Schechter Investment Advisors, LLC Portfolio Holdings
Schechter Investment Advisors, LLC
- $1.03 Billion
- Q1 2024
Schechter Investment Advisors, LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.03 Billion distributed in 1452 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.9M, Merck & Co., Inc. with a value of $38.9M, Vanguard Value ETF with a value of $33.8M, Spdr S&P 500 ETF Trust with a value of $30.9M, and Vanguard Growth ETF with a value of $30M.
Examining the 13F form we can see an increase of $89.5M in the current position value, from $942M to 1.03B.
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
Summary
- Portfolio
- No. of Stocks 1,452
- Current Value $1.03 Billion
- Prior Value $942 Million
- Filing
- Period Q1 2024
- Filing Date May 06, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 73 stocks
- Additional Purchases 283 stocks
- Sold out of 0 stocks
- Reduced holdings in 244 stocks