Schechter Investment Advisors, LLC Portfolio Holdings

Schechter Investment Advisors, LLC

  • $853 Million
  • Q1 2025

Schechter Investment Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $853 Million distributed in 1410 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $37.5M, Vanguard Star Fd Vanguard Tota with a value of $31.1M, Vanguard Growth ETF with a value of $30.6M, Janus Detroit Str Tr Janus Hen with a value of $30M, and Spdr S&P 500 ETF Trust with a value of $29.2M.

Examining the 13F form we can see an decrease of $92.1M in the current position value, from $945M to 853M.

Schechter Investment Advisors, LLC is based out at Birmingham, MI

Below you can find more details about Schechter Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $853 Million
ETFs: $274 Million
Technology: $135 Million
Financial Services: $101 Million
Healthcare: $92 Million
Consumer Cyclical: $57.5 Million
Industrials: $52.4 Million
Communication Services: $45.4 Million
Consumer Defensive: $39.2 Million
Other: $56 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.5 Million 4.4% of portfolio
217,179
Q1 2025 Reduced 0.45%
$0
$31.1 Million 3.65% of portfolio
501,490
Q1 2025 Added 3.84%
$0
$30.6 Million 3.58% of portfolio
82,389
Q1 2025 Added 4.39%
$0
$30 Million 3.52% of portfolio
592,020
Q1 2025 Added 39.34%
$0
$29.2 Million 3.43% of portfolio
52,288
Q1 2025 Reduced 7.64%
$0
$13.4 Million 1.56% of portfolio
77,522
Q1 2025 Reduced 0.37%
$0
$8.04 Million 0.94% of portfolio
29,255
Q1 2025 Added 20.46%
$0
$6.74 Million 0.79% of portfolio
60,628
Q1 2025 Reduced 2.49%
$0
$4.61 Million 0.54% of portfolio
90,365
Q1 2025 Added 4.07%
$0
$4.48 Million 0.52% of portfolio
49,467
Q1 2025 Added 2.59%
$0
$4.38 Million 0.51% of portfolio
87,791
Q1 2025 Added 2.38%
$0
$3.73 Million 0.44% of portfolio
35,410
Q1 2025 Added 2.1%
$0
$3.5 Million 0.41% of portfolio
19,221
Q1 2025 Reduced 25.74%
$0
$3.35 Million 0.39% of portfolio
5,967
Q1 2025 Added 104.0%
$0
$3.26 Million 0.38% of portfolio
17,081
Q1 2025 Added 1.81%
$0
$3.24 Million 0.38% of portfolio
59,320
Q1 2025 Added 0.62%
$0
$3.2 Million 0.38% of portfolio
60,133
Q1 2025 Reduced 3.35%
$0
$3.14 Million 0.37% of portfolio
6,689
Q1 2025 Added 21.2%
$0
$2.33 Million 0.27% of portfolio
23,599
Q1 2025 Reduced 41.12%
$0
$2.24 Million 0.26% of portfolio
24,088
Q1 2025 Added 2.87%
$0
$2.2 Million 0.26% of portfolio
42,990
Q1 2025 Added 266.93%
$0
$2.18 Million 0.26% of portfolio
20,844
Q1 2025 Added 189.34%
$0
$2.19 Million 0.26% of portfolio
60,067
Q1 2025 Reduced 17.2%
$0
$1.96 Million 0.23% of portfolio
38,504
Q1 2025 Reduced 55.38%
$0
$1.85 Million 0.22% of portfolio
15,184
Q1 2025 Added 63.64%
$0
$1.68 Million 0.2% of portfolio
12,360
Q3 2024 Reduced 7.49%
$0
$1.65 Million 0.19% of portfolio
8,270
Q1 2025 Reduced 1.99%
$0
$1.26 Million 0.15% of portfolio
6,765
Q1 2025 Added 12.83%
$0
$1.27 Million 0.15% of portfolio
13,568
Q1 2025 Added 1.91%
$0
$1.32 Million 0.15% of portfolio
16,092
Q4 2023 Reduced 29.09%
$0
$1.24 Million 0.14% of portfolio
4,816
Q1 2025 Added 30.23%
$0
$1.18 Million 0.14% of portfolio
3,716
Q1 2025 New
$0
$1.2 Million 0.14% of portfolio
2,337
Q1 2025 Reduced 1.93%
$0
$1.21 Million 0.14% of portfolio
6,430
Q1 2025 Added 2.16%
$0
$1.1 Million 0.13% of portfolio
2,626
Q1 2025 New
$0
$1.07 Million 0.13% of portfolio
52,490
Q4 2024 Reduced 12.26%
$0
$1.12 Million 0.13% of portfolio
13,527
Q1 2024 Added 51.17%
$0
$1.02 Million 0.12% of portfolio
4,039
Q1 2025 Added 18.13%
$0
$1.01 Million 0.12% of portfolio
12,913
Q1 2025 Added 0.02%
$0
$1.04 Million 0.12% of portfolio
4,699
Q1 2025 Added 40.86%
$0
$727,000 0.09% of portfolio
9,054
Q1 2025 Reduced 25.22%
$0
$761,000 0.09% of portfolio
14,537
Q1 2025 Reduced 0.39%
$0
$792,000 0.09% of portfolio
2,194
Q1 2025 Added 8.35%
$0
$680,000 0.08% of portfolio
2,664
Q4 2024 Added 266.44%
$0
$678,000 0.08% of portfolio
7,117
Q1 2025 Added 2.74%
$0
$691,000 0.08% of portfolio
12,106
Q1 2025 New
$0
$615,000 0.07% of portfolio
4,885
Q1 2024 New
$0
$495,000 0.06% of portfolio
10,939
Q4 2024 Reduced 3.41%
$105B
$550,000 0.06% of portfolio
1,909
Q3 2024 Reduced 29.53%

Summary

  • Portfolio
  • No. of Stocks 1,410
  • Current Value $853 Million
  • Prior Value $945 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 53 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 425 stocks
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