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CIK: 0001951586
Total reported value
$1.2B
$1.2B
647 檔
16.8%
During the Q2 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 647 reported positions.
During Q2 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 647 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.96% | — | -0.40% | |
| 2 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | Stock-Other | 3.12% | — | +2.81% | |
| 3 | ARES | Ares Management Corporation | Stock-Financials | 2.94% | — | -10.91% | |
| 4 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.75% | — | +0.09% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.57% | — | +2.67% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.42% | — | -0.16% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 2.31% | — | -6.20% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | — | +1.07% | |
| 9 | NBR | Nabors Industries Ltd. | Stock-Other | 2.24% | — | -21.84% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.10% | — | -3.27% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | — | +848.40% | |
| 12 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 1.66% | — | +39.17% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | — | -3.26% | |
| 14 | ✓ | Haymaker Acquisition CORP Iv | Stock-Other | 1.40% | — | +0.79% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | — | -0.56% | |
| 16 | ✓ | Stock-Other | 1.22% | — | -4.65% | ||
| 17 | ✓ | Gp-act Iii Acquisition CORP | Stock-Other | 1.22% | — | — | |
| 18 | ✓ | Legato Merger CORP Iii | Stock-Other | 1.19% | — | — | |
| 19 | ✓ | Centurion Acquisition CORP | Stock-Other | 1.16% | — | — | |
| 20 | CGCFU | Cartesian Growth Corporation IV Unit | Stock-Other | 1.11% | — | -0.59% | |
| 21 | ✓ | Alchemy Invts Acquisitn CORP | Stock-Other | 1.04% | — | -2.63% | |
| 22 | ✓ | Inflection Pt Acquisitn Crp | Stock-Other | 1.00% | — | -39.62% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | — | -2.00% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.97% | — | -4.42% | |
| 25 | ✓ | Lionheart Holdings | Stock-Other | 0.88% | — | — | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | — | +1.37% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | — | +2.54% | |
| 28 | ESHA | Esh Acquisition Corp-a | Stock-Other | 0.80% | — | -4.81% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | — | +0.21% | |
| 30 | RC | Ready Capital CORP | Stock-Other | 0.73% | — | -2.44% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | — | -0.85% | |
| 32 | CME | Cme Group Inc | Stock-Financials | 0.67% | — | -3.43% | |
| 33 | ✓ | Stock-Other | 0.62% | — | — | ||
| 34 | ✓ | Graf Global CORP | Stock-Other | 0.60% | — | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | — | -1.34% | |
| 36 | ✓ | Spark I Acquisition CORP | Stock-Other | 0.53% | — | +1.91% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | — | -0.39% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.50% | — | +1.21% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | — | +7.94% | |
| 40 | QETA | Quetta Acquisition CORP | Stock-Other | 0.49% | — | -2.30% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | — | +0.20% | |
| 42 | IBAC | Ib Acquisition CORP | Stock-Other | 0.47% | — | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | — | -3.82% | |
| 44 | ✓ | Global Lights Acquisition Co | Stock-Other | 0.45% | — | -0.87% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | — | -0.89% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | — | -18.25% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | — | -4.45% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | — | +0.16% | |
| 49 | ✓ | Keen Vision Acquisition CORP | Stock-Other | 0.40% | — | -39.00% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | — | +2.69% |
According to official SEC Form 13F filings, Schechter Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 647 disclosed positions in Q2 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 AAPL, ANSCW, ARES) accounted for 16.8% of total reported equity market value during Q2 2024.
During Q2 2024, Schechter Investment Advisors, LLC's top holdings by market value included AAPL (4.0%)、ANSCW (3.1%)、ARES (2.9%). The largest single position, AAPL, represented 4.0% of total portfolio value.
In Q2 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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