Schechter Investment Advisors, LLC Reduced Holdings in Q1 2025

Schechter Investment Advisors, LLC

  • $853 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-702
- 13.68%
$497.6 - $606.74 $349K - $426K
4.43K $2.2M
MS
Morgan Stanley

Financial Services
-2.83K
- 20.45%
$111.68 - $141.08 $316K - $399K
11K $1.28M
MTZ
Mastec Inc

Industrials
-111
- 0.49%
$108.66 - $160.79 $12.1K - $17.8K
22.5K $2.62M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-964
- 57.28%
$283.06 - $421.16 $273K - $406K
719 $203K
V
Visa Inc.

Financial Services
-3.48K
- 15.16%
$306.92 - $362.71 $1.07M - $1.26M
19.5K $6.82M
AMD
Advanced Micro Devices Inc

Technology
-1.11K
- 6.41%
$96.63 - $129.55 $108K - $144K
16.2K $1.67M
INTU
Intuit Inc

Technology
-608
- 17.25%
$555.63 - $630.23 $338K - $383K
2.92K $1.79M
AGCO
Agco Corp

Industrials
-4.28K
- 30.17%
$88.82 - $106.69 $380K - $457K
9.91K $916K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.87K
- 12.6%
$119.38 - $161.42 $223K - $302K
13K $1.55M
DY
Dycom Industries Inc

Industrials
-1.36K
- 15.92%
$136.75 - $200.56 $186K - $273K
7.18K $1.09M
ISRG
Intuitive Surgical Inc

Healthcare
-557
- 13.43%
$476.63 - $610.45 $265K - $340K
3.59K $1.78M
BCO
Brinks CO

Industrials
-2.88K
- 14.23%
$83.39 - $96.29 $240K - $277K
17.3K $1.49M
SAP
Sap Se

Technology
-2.44K
- 19.54%
$241.4 - $293.69 $590K - $717K
10.1K $2.7M
CMI
Cummins Inc

Industrials
-780
- 20.81%
$312.92 - $386.07 $244K - $301K
2.97K $930K
FANG
Diamondback Energy, Inc.

Energy
-2.2K
- 50.29%
$139.9 - $180.18 $307K - $396K
2.17K $347K
TKR
Timken CO

Industrials
-5.23K
- 24.53%
$69.85 - $83.79 $365K - $438K
16.1K $1.16M
DHI
Horton D R Inc

Consumer Cyclical
-2.22K
- 35.84%
$125.29 - $147.65 $278K - $328K
3.98K $505K
PG
Procter & Gamble CO

Consumer Defensive
-2.38K
- 13.43%
$158.56 - $176.26 $378K - $420K
15.4K $2.62M
ABT
Abbott Laboratories

Healthcare
-10.7K
- 19.65%
$111.1 - $140.22 $1.19M - $1.5M
43.7K $5.8M
SPGI
S&P Global Inc.

Financial Services
-772
- 20.88%
$478.26 - $543.77 $369K - $420K
2.93K $1.49M
ZTS
Zoetis Inc.

Healthcare
-2.29K
- 17.37%
$156.48 - $175.67 $358K - $402K
10.9K $1.79M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-40
- 8.71%
$4295.4 - $5141.88 $172K - $206K
419 $1.93M
DFS
Discover Financial Services

Financial Services
-1.89K
- 29.13%
$152.99 - $203.25 $288K - $383K
4.59K $783K
SPYG
Spdr Portfolio

ETFs
-3.05K
- 25.22%
$80.05 - $92.39 $244K - $282K
9.05K $727K
EMR
Emerson Electric CO

Industrials
-1.24K
- 9.45%
$108.64 - $131.17 $134K - $162K
11.8K $1.3M
INFY
Infosys LTD

Technology
-11.2K
- 39.23%
$18.06 - $22.89 $202K - $257K
17.4K $316K
MSCI
Msci Inc.

Financial Services
-331
- 9.89%
$541.46 - $628.34 $179K - $208K
3.02K $1.71M
LMT
Lockheed Martin Corp

Industrials
-365
- 10.42%
$423.19 - $506.29 $154K - $185K
3.14K $1.4M
SEIC
Sei Investments CO

Financial Services
-2.48K
- 11.63%
$72.08 - $86.58 $179K - $215K
18.9K $1.46M
CB
Chubb LTD

Financial Services
-1.63K
- 21.22%
$257.71 - $301.99 $420K - $492K
6.05K $1.83M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-12.5K
- 17.2%
$33.84 - $37.77 $422K - $471K
60.1K $2.19M
WIT
Wipro LTD

Technology
-61K
- 29.86%
$3.0 - $3.77 $183K - $230K
143K $438K
LOW
Lowes Companies Inc

Consumer Cyclical
-887
- 15.56%
$222.66 - $268.42 $197K - $238K
4.81K $1.12M
CAE
Cae Inc

Industrials
-9.98K
- 22.16%
$23.09 - $26.78 $231K - $267K
35.1K $862K
UAL
United Airlines Holdings, Inc.

Industrials
-1.57K
- 25.63%
$69.05 - $110.52 $108K - $173K
4.55K $314K
AMAT
Applied Materials Inc

Technology
-502
- 4.29%
$145.06 - $195.51 $72.8K - $98.1K
11.2K $1.63M
LEN
Lennar Corp

Consumer Cyclical
-1.56K
- 36.3%
$113.93 - $141.54 $178K - $221K
2.74K $314K
CMCSA
Comcast Corp

Communication Services
-6.37K
- 13.74%
$33.19 - $38.23 $211K - $243K
40K $1.48M
PEG
Public Service Enterprise Group Inc

Utilities
-2.61K
- 12.32%
$78.2 - $90.39 $204K - $235K
18.5K $1.53M
LDOS
Leidos Holdings, Inc.

Technology
-1.64K
- 38.98%
$126.82 - $161.11 $208K - $265K
2.57K $346K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1.16K
- 21.05%
$175.5 - $209.86 $203K - $242K
4.33K $785K
RY
Royal Bank Of Canada

Financial Services
-1.76K
- 29.68%
$108.81 - $123.4 $191K - $217K
4.17K $469K
EQIX
Equinix Inc

Real Estate
-169
- 20.1%
$803.0 - $959.97 $136K - $162K
672 $547K
FIS
Fidelity National Information Services, Inc.

Technology
-2.36K
- 21.75%
$68.12 - $83.42 $161K - $197K
8.48K $633K
NEE
Nextera Energy Inc

Utilities
-3.12K
- 12.17%
$66.96 - $76.16 $209K - $238K
22.5K $1.6M
WDAY
Workday, Inc.

Technology
-513
- 10.67%
$233.53 - $277.82 $120K - $143K
4.29K $1M
SU
Suncor Energy Inc

Energy
-7.99K
- 32.95%
$34.27 - $40.63 $274K - $325K
16.3K $629K
UBS
Ubs Group Ag

Financial Services
-8K
- 19.32%
$30.28 - $35.78 $242K - $286K
33.4K $1.02M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-280
- 8.98%
$435.02 - $515.95 $122K - $144K
2.84K $1.33M
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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