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 20 of 32

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Dell Technologies Inc.

DELL|24703L202

Shares:5.2K

Value:$470.1K

% of Portfolio:0.0% ($470.1K/$1.2B)

ROYAL BANK OF CANADA

RY|780087102

Shares:4.2K

Value:$469.7K

% of Portfolio:0.0% ($469.7K/$1.2B)

G2003N113

Shares:45.4K

Value:$468.8K

% of Portfolio:0.0% ($468.8K/$1.2B)

RYANAIR HOLDINGS PLC

RYAAY|783513203

Shares:10.9K

Value:$462.3K

% of Portfolio:0.0% ($462.3K/$1.2B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.9K

Value:$460.8K

% of Portfolio:0.0% ($460.8K/$1.2B)

OPEN TEXT CORP

OTEX|683715106

Shares:18.1K

Value:$456.8K

% of Portfolio:0.0% ($456.8K/$1.2B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:719

Value:$456.0K

% of Portfolio:0.0% ($456.0K/$1.2B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:8.3K

Value:$455.7K

% of Portfolio:0.0% ($455.7K/$1.2B)

BERKLEY W R CORP

WRB|084423102

Shares:6.4K

Value:$455.2K

% of Portfolio:0.0% ($455.2K/$1.2B)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:2.2K

Value:$454.6K

% of Portfolio:0.0% ($454.6K/$1.2B)

EXELIXIS, INC.

EXEL|30161Q104

Shares:12.2K

Value:$449.9K

% of Portfolio:0.0% ($449.9K/$1.2B)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:2.7K

Value:$449.7K

% of Portfolio:0.0% ($449.7K/$1.2B)

921937835

BND|921937835

Shares:6.1K

Value:$449.4K

% of Portfolio:0.0% ($449.4K/$1.2B)

Targa Resources Corp.

TRGP|87612G101

Shares:2.2K

Value:$447.8K

% of Portfolio:0.0% ($447.8K/$1.2B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.5K

Value:$445.5K

% of Portfolio:0.0% ($445.5K/$1.2B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.3K

Value:$445.1K

% of Portfolio:0.0% ($445.1K/$1.2B)

PFIZER INC

PFE|717081103

Shares:17.5K

Value:$442.3K

% of Portfolio:0.0% ($442.3K/$1.2B)

46641Q837

Shares:8.7K

Value:$442.2K

% of Portfolio:0.0% ($442.2K/$1.2B)

Constellation Energy Corp

CEG|21037T109

Shares:2.2K

Value:$441.2K

% of Portfolio:0.0% ($441.2K/$1.2B)

