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
RTX
Raytheon Technologies Corp

Industrials
1.56K
+ 24.47%
$114.45 - $127.21 $178K - $198K
7.91K $915K
AON
Aon PLC

Financial Services
139
+ 2.09%
$344.14 - $393.31 $47.8K - $54.7K
6.79K $2.44M
MDT
Medtronic PLC

Healthcare
2.25K
+ 48.02%
$79.61 - $92.24 $179K - $208K
6.94K $554K
WMB
Williams Companies, Inc.

Energy
967
+ 10.59%
$46.37 - $59.74 $44.8K - $57.8K
10.1K $546K
SPYG
Spdr Portfolio

ETFs
812
+ 7.19%
$81.74 - $91.38 $66.4K - $74.2K
12.1K $1.06M
EXEL
Exelixis, Inc.

Healthcare
816
+ 6.33%
$25.39 - $36.46 $20.7K - $29.8K
13.7K $456K
CHT
Chunghwa Telecom CO LTD

Communication Services
3.63K
+ 37.85%
$37.24 - $39.29 $135K - $143K
13.2K $498K
AME
Ametek Inc

Industrials
514
+ 25.52%
$165.89 - $197.38 $85.3K - $101K
2.53K $455K
GNRC
Generac Holdings Inc.

Industrials
907
+ 11.48%
$154.28 - $195.11 $140K - $177K
8.81K $1.37M
HOLX
Hologic Inc

Healthcare
1.97K
+ 55.81%
$70.76 - $83.72 $139K - $165K
5.49K $396K
MUSA
Murphy Usa Inc.

Consumer Cyclical
147
+ 4.95%
$473.11 - $555.48 $69.5K - $81.7K
3.12K $1.56M
FE
Firstenergy Corp

Utilities
4.13K
+ 30.11%
$39.14 - $44.52 $162K - $184K
17.8K $709K
OKE
Oneok Inc

Energy
241
+ 2.88%
$92.28 - $117.05 $22.2K - $28.2K
8.6K $863K
SAM
Boston Beer CO Inc

Consumer Defensive
159
+ 3.31%
$270.2 - $323.56 $43K - $51.4K
4.96K $1.49M
KEP
Korea Electric Power Corp

Utilities
14.8K
+ 136.52%
$6.81 - $9.0 $101K - $133K
25.6K $175K
IVV
Ishares Core S&P 500 ETF

ETFs
99
+ 3.5%
$570.51 - $610.59 $56.5K - $60.4K
2.93K $1.72M
GILD
Gilead Sciences, Inc.

Healthcare
243
+ 3.27%
$83.95 - $97.9 $20.4K - $23.8K
7.68K $709K
DE
Deere & CO

Industrials
145
+ 4.06%
$389.45 - $466.0 $56.5K - $67.6K
3.72K $1.57M
ENB
Enbridge Inc

Energy
1.57K
+ 18.7%
$40.4 - $43.92 $63.4K - $69K
9.97K $422K
CX
Cemex Sab De Cv

Basic Materials
24.2K
+ 19.45%
$5.17 - $6.16 $125K - $149K
149K $838K
CVX
Chevron Corp

Energy
782
+ 5.52%
$141.15 - $162.53 $110K - $127K
14.9K $2.16M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
563
+ 23.89%
$396.64 - $516.74 $223K - $291K
2.92K $1.18M
GIL
Gildan Activewear Inc.

Consumer Cyclical
1.68K
+ 12.31%
$46.28 - $50.23 $77.5K - $84.1K
15.3K $718K
GM
General Motors CO

Consumer Cyclical
590
+ 11.27%
$44.82 - $60.2 $26.4K - $35.5K
5.83K $310K
PANW
Palo Alto Networks Inc

Technology
1.03K
+ 141.26%
$181.96 - $405.9 $188K - $420K
1.77K $321K
MMM
3 M CO

Industrials
638
+ 41.11%
$124.74 - $137.12 $79.6K - $87.5K
2.19K $282K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.68K
+ 16.77%
$51.09 - $55.27 $86K - $93K
11.7K $599K
GDDY
Go Daddy Inc.

Technology
24
+ 1.56%
$153.16 - $209.03 $3.68K - $5.02K
1.56K $307K
CPRT
Copart Inc

Consumer Cyclical
15
+ 0.12%
$51.36 - $63.8 $770 - $957
12.9K $740K
CNP
Centerpoint Energy Inc

Utilities
878
+ 5.38%
$28.58 - $32.66 $25.1K - $28.7K
17.2K $545K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
220
+ 1.19%
$55.73 - $66.16 $12.3K - $14.6K
18.7K $1.13M
TDG
Trans Digm Group Inc

Industrials
93
+ 26.57%
$1239.0 - $1442.53 $115K - $134K
443 $561K
SONY
Sony Group Corp

Technology
35.9K
+ 387.91%
$17.53 - $96.8 $629K - $3.47M
45.1K $954K
KKR
Kkr & Co. Inc.

Financial Services
184
+ 10.33%
$129.87 - $162.87 $23.9K - $30K
1.97K $290K
FDX
Fedex Corp

Industrials
168
+ 11.49%
$260.5 - $305.15 $43.8K - $51.3K
1.63K $458K
NSC
Norfolk Southern Corp

Industrials
434
+ 13.04%
$230.6 - $277.0 $100K - $120K
3.76K $883K
NEE
Nextera Energy Inc

Utilities
4.57K
+ 21.68%
$69.77 - $85.43 $319K - $391K
25.7K $1.84M
NICE
Nice Ltd.

Technology
378
+ 19.26%
$164.71 - $199.17 $62.3K - $75.3K
2.34K $397K
HPE
Hewlett Packard Enterprise CO

Technology
1.96K
+ 14.04%
$19.31 - $23.95 $37.8K - $46.8K
15.9K $339K
CBRE
Cbre Group, Inc.

Real Estate
242
+ 9.06%
$119.22 - $140.71 $28.9K - $34.1K
2.91K $382K
PNC
Pnc Financial Services Group, Inc.

Financial Services
44
+ 0.91%
$178.39 - $215.0 $7.85K - $9.46K
4.9K $944K
PKG
Packaging Corp Of America

Consumer Cyclical
148
+ 13.03%
$211.98 - $248.85 $31.4K - $36.8K
1.28K $289K
PWR
Quanta Services, Inc.

Industrials
58
+ 4.18%
$296.05 - $346.6 $17.2K - $20.1K
1.45K $456K
SRE
Sempra Energy

Utilities
360
+ 12.24%
$80.81 - $94.77 $29.1K - $34.1K
3.3K $289K
VRSK
Verisk Analytics, Inc.

Industrials
114
+ 10.87%
$262.86 - $294.75 $30K - $33.6K
1.16K $320K
IBRX
Immunity Bio, Inc.

Healthcare
15K
New
$2.56 - $6.17 $38.4K - $92.6K
15K $38K
TREX
Trex CO Inc

Industrials
92
+ 0.76%
$62.94 - $79.88 $5.79K - $7.35K
12.2K $839K
MO
Altria Group, Inc.

Consumer Defensive
533
+ 10.89%
$49.06 - $57.74 $26.1K - $30.8K
5.43K $283K
ROP
Roper Technologies Inc

Industrials
109
+ 16.17%
$519.85 - $575.95 $56.7K - $62.8K
783 $407K
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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