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 18 of 32

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FIRSTENERGY CORP

FE|337932107

Shares:13.7K

Value:$555.6K

% of Portfolio:0.0% ($555.6K/$1.2B)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.9K

Value:$550.1K

% of Portfolio:0.0% ($550.1K/$1.2B)

EQUINIX INC

EQIX|29444U700

Shares:672

Value:$547.6K

% of Portfolio:0.0% ($547.6K/$1.2B)

Autodesk, Inc.

ADSK|052769106

Shares:2.1K

Value:$544.0K

% of Portfolio:0.0% ($544.0K/$1.2B)

COPART INC

CPRT|217204106

Shares:9.6K

Value:$544.0K

% of Portfolio:0.0% ($544.0K/$1.2B)

DANAHER CORP /DE/

DHR|235851102

Shares:2.6K

Value:$540.9K

% of Portfolio:0.0% ($540.9K/$1.2B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:2.0K

Value:$539.0K

% of Portfolio:0.0% ($539.0K/$1.2B)

WPP plc

WPP|92937A102

Shares:14.2K

Value:$537.2K

% of Portfolio:0.0% ($537.2K/$1.2B)

Enel Chile S.A.

ENIC|29278D105

Shares:163.2K

Value:$533.7K

% of Portfolio:0.0% ($533.7K/$1.2B)

02390A101

Shares:37.4K

Value:$532.5K

% of Portfolio:0.0% ($532.5K/$1.2B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:6.5K

Value:$527.0K

% of Portfolio:0.0% ($527.0K/$1.2B)

CINTAS CORP

CTAS|172908105

Shares:2.6K

Value:$524.7K

% of Portfolio:0.0% ($524.7K/$1.2B)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:2.3K

Value:$522.2K

% of Portfolio:0.0% ($522.2K/$1.2B)

464287622

IWB|464287622

Shares:1.7K

Value:$521.5K

% of Portfolio:0.0% ($521.5K/$1.2B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:8.5K

Value:$521.3K

% of Portfolio:0.0% ($521.3K/$1.2B)

INTEL CORP

INTC|458140100

Shares:22.8K

Value:$517.3K

% of Portfolio:0.0% ($517.3K/$1.2B)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:9.9K

Value:$517.2K

% of Portfolio:0.0% ($517.2K/$1.2B)

Motorola Solutions, Inc.

MSI|620076307

Shares:1.2K

Value:$517.1K

% of Portfolio:0.0% ($517.1K/$1.2B)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:873

Value:$514.8K

% of Portfolio:0.0% ($514.8K/$1.2B)

