Schechter Investment Advisors, LLC Portfolio Holdings

Schechter Investment Advisors, LLC

  • $853 Million
  • Q1 2025

Schechter Investment Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $853 Million distributed in 1410 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $37.5M, Vanguard Star Fd Vanguard Tota with a value of $31.1M, Vanguard Growth ETF with a value of $30.6M, Janus Detroit Str Tr Janus Hen with a value of $30M, and Spdr S&P 500 ETF Trust with a value of $29.2M.

Examining the 13F form we can see an decrease of $92.1M in the current position value, from $945M to 853M.

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 $853 Million
ETFs: $274 Million
Technology: $135 Million
Financial Services: $101 Million
Healthcare: $92 Million
Consumer Cyclical: $57.5 Million
Industrials: $52.4 Million
Communication Services: $45.4 Million
Consumer Defensive: $39.2 Million
Other: $56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132B
$1.68 Million 0.2% of portfolio
23,615
Q1 2025 Added 1.0%
$0
$1.68 Million 0.2% of portfolio
12,360
Q3 2024 Reduced 7.49%
$166B
$1.67 Million 0.2% of portfolio
16,966
Q1 2025 Reduced 8.57%
$157B
$1.67 Million 0.2% of portfolio
16,242
Q1 2025 Reduced 6.41%
$43.6B
$1.71 Million 0.2% of portfolio
3,016
Q1 2025 Reduced 9.89%
$100B
$1.72 Million 0.2% of portfolio
8,548
Q1 2025 Reduced 3.28%
$161B
$1.66 Million 0.19% of portfolio
27,926
Q1 2025 Reduced 6.06%
$131B
$1.6 Million 0.19% of portfolio
22,534
Q1 2025 Reduced 12.17%
$6.38B
$1.61 Million 0.19% of portfolio
17,463
Q1 2025 Reduced 19.6%
$4.49B
$1.66 Million 0.19% of portfolio
16,589
Q1 2025 Reduced 14.75%
$64.7B
$1.63 Million 0.19% of portfolio
12,712
Q1 2025 Reduced 3.81%
$0
$1.65 Million 0.19% of portfolio
8,270
Q1 2025 Reduced 1.99%
$130B
$1.63 Million 0.19% of portfolio
11,210
Q1 2025 Reduced 4.29%
$3.11B
$1.52 Million 0.18% of portfolio
14,114
Q1 2025 Added 32.85%
$105B
$1.52 Million 0.18% of portfolio
30,102
Q1 2025 Reduced 17.48%
$39.9B
$1.53 Million 0.18% of portfolio
18,534
Q1 2025 Reduced 12.32%
$47.5B
$1.56 Million 0.18% of portfolio
104,974
Q1 2025 Reduced 12.28%
$48.7B
$1.55 Million 0.18% of portfolio
12,961
Q1 2025 Reduced 12.6%
$71.4B
$1.54 Million 0.18% of portfolio
403
Q1 2025 Reduced 5.18%
$177B
$1.42 Million 0.17% of portfolio
7,315
Q1 2025 Added 1.18%
$97.4B
$1.45 Million 0.17% of portfolio
14,754
Q1 2025 Added 59.3%
$74.7B
$1.46 Million 0.17% of portfolio
5,350
Q1 2025 Reduced 4.91%
$151B
$1.48 Million 0.17% of portfolio
39,979
Q1 2025 Reduced 13.74%
$156B
$1.42 Million 0.17% of portfolio
4,555
Q1 2025 Reduced 27.61%
$150B
$1.49 Million 0.17% of portfolio
21,440
Q1 2025 Reduced 34.72%
$10.6B
$1.46 Million 0.17% of portfolio
18,852
Q1 2025 Reduced 11.63%
$163B
$1.49 Million 0.17% of portfolio
2,925
Q1 2025 Reduced 20.88%
$244B
$1.46 Million 0.17% of portfolio
13,071
Q1 2025 Reduced 9.39%
$148B
$1.47 Million 0.17% of portfolio
18,739
Q1 2025 Added 37.65%
$160B
$1.43 Million 0.17% of portfolio
19,577
Q1 2025 Added 57.12%
$4.15B
$1.49 Million 0.17% of portfolio
17,338
Q1 2025 Reduced 14.23%
$15.3B
$1.47 Million 0.17% of portfolio
2,899
Q1 2025 Reduced 19.32%
$173B
$1.37 Million 0.16% of portfolio
19,915
Q1 2025 Added 1.63%
$165B
$1.36 Million 0.16% of portfolio
4,809
Q1 2025 Reduced 13.76%
$94B
$1.32 Million 0.16% of portfolio
10,848
Q1 2025 Reduced 1.97%
$125B
$1.4 Million 0.16% of portfolio
3,139
Q1 2025 Reduced 10.42%
$11.3B
$1.33 Million 0.16% of portfolio
2,837
Q1 2025 Reduced 8.98%
$68.5B
$1.29 Million 0.15% of portfolio
8,843
Q1 2025 Added 4.23%
$0
$1.26 Million 0.15% of portfolio
6,765
Q1 2025 Added 12.83%
$8.84B
$1.24 Million 0.15% of portfolio
34,730
Q1 2025 Reduced 3.23%
$0
$1.27 Million 0.15% of portfolio
13,568
Q1 2025 Added 1.91%
$0
$1.32 Million 0.15% of portfolio
16,092
Q4 2023 Reduced 29.09%
$6.26B
$1.29 Million 0.15% of portfolio
4,526
Q1 2025 Added 8.33%
$62.2B
$1.3 Million 0.15% of portfolio
11,839
Q1 2025 Reduced 9.45%
$196B
$1.28 Million 0.15% of portfolio
11,001
Q1 2025 Reduced 20.45%
$6.62B
$1.29 Million 0.15% of portfolio
9,145
Q1 2025 Reduced 4.19%
$131B
$1.25 Million 0.15% of portfolio
2,578
Q1 2025 Reduced 11.71%
$141B
$1.22 Million 0.14% of portfolio
3,271
Q1 2025 Reduced 32.68%
$0
$1.24 Million 0.14% of portfolio
4,816
Q1 2025 Added 30.23%

Summary

  • Portfolio
  • No. of Stocks 1,410
  • Current Value $853 Million
  • Prior Value $945 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 53 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 425 stocks
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