - $1.67K
2.94K $256K
VTR
Ventas, Inc.

Real Estate
-70
- 1.78%
$50.88 - $65.33 $3.56K - $4.57K
3.87K $247K
TRGP
Targa Resources Corp.

Energy
-20
- 0.69%
$127.86 - $156.46 $2.56K - $3.13K
2.87K $424K
PWR
Quanta Services, Inc.

Industrials
-33
- 2.32%
$239.58 - $298.23 $7.91K - $9.84K
1.39K $413K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-3.25K
- 20.82%
$115.7 - $167.81 $376K - $545K
12.4K $2.07M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1K
- 7.49%
$125.95 - $142.04 $126K - $142K
12.4K $1.76M
NFLX
Netflix Inc

Communication Services
-330
- 3.9%
$598.55 - $722.26 $198K - $238K
8.14K $5.77M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-21
- 0.7%
$452.85 - $536.35 $9.51K - $11.3K
2.97K $1.46M
WMT
Walmart Inc.

Consumer Defensive
-7.66K
- 14.76%
$66.91 - $81.4 $513K - $624K
44.2K $3.57M
AFL
Aflac Inc

Financial Services
-535
- 10.09%
$88.52 - $111.8 $47.4K - $59.8K
4.77K $532K
MELI
Mercadolibre Inc

Consumer Cyclical
-13
- 6.13%
$1591.44 - $2140.1 $20.7K - $27.8K
199 $408K
CI
Cigna Corp

Healthcare
-1
- 0.03%
$319.12 - $367.1 $319 - $367
3.78K $1.31M
CCI
Crown Castle International Corp

Real Estate
-378
- 7.47%
$95.29 - $120.24 $36K - $45.5K
4.68K $555K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-744
- 5.48%
$58.35 - $66.29 $43.4K - $49.3K
12.8K $850K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-168
- 4.32%
$112.12 - $149.09 $18.8K - $25K
3.73K $551K
ISRG
Intuitive Surgical Inc

Healthcare
-292
- 6.55%
$416.14 - $494.01 $122K - $144K
4.16K $2.05M
IWM
Ishares Russell 2000 ETF

ETFs
-438
- 4.94%
$200.87 - $224.6 $88K - $98.4K
8.43K $1.86M
GIS
General Mills Inc

Consumer Defensive
-102
- 1.49%
$62.5 - $75.15 $6.38K - $7.67K
6.75K $498K
AZO
Autozone Inc

Consumer Cyclical
-9
- 1.78%
$2815.0 - $3212.87 $25.3K - $28.9K
497 $1.57M
IT
Gartner Inc

Technology
-145
- 5.96%
$441.32 - $516.47 $64K - $74.9K
2.29K $1.16M
WELL
Welltower Inc.

Real Estate
-393
- 7.96%
$104.0 - $129.74 $40.9K - $51K
4.54K $581K
SEIC
Sei Investments CO

Financial Services
-504
- 2.23%
$63.1 - $69.83 $31.8K - $35.2K
22.1K $1.53M
AMGN
Amgen Inc

Healthcare
-13
- 0.18%
$309.38 - $337.38 $4.02K - $4.39K
7.22K $2.33M
SSNC
Ss&C Technologies Holdings Inc

Technology
-366
- 4.41%
$61.42 - $76.46 $22.5K - $28K
7.93K $588K
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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