Schechter Investment Advisors, LLC Purchases in Q3 2024

Schechter Investment Advisors, LLC

  • $997 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
727
New
$256.4 - $289.78 $186K - $211K
727 $206K
VT
Vanguard Total World Stk Index

ETFs
1.72K
New
$107.72 - $119.96 $185K - $206K
1.72K $205K
RY
Royal Bank Of Canada

Financial Services
820
+ 15.11%
$105.65 - $124.73 $86.6K - $102K
6.25K $779K
TRU
Trans Union

Industrials
1.92K
New
$72.72 - $106.05 $140K - $204K
1.92K $201K
WCC
Wesco International Inc

Industrials
1.2K
New
$149.47 - $183.24 $179K - $220K
1.2K $201K
MORN
Morningstar, Inc.

Financial Services
629
New
$295.85 - $326.31 $186K - $205K
629 $200K
URI
United Rentals, Inc.

Industrials
17
+ 1.53%
$627.41 - $814.1 $10.7K - $13.8K
1.13K $913K
CMCSA
Comcast Corp

Communication Services
1.48K
+ 3.05%
$37.33 - $41.78 $55.4K - $62K
50.1K $2.09M
CEG
Constellation Energy Corp

Utilities
19
+ 0.62%
$167.08 - $262.86 $3.17K - $4.99K
3.09K $802K
ADP
Automatic Data Processing Inc

Industrials
119
+ 2.92%
$233.44 - $279.45 $27.8K - $33.3K
4.19K $1.16M
SONY
Sony Group Corp

Technology
740
+ 8.7%
$81.61 - $98.65 $60.4K - $73K
9.25K $892K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.49K
+ 1.3%
$13.0 - $15.08 $19.4K - $22.5K
117K $1.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
206
+ 10.15%
$475.2 - $527.7 $97.9K - $109K
2.24K $1.18M
KGC
Kinross Gold Corp

Basic Materials
15K
+ 64.14%
$8.02 - $9.84 $121K - $148K
38.5K $360K
CHT
Chunghwa Telecom CO LTD

Communication Services
3.99K
+ 71.09%
$36.12 - $40.59 $144K - $162K
9.6K $380K
MRCC
Monroe Capital Corp

Financial Services
11.2K
+ 7.27%
$7.14 - $8.18 $79.7K - $91.3K
165K $1.33M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.9K
+ 2.17%
$48.06 - $49.39 $91.5K - $94K
89.6K $4.42M
CNC
Centene Corp

Healthcare
1.16K
+ 14.28%
$64.89 - $80.23 $75.5K - $93.3K
9.31K $700K
PII
Polaris Inc.

Consumer Cyclical
1.35K
+ 14.23%
$72.9 - $86.86 $98.6K - $118K
10.9K $904K
FLEX
Flex Ltd.

Technology
3.18K
+ 23.49%
$28.1 - $34.0 $89.2K - $108K
16.7K $557K
FTNT
Fortinet, Inc.

Technology
116
+ 1.35%
$55.39 - $77.55 $6.43K - $9K
8.7K $674K
DD
Du Pont De Nemours, Inc.

Basic Materials
440
+ 3.26%
$77.22 - $89.49 $34K - $39.4K
13.9K $1.24M
NOC
Northrop Grumman Corp

Industrials
166
+ 23.61%
$423.73 - $533.14 $70.3K - $88.5K
869 $458K
TXN
Texas Instruments Inc

Technology
776
+ 10.23%
$194.6 - $194.6 $151K - $151K
8.36K $1.63M
PSA
Public Storage

Real Estate
66
+ 4.05%
$283.13 - $365.01 $18.7K - $24.1K
1.7K $616K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
14.7K
+ 10.49%
$19.84 - $22.57 $292K - $332K
155K $3.26M
VALE
Vale S.A.

Basic Materials
12.2K
New
$9.9 - $11.8 $121K - $144K
12.2K $142K
TRMB
Trimble Inc.

Technology
1.81K
+ 40.47%
$49.82 - $62.06 $90.3K - $112K
6.29K $390K
HCA
Hca Healthcare, Inc.

Healthcare
31
+ 2.12%
$315.12 - $406.43 $9.77K - $12.6K
1.5K $608K
VB
Vanguard Small Cap ETF

ETFs
394
+ 18.66%
$214.77 - $237.72 $84.6K - $93.7K
2.51K $594K
AMT
American Tower Corp

Real Estate
178
+ 7.39%
$192.27 - $242.73 $34.2K - $43.2K
2.59K $601K
VMI
Valmont Industries Inc

Industrials
250
+ 6.33%
$260.22 - $302.59 $65.1K - $75.6K
4.2K $1.22M
EQIX
Equinix Inc

Real Estate
27
+ 3.3%
$749.0 - $890.01 $20.2K - $24K
845 $750K
FTV
Fortive Corp

Technology
1.33K
+ 24.21%
$67.01 - $79.2 $88.8K - $105K
6.8K $536K
SHW
Sherwin Williams CO

Basic Materials
72
+ 5.85%
$294.65 - $384.0 $21.2K - $27.6K
1.3K $497K
GILD
Gilead Sciences, Inc.

Healthcare
166
+ 2.28%
$66.59 - $83.99 $11.1K - $13.9K
7.44K $623K
GNR
Spdr S&P Global Natural Resour

ETFs
398
+ 0.71%
$53.02 - $57.84 $21.1K - $23K
56.3K $3.25M
ENIC
Enel Chile S.A.

Utilities
44.7K
+ 37.97%
$2.54 - $2.95 $114K - $132K
162K $453K
FIS
Fidelity National Information Services, Inc.

Technology
289
+ 2.47%
$72.8 - $85.04 $21K - $24.6K
12K $1.01M
ENB
Enbridge Inc

Energy
2.22K
+ 35.84%
$35.27 - $41.18 $78.1K - $91.2K
8.4K $340K
CNP
Centerpoint Energy Inc

Utilities
4.63K
+ 39.62%
$25.63 - $30.55 $119K - $142K
16.3K $480K
MSI
Motorola Solutions, Inc.

Technology
66
+ 4.9%
$385.65 - $450.49 $25.5K - $29.7K
1.41K $634K
OKE
Oneok Inc

Energy
419
+ 5.27%
$78.62 - $95.27 $32.9K - $39.9K
8.36K $762K
HBAN
Huntington Bancshares Inc

Financial Services
1.75K
+ 3.1%
$12.84 - $15.15 $22.4K - $26.5K
58.1K $853K
TRV
Travelers Companies, Inc.

Financial Services
175
+ 7.86%
$201.87 - $242.35 $35.3K - $42.4K
2.4K $562K
T
At&T Inc.

Communication Services
2.44K
+ 12.94%
$18.21 - $22.28 $44.4K - $54.3K
21.3K $467K
OMC
Omnicom Group Inc.

Communication Services
14
+ 0.18%
$87.69 - $103.9 $1.23K - $1.45K
7.84K $810K
ANET
Arista Networks, Inc.

Technology
114
+ 5.92%
$311.42 - $388.21 $35.5K - $44.3K
2.04K $782K
NIO
Nio Inc.

Consumer Cyclical
15.2K
New
$3.67 - $6.68 $55.9K - $102K
15.2K $101K
Activity Summary
Buys All Purchases 317 New Holdings 81 Increased Positions 236 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 0 Puts 0
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