Schechter Investment Advisors, LLC Portfolio Holdings

Schechter Investment Advisors, LLC

  • $945 Million
  • Q4 2024

Schechter Investment Advisors, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $945 Million distributed in 1388 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $36.9M, Apple Inc. with a value of $34.8M, Spdr S&P 500 ETF Trust with a value of $33.2M, Vanguard Growth ETF with a value of $32.4M, and Merck & Co., Inc. with a value of $29.1M.

Examining the 13F form we can see an decrease of $51.4M in the current position value, from $997M to 945M.

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 $945 Million
ETFs: $267 Million
Technology: $176 Million
Financial Services: $110 Million
Healthcare: $98.8 Million
Consumer Cyclical: $70.8 Million
Industrials: $62.9 Million
Communication Services: $60.2 Million
Consumer Defensive: $35.4 Million
Other: $61.7 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$769M
$6.4 Million 0.68% of portfolio
938,965
Q4 2024 Reduced 16.22%
$1.15B
$1.82 Million 0.19% of portfolio
20,526
Q4 2024 Added 8.19%
$1.08B
$1.2 Million 0.13% of portfolio
95,423
Q3 2024 Reduced 5.3%
$1.7B
$1.22 Million 0.13% of portfolio
29,876
Q4 2024 Added 12.29%
$1.59B
$1.13 Million 0.12% of portfolio
18,690
Q4 2024 Added 1.19%
$1.43B
$472,000 0.05% of portfolio
10,606
Q4 2024 Reduced 0.08%
$1.28B
$38,000 0.0% of portfolio
15,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,388
  • Current Value $945 Million
  • Prior Value $997 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 55 stocks
  • Additional Purchases 166 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 394 stocks
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