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CIK: 0001951586
Total reported value
$1.2B
$1.2B
662 檔
16.7%
During the Q1 2024 filing period, Schechter Investment Advisors, LLC (CIK: 0001951586) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 662 reported positions.
During Q1 2024, Schechter Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 662 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARES | Ares Management Corporation | Stock-Financials | 3.25% | — | +38.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.21% | — | -0.64% | |
| 3 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | Stock-Other | 2.99% | — | — | |
| 4 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.91% | — | -0.02% | |
| 5 | NBR | Nabors Industries Ltd. | Stock-Other | 2.81% | — | +148.45% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.53% | — | -0.70% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.31% | — | -3.59% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.25% | — | -1.43% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.16% | — | +0.96% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | — | +12.82% | |
| 11 | ✓ | Inflection Pt Acquisitn Crp | Stock-Other | 1.62% | — | +3.99% | |
| 12 | ✓ | Screaming Eagle Acquisitn Co | Stock-Other | 1.62% | — | -30.27% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | — | -0.79% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | — | -5.95% | |
| 15 | ✓ | Haymaker Acquisition CORP Iv | Stock-Other | 1.37% | — | +36.40% | |
| 16 | CNDA | Concord Acquisition CORP -a | Stock-Other | 1.34% | — | +93.53% | |
| 17 | ✓ | Stock-Other | 1.26% | — | +8.77% | ||
| 18 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 1.18% | — | +83.14% | |
| 19 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 1.14% | — | -8.72% | |
| 20 | CGCFU | Cartesian Growth Corporation IV Unit | Stock-Other | 1.09% | — | -2.50% | |
| 21 | ✓ | Alchemy Invts Acquisitn CORP | Stock-Other | 1.05% | — | +32.77% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | — | +7.84% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.04% | — | +1.42% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | — | +7.21% | |
| 25 | RC | Ready Capital CORP | Stock-Other | 0.83% | — | -0.03% | |
| 26 | ESHA | Esh Acquisition Corp-a | Stock-Other | 0.83% | — | +199.31% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | — | +14.16% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | — | +37.81% | |
| 29 | CME | Cme Group Inc | Stock-Financials | 0.76% | — | -0.12% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | — | +27.51% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | -0.14% | |
| 32 | ✓ | Keen Vision Acquisition CORP | Stock-Other | 0.64% | — | +277.07% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | — | +59.49% | |
| 34 | ✓ | Spark I Acquisition CORP | Stock-Other | 0.52% | — | +194.27% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | — | +1.96% | |
| 36 | QETA | Quetta Acquisition CORP | Stock-Other | 0.49% | — | +1.59% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.49% | — | +0.08% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | — | +4.53% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | — | -0.10% | |
| 40 | ✓ | 99 Acquisition Group Inc | Stock-Other | 0.47% | — | +13.50% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | — | +2.52% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | — | +0.10% | |
| 43 | ✓ | Global Lights Acquisition Co | Stock-Other | 0.44% | — | +17.21% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | — | +0.91% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | — | +104.62% | |
| 46 | ES | Eversource Energy | Stock-Utilities | 0.38% | — | -3.51% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.38% | — | +18.54% | |
| 48 | ✓ | Bukit Jalil Gbl Acquisition | Stock-Other | 0.37% | — | +71.78% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | — | +14.96% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.36% | — | +311.86% |
According to official SEC Form 13F filings, Schechter Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 662 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ARES, AAPL, ANSCW) accounted for 16.7% of total reported equity market value during Q1 2024.
During Q1 2024, Schechter Investment Advisors, LLC's top holdings by market value included ARES (3.3%)、AAPL (3.2%)、ANSCW (3.0%). The largest single position, ARES, represented 3.3% of total portfolio value.
In Q1 2024, Schechter Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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