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 17 of 32

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Haleon plc

HLN|405552100

Shares:60.8K

Value:$625.8K

% of Portfolio:0.1% ($625.8K/$1.2B)

TOYOTA MOTOR CORP/

TM|892331307

Shares:3.5K

Value:$616.2K

% of Portfolio:0.1% ($616.2K/$1.2B)

464287473

IWS|464287473

Shares:4.9K

Value:$615.4K

% of Portfolio:0.1% ($615.4K/$1.2B)

Avery Dennison Corp

AVY|053611109

Shares:3.4K

Value:$612.6K

% of Portfolio:0.1% ($612.6K/$1.2B)

SS&C Technologies Holdings Inc

SSNC|78467J100

Shares:7.3K

Value:$612.1K

% of Portfolio:0.1% ($612.1K/$1.2B)

TREX CO INC

TREX|89531P105

Shares:10.5K

Value:$611.3K

% of Portfolio:0.1% ($611.3K/$1.2B)

Paycom Software, Inc.

PAYC|70432V102

Shares:2.7K

Value:$599.3K

% of Portfolio:0.0% ($599.3K/$1.2B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:1.2K

Value:$597.6K

% of Portfolio:0.0% ($597.6K/$1.2B)

GARTNER INC

IT|366651107

Shares:1.4K

Value:$594.8K

% of Portfolio:0.0% ($594.8K/$1.2B)

TRIMBLE INC.

TRMB|896239100

Shares:9.0K

Value:$594.1K

% of Portfolio:0.0% ($594.1K/$1.2B)

PENSKE AUTOMOTIVE GROUP, INC.

PAG|70959W103

Shares:4.1K

Value:$593.8K

% of Portfolio:0.0% ($593.8K/$1.2B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:5.3K

Value:$583.9K

% of Portfolio:0.0% ($583.9K/$1.2B)

STATE STREET CORP

STT|857477103

Shares:6.5K

Value:$582.5K

% of Portfolio:0.0% ($582.5K/$1.2B)

OMNICOM GROUP INC.

OMC|681919106

Shares:6.9K

Value:$571.8K

% of Portfolio:0.0% ($571.8K/$1.2B)

Apollo Global Management, Inc.

APO|03769M106

Shares:4.1K

Value:$564.5K

% of Portfolio:0.0% ($564.5K/$1.2B)

CACI INTERNATIONAL INC /DE/

CACI|127190304

Shares:1.5K

Value:$561.4K

% of Portfolio:0.0% ($561.4K/$1.2B)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:9.4K

Value:$561.0K

% of Portfolio:0.0% ($561.0K/$1.2B)

Cigna Group

CI|125523100

Shares:1.7K

Value:$560.0K

% of Portfolio:0.0% ($560.0K/$1.2B)

FASTENAL CO

FAST|311900104

Shares:7.2K

Value:$558.1K

% of Portfolio:0.0% ($558.1K/$1.2B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:5.1K

