Schechter Investment Advisors, LLC Incresed Positions 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
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
AON
Aon PLC

Financial Services
2.12K
+ 31.18%
$348.44 - $409.32 $738K - $867K
8.91K $3.55M
VTI
Vanguard Total Stock Market Et

ETFs
4.97K
+ 20.46%
$271.18 - $303.12 $1.35M - $1.51M
29.3K $8.04M
KO
Coca Cola CO

Consumer Defensive
8.62K
+ 30.74%
$60.81 - $72.32 $524K - $623K
36.7K $2.63M
UBER
Uber Technologies, Inc

Technology
7.12K
+ 57.12%
$63.17 - $81.49 $450K - $580K
19.6K $1.43M
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
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
MDT
Medtronic PLC

Healthcare
4.08K
+ 58.8%
$79.84 - $94.5 $326K - $386K
11K $990K
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.17K
+ 21.2%
$468.34 - $539.52 $548K - $631K
6.69K $3.14M
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
NRG
Nrg Energy, Inc.

Utilities
1.9K
+ 11.91%
$84.82 - $113.33 $161K - $215K
17.8K $1.7M
VB
Vanguard Small Cap ETF

ETFs
1.36K
+ 40.86%
$217.89 - $252.64 $297K - $344K
4.7K $1.04M
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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.04K
+ 2.38%
$48.43 - $49.9 $99K - $102K
87.8K $4.38M
PFE
Pfizer Inc

Healthcare
9.08K
+ 108.38%
$25.01 - $27.13 $227K - $246K
17.5K $442K
PPL
Ppl Corp

Utilities
3.8K
+ 21.41%
$31.68 - $36.11 $120K - $137K
21.6K $778K
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
VZ
Verizon Communications Inc

Communication Services
2.11K
+ 16.5%
$37.81 - $46.49 $79.7K - $98K
14.9K $674K
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
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
DTE
Dte Energy CO

Utilities
18
+ 0.34%
$117.6 - $138.27 $2.12K - $2.49K
5.31K $734K
AMT
American Tower Corp

Real Estate
149
+ 8.0%
$173.46 - $217.6 $25.8K - $32.4K
2.01K $437K
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
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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