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CIK: 0001951586
Total reported value
$1.2B
$1.2B
663 檔
14.4%
As reported in its official Q4 2024 Form 13F filing, Schechter Investment Advisors, LLC's tracked investment portfolio stood at $1.2B with 663 total positions.
During Q4 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 663 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 2.83% | — | +3.75% | |
| 2 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 2.77% | — | +28.94% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.66% | — | -46.41% | |
| 4 | ARES | Ares Management Corporation | Stock-Financials | 2.55% | — | -11.12% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.54% | — | -0.55% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.48% | — | -2.90% | |
| 7 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | Stock-Other | 2.29% | — | -10.04% | |
| 8 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.23% | — | -0.73% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.18% | — | +3.41% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | — | -2.84% | |
| 11 | NBR | Nabors Industries Ltd. | Stock-Other | 2.07% | — | -6.31% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | — | -3.65% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | — | -7.39% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.65% | — | +2832.55% | |
| 15 | ✓ | Haymaker Acquisition CORP Iv | Stock-Other | 1.26% | — | -9.06% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | — | -3.66% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.13% | — | +0.09% | |
| 18 | ✓ | Legato Merger CORP Iii | Stock-Other | 1.13% | — | -4.85% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | — | -4.49% | |
| 20 | ALFUW | Centurion Acquisition Corp. | Stock-Other | 1.07% | — | -7.81% | |
| 21 | CUBWW | Lionheart Holdings | Stock-Other | 0.83% | — | -6.58% | |
| 22 | CME | Cme Group Inc | Stock-Financials | 0.80% | — | -1.33% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | — | -5.22% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | — | -4.86% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | — | -2.12% | |
| 26 | GPATU | GP-Act III Acquisition Corp. | Stock-Other | 0.73% | — | -12.96% | |
| 27 | ✓ | Aldel Finl Ii Inc | Stock-Other | 0.65% | — | — | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | — | -6.79% | |
| 29 | ✓ | Rf Acquisition CORP Ii | Stock-Other | 0.56% | — | -10.08% | |
| 30 | YCY-UN | AA Mission Acquisition Corp. II | Stock-Other | 0.56% | — | — | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | — | -4.89% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | — | -6.18% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | — | -6.28% | |
| 34 | VOYG | Voyager Technologies, Inc. | Stock-Other | 0.54% | — | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | — | +15.91% | |
| 36 | EAF | GrafTech International Ltd. | Stock-Other | 0.53% | — | -12.05% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | — | -0.15% | |
| 38 | LPAAU | Launch One Acquisition Corp. | Stock-Other | 0.52% | — | -7.22% | |
| 39 | ✓ | Tavia Acquisition Corp Unit 99/99/9999 | Stock-Other | 0.51% | — | — | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.51% | — | +0.28% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.50% | — | -9.19% | |
| 42 | ✓ | Spark I Acquisition CORP | Stock-Other | 0.50% | — | -8.61% | |
| 43 | RC | Ready Capital CORP | Stock-Other | 0.49% | — | -16.22% | |
| 44 | ✓ | Dynamix CORP | Stock-Other | 0.47% | — | — | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | — | -2.07% | |
| 46 | ✓ | Fact Ii Acquisition CORP | Stock-Other | 0.46% | — | — | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | — | +8.88% | |
| 48 | ✓ | Stock-Other | 0.46% | — | — | ||
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.42% | — | +0.91% | |
| 50 | ✓ | Stock-Other | 0.42% | — | — |
According to official SEC Form 13F filings, Schechter Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 663 disclosed positions in Q4 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 VTV, CLOZ, AAPL) accounted for 14.4% of total reported equity market value during Q4 2024.
During Q4 2024, Schechter Investment Advisors, LLC's top holdings by market value included VTV (2.8%)、CLOZ (2.8%)、AAPL (2.7%). The largest single position, VTV, represented 2.8% of total portfolio value.
In Q4 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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