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
$257B
$1.46 Million 0.17% of portfolio
13,071
Q1 2025 Reduced 9.39%
$179B
$1.47 Million 0.17% of portfolio
18,739
Q1 2025 Added 37.65%
$182B
$1.43 Million 0.17% of portfolio
19,577
Q1 2025 Added 57.12%
$5.06B
$1.49 Million 0.17% of portfolio
17,338
Q1 2025 Reduced 14.23%
$14B
$1.47 Million 0.17% of portfolio
2,899
Q1 2025 Reduced 19.32%
$173B
$1.37 Million 0.16% of portfolio
19,915
Q1 2025 Added 1.63%
$142B
$1.36 Million 0.16% of portfolio
4,809
Q1 2025 Reduced 13.76%
$95.8B
$1.32 Million 0.16% of portfolio
10,848
Q1 2025 Reduced 1.97%
$113B
$1.4 Million 0.16% of portfolio
3,139
Q1 2025 Reduced 10.42%
$8.77B
$1.33 Million 0.16% of portfolio
2,837
Q1 2025 Reduced 8.98%
$79.3B
$1.29 Million 0.15% of portfolio
8,843
Q1 2025 Added 4.23%
$8.29B
$1.24 Million 0.15% of portfolio
34,730
Q1 2025 Reduced 3.23%
$8.12B
$1.29 Million 0.15% of portfolio
4,526
Q1 2025 Added 8.33%
$78.6B
$1.3 Million 0.15% of portfolio
11,839
Q1 2025 Reduced 9.45%
$250B
$1.28 Million 0.15% of portfolio
11,001
Q1 2025 Reduced 20.45%
$8.86B
$1.29 Million 0.15% of portfolio
9,145
Q1 2025 Reduced 4.19%
$142B
$1.22 Million 0.14% of portfolio
3,271
Q1 2025 Reduced 32.68%
$5.59B
$1.16 Million 0.14% of portfolio
16,095
Q1 2025 Reduced 24.53%
$120B
$1.23 Million 0.14% of portfolio
11,684
Q1 2025 Reduced 19.96%
$46.7B
$1.19 Million 0.14% of portfolio
28,383
Q1 2025 Reduced 9.5%
$124B
$1.08 Million 0.13% of portfolio
3,541
Q1 2025 Reduced 10.9%
$33.1B
$1.1 Million 0.13% of portfolio
11,132
Q1 2025 Added 29.38%
$2.05B
$1.1 Million 0.13% of portfolio
27,870
Q1 2025 Reduced 6.71%
$152B
$1.12 Million 0.13% of portfolio
4,812
Q1 2025 Reduced 15.56%
$97B
$1.08 Million 0.13% of portfolio
4,239
Q1 2025 Reduced 1.4%
$135B
$1.08 Million 0.13% of portfolio
4,574
Q1 2025 Reduced 9.12%
$8.25B
$1.09 Million 0.13% of portfolio
7,181
Q1 2025 Reduced 15.92%
$153B
$1.09 Million 0.13% of portfolio
2,319
Q1 2025 Reduced 37.61%
$186B
$1.09 Million 0.13% of portfolio
80,105
Q1 2025 Reduced 23.63%
$920M
$1.14 Million 0.13% of portfolio
89,439
Q1 2025 Reduced 6.27%
$10.8B
$1.13 Million 0.13% of portfolio
24,515
Q1 2025 Reduced 24.92%
$139B
$1.12 Million 0.13% of portfolio
12,885
Q1 2025 Reduced 7.0%
$40.9B
$1.12 Million 0.13% of portfolio
14,889
Q1 2025 Reduced 3.45%
$137B
$1.13 Million 0.13% of portfolio
17,074
Q1 2025 Reduced 19.55%
$33.7B
$1.02 Million 0.12% of portfolio
40,306
Q1 2025 Reduced 10.65%
$43.1B
$1 Million 0.12% of portfolio
4,294
Q1 2025 Reduced 10.67%
$229B
$1.01 Million 0.12% of portfolio
7,647
Q1 2025 Reduced 3.34%
$61.1B
$1.03 Million 0.12% of portfolio
2,993
Q1 2025 Reduced 5.31%
$218B
$1.03 Million 0.12% of portfolio
3,136
Q1 2025 Reduced 34.52%
$35.3B
$1.01 Million 0.12% of portfolio
434,671
Q1 2025 Reduced 7.77%
$122B
$990,000 0.12% of portfolio
11,024
Q1 2025 Added 58.8%
$126B
$1.02 Million 0.12% of portfolio
33,416
Q1 2025 Reduced 19.32%
$81.5B
$1.04 Million 0.12% of portfolio
188,056
Q1 2025 Reduced 6.45%
$15.8B
$913,000 0.11% of portfolio
32,196
Q1 2025 Reduced 8.83%
$57.2B
$937,000 0.11% of portfolio
34,551
Q1 2025 Added 12.34%
$36B
$953,000 0.11% of portfolio
12,764
Q1 2025 Reduced 5.51%
$145B
$915,000 0.11% of portfolio
3,369
Q1 2025 Reduced 1.52%
$56.3B
$930,000 0.11% of portfolio
2,969
Q1 2025 Reduced 20.81%
$1.14B
$966,000 0.11% of portfolio
13,358
Q1 2025 Reduced 34.92%

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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