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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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