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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COGENT COMMUNICATIONS HOLDINGS, INC.

CCOI|19239V302

Shares:4.8K

Value:$291.3K

% of Portfolio:0.0% ($291.3K/$1.2B)

DraftKings Inc.

DKNG|26142V105

Shares:8.7K

Value:$288.2K

% of Portfolio:0.0% ($288.2K/$1.2B)

92189F643

Shares:3.2K

Value:$279.4K

% of Portfolio:0.0% ($279.4K/$1.2B)

NIKE, Inc.

NKE|654106103

Shares:4.4K

Value:$278.8K

% of Portfolio:0.0% ($278.8K/$1.2B)

FLAGSTAR FINANCIAL, INC.

FLG|649445400

Shares:23.8K

Value:$276.5K

% of Portfolio:0.0% ($276.5K/$1.2B)

INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

Shares:3.5K

Value:$275.5K

% of Portfolio:0.0% ($275.5K/$1.2B)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:1.6K

Value:$274.1K

% of Portfolio:0.0% ($274.1K/$1.2B)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:1.3K

Value:$272.8K

% of Portfolio:0.0% ($272.8K/$1.2B)

COMERICA INC /NEW/

CMA|200340107

Shares:4.6K

Value:$271.6K

% of Portfolio:0.0% ($271.6K/$1.2B)

GoDaddy Inc.

GDDY|380237107

Shares:1.5K

Value:$269.3K

% of Portfolio:0.0% ($269.3K/$1.2B)

KB Financial Group Inc.

KB|48241A105

Shares:5.0K

Value:$268.0K

% of Portfolio:0.0% ($268.0K/$1.2B)

CARLISLE COMPANIES INC

CSL|142339100

Shares:787

Value:$268.0K

% of Portfolio:0.0% ($268.0K/$1.2B)

46137V597

Shares:7.1K

Value:$267.9K

% of Portfolio:0.0% ($267.9K/$1.2B)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:3.8K

Value:$266.1K

% of Portfolio:0.0% ($266.1K/$1.2B)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:1.9K

Value:$265.3K

% of Portfolio:0.0% ($265.3K/$1.2B)

Performance Food Group Co

PFGC|71377A103

Shares:3.4K

Value:$264.2K

% of Portfolio:0.0% ($264.2K/$1.2B)

Otis Worldwide Corp

OTIS|68902V107

Shares:2.6K

Value:$264.2K

% of Portfolio:0.0% ($264.2K/$1.2B)

DT Midstream, Inc.

DTM|23345M107

Shares:2.7K

Value:$263.1K

% of Portfolio:0.0% ($263.1K/$1.2B)

Xylem Inc.

XYL|98419M100

Shares:2.2K

Value:$261.9K

% of Portfolio:0.0% ($261.9K/$1.2B)

