Schechter Investment Advisors, LLC Portfolio Holdings

Schechter Investment Advisors, LLC

  • $853 Million
  • Q1 2025

Schechter Investment Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $853 Million distributed in 1410 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $37.5M, Vanguard Star Fd Vanguard Tota with a value of $31.1M, Vanguard Growth ETF with a value of $30.6M, Janus Detroit Str Tr Janus Hen with a value of $30M, and Spdr S&P 500 ETF Trust with a value of $29.2M.

Examining the 13F form we can see an decrease of $92.1M in the current position value, from $945M to 853M.

Schechter Investment Advisors, LLC is based out at Birmingham, MI

Below you can find more details about Schechter Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $853 Million
ETFs: $274 Million
Technology: $135 Million
Financial Services: $101 Million
Healthcare: $92 Million
Consumer Cyclical: $57.5 Million
Industrials: $52.4 Million
Communication Services: $45.4 Million
Consumer Defensive: $39.2 Million
Other: $56 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$210B
$2.31 Million 0.27% of portfolio
4,236
Q1 2025 Reduced 17.57%
$142B
$2.31 Million 0.27% of portfolio
22,857
Q1 2025 Reduced 10.68%
$162B
$2.2 Million 0.26% of portfolio
4,428
Q1 2025 Reduced 13.68%
$323B
$2.23 Million 0.26% of portfolio
16,886
Q1 2025 Reduced 28.62%
$362B
$2.13 Million 0.25% of portfolio
50,989
Q1 2025 Reduced 14.93%
$409B
$2.15 Million 0.25% of portfolio
12,987
Q1 2025 Added 19.6%
$295B
$2.16 Million 0.25% of portfolio
8,099
Q1 2025 Reduced 11.6%
$128B
$2.03 Million 0.24% of portfolio
21,273
Q1 2025 Added 2.26%
$268B
$2 Million 0.23% of portfolio
7,453
Q1 2025 Reduced 13.49%
$221B
$1.96 Million 0.23% of portfolio
6,286
Q1 2025 Reduced 11.06%
$218B
$1.93 Million 0.23% of portfolio
419
Q1 2025 Reduced 8.71%
$119B
$1.83 Million 0.21% of portfolio
6,046
Q1 2025 Reduced 21.22%
$229B
$1.8 Million 0.21% of portfolio
24,504
Q1 2025 Reduced 4.01%
$78.2B
$1.79 Million 0.21% of portfolio
10,896
Q1 2025 Reduced 17.37%
$97.2B
$1.78 Million 0.21% of portfolio
19,305
Q1 2025 Reduced 11.99%
$179B
$1.75 Million 0.21% of portfolio
11,402
Q1 2025 Added 45.75%
$248B
$1.78 Million 0.21% of portfolio
7,148
Q1 2025 Added 12.55%
$5.21B
$1.81 Million 0.21% of portfolio
57,880
Q1 2025 Reduced 1.34%
$187B
$1.78 Million 0.21% of portfolio
3,590
Q1 2025 Reduced 13.43%
$125B
$1.67 Million 0.2% of portfolio
30,088
Q1 2025 Reduced 11.29%
$35B
$1.7 Million 0.2% of portfolio
17,812
Q1 2025 Added 11.91%
$46.8B
$1.73 Million 0.2% of portfolio
25,530
Q1 2025 Reduced 5.94%
$152B
$1.7 Million 0.2% of portfolio
8,024
Q1 2025 Reduced 27.36%
$151B
$1.68 Million 0.2% of portfolio
23,615
Q1 2025 Added 1.0%
$216B
$1.67 Million 0.2% of portfolio
16,966
Q1 2025 Reduced 8.57%
$199B
$1.67 Million 0.2% of portfolio
16,242
Q1 2025 Reduced 6.41%
$44.6B
$1.71 Million 0.2% of portfolio
3,016
Q1 2025 Reduced 9.89%
$120B
$1.72 Million 0.2% of portfolio
8,548
Q1 2025 Reduced 3.28%
$160B
$1.66 Million 0.19% of portfolio
27,926
Q1 2025 Reduced 6.06%
$143B
$1.6 Million 0.19% of portfolio
22,534
Q1 2025 Reduced 12.17%
$6.83B
$1.61 Million 0.19% of portfolio
17,463
Q1 2025 Reduced 19.6%
$4.89B
$1.66 Million 0.19% of portfolio
16,589
Q1 2025 Reduced 14.75%
$69.1B
$1.63 Million 0.19% of portfolio
12,712
Q1 2025 Reduced 3.81%
$149B
$1.63 Million 0.19% of portfolio
11,210
Q1 2025 Reduced 4.29%
$4.99B
$1.52 Million 0.18% of portfolio
14,114
Q1 2025 Added 32.85%
$102B
$1.52 Million 0.18% of portfolio
30,102
Q1 2025 Reduced 17.48%
$39.6B
$1.53 Million 0.18% of portfolio
18,534
Q1 2025 Reduced 12.32%
$286B
$1.5 Million 0.18% of portfolio
20,910
Q1 2025 Reduced 7.32%
$47.4B
$1.56 Million 0.18% of portfolio
104,974
Q1 2025 Reduced 12.28%
$55.3B
$1.55 Million 0.18% of portfolio
12,961
Q1 2025 Reduced 12.6%
$70.5B
$1.54 Million 0.18% of portfolio
403
Q1 2025 Reduced 5.18%
$177B
$1.42 Million 0.17% of portfolio
7,315
Q1 2025 Added 1.18%
$99.4B
$1.45 Million 0.17% of portfolio
14,754
Q1 2025 Added 59.3%
$76.2B
$1.46 Million 0.17% of portfolio
5,350
Q1 2025 Reduced 4.91%
$157B
$1.48 Million 0.17% of portfolio
39,979
Q1 2025 Reduced 13.74%
$157B
$1.42 Million 0.17% of portfolio
4,555
Q1 2025 Reduced 27.61%
$179B
$1.49 Million 0.17% of portfolio
21,440
Q1 2025 Reduced 34.72%
$11.4B
$1.46 Million 0.17% of portfolio
18,852
Q1 2025 Reduced 11.63%
$167B
$1.49 Million 0.17% of portfolio
2,925
Q1 2025 Reduced 20.88%

Summary

  • Portfolio
  • No. of Stocks 1,410
  • Current Value $853 Million
  • Prior Value $945 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 53 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 425 stocks
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