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
IGF
Ishares Global Infrastructure

ETFs
-655
- 1.1%
$51.2 - $55.7 $33.5K - $36.5K
59K $3.08M
CEG
Constellation Energy Corp

Utilities
-233
- 7.55%
$224.28 - $285.52 $52.3K - $66.5K
2.85K $641K
PEG
Public Service Enterprise Group Inc

Utilities
-667
- 3.06%
$81.87 - $94.51 $54.6K - $63K
21.1K $1.79M
AJG
Arthur J. Gallagher & Co.

Financial Services
-593
- 15.8%
$278.49 - $315.16 $165K - $187K
3.16K $897K
UMC
United Microelectronics Corp

Technology
-13.7K
- 39.51%
$6.34 - $8.35 $87K - $115K
21K $136K
AVY
Avery Dennison Corp

Industrials
-170
- 4.69%
$186.26 - $220.48 $31.7K - $37.5K
3.45K $645K
SPAX
Tidal ETF Tr Robinson Alter Yi

ETFs
-7.33K
- 12.26%
$20.05 - $20.56 $147K - $151K
52.5K $1.06M
LOW
Lowes Companies Inc

Consumer Cyclical
-30
- 0.52%
$244.52 - $284.07 $7.34K - $8.52K
5.7K $1.41M
PSA
Public Storage

Real Estate
-122
- 7.2%
$289.33 - $360.21 $35.3K - $43.9K
1.57K $471K
GPC
Genuine Parts CO

Consumer Cyclical
-733
- 27.98%
$113.11 - $143.63 $82.9K - $105K
1.89K $220K
MCD
Mcdonalds Corp

Consumer Cyclical
-128
- 1.78%
$288.47 - $316.54 $36.9K - $40.5K
7.07K $2.05M
EA
Electronic Arts Inc.

Communication Services
-1.06K
- 21.33%
$140.69 - $167.97 $150K - $179K
3.93K $574K
BDC
Belden Inc.

Technology
-442
- 2.22%
$112.15 - $131.43 $49.6K - $58.1K
19.5K $2.19M
MAS
Masco Corp

Industrials
-1.01K
- 17.16%
$72.52 - $85.73 $73.1K - $86.4K
4.87K $353K
VZ
Verizon Communications Inc

Communication Services
-1.69K
- 11.69%
$39.6 - $45.21 $66.9K - $76.4K
12.8K $510K
OLED
Universal Display Corp Pa

Technology
-10
- 0.47%
$146.2 - $213.81 $1.46K - $2.14K
2.1K $307K
NOC
Northrop Grumman Corp

Industrials
-179
- 20.6%
$466.52 - $543.88 $83.5K - $97.4K
690 $323K
LDOS
Leidos Holdings, Inc.

Technology
-333
- 7.33%
$143.17 - $201.39 $47.7K - $67.1K
4.21K $606K
FIS
Fidelity National Information Services, Inc.

Technology
-1.17K
- 9.73%
$80.14 - $90.95 $93.6K - $106K
10.8K $875K
RIO
Rio Tinto PLC

Basic Materials
-122
- 1.22%
$58.59 - $71.15 $7.15K - $8.68K
9.88K $581K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-460
- 22.48%
$128.36 - $186.0 $59K - $85.6K
1.59K $204K
VIV
Telefonica Brasil S.A.

Communication Services
-140
- 0.31%
$7.5 - $10.25 $1.05K - $1.44K
45.5K $343K
HAS
Hasbro, Inc.

Consumer Cyclical
-354
- 5.73%
$55.71 - $72.94 $19.7K - $25.8K
5.83K $325K
HBAN
Huntington Bancshares Inc

Financial Services
-12.9K
- 22.2%
$14.18 - $18.2 $183K - $235K
45.2K $735K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.26K
- 8.92%
$77.02 - $78.58 $97.4K - $99.3K
12.9K $997K
CTAS
Cintas Corp

Industrials
-244
- 7.65%
$182.7 - $226.47 $44.6K - $55.3K
2.95K $538K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-3.69K
- 5.12%
$9.25 - $10.62 $34.1K - $39.2K
68.3K $663K
TT
Trane Technologies PLC

Industrials
-207
- 10.41%
$369.35 - $419.14 $76.5K - $86.8K
1.78K $657K
OTEX
Open Text Corp

Technology
-315
- 1.49%
$27.37 - $34.05 $8.62K - $10.7K
20.9K $590K
UPS
United Parcel Service Inc

Industrials
-412
- 6.86%
$122.65 - $138.35 $50.5K - $57K
5.59K $705K
OGN
Organon & Co.

Healthcare
-266
- 1.03%
$14.44 - $18.83 $3.84K - $5.01K
25.6K $381K
RELX
Relx PLC

Communication Services
-735
- 1.98%
$44.45 - $48.63 $32.7K - $35.7K
36.5K $1.66M
BWA
Borgwarner Inc

Consumer Cyclical
-138
- 0.6%
$31.48 - $35.49 $4.34K - $4.9K
23K $732K
FMX
Mexican Economic Development Inc

Consumer Defensive
-404
- 7.38%
$84.71 - $99.68 $34.2K - $40.3K
5.07K $433K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-10.3K
- 6.62%
$20.7 - $22.35 $213K - $230K
145K $3.15M
TMUS
T Mobile Us, Inc.

Communication Services
-1.15K
- 11.11%
$206.1 - $246.94 $236K - $283K
9.16K $2.02M
LPX
Louisiana Pacific Corp

Industrials
-171
- 0.78%
$98.02 - $120.27 $16.8K - $20.6K
21.7K $2.25M
DUK
Duke Energy Corp

Utilities
-165
- 1.47%
$105.76 - $120.76 $17.5K - $19.9K
11.1K $1.19M
TRV
Travelers Companies, Inc.

Financial Services
-484
- 20.16%
$225.97 - $266.66 $109K - $129K
1.92K $461K
WSO
Watsco Inc

Industrials
-73
- 1.99%
$466.57 - $568.78 $34.1K - $41.5K
3.59K $1.7M
MELI
Mercadolibre Inc

Consumer Cyclical
-18
- 9.05%
$1666.0 - $2117.3 $30K - $38.1K
181 $307K
AFL
Aflac Inc

Financial Services
-581
- 12.19%
$100.37 - $115.27 $58.3K - $67K
4.19K $432K
NXPI
Nxp Semiconductors N.V.

Technology
-255
- 18.11%
$207.27 - $255.58 $52.9K - $65.2K
1.15K $239K
THO
Thor Industries Inc

Consumer Cyclical
-1
- 0.01%
$94.35 - $115.54 $94.4 - $116
6.95K $665K
SU
Suncor Energy Inc

Energy
-1.83K
- 7.01%
$34.5 - $41.53 $63.1K - $75.9K
24.2K $865K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-3.22K
- 5.57%
$46.48 - $51.32 $149K - $165K
54.5K $2.62M
BA
Boeing CO

Industrials
-980
- 31.18%
$138.14 - $180.72 $135K - $177K
2.16K $382K
RNR
Renaissancere Holdings LTD

Financial Services
-7
- 0.18%
$241.97 - $287.47 $1.69K - $2.01K
3.91K $971K
SHW
Sherwin Williams CO

Basic Materials
-109
- 8.37%
$338.75 - $399.71 $36.9K - $43.6K
1.19K $405K
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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