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 29 of 32

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DXC Technology Co

DXC|23355L106

Shares:10.9K

Value:$186.1K

% of Portfolio:0.0% ($186.1K/$1.2B)

G33033120

Shares:639.3K

Value:$185.4K

% of Portfolio:0.0% ($185.4K/$1.2B)

91733P115

Shares:243.5K

Value:$163.2K

% of Portfolio:0.0% ($163.2K/$1.2B)

Lloyds Banking Group plc

LYG|539439109

Shares:41.5K

Value:$158.5K

% of Portfolio:0.0% ($158.5K/$1.2B)

639057207

Shares:12.9K

Value:$154.2K

% of Portfolio:0.0% ($154.2K/$1.2B)

NOKIA CORP

NOK|654902204

Shares:27.9K

Value:$147.1K

% of Portfolio:0.0% ($147.1K/$1.2B)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:18.5K

Value:$143.4K

% of Portfolio:0.0% ($143.4K/$1.2B)

233276112

Shares:203.3K

Value:$142.3K

% of Portfolio:0.0% ($142.3K/$1.2B)

NOMURA HOLDINGS INC

NMR|65535H208

Shares:20.7K

Value:$127.3K

% of Portfolio:0.0% ($127.3K/$1.2B)

G4035N129

Shares:676.1K

Value:$125.8K

% of Portfolio:0.0% ($125.8K/$1.2B)

Nuveen Preferred & Income Opportunities Fund

JPC|67073B106

Shares:15.6K

Value:$124.1K

% of Portfolio:0.0% ($124.1K/$1.2B)

Rithm Capital Corp.

RITM|64828T201

Shares:10.7K

Value:$122.1K

% of Portfolio:0.0% ($122.1K/$1.2B)

G01558124

Shares:405.8K

Value:$121.7K

% of Portfolio:0.0% ($121.7K/$1.2B)

G0131Y118

Shares:392.1K

Value:$117.6K

% of Portfolio:0.0% ($117.6K/$1.2B)

FORD MOTOR CO

F|345370860

Shares:11.4K

Value:$114.4K

% of Portfolio:0.0% ($114.4K/$1.2B)

UNITED MICROELECTRONICS CORP

UMC|910873405

Shares:15.6K

Value:$111.8K

% of Portfolio:0.0% ($111.8K/$1.2B)

G75398100

Shares:88.6K

Value:$107.2K

% of Portfolio:0.0% ($107.2K/$1.2B)

G20315118

Shares:682.7K

Value:$102.4K

% of Portfolio:0.0% ($102.4K/$1.2B)

G4992A136

Shares:412.3K

Value:$96.0K

% of Portfolio:0.0% ($96.0K/$1.2B)

