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
$48.6B
$3.15 Million 0.37% of portfolio
16,125
Q1 2025 Reduced 11.4%
$377B
$2.98 Million 0.35% of portfolio
8,133
Q1 2025 Reduced 21.0%
$268B
$2.86 Million 0.34% of portfolio
46,421
Q1 2025 Reduced 1.36%
$447B
$2.87 Million 0.34% of portfolio
24,108
Q1 2025 Reduced 8.35%
$312B
$2.73 Million 0.32% of portfolio
4,123
Q1 2025 Added 7.34%
$202B
$2.71 Million 0.32% of portfolio
8,680
Q1 2025 Reduced 11.07%
$356B
$2.7 Million 0.32% of portfolio
10,062
Q1 2025 Reduced 19.54%
$313B
$2.63 Million 0.31% of portfolio
36,657
Q1 2025 Added 30.74%
$386B
$2.62 Million 0.31% of portfolio
15,350
Q1 2025 Reduced 13.43%
$12.7B
$2.62 Million 0.31% of portfolio
22,471
Q1 2025 Reduced 0.49%
$264B
$2.63 Million 0.31% of portfolio
29,994
Q1 2025 Reduced 13.29%
$101B
$2.53 Million 0.3% of portfolio
18,104
Q1 2025 Added 6.38%
$1.03T
$2.6 Million 0.3% of portfolio
10,043
Q1 2025 Reduced 20.75%
$242B
$2.46 Million 0.29% of portfolio
33,585
Q1 2025 Reduced 4.48%
$204B
$2.5 Million 0.29% of portfolio
3,135
Q1 2025 Reduced 21.55%
$264B
$2.45 Million 0.29% of portfolio
12,232
Q1 2025 Reduced 11.9%
$37.5B
$2.39 Million 0.28% of portfolio
9,852
Q1 2025 Reduced 7.6%
$281B
$2.32 Million 0.27% of portfolio
13,893
Q1 2025 Reduced 7.05%
$0
$2.33 Million 0.27% of portfolio
23,599
Q1 2025 Reduced 41.12%
$210B
$2.31 Million 0.27% of portfolio
4,236
Q1 2025 Reduced 17.57%
$142B
$2.31 Million 0.27% of portfolio
22,857
Q1 2025 Reduced 10.68%
$162B
$2.2 Million 0.26% of portfolio
4,428
Q1 2025 Reduced 13.68%
$0
$2.24 Million 0.26% of portfolio
24,088
Q1 2025 Added 2.87%
$0
$2.2 Million 0.26% of portfolio
42,990
Q1 2025 Added 266.93%
$0
$2.18 Million 0.26% of portfolio
20,844
Q1 2025 Added 189.34%
$0
$2.19 Million 0.26% of portfolio
60,067
Q1 2025 Reduced 17.2%
$323B
$2.23 Million 0.26% of portfolio
16,886
Q1 2025 Reduced 28.62%
$362B
$2.13 Million 0.25% of portfolio
50,989
Q1 2025 Reduced 14.93%
$409B
$2.15 Million 0.25% of portfolio
12,987
Q1 2025 Added 19.6%
$295B
$2.16 Million 0.25% of portfolio
8,099
Q1 2025 Reduced 11.6%
$128B
$2.03 Million 0.24% of portfolio
21,273
Q1 2025 Added 2.26%
$0
$1.96 Million 0.23% of portfolio
38,504
Q1 2025 Reduced 55.38%
$268B
$2 Million 0.23% of portfolio
7,453
Q1 2025 Reduced 13.49%
$221B
$1.96 Million 0.23% of portfolio
6,286
Q1 2025 Reduced 11.06%
$218B
$1.93 Million 0.23% of portfolio
419
Q1 2025 Reduced 8.71%
$0
$1.85 Million 0.22% of portfolio
15,184
Q1 2025 Added 63.64%
$119B
$1.83 Million 0.21% of portfolio
6,046
Q1 2025 Reduced 21.22%
$229B
$1.8 Million 0.21% of portfolio
24,504
Q1 2025 Reduced 4.01%
$78.2B
$1.79 Million 0.21% of portfolio
10,896
Q1 2025 Reduced 17.37%
$97.2B
$1.78 Million 0.21% of portfolio
19,305
Q1 2025 Reduced 11.99%
$179B
$1.75 Million 0.21% of portfolio
11,402
Q1 2025 Added 45.75%
$215B
$1.79 Million 0.21% of portfolio
2,916
Q1 2025 Reduced 17.25%
$248B
$1.78 Million 0.21% of portfolio
7,148
Q1 2025 Added 12.55%
$5.21B
$1.81 Million 0.21% of portfolio
57,880
Q1 2025 Reduced 1.34%
$187B
$1.78 Million 0.21% of portfolio
3,590
Q1 2025 Reduced 13.43%
$125B
$1.67 Million 0.2% of portfolio
30,088
Q1 2025 Reduced 11.29%
$35B
$1.7 Million 0.2% of portfolio
17,812
Q1 2025 Added 11.91%
$46.8B
$1.73 Million 0.2% of portfolio
25,530
Q1 2025 Reduced 5.94%
$152B
$1.7 Million 0.2% of portfolio
8,024
Q1 2025 Reduced 27.36%

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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