BORGWARNER INC

BWA|099724106

Shares:17.7K

Value:$506.5K

% of Portfolio:0.0% ($506.5K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
FIRSTENERGY CORP(FEcusip337932107)	13.7K	QoQ -22.98% (-4.1K) YoY +2.01% (+271)	All Managers (Combined)	$555.6K	0.0% ($555.6K/$1.2B)	QoQ -21.74% (-$154.4K) YoY +6.76% (+$35.2K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.9K	QoQ 0.00% (+0) YoY -21.95% (-537)	All Managers (Combined)	$550.1K	0.0% ($550.1K/$1.2B)	QoQ +19.00% (+$87.8K) YoY +9.31% (-$46.9K)
EQUINIX INC(EQIXcusip29444U700)	672	QoQ -20.09% (-169) YoY -22.13% (-191)	All Managers (Combined)	$547.6K	0.0% ($547.6K/$1.2B)	QoQ -30.90% (-$245.0K) YoY -23.16% (-$165.0K)
Autodesk, Inc.(ADSKcusip052769106)	2.1K	QoQ -6.69% (-149) YoY -69.91% (-4.8K)	All Managers (Combined)	$544.0K	0.0% ($544.0K/$1.2B)	QoQ -17.35% (-$114.2K) YoY -69.75% (-$1.3M)
COPART INC(CPRTcusip217204106)	9.6K	QoQ -25.45% (-3.3K) YoY -24.13% (-3.1K)	All Managers (Combined)	$544.0K	0.0% ($544.0K/$1.2B)	QoQ -26.49% (-$196.0K) YoY -25.88% (-$190.0K)
DANAHER CORP /DE/(DHRcusip235851102)	2.6K	QoQ -62.49% (-4.4K) YoY -63.15% (-4.5K)	All Managers (Combined)	$540.9K	0.0% ($540.9K/$1.2B)	QoQ -66.49% (-$1.1M) YoY -69.74% (-$1.2M)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	2.0K	QoQ +6.31% (+121) YoY -16.13% (-392)	All Managers (Combined)	$539.0K	0.0% ($539.0K/$1.2B)	QoQ +16.71% (+$77.2K) YoY -3.62% (-$20.3K)
WPP plc(WPPcusip92937A102)	14.2K	QoQ -33.98% (-7.3K) YoY -28.36% (-5.6K)	All Managers (Combined)	$537.2K	0.0% ($537.2K/$1.2B)	QoQ -51.24% (-$564.6K) YoY -42.63% (-$399.2K)
Enel Chile S.A.(ENICcusip29278D105)	163.2K	QoQ -1.63% (-2.7K) YoY +38.86% (+45.7K)	All Managers (Combined)	$533.7K	0.0% ($533.7K/$1.2B)	QoQ +11.68% (-$55.8K) YoY +48.88% (+$175.2K)
(cusip02390A101)✕	37.4K	QoQ +75.49% (+16.1K) YoY -11.69% (-5.0K)	All Managers (Combined)	$532.5K	0.0% ($532.5K/$1.2B)	QoQ +74.39% (+$227.2K) YoY -32.71% (-$258.9K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	6.5K	QoQ -7.27% (-512) YoY -8.46% (-604)	All Managers (Combined)	$527.0K	0.0% ($527.0K/$1.2B)	QoQ -4.27% (-$23.5K) YoY -18.73% (-$121.5K)
CINTAS CORP(CTAScusip172908105)	2.6K	QoQ -13.31% (-392) YoY +286.81% (+1.9K)	All Managers (Combined)	$524.7K	0.0% ($524.7K/$1.2B)	QoQ -2.47% (-$13.3K) YoY +15.71% (+$71.3K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	2.3K	QoQ +1.45% (-33) YoY +5.32% (+116)	All Managers (Combined)	$522.2K	0.0% ($522.2K/$1.2B)	QoQ -6.59% (-$36.8K) YoY +12.35% (+$57.4K)
(IWBcusip464287622)	1.7K	QoQ 0.00% (-0) YoY +11.98% (+182)	All Managers (Combined)	$521.5K	0.0% ($521.5K/$1.2B)	QoQ -4.78% (-$26.2K) YoY +19.26% (+$84.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	8.5K	QoQ -9.88% (-938) YoY -36.09% (-4.8K)	All Managers (Combined)	$521.3K	0.0% ($521.3K/$1.2B)	QoQ -2.83% (-$15.2K) YoY -28.12% (-$204.0K)
INTEL CORP(INTCcusip458140100)	22.8K	QoQ +13.08% (+2.6K) YoY -44.91% (-18.6K)	All Managers (Combined)	$517.3K	0.0% ($517.3K/$1.2B)	QoQ +28.08% (+$113.4K) YoY -71.68% (-$1.3M)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	9.9K	QoQ -22.61% (-2.9K) YoY -37.10% (-5.8K)	All Managers (Combined)	$517.2K	0.0% ($517.2K/$1.2B)	QoQ -29.44% (-$215.9K) YoY -21.32% (-$140.2K)
Motorola Solutions, Inc.(MSIcusip620076307)	1.2K	QoQ +0.25% (-3) YoY -13.03% (-177)	All Managers (Combined)	$517.1K	0.0% ($517.1K/$1.2B)	QoQ -5.03% (-$27.4K) YoY +7.26% (-$35.0K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	873	QoQ +11.49% (+90) YoY +31.08% (+207)	All Managers (Combined)	$514.8K	0.0% ($514.8K/$1.2B)	QoQ +26.44% (+$107.7K) YoY +37.78% (+$141.2K)
BORGWARNER INC(BWAcusip099724106)	17.7K	QoQ -23.23% (-5.4K) YoY -28.67% (-7.1K)	All Managers (Combined)	$506.5K	0.0% ($506.5K/$1.2B)	QoQ -30.82% (-$225.7K) YoY -41.17% (-$354.5K)