Schechter Investment Advisors, LLC Portfolio Holdings
Schechter Investment Advisors, LLC
- $977 Million
- Q2 2024
Schechter Investment Advisors, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $977 Million distributed in 1443 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $52.5M, Merck & Co., Inc. with a value of $36.6M, Vanguard Value ETF with a value of $34.2M, Spdr S&P 500 ETF Trust with a value of $32.1M, and Vanguard Growth ETF with a value of $30.6M.
Examining the 13F form we can see an decrease of $54.6M in the current position value, from $1.03B to 977M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,443
- Current Value $977 Million
- Prior Value $1.03 Billion
- Filing
- Period Q2 2024
- Filing Date August 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 49 stocks
- Additional Purchases 240 stocks
- Sold out of 0 stocks
- Reduced holdings in 300 stocks