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
$49B
$3.12 Million 0.33% of portfolio
18,199
Q4 2024 Reduced 2.08%
$95.4B
$3.15 Million 0.33% of portfolio
5,529
Q4 2024 Added 4.97%
$1.73B
$3.15 Million 0.33% of portfolio
144,772
Q4 2024 Reduced 6.62%
$0
$3.1 Million 0.33% of portfolio
62,217
Q4 2024 Added 10.54%
$317B
$3.08 Million 0.33% of portfolio
12,505
Q4 2024 Reduced 20.33%
$0
$3.08 Million 0.33% of portfolio
58,957
Q4 2024 Reduced 1.1%
$32B
$3.04 Million 0.32% of portfolio
11,811
Q4 2024 Reduced 3.25%
$399B
$2.97 Million 0.31% of portfolio
17,732
Q4 2024 Reduced 4.1%
$190B
$2.94 Million 0.31% of portfolio
5,139
Q4 2024 Reduced 7.05%
$106B
$2.93 Million 0.31% of portfolio
17,019
Q4 2024 Reduced 3.05%
$178B
$2.83 Million 0.3% of portfolio
32,843
Q4 2024 Reduced 2.73%
$279B
$2.88 Million 0.3% of portfolio
8,615
Q4 2024 Reduced 3.01%
$0
$2.82 Million 0.3% of portfolio
5,519
Q4 2024 Reduced 25.6%
$481B
$2.83 Million 0.3% of portfolio
26,304
Q4 2024 Reduced 12.53%
$251B
$2.79 Million 0.29% of portfolio
47,062
Q4 2024 Added 1.08%
$0
$2.62 Million 0.28% of portfolio
54,505
Q4 2024 Reduced 5.57%
$339B
$2.63 Million 0.28% of portfolio
59,940
Q4 2024 Reduced 2.29%
$292B
$2.66 Million 0.28% of portfolio
3,841
Q4 2024 Added 5.96%
$80.8B
$2.44 Million 0.26% of portfolio
6,790
Q4 2024 Added 2.09%
$0
$2.48 Million 0.26% of portfolio
72,547
Q4 2024 Added 0.01%
$140B
$2.5 Million 0.26% of portfolio
11,047
Q4 2024 Added 16.66%
$0
$2.38 Million 0.25% of portfolio
23,415
Q2 2024 Reduced 16.42%
$36.4B
$2.41 Million 0.25% of portfolio
10,662
Q4 2024 Reduced 0.07%
$6.95B
$2.25 Million 0.24% of portfolio
21,719
Q4 2024 Reduced 0.78%
$182B
$2.28 Million 0.24% of portfolio
459
Q4 2024 Reduced 8.38%
$225B
$2.32 Million 0.24% of portfolio
13,884
Q4 2024 Reduced 6.85%
$144B
$2.29 Million 0.24% of portfolio
25,591
Q4 2024 Added 3.05%
$253B
$2.2 Million 0.23% of portfolio
35,159
Q4 2024 Reduced 3.56%
$76.7B
$2.15 Million 0.23% of portfolio
13,186
Q4 2024 Added 14.21%
$174B
$2.16 Million 0.23% of portfolio
4,147
Q4 2024 Reduced 0.41%
$121B
$2.21 Million 0.23% of portfolio
20,803
Q4 2024 Reduced 3.08%
$170B
$2.21 Million 0.23% of portfolio
3,524
Q4 2024 Reduced 3.16%
$4.64B
$2.19 Million 0.23% of portfolio
19,459
Q4 2024 Reduced 2.22%
$321B
$2.16 Million 0.23% of portfolio
14,947
Q4 2024 Added 5.52%
$171B
$2.1 Million 0.22% of portfolio
17,355
Q4 2024 Reduced 24.55%
$123B
$2.12 Million 0.22% of portfolio
7,675
Q4 2024 Reduced 11.47%
$226B
$2.05 Million 0.22% of portfolio
7,068
Q4 2024 Reduced 1.78%
$183B
$2.07 Million 0.22% of portfolio
18,557
Q4 2024 Added 29.78%
$45.6B
$2.01 Million 0.21% of portfolio
3,347
Q4 2024 Reduced 1.33%
$50.3B
$1.95 Million 0.21% of portfolio
14,829
Q4 2024 Reduced 0.95%
$379B
$2.01 Million 0.21% of portfolio
23,657
Q4 2024 Reduced 9.27%
$4.85B
$1.98 Million 0.21% of portfolio
58,667
Q4 2024 Added 85.8%
$323B
$2.02 Million 0.21% of portfolio
9,162
Q4 2024 Reduced 11.11%
$133B
$1.9 Million 0.2% of portfolio
11,712
Q4 2024 Reduced 8.84%
$108B
$1.88 Million 0.2% of portfolio
8,838
Q4 2024 Reduced 7.55%
$0
$1.86 Million 0.2% of portfolio
8,438
Q4 2024 Added 0.13%
$4.06B
$1.88 Million 0.2% of portfolio
20,215
Q4 2024 Added 1.65%
$989M
$1.82 Million 0.19% of portfolio
20,526
Q4 2024 Added 8.19%
$41.5B
$1.79 Million 0.19% of portfolio
21,139
Q4 2024 Reduced 3.06%

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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