Schechter Investment Advisors, LLC Reduced Holdings in Q4 2024

Schechter Investment Advisors, LLC

  • $945 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DY
Dycom Industries Inc

Industrials
-855
- 9.1%
$168.3 - $202.91 $144K - $173K
8.54K $1.49M
VMCA
Valuence Merger Corp. I
-31.2K
- 18.36%
$11.5 - $11.55 $359K - $360K
139K $1.6M
CMCSA
Comcast Corp

Communication Services
-3.72K
- 7.42%
$37.39 - $45.14 $139K - $168K
46.3K $1.74M
HD
Home Depot, Inc.

Consumer Cyclical
-456
- 4.24%
$385.02 - $431.37 $176K - $197K
10.3K $4M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-4.36K
- 54.46%
$74.71 - $79.24 $325K - $345K
3.64K $279K
PLD
Prologis, Inc.

Real Estate
-1.2K
- 11.09%
$101.4 - $126.96 $121K - $152K
9.59K $1.01M
BLDR
Builders First Source, Inc.

Industrials
-1.25K
- 38.75%
$142.93 - $198.25 $179K - $248K
1.98K $282K
SNY
Sanofi

Healthcare
-367
- 1.07%
$45.89 - $57.31 $16.8K - $21K
33.9K $1.64M
CCI
Crown Castle International Corp

Real Estate
-2.29K
- 48.95%
$89.78 - $119.11 $206K - $273K
2.39K $217K
IT
Gartner Inc

Technology
-591
- 25.84%
$481.22 - $551.8 $284K - $326K
1.7K $821K
ADI
Analog Devices Inc

Technology
-722
- 7.55%
$206.35 - $236.48 $149K - $171K
8.84K $1.88M
UL
Unilever PLC

Consumer Defensive
-917
- 2.99%
$56.7 - $64.64 $52K - $59.3K
29.7K $1.69M
PII
Polaris Inc.

Consumer Cyclical
-248
- 2.28%
$56.74 - $83.06 $14.1K - $20.6K
10.6K $611K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.53K
- 11.91%
$49.78 - $66.55 $76.1K - $102K
11.3K $565K
CDW
Cdw Corp

Technology
-900
- 37.88%
$171.49 - $225.64 $154K - $203K
1.48K $256K
ABEV
Ambev S.A.

Consumer Defensive
-1.03K
- 0.22%
$1.85 - $2.56 $1.91K - $2.64K
471K $871K
SO
Southern CO

Utilities
-1.08K
- 4.71%
$81.5 - $94.15 $88.3K - $102K
21.9K $1.81M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.83K
- 4.27%
$48.33 - $49.08 $185K - $188K
85.7K $4.15M
AMT
American Tower Corp

Real Estate
-723
- 27.96%
$179.4 - $232.01 $130K - $168K
1.86K $341K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.28K
- 19.7%
$124.26 - $134.12 $283K - $305K
9.28K $1.19M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.2K
- 24.92%
$59.25 - $72.99 $130K - $161K
6.63K $396K
CVE
Cenovus Energy Inc.

Energy
-12.9K
- 34.96%
$14.35 - $18.36 $186K - $237K
24K $364K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.68K
- 5.12%
$50.73 - $51.08 $238K - $239K
86.8K $4.42M
TTE
Total Energies Se

Energy
-3.52K
- 15.22%
N/A
19.6K $1.34M
META
Meta Platforms, Inc.

Communication Services
-1.15K
- 4.49%
$554.08 - $632.68 $638K - $729K
24.5K $14.5M
PG
Procter & Gamble CO

Consumer Defensive
-758
- 4.1%
$161.05 - $179.7 $122K - $136K
17.7K $2.97M
COST
Costco Wholesale Corp

Consumer Defensive
-517
- 6.18%
$873.59 - $994.69 $452K - $514K
7.84K $7.19M
TECK
Teck Resources LTD

Basic Materials
-916
- 5.77%
$39.99 - $52.38 $36.6K - $48K
15K $606K
TXN
Texas Instruments Inc

Technology
-1.13K
- 13.5%
N/A
7.23K $1.41M
UNP
Union Pacific Corp

Industrials
-517
- 9.32%
$223.15 - $249.32 $115K - $129K
5.03K $1.15M
FANG
Diamondback Energy, Inc.

Energy
-1.02K
- 18.9%
$153.06 - $199.5 $156K - $203K
4.37K $715K
DD
Du Pont De Nemours, Inc.

Basic Materials
-414
- 2.97%
$75.95 - $88.05 $31.4K - $36.5K
13.5K $1.03M
AZO
Autozone Inc

Consumer Cyclical
-72
- 14.49%
$2981.19 - $3370.27 $215K - $243K
425 $1.36M
NOW
Service Now, Inc.

Technology
-964
- 19.44%
$867.18 - $1148.42 $836K - $1.11M
4K $4.24M
SHEL
Shell PLC

Energy
-1.3K
- 3.56%
$60.63 - $70.23 $78.6K - $91K
35.2K $2.2M
WCN
Waste Connections, Inc.

Industrials
-386
- 2.08%
$171.06 - $193.25 $66K - $74.6K
18.2K $3.12M
E
Eni Spa

Energy
-3.63K
- 11.91%
$26.32 - $31.82 $95.6K - $116K
26.9K $734K
CAT
Caterpillar Inc

Industrials
-132
- 2.68%
$360.37 - $416.88 $47.6K - $55K
4.79K $1.74M
HCA
Hca Healthcare, Inc.

Healthcare
-90
- 6.02%
$297.52 - $415.61 $26.8K - $37.4K
1.41K $422K
KLAC
Kla Corp

Technology
-33
- 2.89%
$614.46 - $829.55 $20.3K - $27.4K
1.11K $698K
CNI
Canadian National Railway CO

Industrials
-674
- 9.45%
$100.62 - $117.12 $67.8K - $78.9K
6.46K $655K
PSX
Phillips 66

Energy
-896
- 20.0%
$110.35 - $138.93 $98.9K - $124K
3.59K $408K
ABT
Abbott Laboratories

Healthcare
-1.15K
- 2.07%
$111.93 - $119.39 $128K - $137K
54.4K $6.15M
XYL
Xylem Inc.

Industrials
-993
- 30.23%
$116.02 - $137.45 $115K - $136K
2.29K $265K
SPGI
S&P Global Inc.

Financial Services
-206
- 5.28%
$480.36 - $529.17 $99K - $109K
3.7K $1.84M
OMC
Omnicom Group Inc.

Communication Services
-348
- 4.44%
$85.82 - $105.47 $29.9K - $36.7K
7.5K $644K
ING
Ing Groep Nv

Financial Services
-2.81K
- 5.77%
$15.1 - $17.73 $42.4K - $49.8K
45.9K $719K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-548
- 12.14%
$209.89 - $233.24 $115K - $128K
3.97K $842K
PGR
Progressive Corp

Financial Services
-337
- 5.7%
$239.6 - $268.88 $80.7K - $90.6K
5.58K $1.34M
Activity Summary
Buys All Purchases 221 New Holdings 55 Increased Positions 166 Sells All Sells 394 Reductions 394 Sold out 0 Options Calls 0 Puts 0
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