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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AGREE REALTY CORP

ADC|008492100

Shares:3.4K

Value:$261.3K

% of Portfolio:0.0% ($261.3K/$1.2B)

G3730H114

Shares:145.1K

Value:$261.2K

% of Portfolio:0.0% ($261.2K/$1.2B)

Phillips 66

PSX|718546104

Shares:2.1K

Value:$261.0K

% of Portfolio:0.0% ($261.0K/$1.2B)

Live Nation Entertainment, Inc.

LYV|538034109

Shares:2.0K

Value:$260.5K

% of Portfolio:0.0% ($260.5K/$1.2B)

81369Y803

XLK|81369Y803

Shares:1.3K

Value:$260.4K

% of Portfolio:0.0% ($260.4K/$1.2B)

DR REDDYS LABORATORIES LTD

RDY|256135203

Shares:19.7K

Value:$260.0K

% of Portfolio:0.0% ($260.0K/$1.2B)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:707

Value:$259.1K

% of Portfolio:0.0% ($259.1K/$1.2B)

464287481

IWP|464287481

Shares:2.2K

Value:$256.5K

% of Portfolio:0.0% ($256.5K/$1.2B)

45783Y756

Shares:8.1K

Value:$254.9K

% of Portfolio:0.0% ($254.9K/$1.2B)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:1.5K

Value:$254.5K

% of Portfolio:0.0% ($254.5K/$1.2B)

CENOVUS ENERGY INC.

CVE|15135U109

Shares:18.2K

Value:$252.7K

% of Portfolio:0.0% ($252.7K/$1.2B)

Corteva, Inc.

CTVA|22052L104

Shares:4.0K

Value:$249.8K

% of Portfolio:0.0% ($249.8K/$1.2B)

AMETEK INC/

AME|031100100

Shares:1.4K

Value:$249.3K

% of Portfolio:0.0% ($249.3K/$1.2B)

DoorDash, Inc.

DASH|25809K105

Shares:1.4K

Value:$247.3K

% of Portfolio:0.0% ($247.3K/$1.2B)

TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:494

Value:$245.9K

% of Portfolio:0.0% ($245.9K/$1.2B)

Allegion plc

ALLE|G0176J109

Shares:1.9K

Value:$244.4K

% of Portfolio:0.0% ($244.4K/$1.2B)

78463X509

Shares:6.2K

Value:$243.4K

% of Portfolio:0.0% ($243.4K/$1.2B)

INTERCONTINENTAL HOTELS GROUP PLC /NEW/

IHG|45857P806

Shares:2.2K

Value:$241.3K

% of Portfolio:0.0% ($241.3K/$1.2B)

92204A504

VHT|92204A504

Shares:909

Value:$240.6K

% of Portfolio:0.0% ($240.6K/$1.2B)

