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
$0
$37.5 Million 4.4% of portfolio
217,179
Q1 2025 Reduced 0.45%
$0
$31.1 Million 3.65% of portfolio
501,490
Q1 2025 Added 3.84%
$0
$30.6 Million 3.58% of portfolio
82,389
Q1 2025 Added 4.39%
$0
$30 Million 3.52% of portfolio
592,020
Q1 2025 Added 39.34%
$0
$29.2 Million 3.43% of portfolio
52,288
Q1 2025 Reduced 7.64%
$209B
$26.1 Million 3.06% of portfolio
291,300
Q1 2025 Reduced 0.29%
$4.32T
$25.8 Million 3.02% of portfolio
116,127
Q1 2025 Reduced 16.41%
$516B
$19.2 Million 2.25% of portfolio
177,279
Q1 2025 Reduced 11.63%
$3.85T
$19.1 Million 2.23% of portfolio
50,796
Q1 2025 Reduced 20.96%
$2.59T
$16.7 Million 1.96% of portfolio
87,733
Q1 2025 Reduced 12.99%
$0
$13.4 Million 1.56% of portfolio
77,522
Q1 2025 Reduced 0.37%
$1.46T
$12.5 Million 1.47% of portfolio
21,692
Q1 2025 Reduced 11.52%
$621B
$10.4 Million 1.22% of portfolio
19,558
Q1 2025 Reduced 9.24%
$94.9B
$9.16 Million 1.07% of portfolio
34,524
Q1 2025 Reduced 23.45%
$1.73T
$9.07 Million 1.06% of portfolio
58,079
Q1 2025 Reduced 29.11%
$907B
$8.88 Million 1.04% of portfolio
36,181
Q1 2025 Reduced 14.57%
$375B
$7.31 Million 0.86% of portfolio
34,908
Q1 2025 Reduced 8.67%
$551B
$6.82 Million 0.8% of portfolio
19,466
Q1 2025 Reduced 15.16%
$0
$6.74 Million 0.79% of portfolio
60,628
Q1 2025 Reduced 2.49%
$312B
$6.64 Million 0.78% of portfolio
12,676
Q1 2025 Reduced 10.75%
$1.68T
$6.2 Million 0.73% of portfolio
40,113
Q1 2025 Reduced 26.9%
$9.41B
$6.16 Million 0.72% of portfolio
280,316
Q1 2025 New
$852B
$6.14 Million 0.72% of portfolio
7,433
Q1 2025 Reduced 3.76%
$411B
$5.79 Million 0.68% of portfolio
6,122
Q1 2025 Reduced 21.93%
$217B
$5.8 Million 0.68% of portfolio
43,690
Q1 2025 Reduced 19.65%
$490B
$5.14 Million 0.6% of portfolio
5,513
Q1 2025 Reduced 25.4%
$2.41B
$4.93 Million 0.58% of portfolio
325,337
Q1 2025 Added 44.38%
$334M
$4.77 Million 0.56% of portfolio
936,193
Q1 2025 Reduced 0.3%
$0
$4.61 Million 0.54% of portfolio
90,365
Q1 2025 Added 4.07%
$0
$4.48 Million 0.52% of portfolio
49,467
Q1 2025 Added 2.59%
$519B
$4.43 Million 0.52% of portfolio
8,085
Q1 2025 Reduced 19.58%
$0
$4.38 Million 0.51% of portfolio
87,791
Q1 2025 Added 2.38%
$147B
$4.3 Million 0.5% of portfolio
25,661
Q1 2025 Reduced 22.74%
$224B
$4.31 Million 0.5% of portfolio
27,123
Q1 2025 Reduced 5.84%
$695B
$4.15 Million 0.49% of portfolio
29,672
Q1 2025 Reduced 8.99%
$0
$3.73 Million 0.44% of portfolio
35,410
Q1 2025 Added 2.1%
$163B
$3.75 Million 0.44% of portfolio
30,821
Q1 2025 Reduced 5.64%
$70.3B
$3.55 Million 0.42% of portfolio
8,907
Q1 2025 Added 31.18%
$157B
$3.46 Million 0.41% of portfolio
9,029
Q1 2025 Reduced 6.57%
$0
$3.5 Million 0.41% of portfolio
19,221
Q1 2025 Reduced 25.74%
$118B
$3.45 Million 0.4% of portfolio
5,124
Q1 2025 Reduced 7.33%
$0
$3.35 Million 0.39% of portfolio
5,967
Q1 2025 Added 104.0%
$0
$3.26 Million 0.38% of portfolio
17,081
Q1 2025 Added 1.81%
$0
$3.24 Million 0.38% of portfolio
59,320
Q1 2025 Added 0.62%
$1.78B
$3.28 Million 0.38% of portfolio
144,259
Q1 2025 Reduced 0.35%
$270B
$3.28 Million 0.38% of portfolio
12,183
Q1 2025 Reduced 13.1%
$0
$3.2 Million 0.38% of portfolio
60,133
Q1 2025 Reduced 3.35%
$1.58T
$3.17 Million 0.37% of portfolio
19,078
Q1 2025 Reduced 19.02%
$0
$3.14 Million 0.37% of portfolio
6,689
Q1 2025 Added 21.2%

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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