Schechter Investment Advisors, LLC Reduced Holdings in Q4 2024

Schechter Investment Advisors, LLC

  • $945 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-120K
- 46.41%
$221.69 - $259.02 $26.7M - $31.2M
139K $34.8M
MRK
Merck & Co., Inc.

Healthcare
-2.16K
- 0.73%
$96.31 - $114.76 $208K - $248K
292K $29.1M
RC
Ready Capital Corp

Real Estate
-182K
- 16.22%
$6.71 - $7.57 $1.22M - $1.38M
939K $6.4M
AMD
Advanced Micro Devices Inc

Technology
-5.65K
- 24.55%
$118.88 - $172.8 $671K - $976K
17.4K $2.1M
UNH
Unitedhealth Group Inc

Healthcare
-951
- 6.28%
$485.52 - $625.25 $462K - $595K
14.2K $7.18M
MSFT
Microsoft Corp

Technology
-1.88K
- 2.84%
$406.35 - $454.46 $762K - $853K
64.3K $27.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.34K
- 20.65%
$501.29 - $612.85 $669K - $818K
5.13K $2.67M
NVO
Novo Nordisk A S

Healthcare
-923
- 2.73%
$85.0 - $120.04 $78.5K - $111K
32.8K $2.83M
UBER
Uber Technologies, Inc

Technology
-11.2K
- 47.34%
$59.93 - $86.34 $671K - $967K
12.5K $751K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.9K
- 25.6%
$481.22 - $538.17 $914K - $1.02M
5.52K $2.82M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.42K
- 9.27%
$82.28 - $117.52 $199K - $284K
23.7K $2.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.33K
- 46.76%
$113.92 - $127.38 $721K - $806K
7.2K $830K
JNJ
Johnson & Johnson

Healthcare
-3.38K
- 23.74%
$143.34 - $165.86 $484K - $561K
10.9K $1.57M
CI
Cigna Corp

Healthcare
-1.64K
- 43.27%
$265.59 - $358.58 $434K - $586K
2.14K $592K
XOM
Exxon Mobil Corp

Energy
-3.77K
- 12.53%
$105.51 - $125.37 $397K - $472K
26.3K $2.83M
AMAT
Applied Materials Inc

Technology
-1.14K
- 8.84%
$161.44 - $213.89 $183K - $243K
11.7K $1.9M
AMGN
Amgen Inc

Healthcare
-927
- 12.84%
$258.78 - $328.31 $240K - $304K
6.29K $1.64M
PEP
Pepsico Inc

Consumer Defensive
-3.37K
- 35.8%
$151.29 - $176.1 $510K - $593K
6.04K $918K
TGT
Target Corp

Consumer Defensive
-2.55K
- 17.52%
$121.59 - $160.69 $310K - $410K
12K $1.62M
MRCC
Monroe Capital Corp

Financial Services
-82.2K
- 49.93%
$7.82 - $8.64 $643K - $710K
82.4K $700K
SBUX
Starbucks Corp

Consumer Cyclical
-5.07K
- 35.39%
$87.44 - $102.5 $444K - $520K
9.26K $844K
LMT
Lockheed Martin Corp

Industrials
-352
- 9.13%
$479.66 - $614.62 $169K - $216K
3.5K $1.7M
ICLR
Icon PLC

Healthcare
-1.43K
- 47.37%
$187.22 - $297.57 $268K - $427K
1.59K $334K
DHR
Danaher Corp

Healthcare
-633
- 8.26%
$226.16 - $274.52 $143K - $174K
7.03K $1.61M
SAP
Sap Se

Technology
-3.19K
- 20.33%
$218.13 - $255.54 $696K - $815K
12.5K $3.08M
GD
General Dynamics Corp

Industrials
-984
- 14.89%
$260.28 - $314.03 $256K - $309K
5.63K $1.48M
ELV
Elevance Health, Inc.

Healthcare
-763
- 52.88%
$365.96 - $514.62 $279K - $393K
680 $251K
GE
General Electric CO

Industrials
-1.02K
- 6.85%
$159.95 - $194.23 $163K - $198K
13.9K $2.32M
ACN
Accenture PLC

Technology
-1.32K
- 11.94%
$343.9 - $376.86 $455K - $499K
9.76K $3.43M
PFE
Pfizer Inc

Healthcare
-15.9K
- 65.5%
$24.8 - $30.19 $394K - $480K
8.38K $222K
NVS
Novartis Ag

Healthcare
-1.82K
- 11.19%
$96.78 - $117.18 $176K - $213K
14.4K $1.4M
CVS
Cvs Health Corp

Healthcare
-5.63K
- 50.11%
$43.78 - $67.46 $247K - $380K
5.61K $251K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-1.73K
- 13.98%
$124.55 - $167.32 $215K - $289K
10.6K $1.61M
WMT
Walmart Inc.

Consumer Defensive
-9.64K
- 21.8%
$79.1 - $95.7 $763K - $923K
34.6K $3.13M
LEN
Lennar Corp

Consumer Cyclical
-1.16K
- 21.25%
$136.2 - $188.96 $158K - $219K
4.3K $586K
PHM
Pultegroup Inc

Consumer Cyclical
-1.22K
- 14.03%
$108.86 - $149.04 $133K - $182K
7.5K $816K
MCHP
Microchip Technology Inc

Technology
-3.38K
- 32.32%
$55.51 - $79.05 $187K - $267K
7.07K $405K
BP
Bp PLC

Energy
-13K
- 51.76%
$28.16 - $33.14 $366K - $431K
12.1K $358K
QCOM
Qualcomm Inc

Technology
-1.73K
- 18.13%
$150.4 - $178.04 $260K - $308K
7.82K $1.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-117
- 12.04%
$701.85 - $1046.91 $82.1K - $122K
855 $609K
MU
Micron Technology Inc

Technology
-1.28K
- 8.44%
$84.16 - $113.41 $107K - $145K
13.9K $1.17M
MPC
Marathon Petroleum Corp

Energy
-1.24K
- 12.77%
$131.65 - $174.84 $164K - $217K
8.48K $1.18M
GRFS
Grifols Sa

Healthcare
-30.4K
- 25.21%
$6.99 - $9.55 $212K - $290K
90K $669K
KO
Coca Cola CO

Consumer Defensive
-1.75K
- 5.88%
$61.74 - $71.71 $108K - $126K
28K $1.75M
DHI
Horton D R Inc

Consumer Cyclical
-356
- 5.43%
$137.24 - $194.56 $48.9K - $69.3K
6.2K $866K
CB
Chubb LTD

Financial Services
-994
- 11.47%
$271.57 - $301.89 $270K - $300K
7.68K $2.12M
URI
United Rentals, Inc.

Industrials
-365
- 32.36%
$704.44 - $880.32 $257K - $321K
763 $537K
SJM
J M Smucker CO

Consumer Defensive
-2.88K
- 58.12%
$106.92 - $121.75 $308K - $351K
2.08K $228K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-466
- 2.12%
$442.29 - $483.08 $206K - $225K
21.6K $9.77M
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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