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
CHE
Chemed Corp

Healthcare
-11
- 1.02%
$521.84 - $615.32 $5.74K - $6.77K
1.07K $656K
SAN
Banco Santander, S.A.

Financial Services
-5.16K
- 8.99%
$4.46 - $7.14 $23K - $36.9K
52.3K $350K
RTX
Raytheon Technologies Corp

Industrials
-264
- 3.34%
$114.1 - $135.66 $30.1K - $35.8K
7.65K $1.01M
ING
Ing Groep Nv

Financial Services
-4.08K
- 8.89%
$15.51 - $20.74 $63.3K - $84.6K
41.8K $819K
GNR
Spdr S&P Global Natural Resour

ETFs
-2.08K
- 3.35%
$50.12 - $54.48 $104K - $114K
60.1K $3.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.55K
- 2.49%
$106.22 - $111.09 $165K - $172K
60.6K $6.74M
WELL
Welltower Inc.

Real Estate
-74
- 1.59%
$124.05 - $156.86 $9.18K - $11.6K
4.58K $702K
AZN
Astrazeneca PLC

Healthcare
-1.02K
- 4.01%
$65.37 - $77.96 $66.9K - $79.8K
24.5K $1.8M
DUK
Duke Energy Corp

Utilities
-218
- 1.97%
$105.87 - $121.97 $23.1K - $26.6K
10.8K $1.32M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-513
- 0.35%
$21.84 - $23.31 $11.2K - $12K
144K $3.28M
AJG
Arthur J. Gallagher & Co.

Financial Services
-168
- 5.31%
$275.89 - $345.24 $46.3K - $58K
2.99K $1.03M
TMUS
T Mobile Us, Inc.

Communication Services
-1.06K
- 11.6%
$211.3 - $272.83 $225K - $290K
8.1K $2.16M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-12
- 1.89%
$1187.71 - $1432.58 $14.3K - $17.2K
622 $891K
ABEV
Ambev S.A.

Consumer Defensive
-36.6K
- 7.77%
$1.77 - $2.37 $64.8K - $86.8K
435K $1.01M
CVX
Chevron Corp

Energy
-1.05K
- 7.05%
$146.71 - $167.97 $155K - $177K
13.9K $2.32M
LLY
Eli Lilly & CO

Healthcare
-290
- 3.76%
$725.72 - $929.72 $210K - $270K
7.43K $6.14M
AZO
Autozone Inc

Consumer Cyclical
-22
- 5.18%
$3193.96 - $3828.11 $70.3K - $84.2K
403 $1.54M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-6.77K
- 28.62%
$80.53 - $147.57 $545K - $999K
16.9K $2.23M
SHEL
Shell PLC

Energy
-1.57K
- 4.48%
$62.84 - $73.29 $98.9K - $115K
33.6K $2.46M
MCK
Mckesson Corp

Healthcare
-405
- 7.33%
$566.21 - $672.99 $229K - $273K
5.12K $3.45M
ABBV
Abb Vie Inc.

Healthcare
-3.31K
- 8.67%
$169.2 - $216.66 $561K - $718K
34.9K $7.31M
VTV
Vanguard Value ETF

ETFs
-974
- 0.45%
$167.73 - $179.21 $163K - $175K
217K $37.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.99K
- 9.24%
$442.66 - $534.52 $882K - $1.06M
19.6K $10.4M
PM
Philip Morris International Inc.

Consumer Defensive
-1.68K
- 5.84%
$117.15 - $158.79 $197K - $267K
27.1K $4.31M
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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