WIPRO LTD

WIT|97651M109

Shares:143.3K

Value:$438.4K

% of Portfolio:0.0% ($438.4K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Dell Technologies Inc.(DELLcusip24703L202)	5.2K	QoQ +32.26% (+1.3K) YoY -19.62% (-1.3K)	All Managers (Combined)	$470.1K	0.0% ($470.1K/$1.2B)	QoQ +4.61% (+$20.7K) YoY -35.79% (-$262.1K)
ROYAL BANK OF CANADA(RYcusip780087102)	4.2K	QoQ -29.68% (-1.8K) YoY -16.19% (-805)	All Managers (Combined)	$469.7K	0.0% ($469.7K/$1.2B)	QoQ -34.21% (-$244.4K) YoY -6.34% (-$31.8K)
(cusipG2003N113)✕	45.4K	QoQ -0.87% (-400) YoY NEW(+45.4K)	All Managers (Combined)	$468.8K	0.0% ($468.8K/$1.2B)	QoQ +1.48% (-$6.9K) YoY NEW(+$468.8K)
RYANAIR HOLDINGS PLC(RYAAYcusip783513203)	10.9K	QoQ -5.80% (-672) YoY +100.18% (-5.5K)	All Managers (Combined)	$462.3K	0.0% ($462.3K/$1.2B)	QoQ -8.43% (-$42.6K) YoY -41.74% (-$331.3K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.9K	QoQ -5.39% (-106) YoY -42.40% (-1.4K)	All Managers (Combined)	$460.8K	0.0% ($460.8K/$1.2B)	QoQ -7.46% (-$37.2K) YoY -46.76% (-$404.8K)
OPEN TEXT CORP(OTEXcusip683715106)	18.1K	QoQ -13.30% (-2.8K) YoY NEW(+18.1K)	All Managers (Combined)	$456.8K	0.0% ($456.8K/$1.2B)	QoQ -22.67% (-$133.9K) YoY NEW(+$456.8K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	719	QoQ -15.90% (-136) YoY -25.64% (-248)	All Managers (Combined)	$456.0K	0.0% ($456.0K/$1.2B)	QoQ -25.12% (-$153.0K) YoY -51.00% (-$474.7K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	8.3K	QoQ -4.28% (-370) YoY +430.46% (+6.7K)	All Managers (Combined)	$455.7K	0.0% ($455.7K/$1.2B)	QoQ -0.60% (-$2.8K) YoY +11.68% (+$47.7K)
BERKLEY W R CORP(WRBcusip084423102)	6.4K	QoQ -3.39% (-225) YoY +37.39% (+1.7K)	All Managers (Combined)	$455.2K	0.0% ($455.2K/$1.2B)	QoQ +17.46% (-$67.7K) YoY +10.54% (+$43.4K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	2.2K	QoQ -6.66% (-158) YoY -19.52% (-537)	All Managers (Combined)	$454.6K	0.0% ($454.6K/$1.2B)	QoQ -16.87% (-$92.3K) YoY +18.92% (-$72.4K)
EXELIXIS, INC.(EXELcusip30161Q104)	12.2K	QoQ -11.08% (-1.5K) YoY -1.43% (-178)	All Managers (Combined)	$449.9K	0.0% ($449.9K/$1.2B)	QoQ -1.41% (-$6.5K) YoY +53.34% (-$156.5K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	2.7K	QoQ -28.83% (-1.1K) YoY -23.73% (-843)	All Managers (Combined)	$449.7K	0.0% ($449.7K/$1.2B)	QoQ -31.37% (-$205.6K) YoY -19.08% (-$106.0K)
(BNDcusip921937835)	6.1K	QoQ +29.50% (+1.4K) YoY -22.39% (-1.8K)	All Managers (Combined)	$449.4K	0.0% ($449.4K/$1.2B)	QoQ +32.29% (+$109.7K) YoY -21.52% (-$123.2K)
Targa Resources Corp.(TRGPcusip87612G101)	2.2K	QoQ -10.71% (-268) YoY -25.97% (-784)	All Managers (Combined)	$447.8K	0.0% ($447.8K/$1.2B)	QoQ +0.27% (-$1.2K) YoY +32.50% (-$109.9K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.5K	QoQ -10.21% (-172) YoY -30.20% (-654)	All Managers (Combined)	$445.5K	0.0% ($445.5K/$1.2B)	QoQ -8.75% (-$42.8K) YoY -15.06% (-$79.0K)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.3K	QoQ -8.39% (-118) YoY -12.67% (-187)	All Managers (Combined)	$445.1K	0.0% ($445.1K/$1.2B)	QoQ +5.46% (-$23.1K) YoY -9.52% (-$46.9K)
PFIZER INC(PFEcusip717081103)	17.5K	QoQ +108.38% (+9.1K) YoY +32.12% (+4.2K)	All Managers (Combined)	$442.3K	0.0% ($442.3K/$1.2B)	QoQ +99.03% (+$220.1K) YoY +20.64% (+$75.7K)
(cusip46641Q837)✕	8.7K	QoQ NEW(+8.7K) YoY NEW(+8.7K)	All Managers (Combined)	$442.2K	0.0% ($442.2K/$1.2B)	QoQ NEW(+$442.2K) YoY NEW(+$442.2K)
Constellation Energy Corp(CEGcusip21037T109)	2.2K	QoQ -23.33% (-666) YoY -28.68% (-880)	All Managers (Combined)	$441.2K	0.0% ($441.2K/$1.2B)	QoQ -30.90% (-$197.3K) YoY -22.20% (-$125.9K)
WIPRO LTD(WITcusip97651M109)	143.3K	QoQ -29.86% (-61.0K) YoY +100.92% (+72.0K)	All Managers (Combined)	$438.4K	0.0% ($438.4K/$1.2B)	QoQ -39.37% (-$284.7K) YoY +6.92% (+$28.4K)