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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.5B
$2.41 Million 0.25% of portfolio
10,662
Q4 2024 Reduced 0.07%
$6.76B
$2.25 Million 0.24% of portfolio
21,719
Q4 2024 Reduced 0.78%
$183B
$2.28 Million 0.24% of portfolio
459
Q4 2024 Reduced 8.38%
$219B
$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%
$259B
$2.2 Million 0.23% of portfolio
35,159
Q4 2024 Reduced 3.56%
$77.1B
$2.15 Million 0.23% of portfolio
13,186
Q4 2024 Added 14.21%
$175B
$2.16 Million 0.23% of portfolio
4,147
Q4 2024 Reduced 0.41%
$115B
$2.21 Million 0.23% of portfolio
20,803
Q4 2024 Reduced 3.08%
$173B
$2.21 Million 0.23% of portfolio
3,524
Q4 2024 Reduced 3.16%
$4.39B
$2.19 Million 0.23% of portfolio
19,459
Q4 2024 Reduced 2.22%
$327B
$2.16 Million 0.23% of portfolio
14,947
Q4 2024 Added 5.52%
$166B
$2.1 Million 0.22% of portfolio
17,355
Q4 2024 Reduced 24.55%
$125B
$2.12 Million 0.22% of portfolio
7,675
Q4 2024 Reduced 11.47%
$230B
$2.05 Million 0.22% of portfolio
7,068
Q4 2024 Reduced 1.78%
$180B
$2.07 Million 0.22% of portfolio
18,557
Q4 2024 Added 29.78%
$47.7B
$1.95 Million 0.21% of portfolio
14,829
Q4 2024 Reduced 0.95%
$350B
$2.01 Million 0.21% of portfolio
23,657
Q4 2024 Reduced 9.27%
$5.01B
$1.98 Million 0.21% of portfolio
58,667
Q4 2024 Added 85.8%
$332B
$2.02 Million 0.21% of portfolio
9,162
Q4 2024 Reduced 11.11%
$125B
$1.9 Million 0.2% of portfolio
11,712
Q4 2024 Reduced 8.84%
$104B
$1.88 Million 0.2% of portfolio
8,838
Q4 2024 Reduced 7.55%
$4.05B
$1.88 Million 0.2% of portfolio
20,215
Q4 2024 Added 1.65%
$935M
$1.82 Million 0.19% of portfolio
20,526
Q4 2024 Added 8.19%
$41.1B
$1.79 Million 0.19% of portfolio
21,139
Q4 2024 Reduced 3.06%
$100B
$1.81 Million 0.19% of portfolio
21,935
Q4 2024 Reduced 4.71%
$139B
$1.84 Million 0.19% of portfolio
25,655
Q4 2024 Added 21.68%
$166B
$1.84 Million 0.19% of portfolio
3,697
Q4 2024 Reduced 5.28%
$141B
$1.75 Million 0.19% of portfolio
4,859
Q4 2024 Reduced 2.86%
$10.5B
$1.76 Million 0.19% of portfolio
21,334
Q4 2024 Reduced 3.41%
$198B
$1.74 Million 0.18% of portfolio
13,829
Q4 2024 Reduced 11.17%
$48.5B
$1.66 Million 0.18% of portfolio
27,142
Q4 2024 Reduced 4.99%
$310B
$1.75 Million 0.18% of portfolio
28,038
Q4 2024 Reduced 5.88%
$117B
$1.7 Million 0.18% of portfolio
3,504
Q4 2024 Reduced 9.13%
$162B
$1.74 Million 0.18% of portfolio
46,345
Q4 2024 Reduced 7.42%
$16.9B
$1.7 Million 0.18% of portfolio
3,593
Q4 2024 Reduced 1.99%
$228B
$1.67 Million 0.18% of portfolio
25,528
Q4 2024 Added 14.77%
$174B
$1.74 Million 0.18% of portfolio
4,789
Q4 2024 Reduced 2.68%
$96.6B
$1.66 Million 0.18% of portfolio
36,480
Q4 2024 Reduced 1.98%
$151B
$1.69 Million 0.18% of portfolio
29,727
Q4 2024 Reduced 2.99%
$64.8B
$1.62 Million 0.17% of portfolio
13,074
Q4 2024 Added 11.81%
$139B
$1.64 Million 0.17% of portfolio
33,918
Q4 2024 Reduced 1.07%
$434B
$1.57 Million 0.17% of portfolio
10,859
Q4 2024 Reduced 23.74%
$46.2B
$1.58 Million 0.17% of portfolio
119,668
Q4 2024 Added 2.47%
$48B
$1.62 Million 0.17% of portfolio
12,012
Q4 2024 Reduced 17.52%
$259M
$1.6 Million 0.17% of portfolio
138,700
Q4 2024 Reduced 18.36%
$10.6B
$1.56 Million 0.17% of portfolio
3,117
Q4 2024 Added 4.95%
$137B
$1.65 Million 0.17% of portfolio
23,382
Q4 2024 Reduced 1.57%
$149B
$1.61 Million 0.17% of portfolio
7,033
Q4 2024 Reduced 8.26%

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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