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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CHUNGHWA TELECOM CO LTD

CHT|17133Q502

Shares:9.1K

Value:$356.0K

% of Portfolio:0.0% ($356.0K/$1.2B)

BLACKROCK FLOATING RATE INCOME STRATEGIES FUND, INC.

FRA|09255X100

Shares:27.2K

Value:$351.0K

% of Portfolio:0.0% ($351.0K/$1.2B)

Banco Santander, S.A.

SAN|05964H105

Shares:52.3K

Value:$350.3K

% of Portfolio:0.0% ($350.3K/$1.2B)

STARWOOD PROPERTY TRUST, INC.

STWD|85571B105

Shares:17.6K

Value:$347.4K

% of Portfolio:0.0% ($347.4K/$1.2B)

Diamondback Energy, Inc.

FANG|25278X109

Shares:2.2K

Value:$347.3K

% of Portfolio:0.0% ($347.3K/$1.2B)

Leidos Holdings, Inc.

LDOS|525327102

Shares:2.6K

Value:$346.8K

% of Portfolio:0.0% ($346.8K/$1.2B)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:2.4K

Value:$344.6K

% of Portfolio:0.0% ($344.6K/$1.2B)

ASSURANT, INC.

AIZ|04621X108

Shares:1.6K

Value:$341.1K

% of Portfolio:0.0% ($341.1K/$1.2B)

HASBRO, INC.

HAS|418056107

Shares:5.5K

Value:$339.7K

% of Portfolio:0.0% ($339.7K/$1.2B)

G38648112

Shares:33.3K

Value:$339.0K

% of Portfolio:0.0% ($339.0K/$1.2B)

ROSS STORES, INC.

ROST|778296103

Shares:2.6K

Value:$338.4K

% of Portfolio:0.0% ($338.4K/$1.2B)

TE Connectivity plc

TEL|G87052109

Shares:2.3K

Value:$332.0K

% of Portfolio:0.0% ($332.0K/$1.2B)

AFLAC INC

AFL|001055102

Shares:3.0K

Value:$330.7K

% of Portfolio:0.0% ($330.7K/$1.2B)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:1.7K

Value:$328.6K

% of Portfolio:0.0% ($328.6K/$1.2B)

Nutrien Ltd.

NTR|67077M108

Shares:6.6K

Value:$328.2K

% of Portfolio:0.0% ($328.2K/$1.2B)

G6486E128

Shares:32.3K

Value:$324.6K

% of Portfolio:0.0% ($324.6K/$1.2B)

CBRE GROUP, INC.

CBRE|12504L109

Shares:2.5K

Value:$323.7K

% of Portfolio:0.0% ($323.7K/$1.2B)

464287168

DVY|464287168

Shares:2.4K

Value:$322.8K

% of Portfolio:0.0% ($322.8K/$1.2B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:325

Value:$321.0K

% of Portfolio:0.0% ($321.0K/$1.2B)

