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
$173B
$1.34 Million 0.14% of portfolio
19,595
Q4 2024 Reduced 15.22%
$6.91B
$1.33 Million 0.14% of portfolio
14,185
Q4 2024 Added 5.68%
$0
$1.28 Million 0.14% of portfolio
2,383
Q4 2024 Added 6.62%
$0
$1.22 Million 0.13% of portfolio
16,092
Q4 2023 Reduced 29.09%
$72.6B
$1.18 Million 0.13% of portfolio
8,484
Q4 2024 Reduced 12.77%
$93.9B
$1.19 Million 0.13% of portfolio
11,066
Q4 2024 Reduced 1.47%
$1.09B
$1.2 Million 0.13% of portfolio
95,423
Q3 2024 Reduced 5.3%
$8.49B
$1.2 Million 0.13% of portfolio
32,653
Q4 2024 Reduced 8.83%
$1.51B
$1.22 Million 0.13% of portfolio
29,876
Q4 2024 Added 12.29%
$0
$1.24 Million 0.13% of portfolio
13,615
Q1 2024 New
$97.5B
$1.26 Million 0.13% of portfolio
41,420
Q4 2024 Added 0.54%
$173B
$1.2 Million 0.13% of portfolio
7,823
Q4 2024 Reduced 18.13%
$0
$1.19 Million 0.13% of portfolio
5,996
Q4 2024 Reduced 0.27%
$168B
$1.23 Million 0.13% of portfolio
104,884
Q4 2024 Reduced 4.61%
$59.3B
$1.2 Million 0.13% of portfolio
31,362
Q4 2024 Added 10.98%
$0
$1.19 Million 0.13% of portfolio
9,279
Q4 2024 Reduced 19.7%
$46.6B
$1.12 Million 0.12% of portfolio
6,472
Q4 2024 Reduced 5.13%
$108B
$1.14 Million 0.12% of portfolio
3,421
Q4 2024 Added 2.24%
$145B
$1.15 Million 0.12% of portfolio
5,033
Q4 2024 Reduced 9.32%
$1.39B
$1.13 Million 0.12% of portfolio
18,690
Q4 2024 Added 1.19%
$0
$1.1 Million 0.12% of portfolio
13,527
Q1 2024 Added 51.17%
$28B
$1.15 Million 0.12% of portfolio
19,000
Q4 2024 Added 61.3%
$0
$1.14 Million 0.12% of portfolio
13,314
Q4 2024 Added 1.27%
$38B
$1.18 Million 0.12% of portfolio
15,421
Q4 2024 Added 46.1%
$8.23B
$1.1 Million 0.12% of portfolio
21,436
Q4 2024 Added 0.68%
$0
$1.17 Million 0.12% of portfolio
6,294
Q4 2024 Added 2.81%
$94.5B
$1.17 Million 0.12% of portfolio
13,855
Q4 2024 Reduced 8.44%
$124B
$1.18 Million 0.12% of portfolio
2,920
Q4 2024 Added 23.89%
$7.82B
$1.14 Million 0.12% of portfolio
45,047
Q4 2024 Added 1.5%
$127B
$1.16 Million 0.12% of portfolio
3,974
Q4 2024 Reduced 5.11%
$0
$997,000 0.11% of portfolio
12,911
Q4 2024 Reduced 8.92%
$33B
$1.04 Million 0.11% of portfolio
5,488
Q4 2024 Reduced 6.4%
$142B
$1.01 Million 0.11% of portfolio
13,614
Q4 2024 Added 8.43%
$37.4B
$1.03 Million 0.11% of portfolio
13,509
Q4 2024 Reduced 2.97%
$0
$1.06 Million 0.11% of portfolio
12,107
Q4 2024 Added 7.19%
$0
$997,000 0.11% of portfolio
3,698
Q4 2024 Added 47.15%
$65.6B
$1.07 Million 0.11% of portfolio
2,214
Q4 2024 Added 3.36%
$103B
$1.01 Million 0.11% of portfolio
9,593
Q4 2024 Reduced 11.09%
$0
$1.06 Million 0.11% of portfolio
52,490
Q4 2024 Reduced 12.26%
-
$965,000 0.1% of portfolio
73,555
Q4 2024 Added 2.42%
$71B
$944,000 0.1% of portfolio
4,898
Q4 2024 Added 0.91%
$10.5B
$971,000 0.1% of portfolio
3,906
Q4 2024 Reduced 0.18%
$31.4B
$954,000 0.1% of portfolio
45,112
Q4 2024 Added 387.91%
$26.1B
$901,000 0.1% of portfolio
2,761
Q4 2024 Added 149.64%
$207B
$918,000 0.1% of portfolio
6,041
Q4 2024 Reduced 35.8%
$17.8B
$946,000 0.1% of portfolio
27,360
Q4 2024 Reduced 4.43%
$195B
$915,000 0.1% of portfolio
7,911
Q4 2024 Added 24.47%
$69.8B
$982,000 0.1% of portfolio
201,022
Q4 2024 Added 13.42%
$22.5B
$931,000 0.1% of portfolio
36,792
Q4 2024 Added 0.3%

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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