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 • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MODINE MANUFACTURING CO

MOD|607828100

Shares:10.7K

Value:$819.4K

% of Portfolio:0.1% ($819.4K/$1.2B)

ING GROEP NV

ING|456837103

Shares:41.8K

Value:$819.1K

% of Portfolio:0.1% ($819.1K/$1.2B)

CEMEX SAB DE CV

CX|151290889

Shares:145.8K

Value:$818.1K

% of Portfolio:0.1% ($818.1K/$1.2B)

Cboe Global Markets, Inc.

CBOE|12503M108

Shares:3.6K

Value:$812.4K

% of Portfolio:0.1% ($812.4K/$1.2B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:4.6K

Value:$798.8K

% of Portfolio:0.1% ($798.8K/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$1.2B)

AT&T INC.

T|00206R102

Shares:28.2K

Value:$796.5K

% of Portfolio:0.1% ($796.5K/$1.2B)

464287614

IWF|464287614

Shares:2.2K

Value:$792.2K

% of Portfolio:0.1% ($792.2K/$1.2B)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:4.3K

Value:$785.8K

% of Portfolio:0.1% ($785.8K/$1.2B)

Discover Financial Services

DFS|254709108

Shares:4.6K

Value:$783.0K

% of Portfolio:0.1% ($783.0K/$1.2B)

BOSTON BEER CO INC

SAM|100557107

Shares:3.3K

Value:$780.8K

% of Portfolio:0.1% ($780.8K/$1.2B)

PPL Corp

PPL|69351T106

Shares:21.6K

Value:$778.8K

% of Portfolio:0.1% ($778.8K/$1.2B)

ENI SPA

E|26874R108

Shares:25.0K

Value:$772.7K

% of Portfolio:0.1% ($772.7K/$1.2B)

Grifols SA

GRFS|398438408

Shares:108.1K

Value:$768.7K

% of Portfolio:0.1% ($768.7K/$1.2B)

464288646

Shares:14.5K

Value:$761.3K

% of Portfolio:0.1% ($761.3K/$1.2B)

KLA CORP

KLAC|482480100

Shares:1.1K

Value:$761.2K

% of Portfolio:0.1% ($761.2K/$1.2B)

PETROBRAS - PETROLEO BRASILEIRO SA

PBR-A|71654V101

Shares:58.2K

Value:$758.6K

% of Portfolio:0.1% ($758.6K/$1.2B)

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:24.2K

Value:$752.8K

% of Portfolio:0.1% ($752.8K/$1.2B)

Fortinet, Inc.

FTNT|34959E109

Shares:7.8K

Value:$747.1K

% of Portfolio:0.1% ($747.1K/$1.2B)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:5.9K

