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CIK: 0001951586
Total reported value
$1.2B
$1.2B
678 檔
16.5%
The Q3 2024 SEC filing reveals that Schechter Investment Advisors, LLC held a total portfolio value of $1.2B, covering 678 public equity positions.
During Q3 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 678 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.45% | — | +3.96% | |
| 2 | ARES | Ares Management Corporation | Stock-Financials | 2.72% | — | -6.94% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 2.70% | — | -1.29% | |
| 4 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.46% | — | -0.33% | |
| 5 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | Stock-Other | 2.41% | — | -21.76% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.41% | — | -3.58% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 2.30% | — | -0.69% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.23% | — | +0.88% | |
| 9 | NBR | Nabors Industries Ltd. | Stock-Other | 2.10% | — | -5.23% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | — | -2.14% | |
| 11 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 2.06% | — | +27.43% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | — | +1.84% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | — | +1.51% | |
| 14 | ✓ | Haymaker Acquisition CORP Iv | Stock-Other | 1.32% | — | -5.49% | |
| 15 | ✓ | Legato Merger CORP Iii | Stock-Other | 1.13% | — | -3.28% | |
| 16 | ALFUW | Centurion Acquisition Corp. | Stock-Other | 1.11% | — | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | — | -0.70% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | — | -7.09% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.04% | — | +2.43% | |
| 20 | CGCFU | Cartesian Growth Corporation IV Unit | Stock-Other | 1.01% | — | -8.79% | |
| 21 | ✓ | Alchemy Invts Acquisitn CORP | Stock-Other | 0.98% | — | -5.03% | |
| 22 | CUBWW | Lionheart Holdings | Stock-Other | 0.85% | — | — | |
| 23 | ✓ | Inflection Pt Acquisitn Crp | Stock-Other | 0.83% | — | -16.33% | |
| 24 | GPATU | GP-Act III Acquisition Corp. | Stock-Other | 0.80% | — | — | |
| 25 | ESHA | Esh Acquisition Corp-a | Stock-Other | 0.79% | — | -1.32% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | — | -12.04% | |
| 27 | CME | Cme Group Inc | Stock-Financials | 0.74% | — | +0.57% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | — | -5.49% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | — | -1.27% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | — | -28.88% | |
| 31 | RC | Ready Capital CORP | Stock-Other | 0.63% | — | -5.92% | |
| 32 | ✓ | Rf Acquisition CORP Ii | Stock-Other | 0.60% | — | — | |
| 33 | EAF | GrafTech International Ltd. | Stock-Other | 0.58% | — | — | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | — | -0.46% | |
| 35 | ✓ | Voyager Acquisition CORP | Stock-Other | 0.55% | — | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | — | -1.30% | |
| 37 | LPAAU | Launch One Acquisition Corp. | Stock-Other | 0.53% | — | — | |
| 38 | ✓ | Spark I Acquisition CORP | Stock-Other | 0.52% | — | -2.09% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.50% | — | +0.38% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | — | +1.72% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | — | -2.43% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | — | +0.18% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | — | +910.92% | |
| 44 | QETA | Quetta Acquisition CORP | Stock-Other | 0.44% | — | -9.67% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | — | +1.42% | |
| 46 | ✓ | Global Lights Acquisition Co | Stock-Other | 0.43% | — | -3.22% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | — | -3.90% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.41% | — | +33.54% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | — | -31.48% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.38% | — | -4.39% |
According to official SEC Form 13F filings, Schechter Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 678 disclosed positions in Q3 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, ARES, VTV) accounted for 16.5% of total reported equity market value during Q3 2024.
During Q3 2024, Schechter Investment Advisors, LLC's top holdings by market value included AAPL (4.5%)、ARES (2.7%)、VTV (2.7%). The largest single position, AAPL, represented 4.5% of total portfolio value.
In Q3 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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