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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AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.0K

Value:$437.9K

% of Portfolio:0.0% ($437.9K/$1.2B)

UNITED RENTALS, INC.

URI|911363109

Shares:698

Value:$437.4K

% of Portfolio:0.0% ($437.4K/$1.2B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:5.1K

Value:$428.3K

% of Portfolio:0.0% ($428.3K/$1.2B)

Mondelez International, Inc.

MDLZ|609207105

Shares:6.3K

Value:$427.7K

% of Portfolio:0.0% ($427.7K/$1.2B)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:830

Value:$425.0K

% of Portfolio:0.0% ($425.0K/$1.2B)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:11.2K

Value:$422.9K

% of Portfolio:0.0% ($422.9K/$1.2B)

Arista Networks, Inc.

ANET|040413205

Shares:5.5K

Value:$422.7K

% of Portfolio:0.0% ($422.7K/$1.2B)

464285204

Shares:7.1K

Value:$419.3K

% of Portfolio:0.0% ($419.3K/$1.2B)

97717W604

Shares:13.1K

Value:$417.7K

% of Portfolio:0.0% ($417.7K/$1.2B)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:26.6K

Value:$410.7K

% of Portfolio:0.0% ($410.7K/$1.2B)

Fortive Corp

FTV|34959J108

Shares:5.5K

Value:$405.9K

% of Portfolio:0.0% ($405.9K/$1.2B)

BHP Group Ltd

BHP|088606108

Shares:8.3K

Value:$405.1K

% of Portfolio:0.0% ($405.1K/$1.2B)

CVS HEALTH Corp

CVS|126650100

Shares:5.9K

Value:$402.7K

% of Portfolio:0.0% ($402.7K/$1.2B)

HESS CORP

HES|42809H107

Shares:2.5K

Value:$400.6K

% of Portfolio:0.0% ($400.6K/$1.2B)

AUTONATION, INC.

AN|05329W102

Shares:2.5K

Value:$399.9K

% of Portfolio:0.0% ($399.9K/$1.2B)

Planet Fitness, Inc.

PLNT|72703H101

Shares:4.1K

Value:$395.8K

% of Portfolio:0.0% ($395.8K/$1.2B)

Hub Group, Inc.

HUBG|443320106

Shares:10.6K

Value:$395.2K

% of Portfolio:0.0% ($395.2K/$1.2B)

N20944109

Shares:32.1K

Value:$394.6K

% of Portfolio:0.0% ($394.6K/$1.2B)

YUM BRANDS INC

YUM|988498101

Shares:2.5K

Value:$393.4K

% of Portfolio:0.0% ($393.4K/$1.2B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.1K