Value:$741.9K

% of Portfolio:0.1% ($741.9K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MODINE MANUFACTURING CO(MODcusip607828100)	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$819.4K	0.1% ($819.4K/$1.2B)	QoQ NEW(+$819.4K) YoY NEW(+$819.4K)
ING GROEP NV(INGcusip456837103)	41.8K	QoQ -8.88% (-4.1K) YoY -9.24% (-4.3K)	All Managers (Combined)	$819.1K	0.1% ($819.1K/$1.2B)	QoQ +13.90% (-$100.0K) YoY +7.81% (-$59.4K)
CEMEX SAB DE CV(CXcusip151290889)	145.8K	QoQ -1.88% (-2.8K) YoY +66.79% (+58.4K)	All Managers (Combined)	$818.1K	0.1% ($818.1K/$1.2B)	QoQ -2.41% (-$20.2K) YoY +3.85% (+$30.4K)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	3.6K	QoQ -4.49% (-169) YoY -5.77% (-220)	All Managers (Combined)	$812.4K	0.1% ($812.4K/$1.2B)	QoQ +10.60% (-$77.9K) YoY +16.05% (-$112.4K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	4.6K	QoQ -20.47% (-1.2K) YoY -35.10% (-2.5K)	All Managers (Combined)	$798.8K	0.1% ($798.8K/$1.2B)	QoQ -7.93% (-$68.8K) YoY -18.55% (-$181.9K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$1.2B)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
AT&T INC.(Tcusip00206R102)	28.2K	QoQ +31.01% (+6.7K) YoY +66.05% (+11.2K)	All Managers (Combined)	$796.5K	0.1% ($796.5K/$1.2B)	QoQ +62.71% (+$307.0K) YoY +166.82% (+$498.0K)
(IWFcusip464287614)	2.2K	QoQ +8.34% (-169) YoY +8.34% (+169)	All Managers (Combined)	$792.2K	0.1% ($792.2K/$1.2B)	QoQ -2.57% (-$20.9K) YoY +16.08% (+$109.8K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	4.3K	QoQ -21.04% (-1.2K) YoY -30.97% (-1.9K)	All Managers (Combined)	$785.8K	0.1% ($785.8K/$1.2B)	QoQ -24.47% (-$254.7K) YoY -14.06% (-$128.6K)
Discover Financial Services(DFScusip254709108)	4.6K	QoQ -29.12% (-1.9K) YoY -14.27% (-764)	All Managers (Combined)	$783.0K	0.1% ($783.0K/$1.2B)	QoQ -30.16% (-$338.1K) YoY +11.62% (-$81.5K)
BOSTON BEER CO INC(SAMcusip100557107)	3.3K	QoQ -34.09% (-1.7K) YoY -37.37% (-2.0K)	All Managers (Combined)	$780.8K	0.1% ($780.8K/$1.2B)	QoQ -47.52% (-$707.1K) YoY -50.86% (-$808.3K)
PPL Corp(PPLcusip69351T106)	21.6K	QoQ +21.40% (+3.8K) YoY NEW(+21.6K)	All Managers (Combined)	$778.8K	0.1% ($778.8K/$1.2B)	QoQ +35.06% (+$202.2K) YoY NEW(+$778.8K)
ENI SPA(Ecusip26874R108)	25.0K	QoQ -6.97% (-1.9K) YoY -16.23% (-4.8K)	All Managers (Combined)	$772.7K	0.1% ($772.7K/$1.2B)	QoQ +5.16% (-$37.9K) YoY -18.32% (-$173.3K)
Grifols SA(GRFScusip398438408)	108.1K	QoQ +20.06% (+18.1K) YoY +794.50% (+96.0K)	All Managers (Combined)	$768.7K	0.1% ($768.7K/$1.2B)	QoQ +14.73% (+$98.7K) YoY +852.09% (+$687.9K)
(cusip464288646)✕	14.5K	QoQ -0.39% (-57) YoY -15.67% (-2.7K)	All Managers (Combined)	$761.3K	0.1% ($761.3K/$1.2B)	QoQ +0.90% (-$6.8K) YoY -13.88% (-$122.8K)
KLA CORP(KLACcusip482480100)	1.1K	QoQ +1.08% (+12) YoY -1.75% (-20)	All Managers (Combined)	$761.2K	0.1% ($761.2K/$1.2B)	QoQ +9.05% (+$63.2K) YoY -4.39% (-$35.0K)
PETROBRAS - PETROLEO BRASILEIRO SA(PBR-Acusip71654V101)	58.2K	QoQ -20.91% (-15.4K) YoY -7.67% (-4.8K)	All Managers (Combined)	$758.6K	0.1% ($758.6K/$1.2B)	QoQ -12.89% (-$112.3K) YoY -19.19% (-$180.2K)
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	24.2K	QoQ -15.69% (-4.5K) YoY -26.15% (-8.6K)	All Managers (Combined)	$752.8K	0.1% ($752.8K/$1.2B)	QoQ -14.49% (-$127.6K) YoY -7.95% (-$65.1K)
Fortinet, Inc.(FTNTcusip34959E109)	7.8K	QoQ -5.21% (-427) YoY -14.49% (-1.3K)	All Managers (Combined)	$747.1K	0.1% ($747.1K/$1.2B)	QoQ -3.42% (-$26.5K) YoY +20.48% (-$127.0K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	5.9K	QoQ -33.49% (-3.0K) YoY NEW(+5.9K)	All Managers (Combined)	$741.9K	0.1% ($741.9K/$1.2B)	QoQ -45.67% (-$623.8K) YoY NEW(+$741.9K)