GENUINE PARTS CO

GPC|372460105

Shares:2.0K

Value:$234.3K

% of Portfolio:0.0% ($234.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AGREE REALTY CORP(ADCcusip008492100)	3.4K	QoQ 0.00% (+0) YoY NEW(+3.4K)	All Managers (Combined)	$261.3K	0.0% ($261.3K/$1.2B)	QoQ +9.56% (+$22.8K) YoY NEW(+$261.3K)
(cusipG3730H114)✕	145.1K	QoQ -2.47% (-3.7K) YoY NEW(+145.1K)	All Managers (Combined)	$261.2K	0.0% ($261.2K/$1.2B)	QoQ +291.41% (-$194.5K) YoY NEW(+$261.2K)
Phillips 66(PSXcusip718546104)	2.1K	QoQ -41.03% (-1.5K) YoY -65.85% (-4.1K)	All Managers (Combined)	$261.0K	0.0% ($261.0K/$1.2B)	QoQ -36.08% (-$147.4K) YoY -74.19% (-$750.4K)
Live Nation Entertainment, Inc.(LYVcusip538034109)	2.0K	QoQ -33.52% (-1.0K) YoY -34.35% (-1.0K)	All Managers (Combined)	$260.5K	0.0% ($260.5K/$1.2B)	QoQ -32.96% (-$128.1K) YoY -18.95% (-$60.9K)
(XLKcusip81369Y803)	1.3K	QoQ +2.43% (-30) YoY +23.99% (+244)	All Managers (Combined)	$260.4K	0.0% ($260.4K/$1.2B)	QoQ -9.03% (-$25.9K) YoY +22.92% (+$48.6K)
DR REDDYS LABORATORIES LTD(RDYcusip256135203)	19.7K	QoQ -30.22% (-8.5K) YoY +258.03% (-14.2K)	All Managers (Combined)	$260.0K	0.0% ($260.0K/$1.2B)	QoQ -41.71% (-$186.0K) YoY -35.61% (-$143.8K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	707	QoQ -21.79% (-197) YoY -54.62% (-851)	All Managers (Combined)	$259.1K	0.0% ($259.1K/$1.2B)	QoQ -34.08% (-$134.0K) YoY -68.18% (-$555.5K)
(IWPcusip464287481)	2.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$256.5K	0.0% ($256.5K/$1.2B)	QoQ -7.30% (-$20.2K) YoY +2.93% (+$7.3K)
(cusip45783Y756)✕	8.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$254.9K	0.0% ($254.9K/$1.2B)	QoQ -2.72% (-$7.1K) YoY +6.94% (+$16.6K)
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	1.5K	QoQ +22.35% (+281) YoY -0.25% (-4)	All Managers (Combined)	$254.5K	0.0% ($254.5K/$1.2B)	QoQ +14.75% (+$32.7K) YoY -24.75% (-$83.7K)
CENOVUS ENERGY INC.(CVEcusip15135U109)	18.2K	QoQ -24.47% (-5.9K) YoY -59.97% (-27.2K)	All Managers (Combined)	$252.7K	0.0% ($252.7K/$1.2B)	QoQ -30.65% (-$111.7K) YoY -72.15% (-$654.6K)
Corteva, Inc.(CTVAcusip22052L104)	4.0K	QoQ +9.24% (+336) YoY -19.73% (-976)	All Managers (Combined)	$249.8K	0.0% ($249.8K/$1.2B)	QoQ +20.67% (+$42.8K) YoY -12.42% (-$35.5K)
AMETEK INC/(AMEcusip031100100)	1.4K	QoQ -42.72% (-1.1K) YoY -35.12% (-784)	All Managers (Combined)	$249.3K	0.0% ($249.3K/$1.2B)	QoQ -45.30% (-$206.4K) YoY -38.94% (-$159.0K)
DoorDash, Inc.(DASHcusip25809K105)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$247.3K	0.0% ($247.3K/$1.2B)	QoQ NEW(+$247.3K) YoY NEW(+$247.3K)
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	494	QoQ NEW(+494) YoY NEW(+494)	All Managers (Combined)	$245.9K	0.0% ($245.9K/$1.2B)	QoQ NEW(+$245.9K) YoY NEW(+$245.9K)
Allegion plc(ALLEcusipG0176J109)	1.9K	QoQ -0.53% (-10) YoY -25.13% (-629)	All Managers (Combined)	$244.4K	0.0% ($244.4K/$1.2B)	QoQ -0.69% (-$1.7K) YoY -27.50% (-$92.7K)
(cusip78463X509)✕	6.2K	QoQ 0.00% (+0) YoY -0.81% (-51)	All Managers (Combined)	$243.4K	0.0% ($243.4K/$1.2B)	QoQ +2.60% (+$6.2K) YoY +7.89% (-$17.8K)
INTERCONTINENTAL HOTELS GROUP PLC /NEW/(IHGcusip45857P806)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$241.3K	0.0% ($241.3K/$1.2B)	QoQ NEW(+$241.3K) YoY NEW(+$241.3K)
(VHTcusip92204A504)	909	QoQ NEW(+909) YoY NEW(+909)	All Managers (Combined)	$240.6K	0.0% ($240.6K/$1.2B)	QoQ NEW(+$240.6K) YoY NEW(+$240.6K)
GENUINE PARTS CO(GPCcusip372460105)	2.0K	QoQ +4.23% (+80) YoY -35.86% (-1.1K)	All Managers (Combined)	$234.3K	0.0% ($234.3K/$1.2B)	QoQ +6.36% (+$14.0K) YoY -50.68% (-$240.8K)