Schechter-Investment-Advisors

Filing Details

13F-HR2025-03-31
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% identified
1,230 identified180 unidentified

Holdings

1,410 positions • $1.2B total value
Manager:
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SHOPIFY INC.
Shares:21.3K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.2B)
Salesforce, Inc.
Shares:7.5K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.2B)
MCDONALDS CORP
Shares:6.3K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.2B)
921943858
Shares:38.5K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.2B)
Booking Holdings Inc.
Shares:419
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
464287150
Shares:15.2K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
Chubb Ltd
Shares:6.0K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$1.2B)
DARLING INGREDIENTS INC.
Shares:57.9K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.2B)
ASTRAZENECA PLC
Shares:24.5K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.2B)
Zoetis Inc.
Shares:10.9K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.2B)
INTUIT INC.
Shares:2.9K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.2B)
INTUITIVE SURGICAL INC
Shares:3.6K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.2B)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:7.1K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.2B)
SOUTHERN CO
Shares:19.3K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.2B)
QUALCOMM INC/DE
Shares:11.4K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.2B)
KROGER CO
Shares:25.5K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)
ANALOG DEVICES INC
Shares:8.5K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)
MSCI Inc.
Shares:3.0K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)
NRG ENERGY, INC.
Shares:17.8K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)
HONEYWELL INTERNATIONAL INC
Shares:8.0K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)