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
ASX
Ase Technology Holding Co., Ltd.

Technology
-10.2K
- 28.94%
$8.76 - $11.36 $89.2K - $116K
25K $218K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-197
- 21.79%
$314.47 - $431.35 $62K - $85K
707 $259K
OTEX
Open Text Corp

Technology
-2.78K
- 13.3%
$25.11 - $30.39 $69.7K - $84.3K
18.1K $456K
MFC
Manulife Financial Corp

Financial Services
-4.5K
- 15.7%
$28.41 - $31.82 $128K - $143K
24.2K $752K
LYV
Live Nation Entertainment, Inc.

Communication Services
-1.01K
- 33.52%
$115.79 - $154.66 $116K - $156K
2K $260K
PCAR
Paccar Inc

Industrials
-1.04K
- 31.1%
$96.91 - $112.51 $101K - $117K
2.3K $223K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-224
- 4.57%
$168.84 - $202.89 $37.8K - $45.4K
4.67K $821K
FCX
Freeport Mcmoran Inc

Basic Materials
-3.04K
- 21.36%
$34.5 - $43.01 $105K - $131K
11.2K $422K
ROST
Ross Stores, Inc.

Consumer Cyclical
-350
- 11.67%
$123.3 - $154.95 $43.2K - $54.2K
2.65K $338K
NGVT
Ingevity Corp

Basic Materials
-2.01K
- 6.71%
$37.74 - $48.87 $75.7K - $98K
27.9K $1.1M
FISV
Fiserv Inc

Technology
-884
- 16.08%
N/A
4.61K $577K
RIO
Rio Tinto PLC

Basic Materials
-2.04K
- 20.69%
$58.19 - $64.29 $119K - $131K
7.84K $470K
KB
Kb Financial Group Inc.

Financial Services
-1.7K
- 25.57%
$53.14 - $62.87 $90.4K - $107K
4.95K $268K
CACI
Caci International Inc

Technology
-250
- 14.04%
N/A
1.53K $654K
RNR
Renaissancere Holdings LTD

Financial Services
-294
- 7.53%
$226.55 - $263.22 $66.6K - $77.4K
3.61K $866K
PHG
Koninklijke Philips Nv

Healthcare
-4.16K
- 11.29%
$24.92 - $28.61 $104K - $119K
32.6K $828K
CHDN
Churchill Downs Inc

Consumer Cyclical
-51
- 1.18%
$106.5 - $132.91 $5.43K - $6.78K
4.28K $475K
AFL
Aflac Inc

Financial Services
-1.21K
- 28.94%
$100.99 - $111.19 $122K - $135K
2.97K $330K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-249
- 7.65%
$157.11 - $206.52 $39.1K - $51.4K
3K $504K
URI
United Rentals, Inc.

Industrials
-65
- 8.52%
$594.17 - $789.56 $38.6K - $51.3K
698 $437K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-8.54K
- 24.33%
$14.13 - $16.72 $121K - $143K
26.6K $410K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-278
- 5.53%
$61.31 - $83.44 $17K - $23.2K
4.75K $291K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-158
- 6.66%
$203.38 - $274.79 $32.1K - $43.4K
2.21K $454K
VRSK
Verisk Analytics, Inc.

Industrials
-384
- 33.02%
$268.63 - $301.33 $103K - $116K
779 $231K
MCD
Mcdonalds Corp

Consumer Cyclical
-782
- 11.06%
$279.74 - $321.29 $219K - $251K
6.29K $1.96M
WFC
Wells Fargo & Company

Financial Services
-1.65K
- 7.32%
$66.78 - $81.42 $110K - $135K
20.9K $1.5M
BA
Boeing CO

Industrials
-399
- 18.45%
$148.15 - $186.25 $59.1K - $74.3K
1.76K $300K
ADP
Automatic Data Processing Inc

Industrials
-433
- 10.9%
$286.85 - $318.64 $124K - $138K
3.54K $1.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-46
- 1.93%
$507.05 - $563.67 $23.3K - $25.9K
2.34K $1.2M
FTV
Fortive Corp

Technology
-909
- 14.08%
$71.82 - $82.98 $65.3K - $75.4K
5.55K $405K
WF
Woori Financial Group Inc.

Financial Services
-3.14K
- 26.34%
$31.09 - $35.8 $97.6K - $112K
8.78K $293K
KBR
Kbr, Inc.

Industrials
-714
- 13.96%
$47.88 - $60.47 $34.2K - $43.2K
4.4K $219K
DD
Du Pont De Nemours, Inc.

Basic Materials
-745
- 5.51%
$72.7 - $84.32 $54.2K - $62.8K
12.8K $953K
PHM
Pultegroup Inc

Consumer Cyclical
-294
- 3.92%
$101.09 - $118.51 $29.7K - $34.8K
7.2K $740K
HBAN
Huntington Bancshares Inc

Financial Services
-1.04K
- 2.31%
$14.28 - $17.39 $14.9K - $18.2K
44.1K $662K
OMC
Omnicom Group Inc.

Communication Services
-599
- 7.99%
$79.43 - $88.34 $47.6K - $52.9K
6.9K $571K
EA
Electronic Arts Inc.

Communication Services
-442
- 11.26%
$116.53 - $146.29 $51.5K - $64.7K
3.48K $503K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.19K
- 20.47%
$142.8 - $176.36 $170K - $210K
4.63K $798K
UNP
Union Pacific Corp

Industrials
-459
- 9.12%
$225.21 - $254.42 $103K - $117K
4.57K $1.08M
RJF
Raymond James Financial Inc

Financial Services
-254
- 13.66%
$137.62 - $172.64 $35K - $43.9K
1.61K $223K
ERJ
Embraer S.A.

Industrials
-8.14K
- 24.92%
$37.11 - $56.4 $302K - $459K
24.5K $1.13M
GIL
Gildan Activewear Inc.

Consumer Cyclical
-503
- 3.29%
$44.19 - $55.09 $22.2K - $27.7K
14.8K $653K
CSL
Carlisle Companies Inc

Industrials
-112
- 12.46%
$326.43 - $408.24 $36.6K - $45.7K
787 $267K
SYY
Sysco Corp

Consumer Defensive
-532
- 3.45%
$70.0 - $77.13 $37.2K - $41K
14.9K $1.12M
DRI
Darden Restaurants Inc

Consumer Cyclical
-471
- 26.4%
$180.02 - $208.56 $84.8K - $98.2K
1.31K $272K
PFGC
Performance Food Group CO

Consumer Defensive
-488
- 12.68%
$74.86 - $90.93 $36.5K - $44.4K
3.36K $264K
AWI
Armstrong World Industries Inc

Industrials
-400
- 4.19%
$136.0 - $154.19 $54.4K - $61.7K
9.15K $1.29M
CBRE
Cbre Group, Inc.

Real Estate
-438
- 15.04%
$121.79 - $147.13 $53.3K - $64.4K
2.48K $323K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-5.98K
- 6.27%
$12.06 - $13.55 $72.2K - $81.1K
89.4K $1.14M
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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