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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ORACLE CORP

ORCL|68389X105

Shares:29.7K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.2B)

G4992A110

Shares:412.3K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.2B)

G8431T101

Shares:402.2K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.2B)

81752T486

Shares:154.1K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.2B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:30.8K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.2B)

464288414

MUB|464288414

Shares:35.4K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.2B)

921908844

VIG|921908844

Shares:19.2K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.2B)

G26745102

Shares:364.6K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.2B)

Aon plc

AON|G0403H108

Shares:8.9K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.2B)

ADOBE INC.

ADBE|00724F101

Shares:9.0K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.2B)

MCKESSON CORP

MCK|58155Q103

Shares:5.1K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

G3106N109

Shares:335.2K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

464287200

IVV|464287200

Shares:6.0K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

46428R107

Shares:144.3K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.2B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:12.2K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.2B)

464287408

IVE|464287408

Shares:17.1K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.2B)

464288372

Shares:59.3K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.2B)

78463X541

Shares:60.1K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.2B)

G6004G100

Shares:312.7K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.2B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:19.1K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ORACLE CORP(ORCLcusip68389X105)	29.7K	QoQ -8.99% (-2.9K) YoY +31.55% (+7.1K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.2B)	QoQ -23.64% (-$1.3M) YoY +46.43% (+$1.3M)
(cusipG4992A110)✕	412.3K	QoQ NEW(+412.3K) YoY NEW(+412.3K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.2B)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
(cusipG8431T101)✕	402.2K	QoQ -7.21% (-31.3K) YoY NEW(+402.2K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.2B)	QoQ -5.55% (-$241.8K) YoY NEW(+$4.1M)
(cusip81752T486)✕	154.1K	QoQ +1.26% (+1.9K) YoY +53.82% (+53.9K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.2B)	QoQ +1.46% (+$56.7K) YoY +53.84% (+$1.4M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	30.8K	QoQ -5.64% (-1.8K) YoY -11.37% (-4.0K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.2B)	QoQ -4.87% (-$192.2K) YoY +6.43% (-$227.1K)
(MUBcusip464288414)	35.4K	QoQ +2.09% (+727) YoY +196.93% (+23.5K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.2B)	QoQ +1.03% (+$38.1K) YoY +190.97% (+$2.5M)
(VIGcusip921908844)	19.2K	QoQ -25.74% (-6.7K) YoY -27.92% (-7.4K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.2B)	QoQ -26.43% (-$1.3M) YoY -23.42% (-$1.1M)
(cusipG26745102)✕	364.6K	QoQ -2.96% (-11.2K) YoY NEW(+364.6K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.2B)	QoQ -1.65% (-$62.2K) YoY NEW(+$3.7M)
Aon plc(AONcusipG0403H108)	8.9K	QoQ +31.17% (+2.1K) YoY +70.63% (+3.7K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.2B)	QoQ +45.76% (+$1.1M) YoY +104.05% (+$1.8M)
ADOBE INC.(ADBEcusip00724F101)	9.0K	QoQ -6.57% (-635) YoY -0.24% (-22)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.2B)	QoQ -19.41% (-$834.5K) YoY -24.17% (-$1.1M)
MCKESSON CORP(MCKcusip58155Q103)	5.1K	QoQ -7.32% (-405) YoY -7.47% (-414)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ +9.43% (-$297.4K) YoY +15.98% (-$475.3K)
(cusipG3106N109)✕	335.2K	QoQ -5.83% (-20.8K) YoY NEW(+335.2K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ -4.51% (-$160.4K) YoY NEW(+$3.4M)
(IVVcusip464287200)	6.0K	QoQ +104.00% (+3.0K) YoY +104.77% (+3.1K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ +94.72% (+$1.6M) YoY +118.87% (+$1.8M)
(cusip46428R107)✕	144.3K	QoQ -0.35% (-513) YoY +4.23% (+5.9K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.2B)	QoQ +4.22% (-$133.1K) YoY +7.58% (+$231.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	12.2K	QoQ -13.09% (-1.8K) YoY -16.63% (-2.4K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.2B)	QoQ -21.21% (-$882.7K) YoY -1.48% (-$49.5K)
(IVEcusip464287408)	17.1K	QoQ +1.81% (+304) YoY +1.81% (+304)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.2B)	QoQ +1.65% (+$52.9K) YoY +3.86% (+$121.2K)
(cusip464288372)✕	59.3K	QoQ +0.61% (+363) YoY -7.04% (-4.5K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.2B)	QoQ +5.23% (+$161.3K) YoY +6.71% (-$204.0K)
(cusip78463X541)✕	60.1K	QoQ -3.34% (-2.1K) YoY +14.05% (+7.4K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.2B)	QoQ +3.42% (-$106.2K) YoY +4.84% (+$148.0K)
(cusipG6004G100)✕	312.7K	QoQ -4.11% (-13.4K) YoY NEW(+312.7K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.2B)	QoQ -2.68% (-$88.3K) YoY NEW(+$3.2M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	19.1K	QoQ -19.02% (-4.5K) YoY -34.39% (-10.0K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.2B)	QoQ -31.93% (-$1.5M) YoY -19.96% (-$789.8K)