Schechter Investment Advisors, LLC Reduced Holdings in Q3 2024

Schechter Investment Advisors, LLC

  • $997 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RENEW
Cartesian Growth Corp Ii Wt Ex

Financial Services
-6.83K
- 15.34%
$0.06 - $137.21 $410 - $938K
37.7K $2K
MRK
Merck & Co., Inc.

Healthcare
-983
- 0.33%
$111.15 - $128.97 $109K - $127K
294K $33.4M
GOOG
Alphabet Inc.

Communication Services
-6.49K
- 7.09%
$149.54 - $192.66 $970K - $1.25M
85K $14.2M
VEA
Vanguard Ftse Developed Market

ETFs
-44.1K
- 67.99%
$47.6 - $53.31 $2.1M - $2.35M
20.8K $1.1M
UNH
Unitedhealth Group Inc

Healthcare
-6.15K
- 28.88%
$488.01 - $604.18 $3M - $3.72M
15.2K $8.86M
MSFT
Microsoft Corp

Technology
-1.45K
- 2.14%
$395.15 - $467.56 $572K - $677K
66.1K $28.5M
MA
Mastercard Inc

Financial Services
-4.85K
- 31.48%
$429.6 - $500.99 $2.08M - $2.43M
10.6K $5.21M
CRM
Salesforce, Inc.

Technology
-6.7K
- 42.98%
$238.42 - $276.53 $1.6M - $1.85M
8.88K $2.43M
GOOGL
Alphabet Inc.

Communication Services
-3.36K
- 5.49%
$148.65 - $191.18 $500K - $643K
57.9K $9.6M
KEYS
Keysight Technologies, Inc.

Technology
-9.94K
- 72.15%
$119.86 - $158.87 $1.19M - $1.58M
3.84K $609K
RENE
Cartesian Growth Corp Ii

Financial Services
-115K
- 8.79%
$11.28 - $11.47 $1.3M - $1.32M
1.19M $13.7M
NKE
Nike, Inc.

Consumer Cyclical
-12.9K
- 82.52%
$71.09 - $89.44 $916K - $1.15M
2.73K $241K
BP
Bp PLC

Energy
-16.6K
- 39.81%
$30.78 - $37.05 $511K - $615K
25.1K $788K
QCOM
Qualcomm Inc

Technology
-2.09K
- 17.94%
$156.12 - $209.64 $326K - $438K
9.56K $1.62M
AMAT
Applied Materials Inc

Technology
-1.05K
- 7.56%
$174.88 - $254.97 $184K - $268K
12.8K $2.6M
MCK
Mckesson Corp

Healthcare
-254
- 4.6%
$479.06 - $630.38 $122K - $160K
5.27K $2.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.12K
- 34.46%
$105.53 - $118.34 $751K - $842K
13.5K $1.58M
INTC
Intel Corp

Technology
-14.9K
- 42.84%
$18.9 - $34.87 $282K - $521K
19.9K $467K
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 50.0%
$610460.0 - $715910.0 $610K - $716K
1 $690K
SCHW
Schwab Charles Corp

Financial Services
-5.58K
- 30.78%
$61.74 - $76.08 $345K - $425K
12.6K $813K
ABNB
Airbnb, Inc.

Consumer Cyclical
-866
- 5.47%
$113.01 - $154.34 $97.9K - $134K
15K $1.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2.2K
- 36.91%
$259.22 - $299.75 $569K - $658K
3.75K $1.06M
WTW
Willis Towers Watson PLC

Financial Services
-1.94K
- 65.51%
$257.34 - $294.53 $498K - $571K
1.02K $300K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.57K
- 8.6%
$147.95 - $191.05 $380K - $491K
27.3K $4.74M
CVX
Chevron Corp

Energy
-2.04K
- 12.57%
$137.88 - $161.97 $281K - $330K
14.2K $2.09M
VMCA
Valuence Merger Corp. I
-40.3K
- 19.17%
$11.4 - $11.55 $459K - $465K
170K $1.96M
CDW
Cdw Corp

Technology
-1.96K
- 45.23%
$206.67 - $239.84 $405K - $471K
2.38K $537K
NRG
Nrg Energy, Inc.

Utilities
-7.83K
- 33.15%
$68.89 - $91.22 $540K - $715K
15.8K $1.44M
MCHP
Microchip Technology Inc

Technology
-3.08K
- 22.79%
$72.0 - $95.98 $222K - $296K
10.4K $838K
SLB
Schlumberger Limited

Energy
-5.13K
- 15.37%
$39.57 - $49.67 $203K - $255K
28.3K $1.19M
ICLR
Icon PLC

Healthcare
-984
- 24.53%
$280.48 - $346.2 $276K - $341K
3.03K $869K
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.42K
- 52.03%
$56.47 - $63.69 $363K - $409K
5.92K $373K
DAR
Darling Ingredients Inc.

Consumer Defensive
-9K
- 22.19%
$33.99 - $41.78 $306K - $376K
31.6K $1.17M
DY
Dycom Industries Inc

Industrials
-3.35K
- 26.31%
$165.44 - $197.22 $555K - $661K
9.4K $1.85M
UPS
United Parcel Service Inc

Industrials
-2.12K
- 26.13%
$123.32 - $147.38 $262K - $313K
6.01K $818K
EOG
Eog Resources Inc

Energy
-1.92K
- 12.58%
$117.9 - $132.65 $227K - $255K
13.4K $1.64M
BLDR
Builders First Source, Inc.

Industrials
-3.32K
- 50.74%
$132.6 - $201.83 $441K - $671K
3.23K $625K
PAYC
Paycom Software, Inc.

Technology
-2.49K
- 43.28%
$140.16 - $173.86 $349K - $433K
3.26K $543K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-709
- 42.28%
$320.55 - $412.94 $227K - $293K
968 $376K
CVE
Cenovus Energy Inc.

Energy
-8.26K
- 18.27%
$16.17 - $20.65 $134K - $171K
37K $618K
PSX
Phillips 66

Energy
-1.48K
- 24.83%
$125.0 - $147.17 $185K - $218K
4.48K $588K
AVY
Avery Dennison Corp

Industrials
-1.19K
- 24.68%
$202.27 - $224.18 $240K - $266K
3.62K $799K
EXR
Extra Space Storage Inc.

Real Estate
-1.86K
- 49.61%
$151.92 - $183.06 $283K - $341K
1.89K $340K
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.76K
- 36.1%
$136.06 - $155.24 $239K - $273K
3.11K $468K
INTU
Intuit Inc

Technology
-161
- 4.24%
$602.97 - $670.49 $97.1K - $108K
3.64K $2.26M
WFC
Wells Fargo & Company

Financial Services
-2.73K
- 10.43%
$51.58 - $60.97 $141K - $166K
23.4K $1.32M
SYK
Stryker Corp

Healthcare
-980
- 16.38%
$315.94 - $371.96 $310K - $365K
5K $1.81M
VIG
Vanguard Dividend Appreciation

ETFs
-1.19K
- 4.39%
$182.15 - $182.15 $217K - $217K
26K $4.73M
WSO
Watsco Inc

Industrials
-716
- 16.34%
$448.73 - $519.89 $321K - $372K
3.67K $1.8M
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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