FEDEX CORP

FDX|31428X106

Shares:1.1K

Value:$261.4K

% of Portfolio:0.0% ($261.4K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
COGENT COMMUNICATIONS HOLDINGS, INC.(CCOIcusip19239V302)	4.8K	QoQ -5.52% (-278) YoY -12.32% (-668)	All Managers (Combined)	$291.3K	0.0% ($291.3K/$1.2B)	QoQ -24.84% (-$96.3K) YoY -17.72% (-$62.7K)
DraftKings Inc.(DKNGcusip26142V105)	8.7K	QoQ +1.97% (-168) YoY -52.50% (-9.6K)	All Managers (Combined)	$288.2K	0.0% ($288.2K/$1.2B)	QoQ -8.96% (-$28.4K) YoY -65.26% (-$541.4K)
(cusip92189F643)✕	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$279.4K	0.0% ($279.4K/$1.2B)	QoQ NEW(+$279.4K) YoY NEW(+$279.4K)
NIKE, Inc.(NKEcusip654106103)	4.4K	QoQ -23.86% (-1.4K) YoY -60.00% (-6.6K)	All Managers (Combined)	$278.8K	0.0% ($278.8K/$1.2B)	QoQ -36.13% (-$157.7K) YoY -72.98% (-$753.3K)
FLAGSTAR FINANCIAL, INC.(FLGcusip649445400)	23.8K	QoQ +0.24% (+57) YoY NEW(+23.8K)	All Managers (Combined)	$276.5K	0.0% ($276.5K/$1.2B)	QoQ +24.84% (+$55.0K) YoY NEW(+$276.5K)
INTERNATIONAL FLAVORS & FRAGRANCES INC(IFFcusip459506101)	3.5K	QoQ -7.50% (-288) YoY -13.85% (-571)	All Managers (Combined)	$275.5K	0.0% ($275.5K/$1.2B)	QoQ -15.09% (-$49.0K) YoY -22.26% (-$78.9K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	1.6K	QoQ -13.64% (-251) YoY -5.47% (-92)	All Managers (Combined)	$274.1K	0.0% ($274.1K/$1.2B)	QoQ -7.12% (-$21.0K) YoY +4.72% (-$12.4K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	1.3K	QoQ -26.40% (-471) YoY -40.82% (-906)	All Managers (Combined)	$272.8K	0.0% ($272.8K/$1.2B)	QoQ -18.08% (-$60.2K) YoY -26.44% (-$98.1K)
COMERICA INC /NEW/(CMAcusip200340107)	4.6K	QoQ 0.00% (-0) YoY -0.77% (-36)	All Managers (Combined)	$271.6K	0.0% ($271.6K/$1.2B)	QoQ -4.51% (-$12.8K) YoY +6.56% (-$16.7K)
GoDaddy Inc.(GDDYcusip380237107)	1.5K	QoQ -4.04% (-63) YoY NEW(+1.5K)	All Managers (Combined)	$269.3K	0.0% ($269.3K/$1.2B)	QoQ -12.42% (-$38.2K) YoY NEW(+$269.3K)
KB Financial Group Inc.(KBcusip48241A105)	5.0K	QoQ -25.57% (-1.7K) YoY -32.04% (-2.3K)	All Managers (Combined)	$268.0K	0.0% ($268.0K/$1.2B)	QoQ -29.22% (-$110.7K) YoY -29.38% (-$111.5K)
CARLISLE COMPANIES INC(CSLcusip142339100)	787	QoQ -12.45% (-112) YoY -10.66% (-94)	All Managers (Combined)	$268.0K	0.0% ($268.0K/$1.2B)	QoQ -19.18% (-$63.6K) YoY -22.37% (-$77.2K)
(cusip46137V597)✕	7.1K	QoQ -3.41% (-250) YoY +0.42% (-30)	All Managers (Combined)	$267.9K	0.0% ($267.9K/$1.2B)	QoQ -12.11% (-$36.9K) YoY -3.20% (-$8.9K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	3.8K	QoQ -14.90% (-664) YoY -28.78% (-1.5K)	All Managers (Combined)	$266.1K	0.0% ($266.1K/$1.2B)	QoQ -17.47% (-$56.4K) YoY -43.35% (-$203.7K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	1.9K	QoQ -0.20% (-4) YoY -22.86% (-571)	All Managers (Combined)	$265.3K	0.0% ($265.3K/$1.2B)	QoQ +16.24% (-$37.1K) YoY -5.03% (-$14.1K)
Performance Food Group Co(PFGCcusip71377A103)	3.4K	QoQ -12.68% (-488) YoY -22.58% (-980)	All Managers (Combined)	$264.2K	0.0% ($264.2K/$1.2B)	QoQ -18.79% (-$61.2K) YoY -18.44% (-$59.7K)
Otis Worldwide Corp(OTIScusip68902V107)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$264.2K	0.0% ($264.2K/$1.2B)	QoQ NEW(+$264.2K) YoY NEW(+$264.2K)
DT Midstream, Inc.(DTMcusip23345M107)	2.7K	QoQ 0.00% (-0) YoY NEW(+2.7K)	All Managers (Combined)	$263.1K	0.0% ($263.1K/$1.2B)	QoQ -2.96% (-$8.0K) YoY NEW(+$263.1K)
Xylem Inc.(XYLcusip98419M100)	2.2K	QoQ -4.36% (-100) YoY -22.32% (-630)	All Managers (Combined)	$261.9K	0.0% ($261.9K/$1.2B)	QoQ -1.52% (-$4.1K) YoY -28.20% (-$102.9K)
FEDEX CORP(FDXcusip31428X106)	1.1K	QoQ -34.23% (-558) YoY +35.18% (+279)	All Managers (Combined)	$261.4K	0.0% ($261.4K/$1.2B)	QoQ -43.00% (-$197.2K) YoY +13.77% (+$31.6K)