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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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