Schechter Investment Advisors, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $977 Million distributed in 1443 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $52.5M, Merck & Co., Inc. with a value of $36.6M, Vanguard Value ETF with a value of $34.2M, Spdr S&P 500 ETF Trust with a value of $32.1M, and Vanguard Growth ETF with a value of $30.6M.
Examining the 13F form we can see an decrease of $54.6M in the current position value, from $1.03B to 977M.
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
$977 Million
ETFs: $231 Million
Technology: $202 Million
Financial Services: $122 Million
Healthcare: $122 Million
Consumer Cyclical: $67.2 Million
Industrials: $61.2 Million
Communication Services: $60.4 Million
Consumer Defensive: $38.5 Million
Other: $68.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
