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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Infosys Ltd

INFY|456788108

Shares:17.4K

Value:$316.8K

% of Portfolio:0.0% ($316.8K/$1.2B)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:2.3K

Value:$316.2K

% of Portfolio:0.0% ($316.2K/$1.2B)

COCA-COLA EUROPACIFIC PARTNERS plc

CCEP|G25839104

Shares:3.6K

Value:$315.0K

% of Portfolio:0.0% ($315.0K/$1.2B)

United Airlines Holdings, Inc.

UAL|910047109

Shares:4.6K

Value:$314.3K

% of Portfolio:0.0% ($314.3K/$1.2B)

LENNAR CORP /NEW/

LEN|526057104

Shares:2.7K

Value:$314.3K

% of Portfolio:0.0% ($314.3K/$1.2B)

British American Tobacco p.l.c.

BTI|110448107

Shares:7.5K

Value:$311.8K

% of Portfolio:0.0% ($311.8K/$1.2B)

TORONTO DOMINION BANK

TD|891160509

Shares:5.2K

Value:$311.7K

% of Portfolio:0.0% ($311.7K/$1.2B)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:3.0K

Value:$311.5K

% of Portfolio:0.0% ($311.5K/$1.2B)

46432F339

QUAL|46432F339

Shares:1.8K

Value:$308.3K

% of Portfolio:0.0% ($308.3K/$1.2B)

921910816

MGK|921910816

Shares:995

Value:$307.3K

% of Portfolio:0.0% ($307.3K/$1.2B)

General Motors Co

GM|37045V100

Shares:6.5K

Value:$307.2K

% of Portfolio:0.0% ($307.2K/$1.2B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:564

Value:$300.9K

% of Portfolio:0.0% ($300.9K/$1.2B)

BOEING CO

BA|097023105

Shares:1.8K

Value:$300.8K

% of Portfolio:0.0% ($300.8K/$1.2B)

MICROSTRATEGY Inc

MSTR|594972408

Shares:1.0K

Value:$300.1K

% of Portfolio:0.0% ($300.1K/$1.2B)

Smurfit Westrock plc

SW|G8267P108

Shares:6.7K

Value:$299.8K

% of Portfolio:0.0% ($299.8K/$1.2B)

FIRST MERCHANTS CORP

FRME|320817109

Shares:7.4K

Value:$298.8K

% of Portfolio:0.0% ($298.8K/$1.2B)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:1.2K

Value:$298.2K

% of Portfolio:0.0% ($298.2K/$1.2B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.7K

Value:$296.0K

% of Portfolio:0.0% ($296.0K/$1.2B)

WOORI FINANCIAL GROUP INC.

WF|981064108

Shares:8.8K

Value:$293.1K

% of Portfolio:0.0% ($293.1K/$1.2B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:3.1K

