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
Black Spade Acquisition Ii CO Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.93%
Gigcapital7 Corp Unit
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 19.97%
Launch One Acquisition Corp Shs Class A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.79%
Cayson Acquisition Corp Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.79%
Lionheart Holdings Wt Exp 060731
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.19%
Hcm Ii Acquisition Corp Unit
-
$0 0.0% of portfolio
-
Q3 2024 New
Rezolve Ai PLC Ord Shs
-
$0 0.0% of portfolio
-
Q1 2025 New
Churchill Capital Corp Ix Cl A Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.73%
Dt Cloud Star Acquisition Corp Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.63%
Chenghe Acquisition Ii CO Cl A Ord Shs
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 12.56%
Translational Dev Acquisition Unit
-
$0 0.0% of portfolio
-
Q4 2024 New
Chenghe Acquisition Ii CO Wt Exp 053031
-
$0 0.0% of portfolio
-
Q3 2024 New
Centurion Acquisition Corp Shs Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.02%
Lionheart Holdings Shs Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.21%
Cantor Equity Partners Inc Shs Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.68%
Centurion Acquisition Corp Wt Exp 053132
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.83%
Damon Inc Com
-
$0 0.0% of portfolio
-
Q4 2024 New
Eqv Ventures Acquisition Corp. Wt Exp 070131
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.62%
Launch One Acquisition Corp Wt Exp 060131
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.21%
M3 Brigade Acquisition V Corp Wt Exp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.74%
M3 Brigade Acquisition V Corp Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.96%
Aa Mission Acquisition Corp Wt Exp 080131
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.86%
Launch Two Acquisition Corp. Unit Exp 082229
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 7.29%
Aa Mission Acquisition Corp Ord Shs Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.92%
Eqv Ventures Acquisition Corp. Cl A Ord Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.84%
Voyager Acquisition Corp Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.57%
Voyager Acquisition Corp Wt Exp 051631
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.46%
Sim Acquisition Corp. I Wt Exp 060131
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.71%
Bold Eagle Acquisition Corp Unit
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.87%
Andretti Acquisition Corp Ii Wt Exp 060131
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.5%
Andretti Acquisition Corp Ii Ord Shs Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.97%
Devvstream Corp Wt Exp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 8.71%
Silverbox Corp Iv Wt Exp 081929
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.58%
Silverbox Corp Iv Shs Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 13.26%
Graf Global Corp Ord Shs Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.15%
Graf Global Corp Wt Exp 053132
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.61%
Bleichroeder Acquisition Corp Unit
-
$0 0.0% of portfolio
-
Q4 2024 New
Vine Hill Cap Invt Corp. Unit Exp 090626
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.81%
Dt Cloud Star Acquisition Corp Rt Exp 070929
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.63%
$0
$0 0.0% of portfolio
6,548
Q1 2024 Reduced 47.45%
Ai Transn Acquisition Corp Rt Exp 090128
-
$0 0.0% of portfolio
-
Q2 2024 New
Legato Merger Corp Iii Ord Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.03%
Legato Merger Corp Iii Wt Exp 050831
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.13%
Jackson Acquisition CO Ii Rt
-
$0 0.0% of portfolio
-
Q1 2025 New
Jackson Acquisition CO Ii Com Shs Cl A
-
$0 0.0% of portfolio
-
Q1 2025 New
Dt Cloud Acquisition Corp Rt Exp 021429
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.2%
Range Cap Acquisition Corp Rt Exp
-
$0 0.0% of portfolio
-
Q1 2025 New
Range Cap Acquisition Corp Ord Shs
-
$0 0.0% of portfolio
-
Q1 2025 New
Usa Rare Earth Inc Wt Exp 083129
-
$0 0.0% of portfolio
-
Q1 2025 New

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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