Schechter-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "FLEX",
  "NTR",
  "PBR-A",
  "ITUB",
  "RJF",
  null,
  "GIL",
  null,
  "ATR",
  "HUBG",
  "MU",
  null,
  "ACN",
  "KBR",
  "MMM",
  "CASH",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "FLG",
  "APD",
  "BABA",
  "NGVT",
  "JLL",
  null,
  "ALL",
  "GOOGL",
  "BOOT",
  null,
  null,
  null,
  "IBAC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AXP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "APG",
  null,
  null,
  null,
  null,
  "ASML",
  "T",
  "BLK",
  "ASX",
  "E",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "BRO",
  "CP.TO",
  "SAN",
  "WRB",
  "BYD",
  "BSX",
  "COF",
  "CMI",
  "PHG",
  "LPL",
  "DUK",
  "ERJ",
  "RYAAY",
  "RC",
  "EOG",
  "EXPE",
  "FCX",
  "FRA",
  "GD",
  "GILD",
  "GIS",
  "HLT",
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  "IBN",
  null,
  "AZN",
  "MCD",
  "INTU",
  "FMX",
  null,
  "FE",
  "SNN",
  "UNP",
  "QCOM",
  "FBRT",
  "ISRG",
  "ACI",
  "HSBC",
  "HMC",
  "LEN",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  "HEFA",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "NCA",
  null,
  null,
  "KGC",
  "KMI",
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  null,
  "MPC",
  "MMC",
  null,
  "PWR",
  null,
  "MA",
  "EXEL",
  "MDT",
  "MSFT",
  "MFG",
  null,
  null,
  null,
  "MDLZ",
  "MUFG",
  null,
  "MS",
  "TMUS",
  "DXC",
  null,
  "EQIX",
  "BAYAR",
  null,
  "FRME",
  "FIS",
  "FND",
  "FTV",
  null,
  "GE",
  "GPC",
  null,
  "GRFS",
  "HES",
  "HAS",
  null,
  "NVS",
  null,
  null,
  null,
  null,
  null,
  null,
  "OMC",
  "ODFL",
  "ORLY",
  null,
  "PCAR",
  null,
  null,
  null,
  "BX",
  null,
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  null,
  null,
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "VHT",
  "IWF",
  null,
  "PANW",
  "PEP",
  "PNC",
  "PGR",
  null,
  "GBDC",
  "IVV",
  "MRCC",
  "PHM",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  null,
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KB",
  null,
  "KEYS",
  "LPLA",
  null,
  "NMR",
  "JPC",
  "AMGN",
  "KVUE",
  "MSTR",
  "DGX",
  null,
  "REGN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SPGI",
  null,
  "RY",
  "RELX",
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  null,
  "RITM",
  "SPYG",
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "VIV",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TKC",
  "TRV",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "VNQ",
  "NEM",
  "DTM",
  "VXF",
  "VV",
  "RCL",
  "SCHW",
  "MNST",
  "ALC",
  "PAG",
  "VWO",
  null,
  null,
  "AWI",
  null,
  null,
  "CHT",
  null,
  "IWV",
  null,
  "LPX",
  "PRF",
  "VIG",
  "LYG",
  "TTE",
  "TRGP",
  "MOD",
  "TSCO",
  null,
  "ULTA",
  "IWO",
  "SU",
  "GDDY",
  "SNY",
  "TSM",
  "IT",
  "GSK",
  "ETR",
  "BN.TO",
  "VTR",
  "VYM",
  "DD",
  "VRTX",
  null,
  "EA",
  "TT",
  "VRSK",
  "AGCO",
  "SEIC",
  "MUSA",
  "ADSK",
  "AON",
  "AEE",
  "GM",
  "STWD",
  "AVY",
  "USFD",
  "AFL",
  "TKR",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "SDY",
  "FI",
  "CPAY",
  "DRI",
  "WAB",
  "WSO",
  "F",
  "GNRC",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "WCN",
  "AIZ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "ENIC",
  null,
  null,
  null,
  "IFF",
  "KT",
  "IDXX",
  null,
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "NIO",
  "IVE",
  "HCA",
  "HDB",
  "ABEV",
  "HBAN",
  null,
  "DKNG",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VMI",
  "MGK",
  null,
  "VXUS",
  "VBK",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WIT",
  "WTW",
  "WMB",
  null,
  "WF",
  "WPP",
  "WDAY",
  "YUM",
  "XYL",
  "ADC",
  null,
  "UMC",
  null,
  "DTE",
  "DY",
  "CNQ",
  "AEM",
  "DVY",
  "IHG",
  "MSCI",
  "MTZ",
  "NSC",
  "NOK",
  "RDY",
  "INFY",
  "NXPI",
  "MFC",
  "MKL",
  "SO",
  "TAK",
  "USPH",
  "TTD",
  "SJM",
  "TRMB",
  "PPL",
  "PFGC",
  "OTIS",
  "SW",
  "PSX",
  "PLNT",
  "CRM",
  "RNR",
  "SHG",
  "TDY",
  "SYY",
  "DIA",
  "OTEX",
  "SPOT",
  "LII",
  "LYV",
  "GEV",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "MCK",
  "SPYV",
  "GWW",
  "PSA",
  "NRG",
  "PAYC",
  "FDX",
  "AME",
  "STM",
  "KMB",
  "LULU",
  "AN",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BCS",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDC",
  "BHP",
  "BJ",
  "BA",
  "OWL",
  "SAM",
  "BWA",
  "BMY",
  "BCO",
  "BTI",
  "BR",
  "CACI",
  "CHRW",
  "CAE",
  "CNI",
  "CDNS",
  "CARR",
  "CSL",
  "CBOE",
  "CBRE",
  "CASY",
  "CX",
  "CVE",
  "CNC",
  "CNP",
  "CHE",
  "CVX",
  "CB",
  "CHDN",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  null,
  "KO",
  "CCEP",
  "CCOI",
  "CMA",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "CPRT",
  "COST",
  "CTVA",
  "CSGP",
  "CRH",
  "CVS",
  "DHR",
  "DELL",
  "DAR",
  "DE",
  "FANG",
  "DAL",
  "DFS",
  "DLR",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 1,410
Total Value: 1214367860
Accession Number: 0001951586-25-000003
Form Type: 13F-HR
CIK: schechter-investment-advisors
Manager Name: Schechter-Investment-Advisors

