Schechter Investment Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $997 Million distributed in 1419 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $60.4M, Vanguard Value ETF with a value of $36.7M, Merck & Co., Inc. with a value of $33.4M, Spdr S&P 500 ETF Trust with a value of $32.7M, and Vanguard Growth ETF with a value of $31.2M.
Examining the 13F form we can see an increase of $20.3M in the current position value, from $977M to 997M .
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
$997 Million
$242 Million
$207 Million
$121 Million
$116 Million
$72.6 Million
$65.1 Million
$59.2 Million
$40.9 Million
$70.4 Million
Stock Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Bellevue Life Scncs Aqstn Corp Rt
-
$0
0.0% of portfolio
-
Q2 2024
Reduced 2.15%
Embrace Change Acquisitn Corp Wt Exp 102526
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 3.87%
Embrace Change Acquisitn Corp Rt
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 3.87%
Inflection Pt Acquisitn Crp Ii Wt Exp 083129
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 2.15%
Keen Vision Acquisition Corp Shs
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 20.9%
Haymaker Acquisition Corp Iv Wt Exp 053128
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 0.83%
Hennessy Capital Invst Corp Vi Wt Exp
-
$0
0.0% of portfolio
-
Q4 2023
Reduced 1.42%
Haymaker Acquisition Corp Iv Class A
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 5.49%
Bukit Jalil Gbl Acquisition 1 Rt Exp 123024
-
$0
0.0% of portfolio
-
Q2 2024
Reduced 6.46%
Bukit Jalil Gbl Acquisition 1 Wt Exp 123029
-
$0
0.0% of portfolio
-
Q2 2024
Reduced 6.46%
Ishares Bitcoin Trust ETF
-
$0
0.0% of portfolio
-
Q3 2024
Added 130.95%
Ib Acquisition Corp Com Shs
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 24.05%
Dt Cloud Acquisition Corp Rt Exp 021429
-
$0
0.0% of portfolio
-
Q2 2024
New
Legato Merger Corp Iii Wt Exp 050831
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 0.45%
Dt Cloud Acquisition Corp Ord Shs
-
$0
0.0% of portfolio
-
Q2 2024
New
Legato Merger Corp Iii Ord Shs
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 3.28%
Ai Transn Acquisition Corp Rt Exp 090128
-
$0
0.0% of portfolio
-
Q2 2024
New
Melar Acquisition Corp. I Shs Cl A
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 2.46%
Natwest Group PLC Spons Adr
-
$0
0.0% of portfolio
-
Q3 2024
Added 8.13%
Bayview Acquisition Corp Rt
-
$0
0.0% of portfolio
-
Q1 2024
New
Global Lights Acquisition Corp Rt 111424
-
$0
0.0% of portfolio
-
Q1 2024
New
Spark I Acquisition Corp Wt Exp 100130
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 1.29%
Agriculture & Nat Sol Acq Corp Wt Exp 100128
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 1.88%
Colombier Acquisition Corp Ii Wt Exp 112428
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 1.3%
Aimei Health Technology CO LTD Shs
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 4.2%
Keen Vision Acquisition Corp Wt Exp 031528
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 0.82%
Nabors Energy Transition Corp Wt Exp 090128
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 0.97%