KT CORP

KT|48268K101

Shares:18.0K

Value:$319.6K

% of Portfolio:0.0% ($319.6K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHUNGHWA TELECOM CO LTD(CHTcusip17133Q502)	9.1K	QoQ -31.38% (-4.2K) YoY -10.98% (-1.1K)	All Managers (Combined)	$356.0K	0.0% ($356.0K/$1.2B)	QoQ -28.53% (-$142.2K) YoY -10.83% (-$43.2K)
BLACKROCK FLOATING RATE INCOME STRATEGIES FUND, INC.(FRAcusip09255X100)	27.2K	QoQ +2.89% (-764) YoY +11.80% (+2.9K)	All Managers (Combined)	$351.0K	0.0% ($351.0K/$1.2B)	QoQ -3.31% (-$12.0K) YoY +11.80% (+$37.1K)
Banco Santander, S.A.(SANcusip05964H105)	52.3K	QoQ -8.98% (-5.2K) YoY +0.33% (+177)	All Managers (Combined)	$350.3K	0.0% ($350.3K/$1.2B)	QoQ +33.72% (-$88.3K) YoY +38.90% (+$98.1K)
STARWOOD PROPERTY TRUST, INC.(STWDcusip85571B105)	17.6K	QoQ +2.46% (+423) YoY +13.57% (+2.1K)	All Managers (Combined)	$347.4K	0.0% ($347.4K/$1.2B)	QoQ +6.90% (+$22.4K) YoY +10.44% (+$32.9K)
Diamondback Energy, Inc.(FANGcusip25278X109)	2.2K	QoQ -50.28% (-2.2K) YoY -43.27% (-1.7K)	All Managers (Combined)	$347.3K	0.0% ($347.3K/$1.2B)	QoQ -51.48% (-$368.5K) YoY -54.23% (-$411.5K)
Leidos Holdings, Inc.(LDOScusip525327102)	2.6K	QoQ -38.98% (-1.6K) YoY -47.77% (-2.4K)	All Managers (Combined)	$346.8K	0.0% ($346.8K/$1.2B)	QoQ -42.84% (-$260.0K) YoY -46.24% (-$298.3K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	2.4K	QoQ -13.88% (-388) YoY -31.55% (-1.1K)	All Managers (Combined)	$344.6K	0.0% ($344.6K/$1.2B)	QoQ -30.44% (-$150.9K) YoY -31.93% (-$161.7K)
ASSURANT, INC.(AIZcusip04621X108)	1.6K	QoQ -0.67% (-11) YoY -1.45% (-24)	All Managers (Combined)	$341.1K	0.0% ($341.1K/$1.2B)	QoQ -2.28% (-$8.0K) YoY +9.80% (-$30.5K)
HASBRO, INC.(HAScusip418056107)	5.5K	QoQ -5.23% (-305) YoY -8.04% (-483)	All Managers (Combined)	$339.7K	0.0% ($339.7K/$1.2B)	QoQ +4.22% (-$13.8K) YoY +0.04% (-$155)
(cusipG38648112)✕	33.3K	QoQ -19.96% (-8.3K) YoY NEW(+33.3K)	All Managers (Combined)	$339.0K	0.0% ($339.0K/$1.2B)	QoQ -18.76% (-$78.3K) YoY NEW(+$339.0K)
ROSS STORES, INC.(ROSTcusip778296103)	2.6K	QoQ -11.67% (-350) YoY -48.55% (-2.5K)	All Managers (Combined)	$338.4K	0.0% ($338.4K/$1.2B)	QoQ -25.38% (-$115.1K) YoY -55.19% (-$417.0K)
TE Connectivity plc(TELcusipG87052109)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$332.0K	0.0% ($332.0K/$1.2B)	QoQ NEW(+$332.0K) YoY NEW(+$332.0K)
AFLAC INC(AFLcusip001055102)	3.0K	QoQ -28.93% (-1.2K) YoY -45.47% (-2.5K)	All Managers (Combined)	$330.7K	0.0% ($330.7K/$1.2B)	QoQ -23.60% (-$102.2K) YoY -29.38% (-$137.6K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	1.7K	QoQ +49.95% (+576) YoY +47.14% (+554)	All Managers (Combined)	$328.6K	0.0% ($328.6K/$1.2B)	QoQ +37.12% (+$89.0K) YoY +12.87% (+$37.5K)
Nutrien Ltd.(NTRcusip67077M108)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$328.2K	0.0% ($328.2K/$1.2B)	QoQ NEW(+$328.2K) YoY NEW(+$328.2K)
(cusipG6486E128)✕	32.3K	QoQ NEW(+32.3K) YoY NEW(+32.3K)	All Managers (Combined)	$324.6K	0.0% ($324.6K/$1.2B)	QoQ NEW(+$324.6K) YoY NEW(+$324.6K)
CBRE GROUP, INC.(CBREcusip12504L109)	2.5K	QoQ -15.03% (-438) YoY -5.67% (-149)	All Managers (Combined)	$323.7K	0.0% ($323.7K/$1.2B)	QoQ -15.36% (-$58.8K) YoY +26.85% (-$68.5K)
(DVYcusip464287168)	2.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$322.8K	0.0% ($322.8K/$1.2B)	QoQ +2.28% (+$7.2K) YoY +9.01% (+$26.7K)
W.W. GRAINGER, INC.(GWWcusip384802104)	325	QoQ +0.93% (-3) YoY -14.24% (-54)	All Managers (Combined)	$321.0K	0.0% ($321.0K/$1.2B)	QoQ -5.40% (-$18.4K) YoY -16.73% (-$64.5K)
KT CORP(KTcusip48268K101)	18.0K	QoQ -23.82% (-5.6K) YoY -22.06% (-5.1K)	All Managers (Combined)	$319.6K	0.0% ($319.6K/$1.2B)	QoQ -13.07% (-$48.1K) YoY -1.54% (-$5.0K)