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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.4B
$1.95 Million 0.2% of portfolio
21,806
Q3 2024 Reduced 6.2%
$120B
$1.98 Million 0.2% of portfolio
34,285
Q3 2024 Reduced 4.96%
$48.4B
$1.98 Million 0.2% of portfolio
3,392
Q3 2024 Added 30.36%
$72.4B
$2 Million 0.2% of portfolio
6,610
Q3 2024 Reduced 5.99%
$154B
$1.96 Million 0.2% of portfolio
9,469
Q3 2024 Reduced 4.98%
$880M
$1.99 Million 0.2% of portfolio
23,982
Q3 2024 Added 2.93%
$145B
$1.99 Million 0.2% of portfolio
30,644
Q3 2024 Added 1.06%
$160B
$2.02 Million 0.2% of portfolio
3,903
Q3 2024 Reduced 0.23%
$209B
$1.87 Million 0.19% of portfolio
16,243
Q3 2024 Added 5.0%
$0
$1.86 Million 0.19% of portfolio
8,427
Q3 2024 Reduced 4.94%
$53.6B
$1.9 Million 0.19% of portfolio
14,971
Q3 2024 Reduced 5.47%
$5.12B
$1.85 Million 0.19% of portfolio
9,396
Q3 2024 Reduced 26.31%
$193B
$1.92 Million 0.19% of portfolio
4,921
Q3 2024 Added 2.82%
$138B
$1.81 Million 0.18% of portfolio
5,002
Q3 2024 Reduced 16.38%
$0
$1.76 Million 0.18% of portfolio
12,360
Q3 2024 Reduced 7.49%
$87.1B
$1.77 Million 0.18% of portfolio
37,215
Q3 2024 Reduced 2.22%
$16.1B
$1.8 Million 0.18% of portfolio
3,666
Q3 2024 Reduced 16.34%
$141B
$1.78 Million 0.18% of portfolio
21,084
Q3 2024 Added 4.24%
$130B
$1.72 Million 0.17% of portfolio
21,464
Q3 2024 Added 43.05%
$203B
$1.73 Million 0.17% of portfolio
22,243
Q3 2024 Added 1.08%
$5.21B
$1.69 Million 0.17% of portfolio
20,069
Q3 2024 Reduced 0.41%
$40.7B
$1.66 Million 0.17% of portfolio
116,784
Q3 2024 Added 1.3%
$44.3B
$1.64 Million 0.16% of portfolio
28,569
Q3 2024 Reduced 2.07%
$66.5B
$1.58 Million 0.16% of portfolio
9,726
Q3 2024 Added 0.53%
$61.8B
$1.57 Million 0.16% of portfolio
497
Q3 2024 Reduced 1.78%
$211B
$1.6 Million 0.16% of portfolio
9,410
Q3 2024 Added 0.19%
$209B
$1.62 Million 0.16% of portfolio
15,568
Q3 2024 Reduced 15.9%
$69.8B
$1.64 Million 0.16% of portfolio
13,367
Q3 2024 Reduced 12.58%
$0
$1.63 Million 0.16% of portfolio
2,826
Q3 2024 Reduced 2.79%
$1.19B
$1.61 Million 0.16% of portfolio
18,972
Q3 2024 Added 2.92%
$173B
$1.59 Million 0.16% of portfolio
23,112
Q3 2024 Added 1.24%
$0
$1.58 Million 0.16% of portfolio
13,532
Q3 2024 Reduced 34.46%
$172B
$1.62 Million 0.16% of portfolio
9,555
Q3 2024 Reduced 17.94%
$154B
$1.55 Million 0.16% of portfolio
5,729
Q3 2024 Added 2.49%
$98B
$1.57 Million 0.16% of portfolio
15,132
Q3 2024 Added 5.82%
$177B
$1.63 Million 0.16% of portfolio
8,358
Q3 2024 Added 10.23%
$11.7B
$1.46 Million 0.15% of portfolio
2,970
Q3 2024 Reduced 0.7%
$121B
$1.53 Million 0.15% of portfolio
14,538
Q3 2024 Reduced 4.52%
$134B
$1.49 Million 0.15% of portfolio
23,756
Q3 2024 Reduced 7.66%
$131B
$1.49 Million 0.15% of portfolio
3,572
Q3 2024 Added 4.35%
$140B
$1.5 Million 0.15% of portfolio
5,913
Q3 2024 Added 5.61%
$11.2B
$1.53 Million 0.15% of portfolio
22,087
Q3 2024 Reduced 2.23%
$0
$1.45 Million 0.15% of portfolio
11,556
Q3 2024 Reduced 3.48%
$204B
$1.38 Million 0.14% of portfolio
14,299
Q3 2024 Reduced 11.08%
$101B
$1.4 Million 0.14% of portfolio
14,336
Q3 2024 Added 19.92%
$21.3B
$1.44 Million 0.14% of portfolio
15,796
Q3 2024 Reduced 33.15%
$139B
$1.37 Million 0.14% of portfolio
5,550
Q3 2024 Added 11.18%
$95.4B
$1.36 Million 0.14% of portfolio
10,790
Q3 2024 Added 6.73%
$200B
$1.39 Million 0.14% of portfolio
6,308
Q3 2024 Added 14.59%

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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