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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Hennessy Capital Invst Corp Vi Wt Exp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.11%
Four Leaf Acquisition Corp Wt Exp 031528
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 10.07%
Alphavest Acquisition Corp Rt Exp 122224
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 8.56%
Alphatime Acquisition Corp Wt Exp 030128
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 9.52%
Oak Woods Acquisition Corp Rt
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 13.54%
Oak Woods Acquisition Corp Wt Exp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 13.54%
Nabors Energy Transition Corp Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.32%
Embrace Change Acquisitn Corp Wt Exp 102526
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.28%
Bowen Acquisition Corp Rt
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 18.28%
Haymaker Acquisition Corp Iv Wt Exp 053128
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.16%
Haymaker Acquisition Corp Iv Class A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.82%
Embrace Change Acquisitn Corp Rt
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.28%
Nabors Energy Transition Corp Wt Exp 090128
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.67%
America Movil Sab De Cv Spon Ads Rp Cl B
-
$0 0.0% of portfolio
-
Q1 2025 Added 75.5%
Alphatime Acquisition Corp Rt
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 9.52%
Gsk PLC Sponsored Adr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.51%
Agriculture & Nat Sol Acq Corp Shs Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.88%
Flagstar Financial Inc Com New
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.24%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.81%
$23.9B
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.37%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.81%
Canadian Pacific Kansas City Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 14.9%
$0
$2,000 0.0% of portfolio
31,141
Q1 2025 Reduced 7.89%
Blackrock Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 9.25%
Arista Networks Inc Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 13.11%
Thomson Reuters Corp Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 13.65%
Corpay Inc Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.21%
Brookfield Corp Cl A LTD Vt Sh
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 22.62%
Everest Consolidator Acq Corp Wt Exp
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.34%
Invesco Global Listed Private Equity ETF
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.81%
Esh Acquisition Corp Rt
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 9.33%
Alchemy Invts Acquisitn Corp 1 Wt Exp 113027
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.85%
Jacobs Solutions Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 34.43%
Linde PLC Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.42%
Ares Acquisition Corp Ii Shs Class A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.49%
Ares Acquisition Corp Ii Wt Exp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.27%
Lam Research Corp Com New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 8.11%
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 21.99%
Eldridge Bbb B Clo ETF
-
$0 0.0% of portfolio
-
Q1 2025 Added 20.94%
Trailblazer Merger Corp I Rt
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 12.57%
Natwest Group PLC Spons Adr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.69%
Kenvue Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.39%
-
$0 0.0% of portfolio
-
Q3 2023 Reduced 14.73%
Melar Acquisition Corp. I Wt Exp 060131
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.11%
Mountain Lake Acquisition Corp Unit Exp 111528
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.56%
Cohen Circle Acquisition Corp Wt Exp 013129
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.47%
Cohen Circle Acquisition Corp Shs Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 13.29%
Black Spade Acquisition Ii CO Wt Exp 021529
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.93%
Sim Acquisition Corp. I Shs Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 7.22%

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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