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
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
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
STWD
Starwood Property Trust, Inc.

Real Estate
423
+ 2.47%
$18.41 - $20.53 $7.79K - $8.68K
17.6K $347K
TTE
Total Energies Se

Energy
320
+ 1.63%
N/A
19.9K $1.37M
DELL
Dell Technologies Inc.

Technology
1.26K
+ 32.26%
$90.34 - $124.66 $114K - $157K
5.16K $470K
JNK
Spdr Bloomberg High Yield Bond

ETFs
190
+ 2.74%
$94.86 - $97.12 $18K - $18.5K
7.12K $678K
TXN
Texas Instruments Inc

Technology
85
+ 1.18%
N/A
7.32K $1.42M
VLO
Valero Energy Corp

Energy
7
+ 0.41%
$121.76 - $142.99 $852 - $1K
1.72K $226K
GPC
Genuine Parts CO

Consumer Cyclical
80
+ 4.24%
$115.91 - $129.02 $9.27K - $10.3K
1.97K $234K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2
+ 0.02%
$76.94 - $78.28 $154 - $157
12.9K $1.01M
PSA
Public Storage

Real Estate
46
+ 2.92%
$288.99 - $313.98 $13.3K - $14.4K
1.62K $484K
VMI
Valmont Industries Inc

Industrials
348
+ 8.33%
$285.37 - $376.98 $99.3K - $131K
4.53K $1.29M
OLED
Universal Display Corp Pa

Technology
163
+ 7.75%
$139.48 - $161.59 $22.7K - $26.3K
2.27K $316K
ERIC
Ericsson Lm Telephone CO

Technology
1.61K
+ 9.54%
$7.47 - $8.9 $12K - $14.3K
18.5K $143K
OGN
Organon & Co.

Healthcare
190
+ 0.74%
$14.29 - $16.41 $2.72K - $3.12K
25.8K $384K
Invesco Global Listed Private Equity ETF
1.09K
+ 8.81%
N/A
13.5K $0
Eldridge Bbb B Clo ETF
281K
+ 20.94%
N/A
1.62M $0
Eldridge Aaa Clo ETF
1.92K
+ 1.26%
N/A
154K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
208
+ 6.42%
$57.21 - $65.8 $11.9K - $13.7K
3.45K $201K
America Movil Sab De Cv Spon Ads Rp Cl B
16.1K
+ 75.5%
N/A
37.4K $0
Flagstar Financial Inc Com New
57
+ 0.24%
N/A
23.8K $0
GM
General Motors CO

Consumer Cyclical
705
+ 12.1%
$45.22 - $54.92 $31.9K - $38.7K
6.53K $307K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
764
+ 2.89%
$12.7 - $13.72 $9.7K - $10.5K
27.2K $350K
LII
Lennox International Inc

Industrials
8
+ 2.09%
$553.05 - $666.93 $4.42K - $5.34K
391 $219K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 0.93%
$953.54 - $1132.42 $2.86K - $3.4K
325 $321K
IWF
Ishares Russell 1000 Gr ETF

ETFs
169
+ 8.35%
$360.07 - $417.26 $60.9K - $70.5K
2.19K $792K
MCHP
Microchip Technology Inc

Technology
812
+ 11.49%
$48.41 - $64.3 $39.3K - $52.2K
7.88K $381K
XLK
Technology Sector Spdr

ETFs
30
+ 2.44%
$206.38 - $242.18 $6.19K - $7.27K
1.26K $260K
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.25%
$411.73 - $482.1 $1.24K - $1.45K
1.18K $517K
DKNG
Draft Kings Inc.

Consumer Cyclical
168
+ 1.97%
$33.21 - $53.49 $5.58K - $8.99K
8.68K $288K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
33
+ 1.46%
$221.78 - $273.45 $7.32K - $9.02K
2.3K $522K
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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