Data Enrichment

87% identified

1,230 identified180 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,410 positions • $1,214,367.86K total value

1,410 positions

Manager:

SEC FilingSEC DataHachi Filing

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81752T528

Shares:1.6M

Value:$43.1M

922908744

VTV|922908744

Shares:217.2K

Value:$37.5M

G33033104

Shares:2.8M

Value:$31.6M

921909768

VXUS|921909768

Shares:501.5K

Value:$31.1M

922908736

VUG|922908736

Shares:82.4K

Value:$30.6M

47103U845

Shares:592.0K

Value:$30.0M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:52.3K

Value:$29.2M

G0131Y100

Shares:2.7M

Value:$29.2M

G6363K106

Shares:2.4M

Value:$26.2M

Merck & Co., Inc.

MRK|58933Y105

Shares:291.3K

Value:$26.1M

Apple Inc.

AAPL|037833100

Shares:116.1K

Value:$25.8M

NVIDIA CORP

NVDA|67066G104

Shares:177.3K

Value:$19.2M

MICROSOFT CORP

MSFT|594918104

Shares:50.8K

Value:$19.1M

AMAZON COM INC

AMZN|023135106

Shares:87.7K

Value:$16.7M

G4375F108

Shares:1.4M

Value:$15.6M

G5451A103

Shares:1.4M

Value:$14.8M

G20315100

Shares:1.3M

Value:$13.6M

922908652

VXF|922908652

Shares:77.5K

Value:$13.4M

Meta Platforms, Inc.

