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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THOR INDUSTRIES INC

THO|885160101

Shares:6.7K

Value:$505.9K

% of Portfolio:0.0% ($505.9K/$1.2B)

HORTON D R INC /DE/

DHI|23331A109

Shares:4.0K

Value:$505.7K

% of Portfolio:0.0% ($505.7K/$1.2B)

Expedia Group, Inc.

EXPE|30212P303

Shares:3.0K

Value:$505.0K

% of Portfolio:0.0% ($505.0K/$1.2B)

Trane Technologies plc

TT|G8994E103

Shares:1.5K

Value:$504.4K

% of Portfolio:0.0% ($504.4K/$1.2B)

ELECTRONIC ARTS INC.

EA|285512109

Shares:3.5K

Value:$503.4K

% of Portfolio:0.0% ($503.4K/$1.2B)

DELTA AIR LINES, INC.

DAL|247361702

Shares:11.5K

Value:$501.6K

% of Portfolio:0.0% ($501.6K/$1.2B)

MOODYS CORP /DE/

MCO|615369105

Shares:1.1K

Value:$500.0K

% of Portfolio:0.0% ($500.0K/$1.2B)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:6.3K

Value:$499.4K

% of Portfolio:0.0% ($499.4K/$1.2B)

MEXICAN ECONOMIC DEVELOPMENT INC

FMX|344419106

Shares:5.1K

Value:$498.6K

% of Portfolio:0.0% ($498.6K/$1.2B)

46137V613

PRF|46137V613

Shares:12.3K

Value:$498.4K

% of Portfolio:0.0% ($498.4K/$1.2B)

922042858

VWO|922042858

Shares:10.9K

Value:$495.1K

% of Portfolio:0.0% ($495.1K/$1.2B)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:2.9K

Value:$490.5K

% of Portfolio:0.0% ($490.5K/$1.2B)

Public Storage

PSA|74460D109

Shares:1.6K

Value:$484.6K

% of Portfolio:0.0% ($484.6K/$1.2B)

921946406

VYM|921946406

Shares:3.8K

Value:$483.7K

% of Portfolio:0.0% ($483.7K/$1.2B)

FLEX LTD.

FLEX|Y2573F102

Shares:14.6K

Value:$483.0K

% of Portfolio:0.0% ($483.0K/$1.2B)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:3.2K

Value:$479.6K

% of Portfolio:0.0% ($479.6K/$1.2B)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:4.9K

Value:$478.4K

% of Portfolio:0.0% ($478.4K/$1.2B)

Churchill Downs Inc

CHDN|171484108

Shares:4.3K

Value:$475.4K

% of Portfolio:0.0% ($475.4K/$1.2B)

92204A801

Shares:2.5K

Value:$472.0K

% of Portfolio:0.0% ($472.0K/$1.2B)

