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
$1.68B
$3.26 Million 0.33% of portfolio
155,041
Q3 2024 Added 10.49%
$44.1B
$3.32 Million 0.33% of portfolio
18,585
Q3 2024 Reduced 1.98%
$0
$3.25 Million 0.33% of portfolio
56,284
Q3 2024 Added 0.71%
$0
$3.31 Million 0.33% of portfolio
16,777
Q1 2024 Reduced 0.35%
$0
$3.24 Million 0.33% of portfolio
59,612
Q3 2024 Reduced 7.99%
$1.2T
$3.17 Million 0.32% of portfolio
12,125
Q3 2024 Added 52.48%
$393B
$3.2 Million 0.32% of portfolio
18,490
Q3 2024 Added 1.84%
$0
$3.07 Million 0.31% of portfolio
28,245
Q3 2024 Added 33.6%
$34.2B
$3.05 Million 0.31% of portfolio
12,208
Q3 2024 Reduced 4.89%
$278B
$3.02 Million 0.3% of portfolio
3,625
Q3 2024 Added 15.78%
$10.6B
$2.91 Million 0.29% of portfolio
23,683
Q3 2024 Reduced 3.99%
$225B
$2.77 Million 0.28% of portfolio
26,075
Q3 2024 Added 9.32%
$182B
$2.81 Million 0.28% of portfolio
14,905
Q3 2024 Reduced 3.37%
$0
$2.72 Million 0.27% of portfolio
57,720
Q3 2024 Reduced 3.47%
$195B
$2.74 Million 0.27% of portfolio
5,529
Q3 2024 Reduced 4.77%
$0
$2.72 Million 0.27% of portfolio
72,539
Q2 2024 Added 0.01%
$140B
$2.6 Million 0.26% of portfolio
12,848
Q3 2024 Reduced 7.56%
$81.9B
$2.6 Million 0.26% of portfolio
5,267
Q3 2024 Reduced 4.6%
$243B
$2.48 Million 0.25% of portfolio
46,561
Q3 2024 Added 15.02%
$115B
$2.5 Million 0.25% of portfolio
8,669
Q3 2024 Reduced 8.31%
$224B
$2.4 Million 0.24% of portfolio
36,455
Q3 2024 Added 0.05%
$331B
$2.43 Million 0.24% of portfolio
8,882
Q3 2024 Reduced 42.98%
$355B
$2.43 Million 0.24% of portfolio
61,342
Q3 2024 Reduced 1.31%
$7.65B
$2.35 Million 0.24% of portfolio
21,890
Q3 2024 Reduced 3.43%
$139B
$2.33 Million 0.23% of portfolio
7,219
Q3 2024 Reduced 0.18%
$76.3B
$2.26 Million 0.23% of portfolio
11,545
Q3 2024 Reduced 3.28%
$34.9B
$2.29 Million 0.23% of portfolio
10,669
Q3 2024 Reduced 11.18%
$177B
$2.26 Million 0.23% of portfolio
3,639
Q3 2024 Reduced 4.24%
$74.3B
$2.3 Million 0.23% of portfolio
6,651
Q3 2024 Added 10.57%
$62.2B
$2.27 Million 0.23% of portfolio
14,564
Q3 2024 Reduced 3.59%
$4.31B
$2.3 Million 0.23% of portfolio
19,886
Q3 2024 Added 6.48%
$4.9B
$2.33 Million 0.23% of portfolio
19,901
Q3 2024 Added 0.29%
$127B
$2.25 Million 0.23% of portfolio
3,856
Q3 2024 Added 6.58%
$377B
$2.31 Million 0.23% of portfolio
14,239
Q3 2024 Added 28.19%
$0
$2.22 Million 0.22% of portfolio
21,892
Q3 2024 Added 88.58%
$109B
$2.2 Million 0.22% of portfolio
9,560
Q3 2024 Added 2.43%
$215B
$2.19 Million 0.22% of portfolio
7,196
Q3 2024 Added 4.68%
$0
$2.24 Million 0.22% of portfolio
23,415
Q2 2024 Reduced 16.42%
$184B
$2.05 Million 0.21% of portfolio
4,164
Q3 2024 Reduced 6.55%
$4.53B
$2.07 Million 0.21% of portfolio
12,351
Q3 2024 Reduced 20.82%
$273B
$2.13 Million 0.21% of portfolio
10,307
Q3 2024 Reduced 2.2%
$197B
$2.11 Million 0.21% of portfolio
501
Q3 2024 Reduced 8.91%
$287B
$2.09 Million 0.21% of portfolio
14,165
Q3 2024 Reduced 12.57%
$128B
$2.08 Million 0.21% of portfolio
24,833
Q3 2024 Reduced 13.23%
$267B
$2.14 Million 0.21% of portfolio
29,791
Q3 2024 Added 1.15%
$89.6B
$2.08 Million 0.21% of portfolio
23,019
Q3 2024 Reduced 0.23%
$165B
$2.09 Million 0.21% of portfolio
50,062
Q3 2024 Added 3.05%
$167B
$2.13 Million 0.21% of portfolio
7,666
Q3 2024 Added 1.78%
$254M
$1.96 Million 0.2% of portfolio
169,900
Q3 2024 Reduced 19.17%

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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