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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.7B
$1.06 Million 0.11% of portfolio
18,470
Q3 2024 Added 9.29%
$75.8B
$1.08 Million 0.11% of portfolio
2,142
Q3 2024 Added 3.88%
$35.3B
$1.07 Million 0.11% of portfolio
5,863
Q3 2024 Reduced 6.71%
$11.3B
$1.09 Million 0.11% of portfolio
21,291
Q3 2024 Reduced 2.43%
$10.6B
$1.1 Million 0.11% of portfolio
35,236
Q3 2024 Reduced 2.07%
$105B
$1.1 Million 0.11% of portfolio
2,357
Q3 2024 Added 35.3%
$135B
$1.11 Million 0.11% of portfolio
3,346
Q3 2024 Reduced 2.02%
$5.33B
$1.07 Million 0.11% of portfolio
120,402
Q3 2024 Added 47.15%
$60.7B
$1.06 Million 0.11% of portfolio
3,754
Q3 2024 Reduced 36.91%
$143B
$1.12 Million 0.11% of portfolio
109,951
Q3 2024 Reduced 0.18%
$11B
$1.07 Million 0.11% of portfolio
3,913
Q3 2024 Reduced 1.11%
$1.59B
$1.04 Million 0.1% of portfolio
26,605
Q3 2024 Added 12.61%
$106B
$956,000 0.1% of portfolio
32,046
Q3 2024 Reduced 17.77%
$44.7B
$953,000 0.1% of portfolio
7,873
Q3 2024 Reduced 10.03%
$34.8B
$981,000 0.1% of portfolio
29,548
Q3 2024 Added 3.05%
$84.3B
$1.01 Million 0.1% of portfolio
6,295
Q3 2024 Reduced 13.12%
$106B
$1.01 Million 0.1% of portfolio
4,513
Q3 2024 Added 1.69%
$35.3B
$1.02 Million 0.1% of portfolio
5,458
Q3 2024 Added 57.84%
$58.2B
$965,000 0.1% of portfolio
32,658
Q3 2024 Reduced 0.82%
$48B
$962,000 0.1% of portfolio
26,073
Q3 2024 Added 2.22%
$48.3B
$957,000 0.1% of portfolio
6,822
Q3 2024 Added 188.33%
$17.8B
$990,000 0.1% of portfolio
28,627
Q3 2024 Reduced 1.07%
$76.8B
$1.02 Million 0.1% of portfolio
972
Q3 2024 Reduced 0.41%
$10.7B
$927,000 0.09% of portfolio
7,468
Q3 2024 Added 60.91%
$26.2B
$892,000 0.09% of portfolio
9,246
Q3 2024 Added 8.7%
$28.1B
$928,000 0.09% of portfolio
5,387
Q3 2024 Added 17.59%
$3.32B
$904,000 0.09% of portfolio
10,860
Q3 2024 Added 14.23%
$50.3B
$913,000 0.09% of portfolio
1,128
Q3 2024 Added 1.53%
$59.1B
$884,000 0.09% of portfolio
48,702
Q3 2024 Added 0.94%
-
$942,000 0.09% of portfolio
71,815
Q3 2024 Added 10.15%
$48.3B
$936,000 0.09% of portfolio
29,517
Q3 2024 Reduced 1.4%
$38.4B
$871,000 0.09% of portfolio
4,709
Q3 2024 Reduced 0.3%
$17.4B
$869,000 0.09% of portfolio
3,027
Q3 2024 Reduced 24.53%
$91.9B
$883,000 0.09% of portfolio
1,141
Q3 2024 Added 1.6%
$46.9B
$924,000 0.09% of portfolio
30,488
Q3 2024 Added 2.09%
$27.4B
$932,000 0.09% of portfolio
81,195
Q3 2024 Reduced 4.09%
$23.8B
$853,000 0.09% of portfolio
58,087
Q3 2024 Added 3.1%
$53.2B
$872,000 0.09% of portfolio
71,834
Q3 2024 Reduced 0.86%
$78.7B
$897,000 0.09% of portfolio
4,854
Q3 2024 Reduced 4.8%
$102B
$850,000 0.09% of portfolio
12,830
Q3 2024 Reduced 5.48%
$83.7B
$854,000 0.09% of portfolio
1,352
Q3 2024 Added 7.47%
$3.48B
$802,000 0.08% of portfolio
19,863
Q3 2023 Reduced 0.45%
$136B
$813,000 0.08% of portfolio
12,556
Q3 2024 Reduced 30.78%
$270B
$758,000 0.08% of portfolio
4,250
Q3 2024 Added 1.89%
$17.8B
$810,000 0.08% of portfolio
7,844
Q3 2024 Added 0.18%
$89.7B
$750,000 0.08% of portfolio
1,443
Q3 2024 Added 2.41%
$8.26B
$757,000 0.08% of portfolio
124,445
Q3 2024 Added 12.44%
$74.7B
$802,000 0.08% of portfolio
3,087
Q3 2024 Added 0.62%
$169B
$779,000 0.08% of portfolio
6,247
Q3 2024 Added 15.11%

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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