Value:$557.3K

% of Portfolio:0.0% ($557.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Haleon plc(HLNcusip405552100)	60.8K	QoQ -2.17% (-1.4K) YoY +16.82% (+8.8K)	All Managers (Combined)	$625.8K	0.1% ($625.8K/$1.2B)	QoQ +5.51% (-$32.7K) YoY +41.59% (+$183.8K)
TOYOTA MOTOR CORP/(TMcusip892331307)	3.5K	QoQ -10.30% (-401) YoY -18.77% (-807)	All Managers (Combined)	$616.2K	0.1% ($616.2K/$1.2B)	QoQ -18.63% (-$141.1K) YoY -43.03% (-$465.6K)
(IWScusip464287473)	4.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$615.4K	0.1% ($615.4K/$1.2B)	QoQ -2.60% (-$16.5K) YoY +0.51% (+$3.1K)
Avery Dennison Corp(AVYcusip053611109)	3.4K	QoQ -0.28% (-10) YoY -28.54% (-1.4K)	All Managers (Combined)	$612.6K	0.1% ($612.6K/$1.2B)	QoQ -5.17% (-$33.4K) YoY -43.03% (-$462.8K)
SS&C Technologies Holdings Inc(SSNCcusip78467J100)	7.3K	QoQ -7.22% (-571) YoY -12.63% (-1.1K)	All Managers (Combined)	$612.1K	0.1% ($612.1K/$1.2B)	QoQ +2.25% (-$13.5K) YoY +13.37% (-$72.2K)
TREX CO INC(TREXcusip89531P105)	10.5K	QoQ -13.51% (-1.6K) YoY -3.21% (-350)	All Managers (Combined)	$611.3K	0.1% ($611.3K/$1.2B)	QoQ -27.20% (-$228.5K) YoY -43.62% (-$473.2K)
Paycom Software, Inc.(PAYCcusip70432V102)	2.7K	QoQ -13.11% (-414) YoY -46.13% (-2.3K)	All Managers (Combined)	$599.3K	0.0% ($599.3K/$1.2B)	QoQ -7.38% (-$47.8K) YoY -40.86% (-$414.1K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	1.2K	QoQ -11.98% (-168) YoY -19.92% (-307)	All Managers (Combined)	$597.6K	0.0% ($597.6K/$1.2B)	QoQ -19.96% (-$149.1K) YoY -11.57% (-$78.2K)
GARTNER INC(ITcusip366651107)	1.4K	QoQ -16.45% (-279) YoY -42.32% (-1.0K)	All Managers (Combined)	$594.8K	0.0% ($594.8K/$1.2B)	QoQ -27.61% (-$226.9K) YoY -49.21% (-$576.4K)
TRIMBLE INC.(TRMBcusip896239100)	9.0K	QoQ -1.17% (-108) YoY +130.84% (+5.1K)	All Managers (Combined)	$594.1K	0.0% ($594.1K/$1.2B)	QoQ -8.18% (-$53.0K) YoY +135.46% (+$341.8K)
PENSKE AUTOMOTIVE GROUP, INC.(PAGcusip70959W103)	4.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$593.8K	0.0% ($593.8K/$1.2B)	QoQ -5.54% (-$34.9K) YoY -11.11% (-$74.3K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	5.3K	QoQ -1.51% (-82) YoY -3.79% (-211)	All Managers (Combined)	$583.9K	0.0% ($583.9K/$1.2B)	QoQ +16.67% (-$83.5K) YoY +22.08% (-$105.6K)
STATE STREET CORP(STTcusip857477103)	6.5K	QoQ +0.55% (-36) YoY -16.45% (-1.3K)	All Managers (Combined)	$582.5K	0.0% ($582.5K/$1.2B)	QoQ -8.27% (-$52.5K) YoY -3.25% (-$19.6K)
OMNICOM GROUP INC.(OMCcusip681919106)	6.9K	QoQ -7.99% (-599) YoY -11.06% (-858)	All Managers (Combined)	$571.8K	0.0% ($571.8K/$1.2B)	QoQ -11.33% (-$73.1K) YoY -23.79% (-$178.5K)
Apollo Global Management, Inc.(APOcusip03769M106)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$564.5K	0.0% ($564.5K/$1.2B)	QoQ NEW(+$564.5K) YoY NEW(+$564.5K)
CACI INTERNATIONAL INC /DE/(CACIcusip127190304)	1.5K	QoQ -14.04% (-250) YoY -16.25% (-297)	All Managers (Combined)	$561.4K	0.0% ($561.4K/$1.2B)	QoQ -21.94% (-$157.8K) YoY -18.88% (-$130.7K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	9.4K	QoQ -7.05% (-713) YoY -1.58% (-151)	All Managers (Combined)	$561.0K	0.0% ($561.0K/$1.2B)	QoQ +2.62% (-$14.3K) YoY +50.91% (-$189.3K)
Cigna Group(CIcusip125523100)	1.7K	QoQ -20.61% (-442) YoY -56.70% (-2.2K)	All Managers (Combined)	$560.0K	0.0% ($560.0K/$1.2B)	QoQ -5.41% (-$32.1K) YoY -60.77% (-$867.7K)
FASTENAL CO(FASTcusip311900104)	7.2K	QoQ +2.90% (+203) YoY -20.19% (-1.8K)	All Managers (Combined)	$558.1K	0.0% ($558.1K/$1.2B)	QoQ +10.97% (+$55.2K) YoY -19.76% (-$137.5K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	5.1K	QoQ -9.40% (-526) YoY -16.33% (-989)	All Managers (Combined)	$557.3K	0.0% ($557.3K/$1.2B)	QoQ -20.98% (-$148.0K) YoY -38.08% (-$342.8K)