Top 50 Schechter Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CLOZ | ELDRIDGE BBB-B CLO ETF | 3.55% | 1.62M | $43.1M | +20.94%(+281.08K) | — | 2025-03-31 | |
| VTV | VANGUARD VALUE ETF | 3.09% | 217.2K | $37.5M | -0.45%(-974) | — | 2025-03-31 | |
| AACT | ARES ACQUISITION CORP II SHS CLASS A | 2.6% | 2.83M | $31.6M | -6.49%(-196.53K) | — | 2025-03-31 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 2.56% | 501.5K | $31.1M | +3.84%(+18.54K) | — | 2025-03-31 | |
| VUG | VANGUARD GROWTH ETF | 2.52% | 82.4K | $30.6M | +4.39%(+3.46K) | — | 2025-03-31 | |
| JAAA | JANUS HENDERSON AAA CLO ETF | 2.47% | 592.0K | $30.0M | +39.34%(+167.15K) | — | 2025-03-31 | |
| SPY | SPDR S&P 500 ETF TRUST | 2.41% | 52.3K | $29.2M | -7.64%(-4.33K) | — | 2025-03-31 | |
| ANSC | AGRICULTURE & NAT SOL ACQ CORP SHS CL A | 2.4% | 2.74M | $29.2M | -3.88%(-110.45K) | — | 2025-03-31 | |
| NETD | NABORS ENERGY TRANSITION CORP CL A | 2.16% | 2.40M | $26.2M | -4.32%(-108.30K) | — | 2025-03-31 | |
| MRK | MERCK & CO INC COM | 2.15% | 291.3K | $26.1M | -0.29%(-852) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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