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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Schechter-Investment-Advisors
Data Enrichment
87% identified1,230 identified180 unidentified
Holdings
1,410 positions • $1.2B total value
Manager:
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Page 5 of 32
M4757U106
Shares:347.8K
Value:$2.8M
% of Portfolio:0.2% ($2.8M/$1.2B)
G63212107
Shares:251.8K
Value:$2.6M
% of Portfolio:0.2% ($2.6M/$1.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 16.1K | All Managers (Combined) | $3.1M | 0.3% ($3.1M/$1.2B) | |||
| 6.7K | All Managers (Combined) | $3.1M | 0.3% ($3.1M/$1.2B) | |||
HOME DEPOT, INC.(HDcusip437076102) | 8.1K | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.2B) | ||
| 283.6K | YoY NEW(+283.6K) | All Managers (Combined) | $2.9M | 0.2% ($2.9M/$1.2B) | YoY NEW(+$2.9M) | |
EXXON MOBIL CORP(XOMcusip30231G102) | 24.1K | All Managers (Combined) | $2.9M | 0.2% ($2.9M/$1.2B) | ||
| 46.4K | All Managers (Combined) | $2.9M | 0.2% ($2.9M/$1.2B) | |||
(cusipM4757U106)✕ | 347.8K | QoQ NEW(+347.8K) YoY NEW(+347.8K) | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.2B) | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) |
ASML HOLDING NV(ASMLcusipN07059210) | 4.1K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.2B) | ||
Accenture plc(ACNcusipG1151C101) | 8.7K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.2B) | ||
| 10.1K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.2B) | |||
Walmart Inc.(WMTcusip931142103) | 30.0K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.2B) | ||
COCA COLA CO(KOcusip191216100) | 36.7K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.2B) | ||
MASTEC INC(MTZcusip576323109) | 22.5K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.2B) | ||
| 15.3K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.2B) | |||
Tesla, Inc.(TSLAcusip88160R101) | 10.0K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.2B) | ||
(cusipG63212107)✕ | 251.8K | YoY NEW(+251.8K) | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.2B) | YoY NEW(+$2.6M) |
Blackstone Inc.(BXcusip09260D107) | 18.1K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.2B) | ||
ServiceNow, Inc.(NOWcusip81762P102) | 3.1K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.2B) | ||
| 33.6K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.2B) | |||
| 12.2K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.2B) |