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
$7.01B
$1.36 Million 0.14% of portfolio
10,371
Q3 2024 Reduced 3.64%
$3.19B
$1.39 Million 0.14% of portfolio
4,801
Q3 2024 Reduced 1.58%
$0
$1.35 Million 0.13% of portfolio
16,092
Q4 2023 Reduced 29.09%
$183M
$1.33 Million 0.13% of portfolio
164,583
Q3 2024 Added 7.27%
$279B
$1.32 Million 0.13% of portfolio
23,425
Q3 2024 Reduced 10.43%
$0
$1.25 Million 0.13% of portfolio
13,615
Q1 2024 New
$76.6B
$1.28 Million 0.13% of portfolio
11,693
Q3 2024 Added 22.36%
$82.2B
$1.3 Million 0.13% of portfolio
4,786
Q3 2024 Reduced 3.27%
$87.5B
$1.29 Million 0.13% of portfolio
11,231
Q3 2024 Reduced 0.44%
$29.3B
$1.25 Million 0.13% of portfolio
8,718
Q3 2024 Added 1.21%
$7.13B
$1.27 Million 0.13% of portfolio
35,816
Q3 2024 Reduced 15.7%
$98.4B
$1.31 Million 0.13% of portfolio
3,779
Q3 2024 Reduced 0.03%
$6.85B
$1.31 Million 0.13% of portfolio
13,422
Q3 2024 Reduced 6.21%
$1.08B
$1.25 Million 0.13% of portfolio
95,423
Q3 2024 Reduced 5.3%
$101B
$1.27 Million 0.13% of portfolio
41,199
Q3 2024 Reduced 1.11%
$11.5B
$1.26 Million 0.13% of portfolio
7,901
Q3 2024 New
$117B
$1.33 Million 0.13% of portfolio
21,325
Q3 2024 Added 44.42%
$0
$1.21 Million 0.12% of portfolio
6,012
Q3 2024 Added 20.41%
$7.25B
$1.22 Million 0.12% of portfolio
4,201
Q3 2024 Added 6.33%
$34.3B
$1.15 Million 0.12% of portfolio
472,324
Q3 2024 Added 223.74%
$40.8B
$1.24 Million 0.12% of portfolio
13,923
Q3 2024 Added 3.26%
$6.7B
$1.17 Million 0.12% of portfolio
31,575
Q3 2024 Reduced 22.19%
$124B
$1.16 Million 0.12% of portfolio
4,188
Q3 2024 Added 2.92%
$0
$1.16 Million 0.12% of portfolio
6,122
Q3 2024 Reduced 4.6%
$40.9B
$1.16 Million 0.12% of portfolio
2,287
Q3 2024 Reduced 5.96%
$0
$1.21 Million 0.12% of portfolio
59,822
Q3 2024 Reduced 7.19%
$61.1B
$1.19 Million 0.12% of portfolio
28,260
Q3 2024 Reduced 15.37%
$51B
$1.24 Million 0.12% of portfolio
3,824
Q3 2024 Reduced 9.23%
$52.2B
$1.19 Million 0.12% of portfolio
4,884
Q3 2024 Added 36.81%
$0
$1.15 Million 0.12% of portfolio
13,147
Q3 2024 Reduced 0.85%
$23B
$1.2 Million 0.12% of portfolio
36,683
Q3 2024 Reduced 20.3%
$0
$1.18 Million 0.12% of portfolio
2,235
Q3 2024 Added 10.15%
$0
$1.12 Million 0.11% of portfolio
14,175
Q3 2024 Reduced 1.99%
$1.63B
$1.06 Million 0.11% of portfolio
18,470
Q3 2024 Added 9.29%
$81.7B
$1.08 Million 0.11% of portfolio
2,142
Q3 2024 Added 3.88%
$35.7B
$1.07 Million 0.11% of portfolio
5,863
Q3 2024 Reduced 6.71%
$11.2B
$1.09 Million 0.11% of portfolio
21,291
Q3 2024 Reduced 2.43%
$0
$1.13 Million 0.11% of portfolio
13,527
Q1 2024 Added 51.17%
$11.1B
$1.1 Million 0.11% of portfolio
35,236
Q3 2024 Reduced 2.07%
$115B
$1.1 Million 0.11% of portfolio
2,357
Q3 2024 Added 35.3%
$145B
$1.11 Million 0.11% of portfolio
3,346
Q3 2024 Reduced 2.02%
$0
$1.1 Million 0.11% of portfolio
20,766
Q3 2024 Reduced 67.99%
$5.74B
$1.07 Million 0.11% of portfolio
120,402
Q3 2024 Added 47.15%
$61.5B
$1.06 Million 0.11% of portfolio
3,754
Q3 2024 Reduced 36.91%
$146B
$1.12 Million 0.11% of portfolio
109,951
Q3 2024 Reduced 0.18%
$11.6B
$1.07 Million 0.11% of portfolio
3,913
Q3 2024 Reduced 1.11%
$1.75B
$1.04 Million 0.1% of portfolio
26,605
Q3 2024 Added 12.61%
$104B
$956,000 0.1% of portfolio
32,046
Q3 2024 Reduced 17.77%
$46.4B
$953,000 0.1% of portfolio
7,873
Q3 2024 Reduced 10.03%

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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