Schechter Investment Advisors, LLC Portfolio Holdings

Schechter Investment Advisors, LLC

  • $997 Million
  • Q3 2024

Schechter Investment Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $997 Million distributed in 1419 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $60.4M, Vanguard Value ETF with a value of $36.7M, Merck & Co., Inc. with a value of $33.4M, Spdr S&P 500 ETF Trust with a value of $32.7M, and Vanguard Growth ETF with a value of $31.2M.

Examining the 13F form we can see an increase of $20.3M in the current position value, from $977M to 997M.

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 $997 Million
ETFs: $242 Million
Technology: $207 Million
Financial Services: $121 Million
Healthcare: $116 Million
Consumer Cyclical: $72.6 Million
Industrials: $65.1 Million
Communication Services: $59.2 Million
Consumer Defensive: $40.9 Million
Other: $70.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Everest Consolidator Acq Corp Wt Exp
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.67%
Ge Healthcare Technologies Inc Common Stock
-
$0 0.0% of portfolio
-
Q3 2024 Added 1.4%
Thomson Reuters Corp Com
-
$0 0.0% of portfolio
-
Q3 2024 Added 4.32%
Dt Cloud Star Acquisition Corp Shs
-
$0 0.0% of portfolio
-
Q3 2024 New
Amentum Holdings Inc Com
-
$0 0.0% of portfolio
-
Q3 2024 New
Cantor Equity Partners Inc Shs Cl A
-
$0 0.0% of portfolio
-
Q3 2024 New
Voyager Acquisition Corp Unit
-
$0 0.0% of portfolio
-
Q3 2024 New
Lionheart Holdings Shs Cl A
-
$0 0.0% of portfolio
-
Q3 2024 New
Eqv Ventures Acquisition Corp. Unit
-
$0 0.0% of portfolio
-
Q3 2024 New
Centurion Acquisition Corp Shs Cl A
-
$0 0.0% of portfolio
-
Q3 2024 New
M3 Brigade Acquisition V Corp Unit
-
$0 0.0% of portfolio
-
Q3 2024 New
Chenghe Acquisition Ii CO Wt Exp 053031
-
$0 0.0% of portfolio
-
Q3 2024 New
Chenghe Acquisition Ii CO Cl A Ord Shs
-
$0 0.0% of portfolio
-
Q3 2024 New
Churchill Capital Corp Ix Cl A Shs
-
$0 0.0% of portfolio
-
Q3 2024 New
Dt Cloud Star Acquisition Corp Unit
-
$0 0.0% of portfolio
-
Q3 2024 New
Melar Acquisition Corp. I Wt Exp 060131
-
$0 0.0% of portfolio
-
Q3 2024 New
Rf Acquisition Corp Ii Rt Exp 050126
-
$0 0.0% of portfolio
-
Q3 2024 New
Rf Acquisition Corp Ii Shs
-
$0 0.0% of portfolio
-
Q3 2024 New
Gp Act Iii Acquisition Corp Wt Exp 051329
-
$0 0.0% of portfolio
-
Q3 2024 New
Gp Act Iii Acquisition Corp Cl A
-
$0 0.0% of portfolio
-
Q3 2024 New
Centurion Acquisition Corp Wt Exp 053132
-
$0 0.0% of portfolio
-
Q3 2024 New
America Movil Sab De Cv Spon Ads Rp Cl B
-
$0 0.0% of portfolio
-
Q3 2024 Added 15.31%
Silverbox Corp Iv Unit
-
$0 0.0% of portfolio
-
Q3 2024 New
Dt Cloud Star Acquisition Corp Rt Exp 070929
-
$0 0.0% of portfolio
-
Q3 2024 New
Launch One Acquisition Corp Wt Exp 060131
-
$0 0.0% of portfolio
-
Q3 2024 New
Cayson Acquisition Corp Unit
-
$0 0.0% of portfolio
-
Q3 2024 New
Brookfield Corp Cl A LTD Vt Sh
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 14.29%
Sim Acquisition Corp. I Wt Exp 060131
-
$0 0.0% of portfolio
-
Q3 2024 New
Vine Hill Cap Invt Corp. Unit Exp 090626
-
$0 0.0% of portfolio
-
Q3 2024 New
Andretti Acquisition Corp Ii Unit
-
$0 0.0% of portfolio
-
Q3 2024 New
Graf Global Corp Wt Exp 053132
-
$0 0.0% of portfolio
-
Q3 2024 New
Graf Global Corp Ord Shs Cl A
-
$0 0.0% of portfolio
-
Q3 2024 New
Launch One Acquisition Corp Shs Class A
-
$0 0.0% of portfolio
-
Q3 2024 New
Gigcapital7 Corp Unit
-
$0 0.0% of portfolio
-
Q3 2024 New
Sim Acquisition Corp. I Shs Cl A
-
$0 0.0% of portfolio
-
Q3 2024 New
Linde PLC Shs
-
$0 0.0% of portfolio
-
Q3 2024 Added 3.97%
Black Spade Acquisition Ii CO Unit Exp 021529
-
$0 0.0% of portfolio
-
Q3 2024 New
Lionheart Holdings Wt Exp 060731
-
$0 0.0% of portfolio
-
Q3 2024 New
Hcm Ii Acquisition Corp Unit
-
$0 0.0% of portfolio
-
Q3 2024 New
Ft Energy Income Partners Enhanced Income ETF
-
$0 0.0% of portfolio
-
Q2 2024 New
Ib Acquisition Corp Rt Exp 092825
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 1.96%
Dmy Squared Technology Group Wt Exp
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.55%
Mobile Telesystems Pub Jt Stk Sponsored Adr
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.3%
Global Lights Acquisition Corp Ord Shs
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 3.22%
Quetta Acquisition Corp Com
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 9.67%
Spark I Acquisition Corp Ord Shs
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 2.09%
$0
$0 0.0% of portfolio
6,548
Q1 2024 Reduced 47.45%
Colombier Acquisition Corp Ii Com Shs Cl A
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 20.61%
Bellevue Life Scncs Aqstn Corp Wt Exp 020928
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 2.15%

Summary

  • Portfolio
  • No. of Stocks 1,419
  • Current Value $997 Million
  • Prior Value $977 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 81 stocks
  • Additional Purchases 236 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 300 stocks
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