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
USB
Us Bancorp \De\

Financial Services
-502
- 8.44%
$40.92 - $50.9 $20.5K - $25.6K
5.44K $229K
TRMB
Trimble Inc.

Technology
-108
- 1.18%
$65.52 - $77.49 $7.08K - $8.37K
9.05K $594K
BRO
Brown & Brown, Inc.

Financial Services
-900
- 34.0%
$100.54 - $124.4 $90.5K - $112K
1.75K $217K
APG
A Pi Group Corp

Industrials
-1.16K
- 3.23%
$35.67 - $40.88 $41.4K - $47.4K
34.7K $1.24M
IFF
International Flavors & Fragrances Inc

Basic Materials
-288
- 7.5%
$76.48 - $87.72 $22K - $25.3K
3.55K $275K
LPL
Lg Display Co., Ltd.

Technology
-16.3K
- 45.18%
$3.08 - $3.49 $50.2K - $56.9K
19.8K $61K
MCO
Moodys Corp

Financial Services
-86
- 7.41%
$437.8 - $527.48 $37.7K - $45.4K
1.07K $500K
GIS
General Mills Inc

Consumer Defensive
-368
- 5.72%
$57.56 - $65.3 $21.2K - $24K
6.07K $362K
KT
Kt Corp

Communication Services
-5.64K
- 23.83%
$15.57 - $18.63 $87.9K - $105K
18K $319K
PAYC
Paycom Software, Inc.

Technology
-414
- 13.11%
$199.42 - $225.82 $82.6K - $93.5K
2.74K $599K
MU
Micron Technology Inc

Technology
-970
- 7.0%
$86.89 - $109.38 $84.3K - $106K
12.9K $1.12M
NMR
Nomura Holdings Inc

Financial Services
-9.02K
- 30.35%
$5.56 - $6.98 $50.2K - $63K
20.7K $127K
BYD
Boyd Gaming Corp

Consumer Cyclical
-318
- 9.06%
$65.83 - $79.52 $20.9K - $25.3K
3.19K $210K
DXC
Dxc Technology CO

Technology
-556
- 4.85%
$16.43 - $22.61 $9.14K - $12.6K
10.9K $186K
APD
Air Products & Chemicals, Inc.

Basic Materials
-172
- 10.22%
$283.24 - $338.07 $48.7K - $58.1K
1.51K $445K
KEYS
Keysight Technologies, Inc.

Technology
-52
- 1.6%
$148.16 - $185.11 $7.7K - $9.63K
3.2K $479K
ABC
Amerisourcebergen Corp

Healthcare
-229
- 5.02%
N/A
4.33K $801K
HSBC
Hsbc Holdings PLC

Financial Services
-2.7K
- 19.08%
$48.68 - $61.58 $131K - $166K
11.4K $656K
RYAAY
Ryanair Holdings PLC

Industrials
-672
- 5.8%
$41.54 - $50.08 $27.9K - $33.7K
10.9K $462K
ENB
Enbridge Inc

Energy
-1.36K
- 13.65%
$41.54 - $45.45 $56.5K - $61.8K
8.61K $381K
GDDY
Go Daddy Inc.

Technology
-63
- 4.04%
$172.13 - $214.35 $10.8K - $13.5K
1.5K $269K
COF
Capital One Financial Corp

Financial Services
-221
- 11.81%
$163.87 - $209.82 $36.2K - $46.4K
1.65K $296K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-250
- 3.41%
$37.35 - $43.35 $9.34K - $10.8K
7.08K $267K
ITW
Illinois Tool Works Inc

Industrials
-106
- 5.4%
$244.9 - $274.48 $26K - $29.1K
1.86K $460K
ADSK
Autodesk, Inc.

Technology
-149
- 6.69%
N/A
2.08K $510K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-4.64K
- 23.96%
$5.83 - $7.58 $27.1K - $35.2K
14.7K $91K
AVY
Avery Dennison Corp

Industrials
-10
- 0.29%
$174.58 - $195.91 $1.75K - $1.96K
3.44K $612K
CI
Cigna Corp

Healthcare
-442
- 20.62%
$274.49 - $329.0 $121K - $145K
1.7K $559K
KMI
Kinder Morgan, Inc.

Energy
-1.43K
- 16.81%
$26.1 - $31.22 $37.2K - $44.6K
7.06K $201K
JLL
Jones Lang Lasalle Inc

Real Estate
-101
- 10.08%
$238.0 - $284.76 $24K - $28.8K
901 $223K
CSGP
Costar Group, Inc.

Real Estate
-1.09K
- 14.76%
$69.29 - $80.37 $75.6K - $87.7K
6.3K $499K
SO
Southern CO

Utilities
-2.63K
- 11.99%
$80.96 - $92.96 $213K - $244K
19.3K $1.78M
FTNT
Fortinet, Inc.

Technology
-427
- 5.21%
$92.49 - $114.57 $39.5K - $48.9K
7.76K $747K
UMC
United Microelectronics Corp

Technology
-5.39K
- 25.62%
$5.69 - $7.15 $30.6K - $38.5K
15.6K $111K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-14.7K
- 12.28%
$12.89 - $15.19 $189K - $223K
105K $1.56M
GD
General Dynamics Corp

Industrials
-276
- 4.91%
$241.94 - $272.58 $66.8K - $75.2K
5.35K $1.46M
MSTR
Microstrategy Inc

Technology
-79
- 7.05%
$239.27 - $396.5 $18.9K - $31.3K
1.04K $300K
UL
Unilever PLC

Consumer Defensive
-1.8K
- 6.06%
$54.72 - $60.29 $98.6K - $109K
27.9K $1.66M
BR
Broadridge Financial Solutions, Inc.

Technology
-810
- 7.6%
$221.46 - $244.83 $179K - $198K
9.85K $2.39M
SJM
J M Smucker CO

Consumer Defensive
-336
- 16.17%
$100.41 - $118.41 $33.7K - $39.8K
1.74K $206K
AN
Autonation, Inc.

Consumer Cyclical
-3
- 0.12%
$156.67 - $195.15 $470 - $585
2.47K $399K
BKR
Baker Hughes CO

Energy
-885
- 14.33%
$41.16 - $48.85 $36.4K - $43.2K
5.29K $232K
CX
Cemex Sab De Cv

Basic Materials
-2.81K
- 1.89%
$5.36 - $6.78 $15K - $19K
146K $818K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-21K
- 30.69%
$9.49 - $14.83 $199K - $311K
47.3K $644K
ATR
Aptargroup, Inc.

Healthcare
-43
- 3.05%
$141.7 - $159.83 $6.09K - $6.87K
1.37K $202K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-65
- 3.08%
$108.02 - $120.45 $7.02K - $7.83K
2.04K $224K
SHW
Sherwin Williams CO

Basic Materials
-79
- 6.62%
$330.16 - $365.55 $26.1K - $28.9K
1.12K $389K
SLB
Schlumberger Limited

Energy
-2.98K
- 9.5%
$38.4 - $43.74 $114K - $130K
28.4K $1.19M
CNHI
Cnh Industrial N.V.

Industrials
-1.46K
- 4.34%
N/A
32.1K $334K
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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