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
CDNS
Cadence Design Systems Inc

Technology
-162
- 3.27%
$246.84 - $321.11 $40K - $52K
4.79K $1.3M
DIS
Walt Disney CO

Communication Services
-1.78K
- 11.08%
$85.6 - $98.61 $153K - $176K
14.3K $1.38M
DAL
Delta Air Lines, Inc.

Industrials
-5.37K
- 31.33%
$37.32 - $51.8 $201K - $278K
11.8K $598K
COP
Conocophillips

Energy
-688
- 4.52%
$102.3 - $116.61 $70.4K - $80.2K
14.5K $1.53M
BHP
Bhp Group LTD

Basic Materials
-4.41K
- 29.07%
$51.32 - $62.11 $226K - $274K
10.8K $667K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.76K
- 36.88%
$71.45 - $75.64 $197K - $209K
4.72K $354K
MS
Morgan Stanley

Financial Services
-2.94K
- 15.9%
$92.07 - $106.96 $271K - $315K
15.6K $1.62M
HON
Honeywell International Inc

Industrials
-496
- 4.98%
$196.73 - $220.21 $97.6K - $109K
9.47K $1.96M
IBN
Icici Bank LTD

Financial Services
-6.93K
- 17.77%
$27.58 - $31.38 $191K - $217K
32K $956K
AMD
Advanced Micro Devices Inc

Technology
-1.28K
- 5.28%
$128.67 - $183.96 $165K - $236K
23K $3.77M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.08K
- 3.47%
$44.66 - $49.15 $92.7K - $102K
57.7K $2.72M
C
Citigroup Inc

Financial Services
-1.97K
- 7.66%
$56.11 - $67.61 $111K - $133K
23.8K $1.49M
TREX
Trex CO Inc

Industrials
-651
- 5.12%
$59.17 - $85.82 $38.5K - $55.9K
12.1K $803K
VMC
Vulcan Materials CO

Basic Materials
-628
- 4.89%
$231.83 - $274.51 $146K - $172K
12.2K $3.05M
F
Ford Motor CO

Consumer Cyclical
-8.98K
- 44.63%
$9.71 - $14.55 $87.2K - $131K
11.1K $117K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-464
- 9.47%
$53.01 - $82.74 $24.6K - $38.4K
4.43K $287K
BSX
Boston Scientific Corp

Healthcare
-3.79K
- 13.23%
$72.96 - $84.0 $276K - $318K
24.8K $2.08M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-253
- 13.76%
$233.4 - $302.36 $59.1K - $76.5K
1.59K $430K
GLD
Spdr Gold Trust

ETFs
-800
- 29.53%
$215.56 - $246.98 $172K - $198K
1.91K $464K
THO
Thor Industries Inc

Consumer Cyclical
-2.45K
- 26.03%
$91.4 - $109.97 $224K - $269K
6.95K $763K
KEP
Korea Electric Power Corp

Utilities
-16.9K
- 61.01%
$6.88 - $8.58 $116K - $145K
10.8K $83K
LPL
Lg Display Co., Ltd.

Technology
-26.2K
- 56.93%
$3.66 - $4.81 $95.8K - $126K
19.8K $80K
SAM
Boston Beer CO Inc

Consumer Defensive
-77
- 1.58%
$265.09 - $301.9 $20.4K - $23.2K
4.8K $1.39M
NXPI
Nxp Semiconductors N.V.

Technology
-186
- 11.67%
$225.14 - $290.78 $41.9K - $54.1K
1.41K $338K
MGM
Mgm Resorts International

Consumer Cyclical
-284
- 1.96%
$34.07 - $46.78 $9.68K - $13.3K
14.2K $556K
SPAX
Tidal ETF Tr Robinson Alter Yi

ETFs
-4.64K
- 7.19%
$20.23 - $20.53 $93.8K - $95.2K
59.8K $1.21M
AGCO
Agco Corp

Industrials
-889
- 6.21%
$84.99 - $103.52 $75.6K - $92K
13.4K $1.31M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-1.8K
- 18.35%
$72.22 - $81.88 $130K - $147K
8K $629K
PAYX
Paychex Inc

Industrials
-1.32K
- 21.97%
$116.17 - $135.19 $153K - $179K
4.69K $629K
FAST
Fastenal CO

Industrials
-2.26K
- 23.93%
$62.09 - $71.83 $141K - $163K
7.19K $513K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-99
- 8.22%
$193.0 - $282.1 $19.1K - $27.9K
1.11K $257K
BR
Broadridge Financial Solutions, Inc.

Technology
-1.34K
- 11.18%
$196.56 - $218.55 $264K - $294K
10.7K $2.29M
RTX
Raytheon Technologies Corp

Industrials
-2.05K
- 24.37%
$99.55 - $123.34 $204K - $253K
6.36K $769K
AMN
Amn Healthcare Services Inc

Healthcare
-396
- 6.19%
$41.07 - $68.05 $16.3K - $26.9K
6K $254K
PRU
Prudential Financial Inc

Financial Services
-878
- 10.03%
$105.53 - $127.32 $92.7K - $112K
7.87K $953K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-202
- 0.18%
$9.27 - $11.62 $1.87K - $2.35K
110K $1.12M
CPRT
Copart Inc

Consumer Cyclical
-891
- 6.47%
$49.19 - $55.54 $43.8K - $49.5K
12.9K $674K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-49
- 8.91%
$3305.62 - $4268.05 $162K - $209K
501 $2.11M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-730
- 25.73%
$101.72 - $112.94 $74.3K - $82.4K
2.11K $237K
SPYG
Spdr Portfolio

ETFs
-1.16K
- 9.31%
$73.38 - $84.1 $85.1K - $97.6K
11.3K $936K
WM
Waste Management Inc

Industrials
-210
- 6.84%
$196.96 - $223.45 $41.4K - $46.9K
2.86K $593K
VRSK
Verisk Analytics, Inc.

Industrials
-217
- 17.14%
$260.31 - $285.99 $56.5K - $62.1K
1.05K $281K
DLR
Digital Realty Trust, Inc.

Real Estate
-579
- 16.11%
$144.47 - $162.98 $83.6K - $94.4K
3.01K $487K
RJF
Raymond James Financial Inc

Financial Services
-450
- 18.94%
$106.39 - $125.13 $47.9K - $56.3K
1.93K $235K
HES
Hess Corp

Energy
-138
- 4.53%
$126.3 - $155.44 $17.4K - $21.5K
2.91K $394K
FMX
Mexican Economic Development Inc

Consumer Defensive
-50
- 0.9%
$98.71 - $118.83 $4.94K - $5.94K
5.48K $540K
XLE
Energy Sector Spdr

ETFs
-113
- 0.85%
$84.35 - $93.39 $9.53K - $10.6K
13.1K $1.15M
CNI
Canadian National Railway CO

Industrials
-380
- 5.06%
$110.1 - $123.65 $41.8K - $47K
7.13K $835K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.01K
- 12.04%
$405.19 - $478.57 $1.22M - $1.44M
22K $10.1M
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
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email