Schechter Investment Advisors, LLC Reduced Holdings in Q4 2024

Schechter Investment Advisors, LLC

  • $945 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
-45
- 2.36%
$246.06 - $292.59 $11.1K - $13.2K
1.86K $518K
STT
State Street Corp

Financial Services
-202
- 3.03%
$85.96 - $100.78 $17.4K - $20.4K
6.47K $635K
USFD
Us Foods Holding Corp.

Consumer Defensive
-395
- 3.28%
$60.65 - $72.33 $24K - $28.6K
11.7K $785K
WDAY
Workday, Inc.

Technology
-77
- 1.58%
$233.85 - $279.91 $18K - $21.6K
4.81K $1.24M
ABNB
Airbnb, Inc.

Consumer Cyclical
-142
- 0.95%
$125.36 - $147.37 $17.8K - $20.9K
14.8K $1.95M
RJF
Raymond James Financial Inc

Financial Services
-66
- 3.43%
$123.0 - $170.1 $8.12K - $11.2K
1.86K $288K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-472
- 12.67%
$146.47 - $191.01 $69.1K - $90.2K
3.25K $606K
FLEX
Flex Ltd.

Technology
-570
- 3.42%
$32.52 - $41.3 $18.5K - $23.5K
16.1K $618K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-262
- 0.74%
$12.27 - $15.41 $3.21K - $4.04K
35.1K $508K
VMI
Valmont Industries Inc

Industrials
-23
- 0.55%
$287.0 - $352.14 $6.6K - $8.1K
4.18K $1.28M
CMI
Cummins Inc

Industrials
-75
- 1.96%
$324.93 - $383.42 $24.4K - $28.8K
3.75K $1.31M
OWL
Blue Owl Capital Inc.

Financial Services
-856
- 3.52%
$19.51 - $24.81 $16.7K - $21.2K
23.5K $545K
MA
Mastercard Inc

Financial Services
-500
- 4.74%
$491.3 - $536.15 $246K - $268K
10.1K $5.29M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-187
- 7.31%
$173.13 - $258.09 $32.4K - $48.3K
2.37K $546K
FTNT
Fortinet, Inc.

Technology
-514
- 5.91%
$76.49 - $99.21 $39.3K - $51K
8.19K $773K
PAYC
Paycom Software, Inc.

Technology
-104
- 3.19%
$159.94 - $240.25 $16.6K - $25K
3.16K $647K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-5.07K
- 4.61%
$9.95 - $12.23 $50.4K - $62K
105K $1.23M
MS
Morgan Stanley

Financial Services
-1.74K
- 11.17%
$104.42 - $134.99 $182K - $235K
13.8K $1.74M
BR
Broadridge Financial Solutions, Inc.

Technology
-7
- 0.07%
$209.64 - $236.44 $1.47K - $1.66K
10.7K $2.41M
ISRG
Intuitive Surgical Inc

Healthcare
-17
- 0.41%
$471.27 - $550.62 $8.01K - $9.36K
4.15K $2.16M
C
Citigroup Inc

Financial Services
-374
- 1.57%
$61.31 - $72.5 $22.9K - $27.1K
23.4K $1.65M
MTZ
Mastec Inc

Industrials
-1.1K
- 4.65%
$119.94 - $147.94 $132K - $163K
22.6K $3.07M
DFS
Discover Financial Services

Financial Services
-350
- 5.13%
$136.3 - $182.67 $47.7K - $63.9K
6.47K $1.12M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-42
- 8.38%
$4100.99 - $5300.34 $172K - $223K
459 $2.28M
BAC
Bank Of America Corp

Financial Services
-1.4K
- 2.29%
$39.22 - $47.77 $55K - $67K
59.9K $2.63M
GS
Goldman Sachs Group Inc

Financial Services
-390
- 7.05%
$486.1 - $608.57 $190K - $237K
5.14K $2.94M
SEIC
Sei Investments CO

Financial Services
-753
- 3.41%
$69.36 - $86.58 $52.2K - $65.2K
21.3K $1.76M
AXP
American Express CO

Financial Services
-470
- 3.24%
$267.35 - $305.57 $126K - $144K
14K $4.16M
BX
Blackstone Inc.

Financial Services
-536
- 3.05%
$148.45 - $199.05 $79.6K - $107K
17K $2.93M
WFC
Wells Fargo & Company

Financial Services
-863
- 3.68%
$54.98 - $77.35 $47.4K - $66.8K
22.6K $1.58M
CME
Cme Group Inc.

Financial Services
-608
- 1.33%
$221.17 - $246.02 $134K - $150K
45.1K $10.5M
CRM
Salesforce, Inc.

Technology
-267
- 3.01%
$270.87 - $367.87 $72.3K - $98.2K
8.62K $2.88M
SHOP
Shopify Inc.

Technology
-661
- 3.08%
$78.14 - $119.49 $51.7K - $79K
20.8K $2.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
-311
- 0.55%
$567.81 - $607.81 $177K - $189K
56.6K $33.2M
V
Visa Inc.

Financial Services
-1.18K
- 4.89%
$273.87 - $320.91 $323K - $379K
22.9K $7.25M
JPM
Jpmorgan Chase & CO

Financial Services
-2.16K
- 4.86%
$205.18 - $250.29 $444K - $542K
42.4K $10.2M
GOOGL
Alphabet Inc.

Communication Services
-3.02K
- 5.22%
$161.86 - $196.66 $489K - $595K
54.9K $10.4M
NFLX
Netflix Inc

Communication Services
-748
- 9.19%
$687.65 - $936.56 $514K - $701K
7.39K $6.59M
VUG
Vanguard Growth ETF

ETFs
-2.36K
- 2.9%
$378.79 - $428.11 $893K - $1.01M
78.9K $32.4M
GOOG
Alphabet Inc.

Communication Services
-3.11K
- 3.66%
$163.08 - $198.16 $508K - $617K
81.9K $15.6M
AVGO
Broadcom Inc.

Technology
-2.42K
- 6.79%
$159.67 - $250.0 $386K - $605K
33.2K $7.7M
NVDA
Nvidia Corp

Technology
-7.61K
- 3.65%
$117.0 - $148.88 $890K - $1.13M
201K $26.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-8.04K
- 7.39%
$180.88 - $232.93 $1.45M - $1.87M
101K $22.1M
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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