StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Schechter Investment Advisors, Llc reports $1.21B in US-listed equity holdings across 1,410 positions in its most recent 13F filing. Its largest disclosed positions are CLOZ (3.5%), VTV (3.1%) and AACT (2.6%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Schechter Investment Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1951586). View Schechter Investment Advisors, Llc’s 13F filings on SEC