Value:$389.2K

% of Portfolio:0.0% ($389.2K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.0K	QoQ +7.99% (+149) YoY NEW(+2.0K)	All Managers (Combined)	$437.9K	0.0% ($437.9K/$1.2B)	QoQ +28.15% (+$96.2K) YoY NEW(+$437.9K)
UNITED RENTALS, INC.(URIcusip911363109)	698	QoQ -8.51% (-65) YoY -44.24% (-554)	All Managers (Combined)	$437.4K	0.0% ($437.4K/$1.2B)	QoQ -18.61% (-$100.0K) YoY -51.54% (-$465.4K)
Palantir Technologies Inc.(PLTRcusip69608A108)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$428.3K	0.0% ($428.3K/$1.2B)	QoQ NEW(+$428.3K) YoY NEW(+$428.3K)
Mondelez International, Inc.(MDLZcusip609207105)	6.3K	QoQ -4.97% (-330) YoY -35.04% (-3.4K)	All Managers (Combined)	$427.7K	0.0% ($427.7K/$1.2B)	QoQ +7.94% (-$31.5K) YoY -37.03% (-$251.6K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	830	QoQ +20.28% (+140) YoY +26.91% (+176)	All Managers (Combined)	$425.0K	0.0% ($425.0K/$1.2B)	QoQ +31.23% (+$101.2K) YoY +35.75% (+$111.9K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	11.2K	QoQ -21.36% (-3.0K) YoY -15.26% (-2.0K)	All Managers (Combined)	$422.9K	0.0% ($422.9K/$1.2B)	QoQ -21.81% (-$118.0K) YoY -31.77% (-$197.0K)
Arista Networks, Inc.(ANETcusip040413205)	5.5K	QoQ -13.10% (-823) YoY NEW(+5.5K)	All Managers (Combined)	$422.7K	0.0% ($422.7K/$1.2B)	QoQ -39.09% (-$271.3K) YoY NEW(+$422.7K)
(cusip464285204)✕	7.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$419.3K	0.0% ($419.3K/$1.2B)	QoQ +19.08% (+$67.2K) YoY +40.34% (+$120.5K)
(cusip97717W604)✕	13.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$417.7K	0.0% ($417.7K/$1.2B)	QoQ -6.95% (-$31.2K) YoY -2.20% (-$9.4K)
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	26.6K	QoQ -24.32% (-8.5K) YoY -20.94% (-7.0K)	All Managers (Combined)	$410.7K	0.0% ($410.7K/$1.2B)	QoQ -19.26% (-$98.0K) YoY +3.84% (-$15.2K)
Fortive Corp(FTVcusip34959J108)	5.5K	QoQ -14.07% (-909) YoY -8.54% (-518)	All Managers (Combined)	$405.9K	0.0% ($405.9K/$1.2B)	QoQ -16.16% (-$78.3K) YoY -22.19% (-$115.8K)
BHP Group Ltd(BHPcusip088606108)	8.3K	QoQ -34.72% (-4.4K) YoY -40.51% (-5.7K)	All Managers (Combined)	$405.1K	0.0% ($405.1K/$1.2B)	QoQ -35.10% (-$219.2K) YoY -49.94% (-$404.3K)
CVS HEALTH Corp(CVScusip126650100)	5.9K	QoQ +5.99% (+336) YoY -58.81% (-8.5K)	All Managers (Combined)	$402.7K	0.0% ($402.7K/$1.2B)	QoQ +59.94% (+$150.9K) YoY -65.01% (-$748.5K)
HESS CORP(HEScusip42809H107)	2.5K	QoQ -10.90% (-307) YoY -19.58% (-611)	All Managers (Combined)	$400.6K	0.0% ($400.6K/$1.2B)	QoQ +6.99% (-$26.2K) YoY -15.85% (-$75.5K)
AUTONATION, INC.(ANcusip05329W102)	2.5K	QoQ -0.12% (-3) YoY +60.70% (+933)	All Managers (Combined)	$399.9K	0.0% ($399.9K/$1.2B)	QoQ -4.77% (-$20.1K) YoY +57.14% (+$145.4K)
Planet Fitness, Inc.(PLNTcusip72703H101)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$395.8K	0.0% ($395.8K/$1.2B)	QoQ NEW(+$395.8K) YoY NEW(+$395.8K)
Hub Group, Inc.(HUBGcusip443320106)	10.6K	QoQ +0.24% (-26) YoY -4.23% (-470)	All Managers (Combined)	$395.2K	0.0% ($395.2K/$1.2B)	QoQ -16.37% (-$77.4K) YoY -17.63% (-$84.6K)
(cusipN20944109)✕	32.1K	QoQ -4.34% (-1.5K) YoY +56.62% (+11.6K)	All Managers (Combined)	$394.6K	0.0% ($394.6K/$1.2B)	QoQ +3.68% (-$14.0K) YoY +48.40% (+$128.7K)
YUM BRANDS INC(YUMcusip988498101)	2.5K	QoQ -10.77% (-302) YoY -12.77% (-366)	All Managers (Combined)	$393.4K	0.0% ($393.4K/$1.2B)	QoQ +4.65% (-$17.5K) YoY -0.98% (-$3.9K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.1K	QoQ -6.61% (-79) YoY -17.10% (-230)	All Managers (Combined)	$389.2K	0.0% ($389.2K/$1.2B)	QoQ -4.07% (-$16.5K) YoY -16.65% (-$77.8K)