Schechter Investment Advisors, LLC Portfolio Holdings

Schechter Investment Advisors, LLC

  • $997 Million
  • Q3 2024

Schechter Investment Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $997 Million distributed in 1419 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $60.4M, Vanguard Value ETF with a value of $36.7M, Merck & Co., Inc. with a value of $33.4M, Spdr S&P 500 ETF Trust with a value of $32.7M, and Vanguard Growth ETF with a value of $31.2M.

Examining the 13F form we can see an increase of $20.3M in the current position value, from $977M to 997M.

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 $997 Million
ETFs: $242 Million
Technology: $207 Million
Financial Services: $121 Million
Healthcare: $116 Million
Consumer Cyclical: $72.6 Million
Industrials: $65.1 Million
Communication Services: $59.2 Million
Consumer Defensive: $40.9 Million
Other: $70.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$831M
$8.55 Million 0.86% of portfolio
1,120,803
Q3 2024 Reduced 5.92%
$880M
$1.99 Million 0.2% of portfolio
23,982
Q3 2024 Added 2.93%
$1.19B
$1.61 Million 0.16% of portfolio
18,972
Q3 2024 Added 2.92%
$1.06B
$1.25 Million 0.13% of portfolio
95,423
Q3 2024 Reduced 5.3%
$1.72B
$1.06 Million 0.11% of portfolio
18,470
Q3 2024 Added 9.29%
$1.55B
$1.04 Million 0.1% of portfolio
26,605
Q3 2024 Added 12.61%
$1.41B
$482,000 0.05% of portfolio
10,615
Q3 2024 Reduced 2.02%
$993M
$254,000 0.03% of portfolio
6,004
Q3 2024 Reduced 6.19%
$1.35B
$209,000 0.02% of portfolio
1,679
Q3 2024 New
$1.59B
$191,000 0.02% of portfolio
11,626
Q3 2024 Reduced 4.97%
$1.48B
$23,000 0.0% of portfolio
10,411
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,419
  • Current Value $997 Million
  • Prior Value $977 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 81 stocks
  • Additional Purchases 236 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 300 stocks
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