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

Page 15 of 32

Sort by:

PULTEGROUP INC/MI/

PHM|745867101

Shares:7.2K

Value:$740.3K

% of Portfolio:0.1% ($740.3K/$1.2B)

DTE ENERGY CO

DTE|233331107

Shares:5.3K

Value:$734.1K

% of Portfolio:0.1% ($734.1K/$1.2B)

78464A409

SPYG|78464A409

Shares:9.1K

Value:$727.7K

% of Portfolio:0.1% ($727.7K/$1.2B)

PEPSICO INC

PEP|713448108

Shares:4.8K

Value:$726.9K

% of Portfolio:0.1% ($726.9K/$1.2B)

Parker-Hannifin Corp

PH|701094104

Shares:1.2K

Value:$721.4K

% of Portfolio:0.1% ($721.4K/$1.2B)

AMPHENOL CORP /DE/

APH|032095101

Shares:10.9K

Value:$716.9K

% of Portfolio:0.1% ($716.9K/$1.2B)

TransDigm Group INC

TDG|893641100

Shares:516

Value:$713.9K

% of Portfolio:0.1% ($713.9K/$1.2B)

Kenvue Inc.

KVUE|49177J102

Shares:29.7K

Value:$712.9K

% of Portfolio:0.1% ($712.9K/$1.2B)

Floor & Decor Holdings, Inc.

FND|339750101

Shares:8.9K

Value:$712.8K

% of Portfolio:0.1% ($712.8K/$1.2B)

SHINHAN FINANCIAL GROUP CO LTD

SHG|824596100

Shares:22.1K

Value:$707.8K

% of Portfolio:0.1% ($707.8K/$1.2B)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:2.2K

Value:$706.3K

% of Portfolio:0.1% ($706.3K/$1.2B)

WELLTOWER INC.

WELL|95040Q104

Shares:4.6K

Value:$702.3K

% of Portfolio:0.1% ($702.3K/$1.2B)

KINROSS GOLD CORP

KGC|496902404

Shares:55.5K

Value:$700.1K

% of Portfolio:0.1% ($700.1K/$1.2B)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:6.3K

Value:$698.9K

% of Portfolio:0.1% ($698.9K/$1.2B)

CORPAY, INC.

CPAY|219948106

Shares:2.0K

Value:$695.7K

% of Portfolio:0.1% ($695.7K/$1.2B)

46641Q332

Shares:12.1K

Value:$691.7K

% of Portfolio:0.1% ($691.7K/$1.2B)

CANADIAN NATURAL RESOURCES LTD

CNQ|136385101

Shares:22.4K

Value:$689.9K

% of Portfolio:0.1% ($689.9K/$1.2B)

LAM RESEARCH CORP

LRCX|512807306

Shares:9.4K

Value:$686.6K

% of Portfolio:0.1% ($686.6K/$1.2B)

464287648

IWO|464287648

Shares:2.7K

Value:$680.7K

% of Portfolio:0.1% ($680.7K/$1.2B)

