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 22 of 32

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Spotify Technology S.A.

SPOT|L8681T102

Shares:701

Value:$385.6K

% of Portfolio:0.0% ($385.6K/$1.2B)

Organon & Co.

OGN|68622V106

Shares:25.8K

Value:$384.0K

% of Portfolio:0.0% ($384.0K/$1.2B)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:7.9K

Value:$381.4K

% of Portfolio:0.0% ($381.4K/$1.2B)

ENBRIDGE INC

ENB|29250N105

Shares:8.6K

Value:$381.1K

% of Portfolio:0.0% ($381.1K/$1.2B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:1.6K

Value:$380.4K

% of Portfolio:0.0% ($380.4K/$1.2B)

MERCADOLIBRE INC

MELI|58733R102

Shares:195

Value:$380.4K

% of Portfolio:0.0% ($380.4K/$1.2B)

3M CO

MMM|88579Y101

Shares:2.6K

Value:$377.0K

% of Portfolio:0.0% ($377.0K/$1.2B)

878742204

Shares:10.3K

Value:$376.4K

% of Portfolio:0.0% ($376.4K/$1.2B)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:852

Value:$369.8K

% of Portfolio:0.0% ($369.8K/$1.2B)

Trade Desk, Inc.

TTD|88339J105

Shares:6.7K

Value:$369.3K

% of Portfolio:0.0% ($369.3K/$1.2B)

AMEREN CORP

AEE|023608102

Shares:3.7K

Value:$368.5K

% of Portfolio:0.0% ($368.5K/$1.2B)

Palo Alto Networks Inc

PANW|697435105

Shares:2.2K

Value:$368.4K

% of Portfolio:0.0% ($368.4K/$1.2B)

Monster Beverage Corp

MNST|61174X109

Shares:6.3K

Value:$368.0K

% of Portfolio:0.0% ($368.0K/$1.2B)

ECOLAB INC.

ECL|278865100

Shares:1.4K

Value:$365.4K

% of Portfolio:0.0% ($365.4K/$1.2B)

GENERAL MILLS INC

GIS|370334104

Shares:6.1K

Value:$362.9K

% of Portfolio:0.0% ($362.9K/$1.2B)

BP PLC

BP|055622104

Shares:10.7K

Value:$362.6K

% of Portfolio:0.0% ($362.6K/$1.2B)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:1.1K

Value:$360.4K

% of Portfolio:0.0% ($360.4K/$1.2B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:6.0K

Value:$359.2K

% of Portfolio:0.0% ($359.2K/$1.2B)

ALCON INC

ALC|H01301128

Shares:3.8K

Value:$358.4K

% of Portfolio:0.0% ($358.4K/$1.2B)

BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:17.8K

Value:$357.2K

% of Portfolio:0.0% ($357.2K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Spotify Technology S.A.(SPOTcusipL8681T102)	701	QoQ NEW(+701) YoY NEW(+701)	All Managers (Combined)	$385.6K	0.0% ($385.6K/$1.2B)	QoQ NEW(+$385.6K) YoY NEW(+$385.6K)
Organon & Co.(OGNcusip68622V106)	25.8K	QoQ +0.74% (+190) YoY -1.07% (-280)	All Managers (Combined)	$384.0K	0.0% ($384.0K/$1.2B)	QoQ +0.53% (+$2.1K) YoY -21.64% (-$106.1K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	7.9K	QoQ +11.49% (-812) YoY -42.91% (-5.9K)	All Managers (Combined)	$381.4K	0.0% ($381.4K/$1.2B)	QoQ -5.88% (-$23.9K) YoY -69.19% (-$856.7K)
ENBRIDGE INC(ENBcusip29250N105)	8.6K	QoQ -13.64% (-1.4K) YoY NEW(+8.6K)	All Managers (Combined)	$381.1K	0.0% ($381.1K/$1.2B)	QoQ -9.86% (-$41.7K) YoY NEW(+$381.1K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	1.6K	QoQ -14.04% (-261) YoY -24.24% (-511)	All Managers (Combined)	$380.4K	0.0% ($380.4K/$1.2B)	QoQ -26.60% (-$137.9K) YoY -28.47% (-$151.4K)
MERCADOLIBRE INC(MELIcusip58733R102)	195	QoQ +7.73% (+14) YoY -10.95% (-24)	All Managers (Combined)	$380.4K	0.0% ($380.4K/$1.2B)	QoQ +23.60% (+$72.6K) YoY +14.88% (-$49.3K)
3M CO(MMMcusip88579Y101)	2.6K	QoQ +17.21% (+377) YoY NEW(+2.6K)	All Managers (Combined)	$377.0K	0.0% ($377.0K/$1.2B)	QoQ +33.35% (+$94.3K) YoY NEW(+$377.0K)
(cusip878742204)✕	10.3K	QoQ -30.93% (-4.6K) YoY -7.46% (-834)	All Managers (Combined)	$376.4K	0.0% ($376.4K/$1.2B)	QoQ -37.92% (-$229.9K) YoY -26.36% (-$134.8K)
CASEYS GENERAL STORES INC(CASYcusip147528103)	852	QoQ -12.16% (-118) YoY -23.17% (-257)	All Managers (Combined)	$369.8K	0.0% ($369.8K/$1.2B)	QoQ -3.78% (-$14.5K) YoY +4.71% (-$16.6K)
Trade Desk, Inc.(TTDcusip88339J105)	6.7K	QoQ +36.73% (-1.8K) YoY NEW(+6.7K)	All Managers (Combined)	$369.3K	0.0% ($369.3K/$1.2B)	QoQ -36.33% (-$210.8K) YoY NEW(+$369.3K)
AMEREN CORP(AEEcusip023608102)	3.7K	QoQ -2.15% (-81) YoY -21.00% (-976)	All Managers (Combined)	$368.5K	0.0% ($368.5K/$1.2B)	QoQ +10.19% (-$34.1K) YoY +7.23% (-$24.9K)
Palo Alto Networks Inc(PANWcusip697435105)	2.2K	QoQ +22.25% (+393) YoY NEW(+2.2K)	All Managers (Combined)	$368.4K	0.0% ($368.4K/$1.2B)	QoQ +14.64% (+$47.1K) YoY NEW(+$368.4K)
Monster Beverage Corp(MNSTcusip61174X109)	6.3K	QoQ +0.60% (+38) YoY -18.36% (-1.4K)	All Managers (Combined)	$368.0K	0.0% ($368.0K/$1.2B)	QoQ +12.01% (+$39.5K) YoY -19.41% (-$88.7K)
ECOLAB INC.(ECLcusip278865100)	1.4K	QoQ -5.69% (-87) YoY +34.29% (+368)	All Managers (Combined)	$365.4K	0.0% ($365.4K/$1.2B)	QoQ +2.03% (-$7.3K) YoY +47.46% (+$117.6K)
GENERAL MILLS INC(GIScusip370334104)	6.1K	QoQ -5.71% (-368) YoY -9.71% (-653)	All Managers (Combined)	$362.9K	0.0% ($362.9K/$1.2B)	QoQ -11.60% (-$47.6K) YoY -22.84% (-$107.5K)
BP PLC(BPcusip055622104)	10.7K	QoQ -11.40% (-1.4K) YoY -76.36% (-34.7K)	All Managers (Combined)	$362.6K	0.0% ($362.6K/$1.2B)	QoQ +1.26% (-$4.5K) YoY -78.80% (-$1.3M)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	1.1K	QoQ +2.50% (+26) YoY -57.42% (-1.4K)	All Managers (Combined)	$360.4K	0.0% ($360.4K/$1.2B)	QoQ +10.58% (+$34.5K) YoY -47.67% (-$328.3K)
ALTRIA GROUP, INC.(MOcusip02209S103)	6.0K	QoQ +10.26% (+557) YoY +11.36% (+611)	All Managers (Combined)	$359.2K	0.0% ($359.2K/$1.2B)	QoQ +26.56% (+$75.4K) YoY +53.24% (+$124.8K)
ALCON INC(ALCcusipH01301128)	3.8K	QoQ +2.94% (+109) YoY -0.36% (-14)	All Managers (Combined)	$358.4K	0.0% ($358.4K/$1.2B)	QoQ +14.30% (+$44.9K) YoY +13.04% (-$41.4K)
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	17.8K	QoQ -24.03% (-5.6K) YoY NEW(+17.8K)	All Managers (Combined)	$357.2K	0.0% ($357.2K/$1.2B)	QoQ -34.54% (-$188.6K) YoY NEW(+$357.2K)