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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VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:14.9K

Value:$674.9K

% of Portfolio:0.1% ($674.9K/$1.2B)

ICICI BANK LTD

IBN|45104G104

Shares:21.4K

Value:$674.3K

% of Portfolio:0.1% ($674.3K/$1.2B)

ALLSTATE CORP

ALL|020002101

Shares:3.2K

Value:$670.7K

% of Portfolio:0.1% ($670.7K/$1.2B)

PAYCHEX INC

PAYX|704326107

Shares:4.3K

Value:$663.7K

% of Portfolio:0.1% ($663.7K/$1.2B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:44.1K

Value:$662.6K

% of Portfolio:0.1% ($662.6K/$1.2B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:5.9K

Value:$661.4K

% of Portfolio:0.1% ($661.4K/$1.2B)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:13.1K

Value:$659.9K

% of Portfolio:0.1% ($659.9K/$1.2B)

HSBC HOLDINGS PLC

HSBC|404280406

Shares:11.4K

Value:$656.6K

% of Portfolio:0.1% ($656.6K/$1.2B)

CHEMED CORP

CHE|16359R103

Shares:1.1K

Value:$656.5K

% of Portfolio:0.1% ($656.5K/$1.2B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.8K

Value:$653.8K

% of Portfolio:0.1% ($653.8K/$1.2B)

Gildan Activewear Inc.

GIL|375916103

Shares:14.8K

Value:$653.4K

% of Portfolio:0.1% ($653.4K/$1.2B)

TELEFONICA BRASIL S.A.

VIV|87936R205

Shares:74.8K

Value:$652.4K

% of Portfolio:0.1% ($652.4K/$1.2B)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:5.4K

Value:$651.6K

% of Portfolio:0.1% ($651.6K/$1.2B)

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

BBVA|05946K101

Shares:47.3K

Value:$644.5K

% of Portfolio:0.1% ($644.5K/$1.2B)

MONROE CAPITAL Corp

MRCC|610335101

Shares:82.4K

Value:$642.8K

% of Portfolio:0.1% ($642.8K/$1.2B)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:8.5K

Value:$633.1K

% of Portfolio:0.1% ($633.1K/$1.2B)

Elevance Health, Inc.

ELV|036752103

Shares:1.5K

Value:$632.9K

% of Portfolio:0.1% ($632.9K/$1.2B)

SUNCOR ENERGY INC

SU|867224107

Shares:16.3K

Value:$629.5K

% of Portfolio:0.1% ($629.5K/$1.2B)

Anheuser-Busch InBev SA/NV

BUD|03524A108

Shares:10.2K

Value:$627.9K

% of Portfolio:0.1% ($627.9K/$1.2B)

