Schechter Investment Advisors, LLC Sells in Q2 2024

Schechter Investment Advisors, LLC

  • $977 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
-204
- 8.4%
$203.34 - $230.89 $41.5K - $47.1K
2.23K $452K
EMR
Emerson Electric CO

Industrials
-655
- 6.41%
$105.97 - $115.59 $69.4K - $75.7K
9.56K $1.05M
ALLE
Allegion PLC

Industrials
-527
- 21.06%
$114.65 - $133.88 $60.4K - $70.6K
1.98K $233K
FTNT
Fortinet, Inc.

Technology
-491
- 5.41%
$57.94 - $71.32 $28.4K - $35K
8.59K $517K
SAM
Boston Beer CO Inc

Consumer Defensive
-342
- 6.55%
$255.87 - $313.67 $87.5K - $107K
4.88K $1.49M
SHW
Sherwin Williams CO

Basic Materials
-114
- 8.48%
$291.95 - $338.16 $33.3K - $38.6K
1.23K $367K
NCA
Nuveen California Municipal Value Fund

Financial Services
-10K
- 28.58%
$8.39 - $9.04 $84K - $90.5K
25K $216K
AEE
Ameren Corp

Utilities
-1.15K
- 24.77%
$70.0 - $75.33 $80.6K - $86.7K
3.5K $248K
CTSH
Cognizant Technology Solutions Corp

Technology
-944
- 16.39%
$64.26 - $71.84 $60.7K - $67.8K
4.81K $327K
EQIX
Equinix Inc

Real Estate
-45
- 5.21%
$692.71 - $809.68 $31.2K - $36.4K
818 $618K
DOW
Dow Inc.

Basic Materials
-1.2K
- 20.13%
$52.96 - $59.99 $63.6K - $72K
4.77K $252K
IWM
Ishares Russell 2000 ETF

ETFs
-106
- 1.18%
$192.84 - $209.44 $20.4K - $22.2K
8.87K $1.8M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.76K
- 11.55%
$72.5 - $82.16 $128K - $145K
13.5K $1.09M
GWW
W.W. Grainger, Inc.

Industrials
-41
- 10.82%
$879.03 - $1014.83 $36K - $41.6K
338 $304K
DRI
Darden Restaurants Inc

Consumer Cyclical
-301
- 13.56%
$145.98 - $167.24 $43.9K - $50.3K
1.92K $290K
MAS
Masco Corp

Industrials
-83
- 1.38%
$65.48 - $77.9 $5.43K - $6.47K
5.93K $395K
IT
Gartner Inc

Technology
-25
- 1.02%
$412.59 - $477.44 $10.3K - $11.9K
2.43K $1.09M
XLE
Energy Sector Spdr

ETFs
-370
- 2.71%
$88.04 - $98.08 $32.6K - $36.3K
13.3K $1.21M
SWKS
Skyworks Solutions, Inc.

Technology
-658
- 17.48%
$89.72 - $107.86 $59K - $71K
3.11K $331K
BA
Boeing CO

Industrials
-236
- 8.35%
$164.33 - $191.42 $38.8K - $45.2K
2.59K $471K
BMO
Bank Of Montreal

Financial Services
-318
- 9.22%
$83.3 - $98.36 $26.5K - $31.3K
3.13K $262K
VB
Vanguard Small Cap ETF

ETFs
-227
- 9.71%
$210.76 - $226.94 $47.8K - $51.5K
2.11K $460K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-390
- 7.2%
$51.71 - $65.99 $20.2K - $25.7K
5.03K $283K
CTVA
Corteva, Inc.

Basic Materials
-973
- 19.67%
$51.18 - $57.83 $49.8K - $56.3K
3.97K $214K
SONY
Sony Group Corp

Technology
-735
- 7.95%
$75.37 - $87.23 $55.4K - $64.1K
8.51K $722K
APTV
Aptiv PLC

Consumer Cyclical
-393
- 8.78%
$67.54 - $84.65 $26.5K - $33.3K
4.09K $287K
DAL
Delta Air Lines, Inc.

Industrials
-1.27K
- 6.88%
$45.88 - $53.26 $58.1K - $67.5K
17.2K $813K
INFY
Infosys LTD

Technology
-4.46K
- 18.35%
$16.51 - $18.63 $73.6K - $83.1K
19.8K $369K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-82
- 0.61%
$124.6 - $132.46 $10.2K - $10.9K
13.4K $1.7M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-257
- 8.09%
$88.13 - $107.46 $22.6K - $27.6K
2.92K $261K
BWA
Borgwarner Inc

Consumer Cyclical
-24
- 0.1%
$31.86 - $37.72 $765 - $905
24.8K $798K
PKX
Posco Holdings Inc.

Basic Materials
-16
- 0.33%
$65.31 - $76.68 $1.04K - $1.23K
4.9K $322K
NGG
National Grid PLC

Utilities
-325
- 8.37%
$55.5 - $73.31 $18K - $23.8K
3.56K $202K
AMP
Ameriprise Financial Inc

Financial Services
-106
- 6.88%
$407.69 - $442.22 $43.2K - $46.9K
1.44K $613K
BYD
Boyd Gaming Corp

Consumer Cyclical
-135
- 3.06%
$50.36 - $67.67 $6.8K - $9.14K
4.28K $235K
ADP
Automatic Data Processing Inc

Industrials
-57
- 1.38%
$237.3 - $254.02 $13.5K - $14.5K
4.07K $971K
TMUS
T Mobile Us, Inc.

Communication Services
-1.19K
- 10.18%
$159.79 - $180.69 $191K - $216K
10.5K $1.86M
WRB
Berkley W R Corp

Financial Services
-161
- 3.46%
$76.65 - $87.49 $12.3K - $14.1K
4.5K $353K
IDXX
Idexx Laboratories Inc

Healthcare
-64
- 12.52%
$468.04 - $548.53 $30K - $35.1K
447 $217K
DXC
Dxc Technology CO

Technology
-1.75K
- 14.91%
$15.09 - $22.09 $26.5K - $38.7K
10K $191K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-740
- 4.87%
$75.81 - $76.76 $56.1K - $56.8K
14.5K $1.11M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-76
- 1.91%
$109.48 - $136.66 $8.32K - $10.4K
3.89K $490K
EOG
Eog Resources Inc

Energy
-186
- 1.2%
$118.24 - $137.95 $22K - $25.7K
15.3K $1.92M
EA
Electronic Arts Inc.

Communication Services
-667
- 11.57%
$125.24 - $141.23 $83.5K - $94.2K
5.1K $710K
MAR
Marriott International Inc

Consumer Cyclical
-134
- 6.36%
$228.38 - $258.55 $30.6K - $34.6K
1.97K $477K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-5
- 0.75%
$956.61 - $1140.21 $4.78K - $5.7K
662 $699K
CB
Chubb LTD

Financial Services
-54
- 0.57%
$243.01 - $274.28 $13.1K - $14.8K
9.46K $2.41M
ROK
Rockwell Automation, Inc

Industrials
-140
- 16.13%
$254.39 - $288.52 $35.6K - $40.4K
728 $200K
CAH
Cardinal Health Inc

Healthcare
-146
- 5.85%
$94.75 - $112.06 $13.8K - $16.4K
2.35K $231K
Activity Summary
Buys All Purchases 289 New Holdings 49 Increased Positions 240 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 0 Puts 1
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