Schechter Investment Advisors, LLC Portfolio Holdings

Schechter Investment Advisors, LLC

  • $945 Million
  • Q4 2024

Schechter Investment Advisors, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $945 Million distributed in 1388 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $36.9M, Apple Inc. with a value of $34.8M, Spdr S&P 500 ETF Trust with a value of $33.2M, Vanguard Growth ETF with a value of $32.4M, and Merck & Co., Inc. with a value of $29.1M.

Examining the 13F form we can see an decrease of $51.4M in the current position value, from $997M to 945M.

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 $945 Million
ETFs: $267 Million
Technology: $176 Million
Financial Services: $110 Million
Healthcare: $98.8 Million
Consumer Cyclical: $70.8 Million
Industrials: $62.9 Million
Communication Services: $60.2 Million
Consumer Defensive: $35.4 Million
Other: $61.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Bellevue Life Scncs Aqstn Corp Wt Exp 020928
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 65.93%
Bellevue Life Scncs Aqstn Corp Rt
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 65.93%
Embrace Change Acquisitn Corp Wt Exp 102526
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 63.58%
Embrace Change Acquisitn Corp Rt
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 63.58%
Oak Woods Acquisition Corp Wt Exp
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 22.65%
Cantor Equity Partners Inc Shs Cl A
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.65%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.67%
Fact Ii Acquisition Corp Units
-
$0 0.0% of portfolio
-
Q4 2024 New
Dynamix Corp Unit
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 3.87%
Cayson Acquisition Corp Shs
-
$0 0.0% of portfolio
-
Q4 2024 New
Cayson Acquisition Corp Rt
-
$0 0.0% of portfolio
-
Q4 2024 New
Andretti Acquisition Corp Ii Wt Exp 060131
-
$0 0.0% of portfolio
-
Q4 2024 New
Andretti Acquisition Corp Ii Ord Shs Cl A
-
$0 0.0% of portfolio
-
Q4 2024 New
Willow Lane Acquisition Corp. Unit
-
$0 0.0% of portfolio
-
Q4 2024 New
Devvstream Corp Wt Exp
-
$0 0.0% of portfolio
-
Q4 2024 New
Silverbox Corp Iv Shs Cl A
-
$0 0.0% of portfolio
-
Q4 2024 New
Kenvue Inc Com
-
$0 0.0% of portfolio
-
Q4 2024 Added 29.18%
Black Spade Acquisition Ii CO Cl A
-
$0 0.0% of portfolio
-
Q4 2024 New
Tavia Acquisition Corp Unit
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.67%
Flagstar Financial Inc Com New
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.15%
Ge Healthcare Technologies Inc Common Stock
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 5.53%
Celestica Inc Com
-
$0 0.0% of portfolio
-
Q4 2024 New
Translational Dev Acquisition Unit
-
$0 0.0% of portfolio
-
Q4 2024 New
Range Cap Acquisition Corp Unit 121129
-
$0 0.0% of portfolio
-
Q4 2024 New
Everest Consolidator Acq Corp Wt Exp
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.34%
Mountain Lake Acquisition Corp Unit Exp 111528
-
$0 0.0% of portfolio
-
Q4 2024 New
Cohen Circle Acquisition Corp Wt Exp 013129
-
$0 0.0% of portfolio
-
Q4 2024 New
Cohen Circle Acquisition Corp Shs Cl A
-
$0 0.0% of portfolio
-
Q4 2024 New
Black Spade Acquisition Ii CO Wt Exp 021529
-
$0 0.0% of portfolio
-
Q4 2024 New
Jackson Acquisition CO Ii Unit
-
$0 0.0% of portfolio
-
Q4 2024 New
Trailblazer Merger Corp I Rt
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 30.59%
Newbury Str Ii Acquisition Cor Unit Exp 102329
-
$0 0.0% of portfolio
-
Q4 2024 New
Bleichroeder Acquisition Corp Unit
-
$0 0.0% of portfolio
-
Q4 2024 New
Dt Cloud Star Acquisition Corp Rt Exp 070929
-
$0 0.0% of portfolio
-
Q4 2024 Added 691.09%
Dt Cloud Star Acquisition Corp Shs
-
$0 0.0% of portfolio
-
Q4 2024 Added 691.09%
Launch One Acquisition Corp Wt Exp 060131
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 5.05%
Sim Acquisition Corp. I Wt Exp 060131
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 8.81%
Vine Hill Cap Invt Corp. Unit Exp 090626
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.55%
Graf Global Corp Wt Exp 053132
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 8.72%
Graf Global Corp Ord Shs Cl A
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 12.05%
Launch One Acquisition Corp Shs Class A
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 7.22%
Gigcapital7 Corp Unit
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 9.98%
Sim Acquisition Corp. I Shs Cl A
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 12.25%
Lionheart Holdings Wt Exp 060731
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 5.4%
Hcm Ii Acquisition Corp Unit
-
$0 0.0% of portfolio
-
Q3 2024 New
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 21.99%
Voyager Acquisition Corp Cl A
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,388
  • Current Value $945 Million
  • Prior Value $997 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 55 stocks
  • Additional Purchases 166 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 394 stocks
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