G7375C116

Shares:559.6K

Value:$95.1K

% of Portfolio:0.0% ($95.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DXC Technology Co(DXCcusip23355L106)	10.9K	QoQ -4.84% (-556) YoY -7.20% (-847)	All Managers (Combined)	$186.1K	0.0% ($186.1K/$1.2B)	QoQ -18.80% (-$43.1K) YoY -25.40% (-$63.4K)
(cusipG33033120)✕	639.3K	QoQ -5.27% (-35.6K) YoY -15.77% (-119.7K)	All Managers (Combined)	$185.4K	0.0% ($185.4K/$1.2B)	QoQ +83.14% (-$84.2K) YoY +32.03% (-$45.0K)
(cusip91733P115)✕	243.5K	QoQ NEW(+243.5K) YoY NEW(+243.5K)	All Managers (Combined)	$163.2K	0.0% ($163.2K/$1.2B)	QoQ NEW(+$163.2K) YoY NEW(+$163.2K)
Lloyds Banking Group plc(LYGcusip539439109)	41.5K	QoQ -19.42% (-10.0K) YoY -9.38% (-4.3K)	All Managers (Combined)	$158.5K	0.0% ($158.5K/$1.2B)	QoQ +13.16% (-$18.4K) YoY +33.65% (-$39.9K)
(cusip639057207)✕	12.9K	QoQ -2.69% (-358) YoY NEW(+12.9K)	All Managers (Combined)	$154.2K	0.0% ($154.2K/$1.2B)	QoQ +14.05% (-$19.0K) YoY NEW(+$154.2K)
NOKIA CORP(NOKcusip654902204)	27.9K	QoQ -7.67% (-2.3K) YoY NEW(+27.9K)	All Managers (Combined)	$147.1K	0.0% ($147.1K/$1.2B)	QoQ +9.83% (-$13.2K) YoY NEW(+$147.1K)
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	18.5K	QoQ +9.53% (+1.6K) YoY +65.85% (+7.3K)	All Managers (Combined)	$143.4K	0.0% ($143.4K/$1.2B)	QoQ +5.46% (+$7.4K) YoY +133.58% (+$82.0K)
(cusip233276112)✕	203.3K	QoQ -2.66% (-5.6K) YoY -15.55% (-37.5K)	All Managers (Combined)	$142.3K	0.0% ($142.3K/$1.2B)	QoQ +189.91% (-$93.2K) YoY +322.22% (-$108.6K)
NOMURA HOLDINGS INC(NMRcusip65535H208)	20.7K	QoQ -30.35% (-9.0K) YoY -37.08% (-12.2K)	All Managers (Combined)	$127.3K	0.0% ($127.3K/$1.2B)	QoQ -26.02% (-$44.8K) YoY -39.72% (-$83.9K)
(cusipG4035N129)✕	676.1K	QoQ -4.02% (-28.4K) YoY NEW(+676.1K)	All Managers (Combined)	$125.8K	0.0% ($125.8K/$1.2B)	QoQ +27.57% (-$27.2K) YoY NEW(+$125.8K)
Nuveen Preferred & Income Opportunities Fund(JPCcusip67073B106)	15.6K	QoQ 0.00% (+0) YoY +17.93% (+2.4K)	All Managers (Combined)	$124.1K	0.0% ($124.1K/$1.2B)	QoQ +1.27% (+$1.6K) YoY +30.56% (+$29.1K)
Rithm Capital Corp.(RITMcusip64828T201)	10.7K	QoQ -4.04% (-449) YoY +1.74% (+183)	All Managers (Combined)	$122.1K	0.0% ($122.1K/$1.2B)	QoQ +1.45% (-$1.7K) YoY +4.39% (+$5.1K)
(cusipG01558124)✕	405.8K	QoQ NEW(+405.8K) YoY NEW(+405.8K)	All Managers (Combined)	$121.7K	0.0% ($121.7K/$1.2B)	QoQ NEW(+$121.7K) YoY NEW(+$121.7K)
(cusipG0131Y118)✕	392.1K	QoQ -5.45% (-22.6K) YoY -19.82% (-97.0K)	All Managers (Combined)	$117.6K	0.0% ($117.6K/$1.2B)	QoQ +5.04% (-$5.7K) YoY +33.61% (-$29.6K)
FORD MOTOR CO(Fcusip345370860)	11.4K	QoQ NEW(+11.4K) YoY -60.01% (-17.1K)	All Managers (Combined)	$114.4K	0.0% ($114.4K/$1.2B)	QoQ NEW(+$114.4K) YoY -69.79% (-$264.3K)
UNITED MICROELECTRONICS CORP(UMCcusip910873405)	15.6K	QoQ -25.62% (-5.4K) YoY -41.52% (-11.1K)	All Managers (Combined)	$111.8K	0.0% ($111.8K/$1.2B)	QoQ -18.05% (-$24.6K) YoY -48.31% (-$104.5K)
(cusipG75398100)✕	88.6K	QoQ NEW(+88.6K) YoY NEW(+88.6K)	All Managers (Combined)	$107.2K	0.0% ($107.2K/$1.2B)	QoQ NEW(+$107.2K) YoY NEW(+$107.2K)
(cusipG20315118)✕	682.7K	QoQ -3.83% (-27.2K) YoY NEW(+682.7K)	All Managers (Combined)	$102.4K	0.0% ($102.4K/$1.2B)	QoQ +3.03% (-$3.0K) YoY NEW(+$102.4K)
(cusipG4992A136)✕	412.3K	QoQ NEW(+412.3K) YoY NEW(+412.3K)	All Managers (Combined)	$96.0K	0.0% ($96.0K/$1.2B)	QoQ NEW(+$96.0K) YoY NEW(+$96.0K)
(cusipG7375C116)✕	559.6K	QoQ NEW(+559.6K) YoY NEW(+559.6K)	All Managers (Combined)	$95.1K	0.0% ($95.1K/$1.2B)	QoQ NEW(+$95.1K) YoY NEW(+$95.1K)