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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.2B
$1.81 Million 0.19% of portfolio
21,935
Q4 2024 Reduced 4.71%
$139B
$1.84 Million 0.19% of portfolio
25,655
Q4 2024 Added 21.68%
$160B
$1.84 Million 0.19% of portfolio
3,697
Q4 2024 Reduced 5.28%
$142B
$1.75 Million 0.19% of portfolio
4,859
Q4 2024 Reduced 2.86%
$10.1B
$1.76 Million 0.19% of portfolio
21,334
Q4 2024 Reduced 3.41%
$0
$1.72 Million 0.18% of portfolio
2,925
Q4 2024 Added 3.5%
$200B
$1.74 Million 0.18% of portfolio
13,829
Q4 2024 Reduced 11.17%
$47.2B
$1.66 Million 0.18% of portfolio
27,142
Q4 2024 Reduced 4.99%
$300B
$1.75 Million 0.18% of portfolio
28,038
Q4 2024 Reduced 5.88%
$123B
$1.7 Million 0.18% of portfolio
3,504
Q4 2024 Reduced 9.13%
$159B
$1.74 Million 0.18% of portfolio
46,345
Q4 2024 Reduced 7.42%
$16.9B
$1.7 Million 0.18% of portfolio
3,593
Q4 2024 Reduced 1.99%
$239B
$1.67 Million 0.18% of portfolio
25,528
Q4 2024 Added 14.77%
$178B
$1.74 Million 0.18% of portfolio
4,789
Q4 2024 Reduced 2.68%
$93.9B
$1.66 Million 0.18% of portfolio
36,480
Q4 2024 Reduced 1.98%
$149B
$1.69 Million 0.18% of portfolio
29,727
Q4 2024 Reduced 2.99%
$148B
$1.64 Million 0.17% of portfolio
33,918
Q4 2024 Reduced 1.07%
$0
$1.63 Million 0.17% of portfolio
12,360
Q3 2024 Reduced 7.49%
$429B
$1.57 Million 0.17% of portfolio
10,859
Q4 2024 Reduced 23.74%
$47.2B
$1.58 Million 0.17% of portfolio
119,668
Q4 2024 Added 2.47%
$48.1B
$1.62 Million 0.17% of portfolio
12,012
Q4 2024 Reduced 17.52%
$258M
$1.6 Million 0.17% of portfolio
138,700
Q4 2024 Reduced 18.36%
$9.83B
$1.56 Million 0.17% of portfolio
3,117
Q4 2024 Added 4.95%
$136B
$1.65 Million 0.17% of portfolio
23,382
Q4 2024 Reduced 1.57%
$155B
$1.61 Million 0.17% of portfolio
7,033
Q4 2024 Reduced 8.26%
$3.1B
$1.61 Million 0.17% of portfolio
10,624
Q4 2024 Reduced 13.98%
$270B
$1.58 Million 0.17% of portfolio
22,562
Q4 2024 Reduced 3.68%
$170B
$1.64 Million 0.17% of portfolio
6,292
Q4 2024 Reduced 12.84%
$145B
$1.57 Million 0.17% of portfolio
3,717
Q4 2024 Added 4.06%
$71.8B
$1.62 Million 0.17% of portfolio
13,215
Q4 2024 Reduced 1.14%
$2.27B
$1.49 Million 0.16% of portfolio
4,960
Q4 2024 Added 3.31%
$73.4B
$1.48 Million 0.16% of portfolio
5,626
Q4 2024 Reduced 14.89%
$4.59B
$1.49 Million 0.16% of portfolio
8,541
Q4 2024 Reduced 9.1%
$5.43B
$1.52 Million 0.16% of portfolio
21,326
Q4 2024 Added 6.26%
$221B
$1.4 Million 0.15% of portfolio
6,351
Q4 2024 Added 0.68%
$138B
$1.41 Million 0.15% of portfolio
5,699
Q4 2024 Reduced 0.52%
$22.3B
$1.44 Million 0.15% of portfolio
15,916
Q4 2024 Added 0.76%
$128B
$1.45 Million 0.15% of portfolio
14,598
Q4 2024 Added 0.41%
$177B
$1.41 Million 0.15% of portfolio
7,230
Q4 2024 Reduced 13.5%
$241B
$1.4 Million 0.15% of portfolio
14,426
Q4 2024 Reduced 11.19%
$116B
$1.36 Million 0.14% of portfolio
21,222
Q4 2024 Reduced 0.48%
$166B
$1.34 Million 0.14% of portfolio
5,576
Q4 2024 Reduced 5.7%
$6.88B
$1.28 Million 0.14% of portfolio
4,178
Q4 2024 Reduced 0.55%
$6.46B
$1.35 Million 0.14% of portfolio
9,545
Q4 2024 Reduced 7.96%
$68.6B
$1.36 Million 0.14% of portfolio
425
Q4 2024 Reduced 14.49%
$8.67B
$1.29 Million 0.14% of portfolio
35,890
Q4 2024 Added 400.84%
$45.5B
$1.31 Million 0.14% of portfolio
3,749
Q4 2024 Reduced 1.96%
$69.6B
$1.29 Million 0.14% of portfolio
4,299
Q4 2024 Reduced 10.18%
$8.42B
$1.37 Million 0.14% of portfolio
8,808
Q4 2024 Added 11.48%

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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