78468R622

Shares:7.1K

Value:$678.3K

% of Portfolio:0.1% ($678.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PULTEGROUP INC/MI/(PHMcusip745867101)	7.2K	QoQ -3.92% (-294) YoY -15.93% (-1.4K)	All Managers (Combined)	$740.3K	0.1% ($740.3K/$1.2B)	QoQ -9.30% (-$75.9K) YoY -28.35% (-$293.0K)
DTE ENERGY CO(DTEcusip233331107)	5.3K	QoQ +0.34% (+18) YoY NEW(+5.3K)	All Managers (Combined)	$734.1K	0.1% ($734.1K/$1.2B)	QoQ +14.90% (+$95.2K) YoY NEW(+$734.1K)
(SPYGcusip78464A409)	9.1K	QoQ -25.21% (-3.1K) YoY -27.30% (-3.4K)	All Managers (Combined)	$727.7K	0.1% ($727.7K/$1.2B)	QoQ -31.62% (-$336.5K) YoY -20.13% (-$183.4K)
PEPSICO INC(PEPcusip713448108)	4.8K	QoQ -19.74% (-1.2K) YoY -43.19% (-3.7K)	All Managers (Combined)	$726.9K	0.1% ($726.9K/$1.2B)	QoQ -20.86% (-$191.7K) YoY -51.33% (-$766.8K)
Parker-Hannifin Corp(PHcusip701094104)	1.2K	QoQ -13.48% (-185) YoY -12.33% (-167)	All Managers (Combined)	$721.4K	0.1% ($721.4K/$1.2B)	QoQ -17.31% (-$151.1K) YoY -4.12% (-$31.0K)
AMPHENOL CORP /DE/(APHcusip032095101)	10.9K	QoQ -13.52% (-1.7K) YoY +79.97% (+4.9K)	All Managers (Combined)	$716.9K	0.1% ($716.9K/$1.2B)	QoQ -18.33% (-$160.9K) YoY +2.34% (+$16.4K)
TransDigm Group INC(TDGcusip893641100)	516	QoQ +16.47% (+73) YoY +56.36% (+186)	All Managers (Combined)	$713.9K	0.1% ($713.9K/$1.2B)	QoQ +27.13% (+$152.4K) YoY +75.64% (+$307.4K)
Kenvue Inc.(KVUEcusip49177J102)	29.7K	QoQ -1.38% (-419) YoY +46.56% (+9.4K)	All Managers (Combined)	$712.9K	0.1% ($712.9K/$1.2B)	QoQ +10.75% (-$69.2K) YoY +63.77% (+$277.6K)
Floor & Decor Holdings, Inc.(FNDcusip339750101)	8.9K	QoQ +16.47% (-1.3K) YoY +91.02% (+4.2K)	All Managers (Combined)	$712.8K	0.1% ($712.8K/$1.2B)	QoQ -5.98% (-$45.4K) YoY +18.59% (+$111.8K)
SHINHAN FINANCIAL GROUP CO LTD(SHGcusip824596100)	22.1K	QoQ -19.35% (-5.3K) YoY -23.53% (-6.8K)	All Managers (Combined)	$707.8K	0.1% ($707.8K/$1.2B)	QoQ -21.31% (-$191.8K) YoY -30.88% (-$316.3K)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	2.2K	QoQ -21.80% (-602) YoY +107.99% (+1.1K)	All Managers (Combined)	$706.3K	0.1% ($706.3K/$1.2B)	QoQ -21.65% (-$195.2K) YoY +157.54% (+$432.1K)
WELLTOWER INC.(WELLcusip95040Q104)	4.6K	QoQ -1.58% (-74) YoY -4.97% (-240)	All Managers (Combined)	$702.3K	0.1% ($702.3K/$1.2B)	QoQ +19.63% (-$115.3K) YoY +55.82% (-$251.6K)
KINROSS GOLD CORP(KGCcusip496902404)	55.5K	QoQ +40.31% (+16.0K) YoY NEW(+55.5K)	All Managers (Combined)	$700.1K	0.1% ($700.1K/$1.2B)	QoQ +90.87% (+$333.3K) YoY NEW(+$700.1K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	6.3K	QoQ -15.03% (-1.1K) YoY -28.46% (-2.5K)	All Managers (Combined)	$698.9K	0.1% ($698.9K/$1.2B)	QoQ -19.94% (-$174.1K) YoY -31.94% (-$328.1K)
CORPAY, INC.(CPAYcusip219948106)	2.0K	QoQ -2.20% (-45) YoY +7.83% (+145)	All Managers (Combined)	$695.7K	0.1% ($695.7K/$1.2B)	QoQ +0.77% (-$5.3K) YoY +21.89% (+$124.9K)
(cusip46641Q332)✕	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$691.7K	0.1% ($691.7K/$1.2B)	QoQ NEW(+$691.7K) YoY NEW(+$691.7K)
CANADIAN NATURAL RESOURCES LTD(CNQcusip136385101)	22.4K	QoQ -24.06% (-7.1K) YoY +51.35% (-7.6K)	All Managers (Combined)	$689.9K	0.1% ($689.9K/$1.2B)	QoQ -24.24% (-$220.8K) YoY -38.92% (-$439.6K)
LAM RESEARCH CORP(LRCXcusip512807306)	9.4K	QoQ -8.10% (-833) YoY NEW(+9.4K)	All Managers (Combined)	$686.6K	0.1% ($686.6K/$1.2B)	QoQ -7.50% (-$55.7K) YoY NEW(+$686.6K)
(IWOcusip464287648)	2.7K	QoQ 0.00% (-0) YoY NEW(+2.7K)	All Managers (Combined)	$680.7K	0.1% ($680.7K/$1.2B)	QoQ -11.21% (-$86.0K) YoY NEW(+$680.7K)
(cusip78468R622)✕	7.1K	QoQ +2.74% (+190) YoY -15.07% (-1.3K)	All Managers (Combined)	$678.3K	0.1% ($678.3K/$1.2B)	QoQ +2.56% (+$16.9K) YoY -14.98% (-$119.5K)