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
TECK
Teck Resources LTD

Basic Materials
-4.63K
- 30.93%
$36.43 - $43.86 $169K - $203K
10.3K $376K
WSO
Watsco Inc

Industrials
-694
- 19.32%
$463.86 - $530.75 $322K - $368K
2.9K $1.47M
IBN
Icici Bank LTD

Financial Services
-8.82K
- 29.19%
$27.55 - $31.67 $243K - $279K
21.4K $674K
TREX
Trex CO Inc

Industrials
-1.64K
- 13.51%
$54.0 - $74.44 $88.8K - $122K
10.5K $611K
IT
Gartner Inc

Technology
-279
- 16.45%
$418.25 - $548.38 $117K - $153K
1.42K $594K
BWA
Borgwarner Inc

Consumer Cyclical
-5.35K
- 23.24%
$27.78 - $32.9 $149K - $176K
17.7K $506K
CNQ
Canadian Natural Resources LTD

Energy
-7.1K
- 24.07%
$26.72 - $32.74 $190K - $232K
22.4K $689K
HDB
Hdfc Bank LTD

Financial Services
-4.15K
- 19.55%
$58.06 - $66.85 $241K - $277K
17.1K $1.13M
ETN
Eaton Corp PLC

Industrials
-52
- 1.52%
$271.83 - $371.23 $14.1K - $19.3K
3.37K $915K
COP
Conocophillips

Energy
-2.91K
- 19.96%
$88.6 - $105.85 $258K - $308K
11.7K $1.23M
BHP
Bhp Group LTD

Basic Materials
-4.44K
- 34.72%
$48.18 - $52.11 $214K - $231K
8.35K $405K
IWM
Ishares Russell 2000 ETF

ETFs
-168
- 1.99%
$198.1 - $229.79 $33.3K - $38.6K
8.27K $1.65M
CDNS
Cadence Design Systems Inc

Technology
-60
- 1.4%
$233.96 - $324.52 $14K - $19.5K
4.24K $1.08M
SPG
Simon Property Group Inc

Real Estate
-1.1K
- 28.83%
$159.48 - $187.78 $175K - $206K
2.71K $449K
AME
Ametek Inc

Industrials
-1.08K
- 42.72%
$170.39 - $190.43 $184K - $206K
1.45K $249K
PBRA
Petroleo Bras Ads (Ea Reptg 2
-15.4K
- 20.91%
N/A
58.2K $763K
CEG
Constellation Energy Corp

Utilities
-666
- 23.34%
$201.63 - $347.44 $134K - $231K
2.19K $441K
SNPS
Synopsys Inc

Technology
-172
- 7.77%
$428.58 - $551.54 $73.7K - $94.9K
2.04K $875K
FDX
Fedex Corp

Industrials
-558
- 34.23%
$230.33 - $281.53 $129K - $157K
1.07K $261K
CPRT
Copart Inc

Consumer Cyclical
-3.28K
- 25.45%
$52.3 - $59.83 $172K - $196K
9.61K $543K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-602
- 21.8%
$308.87 - $383.33 $186K - $231K
2.16K $706K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.84K
- 5.64%
$112.81 - $126.16 $208K - $233K
30.8K $3.75M
PEP
Pepsico Inc

Consumer Defensive
-1.19K
- 19.75%
$142.64 - $156.42 $170K - $187K
4.85K $726K
OWL
Blue Owl Capital Inc.

Financial Services
-5.64K
- 24.03%
$18.49 - $26.68 $104K - $150K
17.8K $357K
RDY
Dr Reddys Laboratories LTD

Healthcare
-8.54K
- 30.22%
$12.53 - $15.81 $107K - $135K
19.7K $259K
SHG
Shinhan Financial Group CO LTD

Financial Services
-5.3K
- 19.35%
N/A
22.1K $763K
CNI
Canadian National Railway CO

Industrials
-1.55K
- 24.0%
$95.46 - $106.79 $148K - $166K
4.91K $478K
PRU
Prudential Financial Inc

Financial Services
-1.11K
- 15.03%
$105.04 - $122.33 $116K - $135K
6.26K $698K
DAR
Darling Ingredients Inc.

Consumer Defensive
-787
- 1.34%
$28.51 - $41.85 $22.4K - $32.9K
57.9K $1.81M
APH
Amphenol Corp

Technology
-1.71K
- 13.53%
$61.62 - $78.55 $105K - $134K
10.9K $716K
THO
Thor Industries Inc

Consumer Cyclical
-276
- 3.97%
$75.81 - $105.39 $20.9K - $29.1K
6.67K $505K
PWR
Quanta Services, Inc.

Industrials
-272
- 18.82%
$236.71 - $358.03 $64.4K - $97.4K
1.17K $298K
NKE
Nike, Inc.

Consumer Cyclical
-1.38K
- 23.87%
$63.29 - $81.72 $87.2K - $113K
4.39K $278K
FE
Firstenergy Corp

Utilities
-4.1K
- 22.98%
$37.95 - $43.5 $156K - $178K
13.7K $555K
ADI
Analog Devices Inc

Technology
-290
- 3.28%
$201.56 - $243.82 $58.5K - $70.7K
8.55K $1.72M
TT
Trane Technologies PLC

Industrials
-284
- 15.95%
$332.0 - $400.86 $94.3K - $114K
1.5K $504K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-136
- 15.91%
$634.14 - $744.83 $86.2K - $101K
719 $456K
DLR
Digital Realty Trust, Inc.

Real Estate
-388
- 13.89%
$142.1 - $183.56 $55.1K - $71.2K
2.41K $344K
PH
Parker Hannifin Corp

Industrials
-185
- 13.48%
$591.65 - $707.05 $109K - $131K
1.19K $721K
AMP
Ameriprise Financial Inc

Financial Services
-168
- 11.98%
$472.29 - $575.13 $79.3K - $96.6K
1.23K $597K
UPS
United Parcel Service Inc

Industrials
-526
- 9.4%
$109.66 - $136.26 $57.7K - $71.7K
5.07K $557K
PSX
Phillips 66

Energy
-1.47K
- 41.03%
$113.93 - $131.55 $168K - $194K
2.11K $261K
PLD
Prologis, Inc.

Real Estate
-1.82K
- 18.92%
$103.59 - $124.04 $188K - $225K
7.78K $869K
CHT
Chunghwa Telecom CO LTD

Communication Services
-4.15K
- 31.38%
$36.78 - $39.46 $153K - $164K
9.08K $356K
TM
Toyota Motor Corp

Consumer Cyclical
-401
- 10.3%
$176.53 - $195.35 $70.8K - $78.3K
3.49K $616K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-24.8K
- 23.63%
$11.66 - $14.98 $289K - $371K
80.1K $1.09M
RELX
Relx PLC

Communication Services
-6.38K
- 17.48%
$45.34 - $51.91 $289K - $331K
30.1K $1.52M
MAR
Marriott International Inc

Consumer Cyclical
-261
- 14.05%
$237.01 - $304.45 $61.9K - $79.5K
1.6K $380K
FLEX
Flex Ltd.

Technology
-1.52K
- 9.43%
$32.92 - $44.46 $50K - $67.6K
14.6K $482K
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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