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
Bukit Jalil Gbl Acquisition 1 Wt Exp 123029
-5.7K
- 7.97%
N/A
65.9K $0
Legato Merger Corp Iii Ord Shs
-29.2K
- 2.03%
N/A
1.41M $0
Legato Merger Corp Iii Wt Exp 050831
-3.6K
- 2.13%
N/A
165K $0
Ib Acquisition Corp Com Shs
-21.8K
- 7.14%
N/A
284K $0
Ib Acquisition Corp Rt Exp 092825
-33.8K
- 6.17%
N/A
514K $0
Spark I Acquisition Corp Wt Exp 100130
-1.7K
- 1.31%
N/A
129K $0
Keen Vision Acquisition Corp Wt Exp 031528
-4K
- 1.94%
N/A
202K $0
Sim Acquisition Corp. I Wt Exp 060131
-10.6K
- 4.71%
N/A
215K $0
TRGP
Targa Resources Corp.

Energy
-268
- 10.71%
$178.44 - $217.22 $47.8K - $58.2K
2.23K $447K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-994
- 11.65%
$35.35 - $42.74 $35.1K - $42.5K
7.54K $311K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-57
- 0.39%
$51.52 - $52.37 $2.94K - $2.99K
14.5K $761K
ECL
Ecolab Inc.

Basic Materials
-87
- 5.69%
$229.72 - $269.82 $20K - $23.5K
1.44K $365K
ETR
Entergy Corp

Utilities
-217
- 7.44%
$75.26 - $87.89 $16.3K - $19.1K
2.7K $230K
EOG
Eog Resources Inc

Energy
-503
- 3.81%
$120.54 - $138.05 $60.6K - $69.4K
12.7K $1.63M
AEM
Agnico Eagle Mines LTD

Basic Materials
-657
- 23.88%
$79.66 - $108.41 $52.3K - $71.2K
2.09K $227K
NOK
Nokia Corp

Technology
-2.32K
- 7.67%
$4.43 - $5.42 $10.3K - $12.6K
27.9K $147K
SSNC
Ss&C Technologies Holdings Inc

Technology
-571
- 7.23%
$74.75 - $89.13 $42.7K - $50.9K
7.33K $612K
WMB
Williams Companies, Inc.

Energy
-713
- 7.06%
$54.02 - $61.09 $38.5K - $43.6K
9.39K $560K
HAS
Hasbro, Inc.

Consumer Cyclical
-305
- 5.23%
$56.16 - $69.06 $17.1K - $21.1K
5.52K $339K
YUM
Yum Brands Inc

Consumer Cyclical
-302
- 10.78%
$123.25 - $162.53 $37.2K - $49.1K
2.5K $393K
LYG
Lloyds Banking Group PLC

Financial Services
-10K
- 19.42%
$2.58 - $3.9 $25.8K - $39K
41.5K $158K
BSX
Boston Scientific Corp

Healthcare
-2.73K
- 10.68%
$89.38 - $106.18 $244K - $290K
22.9K $2.31M
HCA
Hca Healthcare, Inc.

Healthcare
-118
- 8.39%
$296.7 - $345.55 $35K - $40.8K
1.29K $445K
PAYX
Paychex Inc

Industrials
-266
- 5.82%
$136.06 - $154.52 $36.2K - $41.1K
4.3K $663K
PGR
Progressive Corp

Financial Services
-767
- 13.76%
$235.61 - $291.22 $181K - $223K
4.81K $1.36M
WCN
Waste Connections, Inc.

Industrials
-2.07K
- 11.4%
$169.89 - $195.19 $352K - $405K
16.1K $3.15M
HES
Hess Corp

Energy
-307
- 10.91%
$135.42 - $160.52 $41.6K - $49.3K
2.51K $400K
HLN
Haleon PLC

Healthcare
-1.35K
- 2.18%
$9.02 - $10.67 $12.2K - $14.4K
60.8K $625K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-330
- 4.97%
$56.12 - $68.15 $18.5K - $22.5K
6.3K $427K
SNY
Sanofi

Healthcare
-3.83K
- 11.29%
$48.15 - $59.42 $184K - $228K
30.1K $1.67M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-376
- 9.48%
$208.48 - $244.03 $78.4K - $91.8K
3.59K $875K
AEE
Ameren Corp

Utilities
-81
- 2.16%
$86.87 - $103.67 $7.04K - $8.4K
3.67K $368K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-23
- 0.63%
$73.71 - $87.55 $1.7K - $2.01K
3.62K $314K
CAH
Cardinal Health Inc

Healthcare
-4
- 0.21%
$118.02 - $137.77 $472 - $551
1.93K $265K
XOM
Exxon Mobil Corp

Energy
-2.2K
- 8.35%
$105.44 - $118.93 $232K - $261K
24.1K $2.87M
E
Eni Spa

Energy
-1.87K
- 6.97%
$27.51 - $31.47 $51.5K - $58.9K
25K $772K
SNN
Smith & Nephew PLC

Healthcare
-3.12K
- 8.83%
$23.89 - $30.34 $74.5K - $94.6K
32.2K $913K
MFG
Mizuho Financial Group Inc

Financial Services
-13K
- 6.45%
$4.83 - $6.04 $62.6K - $78.3K
188K $1.04M
NVS
Novartis Ag

Healthcare
-1.36K
- 9.39%
$97.14 - $115.57 $132K - $157K
13.1K $1.46M
ENIC
Enel Chile S.A.

Utilities
-2.71K
- 1.63%
$2.85 - $3.47 $7.73K - $9.41K
163K $533K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.1K
- 9.75%
$46.15 - $63.53 $50.9K - $70K
10.2K $627K
WRB
Berkley W R Corp

Financial Services
-225
- 3.4%
$56.7 - $71.27 $12.8K - $16K
6.4K $455K
SONY
Sony Group Corp

Technology
-4.81K
- 10.65%
$19.88 - $25.64 $95.5K - $123K
40.3K $1.02M
KR
Kroger CO

Consumer Defensive
-1.61K
- 5.94%
$58.36 - $67.72 $94.1K - $109K
25.5K $1.73M
WM
Waste Management Inc

Industrials
-59
- 2.05%
$200.54 - $233.78 $11.8K - $13.8K
2.82K $653K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-342
- 11.71%
$402.49 - $513.76 $138K - $176K
2.58K $1.25M
CSCO
Cisco Systems, Inc.

Technology
-641
- 1.36%
$58.74 - $64.87 $37.7K - $41.6K
46.4K $2.86M
CBOE
Cboe Global Markets, Inc.

Financial Services
-169
- 4.5%
$190.84 - $226.29 $32.3K - $38.2K
3.59K $812K
AEP
American Electric Power CO Inc

Utilities
-82
- 1.51%
$90.32 - $109.27 $7.41K - $8.96K
5.34K $583K
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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