CENTERPOINT ENERGY INC

CNP|15189T107

Shares:17.3K

Value:$626.6K

% of Portfolio:0.1% ($626.6K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	14.9K	QoQ +16.49% (+2.1K) YoY +96.11% (+7.3K)	All Managers (Combined)	$674.9K	0.1% ($674.9K/$1.2B)	QoQ +32.14% (+$164.2K) YoY +112.00% (+$356.6K)
ICICI BANK LTD(IBNcusip45104G104)	21.4K	QoQ -29.18% (-8.8K) YoY -43.07% (-16.2K)	All Managers (Combined)	$674.3K	0.1% ($674.3K/$1.2B)	QoQ -25.25% (-$227.8K) YoY -32.05% (-$318.2K)
ALLSTATE CORP(ALLcusip020002101)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$670.7K	0.1% ($670.7K/$1.2B)	QoQ NEW(+$670.7K) YoY NEW(+$670.7K)
PAYCHEX INC(PAYXcusip704326107)	4.3K	QoQ -5.82% (-266) YoY -12.98% (-642)	All Managers (Combined)	$663.7K	0.1% ($663.7K/$1.2B)	QoQ +3.61% (-$23.2K) YoY +9.32% (-$56.6K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	44.1K	QoQ -2.31% (-1.0K) YoY -5.67% (-2.7K)	All Managers (Combined)	$662.6K	0.1% ($662.6K/$1.2B)	QoQ -9.87% (-$72.6K) YoY +1.49% (-$9.8K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	5.9K	QoQ -23.14% (-1.8K) YoY -5.70% (-357)	All Managers (Combined)	$661.4K	0.1% ($661.4K/$1.2B)	QoQ -6.78% (-$48.1K) YoY +44.24% (-$202.9K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	13.1K	QoQ -29.67% (-5.5K) YoY +3322.65% (-12.8K)	All Managers (Combined)	$659.9K	0.1% ($659.9K/$1.2B)	QoQ -41.44% (-$467.1K) YoY -40.87% (-$456.3K)
HSBC HOLDINGS PLC(HSBCcusip404280406)	11.4K	QoQ -19.07% (-2.7K) YoY -14.53% (-1.9K)	All Managers (Combined)	$656.6K	0.1% ($656.6K/$1.2B)	QoQ -6.03% (-$42.2K) YoY +24.69% (-$130.0K)
CHEMED CORP(CHEcusip16359R103)	1.1K	QoQ -1.02% (-11) YoY -2.28% (-25)	All Managers (Combined)	$656.5K	0.1% ($656.5K/$1.2B)	QoQ +14.95% (-$85.4K) YoY -6.33% (-$44.4K)
WASTE MANAGEMENT INC(WMcusip94106L109)	2.8K	QoQ -2.04% (-59) YoY -5.92% (-178)	All Managers (Combined)	$653.8K	0.1% ($653.8K/$1.2B)	QoQ +12.38% (-$72.0K) YoY +2.17% (-$13.9K)
Gildan Activewear Inc.(GILcusip375916103)	14.8K	QoQ -3.29% (-503) YoY +27.75% (+3.2K)	All Managers (Combined)	$653.4K	0.1% ($653.4K/$1.2B)	QoQ -9.10% (-$65.5K) YoY +52.15% (+$223.9K)
TELEFONICA BRASIL S.A.(VIVcusip87936R205)	74.8K	QoQ +64.40% (+29.3K) YoY +97.75% (+37.0K)	All Managers (Combined)	$652.4K	0.1% ($652.4K/$1.2B)	QoQ +89.88% (+$308.8K) YoY +71.24% (+$271.4K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	5.4K	QoQ -34.42% (-2.8K) YoY -33.02% (-2.7K)	All Managers (Combined)	$651.6K	0.1% ($651.6K/$1.2B)	QoQ -40.67% (-$446.8K) YoY -47.33% (-$585.6K)
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.(BBVAcusip05946K101)	47.3K	QoQ -30.69% (-21.0K) YoY -37.47% (-28.4K)	All Managers (Combined)	$644.5K	0.1% ($644.5K/$1.2B)	QoQ -2.88% (-$19.1K) YoY -28.07% (-$251.6K)
MONROE CAPITAL Corp(MRCCcusip610335101)	82.4K	QoQ 0.00% (-0) YoY -46.28% (-71.0K)	All Managers (Combined)	$642.8K	0.1% ($642.8K/$1.2B)	QoQ -8.23% (-$57.7K) YoY -41.80% (-$461.8K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	8.5K	QoQ -21.75% (-2.4K) YoY +35.25% (+2.2K)	All Managers (Combined)	$633.1K	0.1% ($633.1K/$1.2B)	QoQ -27.65% (-$242.0K) YoY +36.15% (+$168.1K)
Elevance Health, Inc.(ELVcusip036752103)	1.5K	QoQ +113.97% (+775) YoY +7.61% (-103)	All Managers (Combined)	$632.9K	0.1% ($632.9K/$1.2B)	QoQ +152.29% (+$382.0K) YoY -9.72% (-$68.2K)
SUNCOR ENERGY INC(SUcusip867224107)	16.3K	QoQ -32.94% (-8.0K) YoY -34.16% (-8.4K)	All Managers (Combined)	$629.5K	0.1% ($629.5K/$1.2B)	QoQ -27.23% (-$235.6K) YoY -30.93% (-$281.9K)
Anheuser-Busch InBev SA/NV(BUDcusip03524A108)	10.2K	QoQ -9.75% (-1.1K) YoY -51.48% (-10.8K)	All Managers (Combined)	$627.9K	0.1% ($627.9K/$1.2B)	QoQ +10.96% (-$62.0K) YoY -50.86% (-$650.0K)
CENTERPOINT ENERGY INC(CNPcusip15189T107)	17.3K	QoQ +0.53% (+92) YoY +83.51% (+7.9K)	All Managers (Combined)	$626.6K	0.1% ($626.6K/$1.2B)	QoQ +14.79% (+$80.8K) YoY +133.36% (+$358.1K)