META|30303M102

Shares:21.7K

Value:$12.5M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:19.6K

Value:$10.4M

Instrument	Shares		Other Manager	Value
(cusip81752T528)✕	1.6M	QoQ +20.94% (+281.1K) YoY +176.55% (+1.0M)	All Managers (Combined)	$43.1M	QoQ +19.23% (+$7.0M) YoY +174.22% (+$27.4M)
(VTVcusip922908744)	217.2K	QoQ -0.44% (-974) YoY +4.67% (+9.7K)	All Managers (Combined)	$37.5M	QoQ +1.57% (-$582.0K) YoY +11.02% (+$3.7M)
(cusipG33033104)✕	2.8M	QoQ -6.48% (-196.5K) YoY -31.09% (-1.3M)	All Managers (Combined)	$31.6M	QoQ -5.04% (-$1.7M) YoY -27.31% (-$11.9M)
(VXUScusip921909768)	501.5K	QoQ +3.83% (+18.5K) YoY +4.78% (+22.9K)	All Managers (Combined)	$31.1M	QoQ +9.42% (+$2.7M) YoY +7.91% (+$2.3M)
(VUGcusip922908736)	82.4K	QoQ +4.39% (-3.5K) YoY -5.57% (-4.9K)	All Managers (Combined)	$30.6M	QoQ -5.68% (-$1.8M) YoY +1.72% (-$518.5K)
(cusip47103U845)✕	592.0K	QoQ +39.34% (+167.2K) YoY NEW(+592.0K)	All Managers (Combined)	$30.0M	QoQ +39.34% (+$8.5M) YoY NEW(+$30.0M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	52.3K	QoQ -7.64% (-4.3K) YoY -11.58% (-6.8K)	All Managers (Combined)	$29.2M	QoQ -11.85% (-$3.9M) YoY -5.43% (-$1.7M)
(cusipG0131Y100)✕	2.7M	QoQ -3.87% (-110.5K) YoY -30.44% (-1.2M)	All Managers (Combined)	$29.2M	QoQ -2.24% (-$671.2K) YoY -26.93% (-$10.8M)
(cusipG6363K106)✕	2.4M	QoQ -4.32% (-108.3K) YoY -33.59% (-1.2M)	All Managers (Combined)	$26.2M	QoQ -2.99% (-$810.1K) YoY -30.08% (-$11.3M)
Merck & Co., Inc.(MRKcusip58933Y105)	291.3K	QoQ -0.29% (-852) YoY -1.26% (-3.7K)	All Managers (Combined)	$26.1M	QoQ -10.03% (-$2.9M) YoY -32.83% (-$12.8M)
Apple Inc.(AAPLcusip037833100)	116.1K	QoQ -16.40% (-22.8K) YoY -53.61% (-134.2K)	All Managers (Combined)	$25.8M	QoQ -25.84% (-$9.0M) YoY -39.91% (-$17.1M)
NVIDIA CORP(NVDAcusip67066G104)	177.3K	QoQ -11.62% (-23.3K) YoY +722.33% (-155.7K)	All Managers (Combined)	$19.2M	QoQ -28.67% (-$7.7M) YoY -1.36% (-$265.2K)
MICROSOFT CORP(MSFTcusip594918104)	50.8K	QoQ -20.95% (-13.5K) YoY -24.04% (-16.1K)	All Managers (Combined)	$19.1M	QoQ -29.60% (-$8.0M) YoY -32.22% (-$9.1M)
AMAZON COM INC(AMZNcusip023135106)	87.7K	QoQ -12.98% (-13.1K) YoY -20.86% (-23.1K)	All Managers (Combined)	$16.7M	QoQ -24.53% (-$5.4M) YoY -16.52% (-$3.3M)
(cusipG4375F108)✕	1.4M	QoQ -6.82% (-104.0K) YoY -19.27% (-339.2K)	All Managers (Combined)	$15.6M	QoQ -4.91% (-$807.6K) YoY -14.86% (-$2.7M)
(cusipG5451A103)✕	1.4M	QoQ -2.03% (-29.2K) YoY NEW(+1.4M)	All Managers (Combined)	$14.8M	QoQ -0.13% (-$19.3K) YoY NEW(+$14.8M)
(cusipG20315100)✕	1.3M	QoQ -4.01% (-55.8K) YoY NEW(+1.3M)	All Managers (Combined)	$13.6M	QoQ -2.68% (-$376.8K) YoY NEW(+$13.6M)
(VXFcusip922908652)	77.5K	QoQ -0.37% (-290) YoY -2.37% (-1.9K)	All Managers (Combined)	$13.4M	QoQ -9.66% (-$1.4M) YoY -4.05% (-$564.0K)
Meta Platforms, Inc.(METAcusip30303M102)	21.7K	QoQ -11.51% (-2.8K) YoY -17.76% (-4.7K)	All Managers (Combined)	$12.5M	QoQ -12.90% (-$1.9M) YoY -2.38% (-$305.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	19.6K	QoQ -9.24% (-2.0K) YoY -21.69% (-5.4K)	All Managers (Combined)	$10.4M	QoQ +6.63% (-$648.1K) YoY -0.83% (-$87.5K)