RIO TINTO PLC

RIO|767204100

Shares:7.8K

Value:$470.8K

% of Portfolio:0.0% ($470.8K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
THOR INDUSTRIES INC(THOcusip885160101)	6.7K	QoQ -3.97% (-276) YoY -31.28% (-3.0K)	All Managers (Combined)	$505.9K	0.0% ($505.9K/$1.2B)	QoQ -23.93% (-$159.2K) YoY -55.60% (-$633.6K)
HORTON D R INC /DE/(DHIcusip23331A109)	4.0K	QoQ -35.83% (-2.2K) YoY -39.18% (-2.6K)	All Managers (Combined)	$505.7K	0.0% ($505.7K/$1.2B)	QoQ -41.66% (-$361.2K) YoY -53.01% (-$570.6K)
Expedia Group, Inc.(EXPEcusip30212P303)	3.0K	QoQ -7.65% (-249) YoY -24.31% (-965)	All Managers (Combined)	$505.0K	0.0% ($505.0K/$1.2B)	QoQ -16.68% (-$101.2K) YoY -7.63% (-$41.8K)
Trane Technologies plc(TTcusipG8994E103)	1.5K	QoQ -15.94% (-284) YoY -46.68% (-1.3K)	All Managers (Combined)	$504.4K	0.0% ($504.4K/$1.2B)	QoQ -23.32% (-$153.4K) YoY -40.16% (-$338.6K)
ELECTRONIC ARTS INC.(EAcusip285512109)	3.5K	QoQ -11.26% (-442) YoY -39.58% (-2.3K)	All Managers (Combined)	$503.4K	0.0% ($503.4K/$1.2B)	QoQ -12.34% (-$70.9K) YoY -34.18% (-$261.5K)
DELTA AIR LINES, INC.(DALcusip247361702)	11.5K	QoQ -39.44% (-7.5K) YoY -37.53% (-6.9K)	All Managers (Combined)	$501.6K	0.0% ($501.6K/$1.2B)	QoQ -56.36% (-$647.9K) YoY -43.10% (-$380.1K)
MOODYS CORP /DE/(MCOcusip615369105)	1.1K	QoQ -7.41% (-86) YoY -10.64% (-128)	All Managers (Combined)	$500.0K	0.0% ($500.0K/$1.2B)	QoQ -8.91% (-$49.0K) YoY +5.86% (-$27.7K)
COSTAR GROUP, INC.(CSGPcusip22160N109)	6.3K	QoQ -14.75% (-1.1K) YoY NEW(+6.3K)	All Managers (Combined)	$499.4K	0.0% ($499.4K/$1.2B)	QoQ -5.65% (-$30.0K) YoY NEW(+$499.4K)
MEXICAN ECONOMIC DEVELOPMENT INC(FMXcusip344419106)	5.1K	QoQ +0.70% (+36) YoY -10.66% (-610)	All Managers (Combined)	$498.6K	0.0% ($498.6K/$1.2B)	QoQ +14.95% (+$64.9K) YoY -33.07% (-$246.4K)
(PRFcusip46137V613)	12.3K	QoQ 0.00% (+0) YoY +10.80% (+1.2K)	All Managers (Combined)	$498.4K	0.0% ($498.4K/$1.2B)	QoQ +0.17% (+$863) YoY +16.40% (+$70.2K)
(VWOcusip922042858)	10.9K	QoQ 0.00% (+0) YoY -3.40% (-386)	All Managers (Combined)	$495.1K	0.0% ($495.1K/$1.2B)	QoQ +2.77% (+$13.3K) YoY +4.66% (-$22.1K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$490.5K	0.0% ($490.5K/$1.2B)	QoQ NEW(+$490.5K) YoY NEW(+$490.5K)
Public Storage(PSAcusip74460D109)	1.6K	QoQ +2.92% (+46) YoY +4.24% (+66)	All Managers (Combined)	$484.6K	0.0% ($484.6K/$1.2B)	QoQ +2.87% (+$13.5K) YoY +7.57% (+$34.1K)
(VYMcusip921946406)	3.8K	QoQ 0.00% (+0) YoY -0.58% (-22)	All Managers (Combined)	$483.7K	0.0% ($483.7K/$1.2B)	QoQ +1.07% (+$5.1K) YoY +5.96% (-$27.2K)
FLEX LTD.(FLEXcusipY2573F102)	14.6K	QoQ -9.42% (-1.5K) YoY +56.43% (+5.3K)	All Managers (Combined)	$483.0K	0.0% ($483.0K/$1.2B)	QoQ -21.95% (-$135.9K) YoY +80.87% (+$216.0K)
Keysight Technologies, Inc.(KEYScusip49338L103)	3.2K	QoQ -1.59% (-52) YoY -78.62% (-11.8K)	All Managers (Combined)	$479.6K	0.0% ($479.6K/$1.2B)	QoQ -8.25% (-$43.1K) YoY -79.52% (-$1.9M)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	4.9K	QoQ -23.99% (-1.6K) YoY -38.26% (-3.0K)	All Managers (Combined)	$478.4K	0.0% ($478.4K/$1.2B)	QoQ -27.02% (-$177.2K) YoY -54.32% (-$568.9K)
Churchill Downs Inc(CHDNcusip171484108)	4.3K	QoQ -1.17% (-51) YoY -5.16% (-233)	All Managers (Combined)	$475.4K	0.0% ($475.4K/$1.2B)	QoQ -17.80% (-$103.0K) YoY -14.88% (-$83.1K)
(cusip92204A801)✕	2.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$472.0K	0.0% ($472.0K/$1.2B)	QoQ +0.51% (+$2.4K) YoY -7.64% (-$39.0K)
RIO TINTO PLC(RIOcusip767204100)	7.8K	QoQ -20.68% (-2.0K) YoY -12.62% (-1.1K)	All Managers (Combined)	$470.8K	0.0% ($470.8K/$1.2B)	QoQ -18.97% (-$110.3K) YoY -17.63% (-$100.8K)