Schechter Investment Advisors, LLC Portfolio Holdings

Schechter Investment Advisors, LLC

  • $977 Million
  • Q2 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$799M
$9.74 Million 1.0% of portfolio
1,191,267
Q2 2024 Reduced 2.43%
$1.06B
$1.73 Million 0.18% of portfolio
23,300
Q2 2024 Added 167.26%
$1.26B
$1.7 Million 0.17% of portfolio
18,433
Q2 2024 Added 9.14%
$1.11B
$1.27 Million 0.13% of portfolio
100,768
Q1 2024 Added 0.18%
$1.61B
$1.06 Million 0.11% of portfolio
16,900
Q2 2024 Added 4,301.04%
$1.8B
$1.03 Million 0.11% of portfolio
23,626
Q2 2024 Reduced 17.58%
$1.61B
$466,000 0.05% of portfolio
10,834
Q2 2024 Reduced 2.41%
$1.77B
$327,000 0.03% of portfolio
6,400
Q2 2024 Reduced 10.89%
$1.5B
$188,000 0.02% of portfolio
12,234
Q2 2024 Reduced 2.34%

Summary

  • Portfolio
  • No. of Stocks 1,443
  • Current Value $977 Million
  • Prior Value $1.03 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 49 stocks
  • Additional Purchases 240 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 300 stocks
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