Schechter Investment Advisors, LLC Purchases in Q1 2025

Schechter Investment Advisors, LLC

  • $853 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
167K
+ 39.34%
$50.48 - $51.04 $8.44M - $8.53M
592K $30M
ACI
Albertsons Companies, Inc.

Consumer Defensive
280K
New
$19.58 - $22.02 $5.49M - $6.17M
280K $6.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
18.5K
+ 3.84%
$58.01 - $64.46 $1.08M - $1.2M
501K $31.1M
IVV
Ishares Core S&P 500 ETF

ETFs
3.04K
+ 104.0%
$554.06 - $615.85 $1.69M - $1.87M
5.97K $3.35M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
31.3K
+ 266.93%
$49.78 - $53.19 $1.56M - $1.66M
43K $2.2M
GBDC
Golub Capital Bdc, Inc.

Financial Services
100K
+ 44.38%
$14.46 - $15.96 $1.45M - $1.6M
325K $4.93M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.6K
+ 189.34%
$102.49 - $119.96 $1.4M - $1.64M
20.8K $2.18M
IWV
Ishares Russell 3000 ETF

ETFs
3.72K
New
$313.1 - $349.83 $1.16M - $1.3M
3.72K $1.18M
AON
Aon PLC

Financial Services
2.12K
+ 31.18%
$348.44 - $409.32 $738K - $867K
8.91K $3.55M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.63K
New
$408.78 - $448.82 $1.07M - $1.18M
2.63K $1.1M
KO
Coca Cola CO

Consumer Defensive
8.62K
+ 30.74%
$60.81 - $72.32 $524K - $623K
36.7K $2.63M
MOD
Modine Manufacturing CO

Consumer Cyclical
10.7K
New
$76.06 - $142.68 $812K - $1.52M
10.7K $819K
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.1K
New
$56.17 - $59.71 $680K - $723K
12.1K $691K
UBER
Uber Technologies, Inc

Technology
7.12K
+ 57.12%
$63.17 - $81.49 $450K - $580K
19.6K $1.43M
ALL
Allstate Corp

Financial Services
3.24K
New
$180.99 - $210.18 $586K - $681K
3.24K $670K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.91K
+ 63.64%
$120.29 - $134.6 $710K - $795K
15.2K $1.85M
SBUX
Starbucks Corp

Consumer Cyclical
5.49K
+ 59.3%
$91.75 - $115.81 $504K - $636K
14.8K $1.45M
JNJ
Johnson & Johnson

Healthcare
2.13K
+ 19.6%
$142.06 - $167.7 $302K - $357K
13K $2.15M
APO
Apollo Global Management, Inc.

Financial Services
4.12K
New
$126.01 - $172.06 $519K - $709K
4.12K $564K
QCOM
Qualcomm Inc

Technology
3.58K
+ 45.75%
$151.94 - $175.86 $544K - $629K
11.4K $1.75M
SCHW
Schwab Charles Corp

Financial Services
5.13K
+ 37.65%
$71.24 - $83.64 $365K - $429K
18.7K $1.47M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.73K
New
$50.39 - $50.66 $440K - $442K
8.73K $442K
MDT
Medtronic PLC

Healthcare
4.08K
+ 58.8%
$79.84 - $94.5 $326K - $386K
11K $990K
PLTR
Palantir Technologies Inc.

Technology
5.08K
New
$64.98 - $124.62 $330K - $632K
5.08K $428K
DGX
Quest Diagnostics Inc

Healthcare
2.9K
New
N/A
2.9K $397K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
4.1K
New
$90.12 - $109.07 $369K - $447K
4.1K $395K
SPOT
Spotify Technology S.A.

Communication Services
701
New
$457.79 - $648.32 $321K - $454K
701 $385K
IBM
International Business Machines Corp

Technology
797
+ 12.55%
$217.4 - $264.74 $173K - $211K
7.15K $1.78M
ELV
Elevance Health, Inc.

Healthcare
775
+ 113.97%
$365.9 - $436.25 $284K - $338K
1.46K $632K
KGC
Kinross Gold Corp

Basic Materials
16K
+ 40.32%
$9.69 - $12.61 $155K - $201K
55.5K $700K
NTR
Nutrien Ltd.

Basic Materials
6.61K
New
$45.28 - $53.84 $299K - $356K
6.61K $328K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.17K
+ 21.2%
$468.34 - $539.52 $548K - $631K
6.69K $3.14M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.04K
New
$96.18 - $109.82 $293K - $334K
3.04K $311K
VIV
Telefonica Brasil S.A.

Communication Services
29.3K
+ 64.41%
$7.5 - $9.4 $220K - $275K
74.8K $652K
T
At&T Inc.

Communication Services
6.67K
+ 31.01%
$21.56 - $28.28 $144K - $189K
28.2K $796K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.18K
New
N/A
3.18K $272K
NRG
Nrg Energy, Inc.

Utilities
1.9K
+ 11.91%
$84.82 - $113.33 $161K - $215K
17.8K $1.7M
OTIS
Otis Worldwide Corp

Industrials
2.56K
New
$90.77 - $104.01 $232K - $266K
2.56K $264K
DASH
Door Dash, Inc.

Communication Services
1.35K
New
$168.37 - $213.38 $228K - $289K
1.35K $247K
TDY
Teledyne Technologies Inc

Technology
494
New
$455.51 - $518.84 $225K - $256K
494 $245K
VB
Vanguard Small Cap ETF

ETFs
1.36K
+ 40.86%
$217.89 - $252.64 $297K - $344K
4.7K $1.04M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
2.2K
New
$109.48 - $136.56 $241K - $301K
2.2K $241K
OKE
Oneok Inc

Energy
2.53K
+ 29.38%
$89.57 - $109.85 $226K - $278K
11.1K $1.1M
VV
Vanguard Large Cap ETF

ETFs
1.12K
+ 30.23%
$253.32 - $282.66 $283K - $316K
4.82K $1.24M
VHT
Vanguard Health Care ETF

ETFs
909
New
$254.06 - $273.83 $231K - $249K
909 $240K
RSG
Republic Services, Inc.

Industrials
960
New
$200.09 - $242.16 $192K - $232K
960 $232K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.04K
+ 2.38%
$48.43 - $49.9 $99K - $102K
87.8K $4.38M
BAX
Baxter International Inc

Healthcare
6.59K
New
$29.26 - $36.57 $193K - $241K
6.59K $225K
PFE
Pfizer Inc

Healthcare
9.08K
+ 108.38%
$25.01 - $27.13 $227K - $246K
17.5K $442K
Activity Summary
Buys All Purchases 162 New Holdings 53 Increased Positions 109 Sells All Sells 425 Reductions 425 Sold out 0 Options Calls 0 Puts 0
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