Value:$291.9K

% of Portfolio:0.0% ($291.9K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Infosys Ltd(INFYcusip456788108)	17.4K	QoQ -39.22% (-11.2K) YoY -28.53% (-6.9K)	All Managers (Combined)	$316.8K	0.0% ($316.8K/$1.2B)	QoQ -49.40% (-$309.4K) YoY -27.25% (-$118.7K)
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	2.3K	QoQ +7.74% (+163) YoY +7.74% (-163)	All Managers (Combined)	$316.2K	0.0% ($316.2K/$1.2B)	QoQ +2.79% (+$8.6K) YoY -10.78% (-$38.2K)
COCA-COLA EUROPACIFIC PARTNERS plc(CCEPcusipG25839104)	3.6K	QoQ -0.63% (-23) YoY -62.30% (-6.0K)	All Managers (Combined)	$315.0K	0.0% ($315.0K/$1.2B)	QoQ +12.58% (-$35.2K) YoY -53.10% (-$356.7K)
United Airlines Holdings, Inc.(UALcusip910047109)	4.6K	QoQ -25.63% (-1.6K) YoY NEW(+4.6K)	All Managers (Combined)	$314.3K	0.0% ($314.3K/$1.2B)	QoQ -47.11% (-$280.0K) YoY NEW(+$314.3K)
LENNAR CORP /NEW/(LENcusip526057104)	2.7K	QoQ -36.29% (-1.6K) YoY +4.58% (-120)	All Managers (Combined)	$314.3K	0.0% ($314.3K/$1.2B)	QoQ -46.37% (-$271.9K) YoY -30.20% (-$136.0K)
British American Tobacco p.l.c.(BTIcusip110448107)	7.5K	QoQ -11.65% (-994) YoY NEW(+7.5K)	All Managers (Combined)	$311.8K	0.0% ($311.8K/$1.2B)	QoQ +0.63% (-$2.0K) YoY NEW(+$311.8K)
TORONTO DOMINION BANK(TDcusip891160509)	5.2K	QoQ 0.00% (+0) YoY -33.16% (-2.6K)	All Managers (Combined)	$311.7K	0.0% ($311.7K/$1.2B)	QoQ +12.57% (+$34.8K) YoY -33.65% (-$158.1K)
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$311.5K	0.0% ($311.5K/$1.2B)	QoQ NEW(+$311.5K) YoY NEW(+$311.5K)
(QUALcusip46432F339)	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$308.3K	0.0% ($308.3K/$1.2B)	QoQ -4.03% (-$13.0K) YoY +3.97% (+$11.8K)
(MGKcusip921910816)	995	QoQ 0.00% (-0) YoY -72.28% (-2.6K)	All Managers (Combined)	$307.3K	0.0% ($307.3K/$1.2B)	QoQ -10.04% (-$34.3K) YoY -70.12% (-$721.5K)
General Motors Co(GMcusip37045V100)	6.5K	QoQ +12.10% (-705) YoY +27.75% (+1.4K)	All Managers (Combined)	$307.2K	0.0% ($307.2K/$1.2B)	QoQ -1.02% (-$3.2K) YoY +32.49% (+$75.3K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	564	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$300.9K	0.0% ($300.9K/$1.2B)	QoQ -6.33% (-$20.4K) YoY -4.11% (-$12.9K)
BOEING CO(BAcusip097023105)	1.8K	QoQ -18.44% (-399) YoY -37.57% (-1.1K)	All Managers (Combined)	$300.8K	0.0% ($300.8K/$1.2B)	QoQ -21.42% (-$82.0K) YoY -44.84% (-$244.5K)
MICROSTRATEGY Inc(MSTRcusip594972408)	1.0K	QoQ -7.05% (-79) YoY NEW(+1.0K)	All Managers (Combined)	$300.1K	0.0% ($300.1K/$1.2B)	QoQ -7.48% (-$24.3K) YoY NEW(+$300.1K)
Smurfit Westrock plc(SWcusipG8267P108)	6.7K	QoQ -18.57% (-1.5K) YoY NEW(+6.7K)	All Managers (Combined)	$299.8K	0.0% ($299.8K/$1.2B)	QoQ -31.87% (-$140.3K) YoY NEW(+$299.8K)
FIRST MERCHANTS CORP(FRMEcusip320817109)	7.4K	QoQ 0.00% (+0) YoY +26.87% (+1.6K)	All Managers (Combined)	$298.8K	0.0% ($298.8K/$1.2B)	QoQ +1.37% (+$4.1K) YoY +47.01% (+$95.5K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	1.2K	QoQ -18.82% (-272) YoY -14.81% (-204)	All Managers (Combined)	$298.2K	0.0% ($298.2K/$1.2B)	QoQ -34.71% (-$158.5K) YoY -16.65% (-$59.6K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.7K	QoQ -11.80% (-221) YoY +17.25% (+243)	All Managers (Combined)	$296.0K	0.0% ($296.0K/$1.2B)	QoQ -11.31% (-$37.8K) YoY +41.21% (+$86.4K)
WOORI FINANCIAL GROUP INC.(WFcusip981064108)	8.8K	QoQ -26.33% (-3.1K) YoY -30.46% (-3.8K)	All Managers (Combined)	$293.1K	0.0% ($293.1K/$1.2B)	QoQ -21.31% (-$79.4K) YoY -28.42% (-$116.4K)
COLGATE PALMOLIVE CO(CLcusip194162103)	3.1K	QoQ +10.81% (+304) YoY +23.46% (+592)	All Managers (Combined)	$291.9K	0.0% ($291.9K/$1.2B)	QoQ +14.22% (+$36.3K) YoY +28.47% (+$64.7K)