Schechter Investment Advisors, LLC Purchases in Q4 2024

Schechter Investment Advisors, LLC

  • $945 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
410K
+ 2832.55%
$50.62 - $50.97 $20.8M - $20.9M
425K $21.5M
VEA
Vanguard Ftse Developed Market

ETFs
65.5K
+ 315.55%
$47.57 - $52.44 $3.12M - $3.44M
86.3K $4.13M
TSLA
Tesla, Inc.

Consumer Cyclical
548
+ 4.52%
$213.65 - $479.86 $117K - $263K
12.7K $5.12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.2K
+ 83.09%
$96.64 - $101.23 $1.76M - $1.84M
40.1K $3.88M
VTI
Vanguard Total Stock Market Et

ETFs
3.33K
+ 15.91%
$280.04 - $302.45 $933K - $1.01M
24.3K $7.04M
APG
A Pi Group Corp

Industrials
28.7K
+ 400.84%
$31.48 - $39.26 $904K - $1.13M
35.9K $1.29M
DAR
Darling Ingredients Inc.

Consumer Defensive
27.1K
+ 85.8%
$33.0 - $43.05 $894K - $1.17M
58.7K $1.98M
STM
St Microelectronics N.V.

Technology
30.4K
New
$24.48 - $28.92 $743K - $878K
30.4K $758K
DIS
Walt Disney CO

Communication Services
4.26K
+ 29.78%
$92.39 - $117.6 $393K - $501K
18.6K $2.07M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.66K
+ 149.64%
$229.85 - $335.91 $380K - $556K
2.76K $901K
MUB
Ishares National Muni Bond ETF

ETFs
6.44K
+ 22.79%
$105.78 - $108.7 $681K - $700K
34.7K $3.7M
UAL
United Airlines Holdings, Inc.

Industrials
6.12K
New
$55.62 - $102.44 $340K - $627K
6.12K $594K
PPL
Ppl Corp

Utilities
17.8K
New
$31.47 - $35.0 $559K - $622K
17.8K $576K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.94K
+ 266.44%
$278.19 - $315.36 $539K - $611K
2.66K $766K
DAL
Delta Air Lines, Inc.

Industrials
7.22K
+ 61.3%
$47.46 - $65.77 $343K - $475K
19K $1.15M
MCK
Mckesson Corp

Healthcare
262
+ 4.97%
$482.27 - $628.5 $126K - $165K
5.53K $3.15M
HON
Honeywell International Inc

Industrials
1.58K
+ 16.66%
$202.84 - $236.0 $320K - $372K
11K $2.5M
BMY
Bristol Myers Squibb CO

Healthcare
9.49K
New
$51.92 - $59.94 $492K - $569K
9.49K $536K
CSGP
Costar Group, Inc.

Real Estate
7.39K
New
$69.7 - $81.97 $515K - $606K
7.39K $529K
SYY
Sysco Corp

Consumer Defensive
4.87K
+ 46.1%
$73.63 - $81.77 $358K - $398K
15.4K $1.18M
EMR
Emerson Electric CO

Industrials
1.38K
+ 11.81%
$108.13 - $134.33 $149K - $186K
13.1K $1.62M
VV
Vanguard Large Cap ETF

ETFs
1.19K
+ 47.15%
$260.27 - $280.65 $308K - $333K
3.7K $997K
MSTR
Microstrategy Inc

Technology
1.12K
New
$162.69 - $473.83 $182K - $531K
1.12K $324K
CAE
Cae Inc

Industrials
666
+ 1.5%
$17.6 - $25.38 $11.7K - $16.9K
45K $1.14M
CSCO
Cisco Systems, Inc.

Technology
501
+ 1.08%
$52.45 - $60.02 $26.3K - $30.1K
47.1K $2.79M
KBR
Kbr, Inc.

Industrials
5.11K
New
$55.19 - $72.02 $282K - $368K
5.11K $296K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.6K
+ 94.58%
$57.29 - $63.1 $321K - $353K
11.5K $661K
TRMB
Trimble Inc.

Technology
2.87K
+ 45.6%
$60.21 - $75.4 $173K - $216K
9.16K $647K
BKR
Baker Hughes CO

Energy
6.18K
New
$35.98 - $44.88 $222K - $277K
6.18K $253K
HUM
Humana Inc

Healthcare
963
New
$233.89 - $304.18 $225K - $293K
963 $244K
MFG
Mizuho Financial Group Inc

Financial Services
23.8K
+ 13.42%
$4.05 - $5.26 $96.3K - $125K
201K $982K
KMI
Kinder Morgan, Inc.

Energy
8.49K
New
$22.59 - $28.54 $192K - $242K
8.49K $232K
VTV
Vanguard Value ETF

ETFs
7.88K
+ 3.75%
$168.32 - $181.87 $1.33M - $1.43M
218K $36.9M
FIVN
Five9, Inc.

Technology
5.49K
New
$27.26 - $43.41 $150K - $238K
5.49K $223K
USPH
U S Physical Therapy Inc

Healthcare
1.55K
+ 8.19%
$77.48 - $99.91 $120K - $155K
20.5K $1.82M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
97
+ 6.12%
$260.53 - $404.79 $25.3K - $39.3K
1.68K $643K
BMO
Bank Of Montreal

Financial Services
2.18K
New
$89.75 - $103.39 $196K - $226K
2.18K $211K
VB
Vanguard Small Cap ETF

ETFs
831
+ 33.17%
$233.76 - $261.58 $194K - $217K
3.34K $801K
BSX
Boston Scientific Corp

Healthcare
758
+ 3.05%
$83.62 - $91.5 $63.4K - $69.4K
25.6K $2.29M
JD
Jd.Com, Inc.

Consumer Cyclical
5.91K
New
$33.35 - $47.1 $197K - $278K
5.91K $204K
GLNG
Golar Lng LTD

Energy
4.8K
New
$34.0 - $43.59 $163K - $209K
4.8K $203K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.54K
New
$53.97 - $63.88 $191K - $226K
3.54K $203K
DXCM
Dexcom Inc

Healthcare
2.6K
New
$65.68 - $81.01 $171K - $211K
2.6K $202K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
3.72K
New
N/A
3.72K $195K
NKE
Nike, Inc.

Consumer Cyclical
3.04K
+ 111.32%
$73.36 - $89.13 $223K - $271K
5.77K $436K
SCHW
Schwab Charles Corp

Financial Services
1.06K
+ 8.43%
$63.31 - $82.85 $67K - $87.7K
13.6K $1.01M
NGVT
Ingevity Corp

Basic Materials
3.27K
+ 12.29%
$31.62 - $50.21 $103K - $164K
29.9K $1.22M
CHGG
Chegg, Inc

Consumer Defensive
100K
New
$1.5 - $2.65 $150K - $265K
100K $161K
RHI
Robert Half International Inc.

Industrials
2.04K
+ 54.68%
$65.55 - $76.8 $134K - $157K
5.77K $406K
Activity Summary
Buys All Purchases 221 New Holdings 55 Increased Positions 166 Sells All Sells 394 Reductions 394 Sold out 0 Options Calls 0 Puts 0
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