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
MSI
Motorola Solutions, Inc.

Technology
-234
- 16.57%
$449.08 - $504.6 $105K - $118K
1.18K $544K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.42K
- 8.87%
$51.54 - $52.55 $73.2K - $74.6K
14.6K $754K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.74K
- 13.69%
$172.07 - $207.36 $643K - $775K
23.6K $4.65M
GIS
General Mills Inc

Consumer Defensive
-314
- 4.65%
$62.78 - $74.62 $19.7K - $23.4K
6.44K $410K
KB
Kb Financial Group Inc.

Financial Services
-882
- 11.7%
$56.9 - $72.19 $50.2K - $63.7K
6.66K $378K
KEYS
Keysight Technologies, Inc.

Technology
-582
- 15.17%
$149.01 - $172.53 $86.7K - $100K
3.25K $522K
WF
Woori Financial Group Inc.

Financial Services
-933
- 7.26%
$31.21 - $37.04 $29.1K - $34.6K
11.9K $372K
AEP
American Electric Power CO Inc

Utilities
-293
- 5.12%
$90.91 - $102.21 $26.6K - $29.9K
5.43K $500K
ITW
Illinois Tool Works Inc

Industrials
-258
- 11.61%
$253.56 - $278.5 $65.4K - $71.9K
1.96K $497K
CSL
Carlisle Companies Inc

Industrials
-27
- 2.92%
$368.67 - $480.91 $9.95K - $13K
899 $331K
PRU
Prudential Financial Inc

Financial Services
-508
- 6.45%
$114.59 - $129.52 $58.2K - $65.8K
7.37K $872K
INFY
Infosys LTD

Technology
-2.94K
- 9.33%
$20.71 - $23.42 $60.9K - $68.9K
28.6K $626K
CNQ
Canadian Natural Resources LTD

Energy
-49
- 0.17%
$29.51 - $37.6 $1.45K - $1.84K
29.5K $910K
ERJ
Embraer S.A.

Industrials
-3.16K
- 8.83%
$32.46 - $40.0 $103K - $127K
32.7K $1.2M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-478
- 16.59%
$84.3 - $106.41 $40.3K - $50.9K
2.4K $207K
ALC
Alcon Inc

Healthcare
-120
- 3.14%
$83.87 - $99.15 $10.1K - $11.9K
3.7K $313K
RY
Royal Bank Of Canada

Financial Services
-321
- 5.14%
$119.72 - $128.02 $38.4K - $41.1K
5.93K $714K
JLL
Jones Lang Lasalle Inc

Real Estate
-175
- 14.87%
$246.93 - $283.67 $43.2K - $49.6K
1K $253K
ADSK
Autodesk, Inc.

Technology
-259
- 10.42%
N/A
2.23K $547K
HLN
Haleon PLC

Healthcare
-113
- 0.18%
$9.23 - $10.71 $1.04K - $1.21K
62.2K $594K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-386
- 3.41%
$44.04 - $49.49 $17K - $19.1K
10.9K $481K
VLO
Valero Energy Corp

Energy
-283
- 14.2%
$118.59 - $144.02 $33.6K - $40.8K
1.71K $209K
SWKS
Skyworks Solutions, Inc.

Technology
-327
- 10.73%
$83.18 - $99.15 $27.2K - $32.4K
2.72K $241K
KMB
Kimberly Clark Corp

Consumer Defensive
-267
- 12.78%
$130.37 - $146.09 $34.8K - $39K
1.82K $238K
SYK
Stryker Corp

Healthcare
-143
- 2.86%
$345.14 - $392.15 $49.4K - $56.1K
4.86K $1.75M
IBN
Icici Bank LTD

Financial Services
-1.83K
- 5.72%
$28.69 - $31.9 $52.6K - $58.5K
30.2K $902K
FTV
Fortive Corp

Technology
-343
- 5.04%
$71.16 - $79.68 $24.4K - $27.3K
6.46K $484K
NGG
National Grid PLC

Utilities
-123
- 2.95%
$57.68 - $70.03 $7.09K - $8.61K
4.04K $240K
BRO
Brown & Brown, Inc.

Financial Services
-432
- 14.03%
$100.93 - $113.42 $43.6K - $49K
2.65K $270K
IRM
Iron Mountain Inc

Real Estate
-67
- 2.3%
$101.62 - $128.14 $6.81K - $8.59K
2.85K $299K
FISV
Fiserv Inc

Technology
-378
- 6.43%
N/A
5.5K $688K
INTU
Intuit Inc

Technology
-115
- 3.16%
$602.01 - $706.25 $69.2K - $81.2K
3.52K $2.21M
SHG
Shinhan Financial Group CO LTD

Financial Services
-1.27K
- 4.43%
N/A
27.4K $946K
SAN
Banco Santander, S.A.

Financial Services
-2.21K
- 3.7%
$4.49 - $5.05 $9.91K - $11.2K
57.4K $261K
ALLE
Allegion PLC

Industrials
-97
- 4.9%
$130.63 - $153.36 $12.7K - $14.9K
1.88K $246K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-54
- 7.85%
$1146.59 - $1270.6 $61.9K - $68.6K
634 $751K
CASY
Caseys General Stores Inc

Consumer Cyclical
-160
- 14.16%
$366.65 - $427.88 $58.7K - $68.5K
970 $384K
ASX
Ase Technology Holding Co., Ltd.

Technology
-5.09K
- 12.64%
$9.49 - $10.74 $48.3K - $54.7K
35.2K $354K
APD
Air Products & Chemicals, Inc.

Basic Materials
-82
- 4.65%
$285.5 - $335.62 $23.4K - $27.5K
1.68K $488K
LYG
Lloyds Banking Group PLC

Financial Services
-5.42K
- 9.52%
$2.67 - $3.23 $14.5K - $17.5K
51.5K $140K
NIO
Nio Inc.

Consumer Cyclical
-191
- 1.25%
$4.31 - $7.21 $823 - $1.38K
15K $65K
PM
Philip Morris International Inc.

Consumer Defensive
-40
- 0.14%
$118.38 - $133.06 $4.74K - $5.32K
28.8K $3.47M
ITUB
Itau Unibanco Holding S.A.

Financial Services
-833
- 4.65%
$4.96 - $6.57 $4.13K - $5.47K
17.1K $84K
CBOE
Cboe Global Markets, Inc.

Financial Services
-4
- 0.11%
$191.61 - $217.84 $766 - $871
3.76K $734K
DELL
Dell Technologies Inc.

Technology
-148
- 3.66%
$111.96 - $144.21 $16.6K - $21.3K
3.9K $449K
SLF
Sun Life Financial Inc

Financial Services
-566
- 12.25%
$55.43 - $62.69 $31.4K - $35.5K
4.05K $240K
EIX
Edison International

Utilities
-86
- 2.92%
$77.93 - $88.36 $6.7K - $7.6K
2.86K $228K
ABC
Amerisourcebergen Corp

Healthcare
-150
- 3.19%
N/A
4.56K $844K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-151
- 13.18%
$316.94 - $357.88 $47.9K - $54K
995 $341K
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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