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
NEM
Newmont Corp

Basic Materials
4.51K
New
$37.79 - $48.39 $170K - $218K
4.51K $217K
HEFA
Ishares Currency Hedged Msci E

ETFs
5.89K
New
$34.83 - $37.52 $205K - $221K
5.89K $213K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.83K
New
$88.0 - $115.5 $161K - $211K
1.83K $208K
CNC
Centene Corp

Healthcare
3.37K
New
$55.93 - $65.89 $189K - $222K
3.37K $204K
VTR
Ventas, Inc.

Real Estate
2.94K
New
$56.9 - $70.47 $167K - $207K
2.94K $202K
PPL
Ppl Corp

Utilities
3.8K
+ 21.41%
$31.68 - $36.11 $120K - $137K
21.6K $778K
CARR
Carrier Global Corp

Industrials
3.17K
New
$62.07 - $70.55 $197K - $224K
3.17K $200K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.54K
+ 4.07%
$50.87 - $51.09 $180K - $181K
90.4K $4.61M
STM
St Microelectronics N.V.

Technology
13.1K
+ 43.01%
$21.64 - $28.22 $283K - $369K
43.4K $953K
VNQ
Vanguard Specialized Funds Van

ETFs
1.25K
+ 2.59%
$85.55 - $94.34 $107K - $118K
49.5K $4.48M
IGF
Ishares Global Infrastructure

ETFs
363
+ 0.62%
$51.96 - $54.84 $18.9K - $19.9K
59.3K $3.24M
TDG
Trans Digm Group Inc

Industrials
73
+ 16.48%
$1251.32 - $1394.11 $91.3K - $102K
516 $713K
CVS
Cvs Health Corp

Healthcare
336
+ 5.99%
$44.22 - $68.64 $14.9K - $23.1K
5.95K $402K
XLE
Energy Sector Spdr

ETFs
254
+ 1.91%
$85.7 - $93.96 $21.8K - $23.9K
13.6K $1.27M
F
Ford Motor CO

Consumer Cyclical
11.4K
New
$9.12 - $10.43 $104K - $119K
11.4K $114K
INTC
Intel Corp

Technology
2.64K
+ 13.08%
$19.1 - $27.39 $50.3K - $72.2K
22.8K $517K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.39K
+ 29.51%
$71.17 - $73.66 $99.2K - $103K
6.12K $449K
ROP
Roper Technologies Inc

Industrials
90
+ 11.49%
$502.71 - $593.81 $45.2K - $53.4K
873 $514K
MPC
Marathon Petroleum Corp

Energy
359
+ 4.23%
$134.72 - $159.03 $48.4K - $57.1K
8.84K $1.29M
NOC
Northrop Grumman Corp

Industrials
140
+ 20.29%
$433.45 - $513.82 $60.7K - $71.9K
830 $424K
GRFS
Grifols Sa

Healthcare
18.1K
+ 20.06%
$6.62 - $8.71 $120K - $157K
108K $768K
AMT
American Tower Corp

Real Estate
149
+ 8.0%
$173.46 - $217.6 $25.8K - $32.4K
2.01K $437K
DTE
Dte Energy CO

Utilities
18
+ 0.34%
$117.6 - $138.27 $2.12K - $2.49K
5.31K $734K
MMM
3 M CO

Industrials
377
+ 17.21%
$129.7 - $155.12 $48.9K - $58.5K
2.57K $376K
NXPI
Nxp Semiconductors N.V.

Technology
576
+ 49.96%
$189.99 - $245.86 $109K - $142K
1.73K $328K
CNP
Centerpoint Energy Inc

Utilities
92
+ 0.53%
$30.87 - $36.25 $2.84K - $3.34K
17.3K $626K
TRV
Travelers Companies, Inc.

Financial Services
121
+ 6.31%
$232.43 - $265.13 $28.1K - $32.1K
2.04K $538K
MO
Altria Group, Inc.

Consumer Defensive
557
+ 10.26%
$50.81 - $60.02 $28.3K - $33.4K
5.99K $359K
MELI
Mercadolibre Inc

Consumer Cyclical
14
+ 7.73%
$1739.0 - $2260.0 $24.3K - $31.6K
195 $380K
VBR
Vanguard Small Cap Value ETF

ETFs
769
+ 12.83%
$183.02 - $207.75 $141K - $160K
6.77K $1.26M
ASML
Asml Holding Nv

Technology
282
+ 7.34%
$662.63 - $776.99 $187K - $219K
4.12K $2.73M
FMX
Mexican Economic Development Inc

Consumer Defensive
36
+ 0.71%
$81.23 - $100.59 $2.92K - $3.62K
5.11K $498K
KLAC
Kla Corp

Technology
12
+ 1.08%
$636.62 - $777.63 $7.64K - $9.33K
1.12K $761K
NSC
Norfolk Southern Corp

Industrials
231
+ 6.14%
$227.69 - $259.76 $52.6K - $60K
3.99K $945K
HMC
Honda Motor CO LTD

Consumer Cyclical
3.8K
+ 12.34%
$26.9 - $30.41 $102K - $115K
34.6K $937K
VBK
Vanguard Small Cap Growth ETF

ETFs
620
+ 18.13%
$247.97 - $296.33 $154K - $184K
4.04K $1.02M
FAST
Fastenal CO

Industrials
203
+ 2.9%
$71.11 - $79.98 $14.4K - $16.2K
7.2K $558K
IVE
Ishares S&P 500 Value ETF

ETFs
304
+ 1.81%
$185.78 - $198.58 $56.5K - $60.4K
17.1K $3.26M
USFD
Us Foods Holding Corp.

Consumer Defensive
1.16K
+ 9.91%
$63.38 - $72.02 $73.2K - $83.2K
12.8K $838K
ALC
Alcon Inc

Healthcare
109
+ 2.95%
$82.73 - $96.8 $9.02K - $10.6K
3.81K $361K
PANW
Palo Alto Networks Inc

Technology
393
+ 22.25%
$167.82 - $208.28 $66K - $81.9K
2.16K $368K
IWD
Ishares Russell 1000 Val ETF

ETFs
136
+ 2.16%
$182.82 - $196.21 $24.9K - $26.7K
6.43K $1.21M
CTVA
Corteva, Inc.

Basic Materials
336
+ 9.25%
$55.94 - $66.15 $18.8K - $22.2K
3.97K $249K
MNST
Monster Beverage Corp

Consumer Defensive
38
+ 0.61%
$46.16 - $58.58 $1.75K - $2.23K
6.29K $367K
MUB
Ishares National Muni Bond ETF

ETFs
727
+ 2.1%
$104.71 - $107.69 $76.1K - $78.3K
35.4K $3.73M
WTW
Willis Towers Watson PLC

Financial Services
26
+ 2.5%
$306.61 - $340.78 $7.97K - $8.86K
1.07K $360K
CL
Colgate Palmolive CO

Consumer Defensive
304
+ 10.81%
$85.68 - $97.5 $26K - $29.6K
3.12K $291K
ODFL
Old Dominion Freight Line, Inc.

Industrials
281
+ 22.35%
$161.13 - $209.29 $45.3K - $58.8K
1.54K $254K
C
Citigroup Inc

Financial Services
233
+ 1.0%
$67.23 - $84.63 $15.7K - $19.7K
23.6K $1.68M
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
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email