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Schechter Investment Advisors, Llc

Portfolio Manager
Schechter Investment Advisors, Llc
Performance
0% (N/A)
AUM (13F)
$1.21B
# of Holdings
1410
Performance Rank
N/A
Allocation (Top 20)
N/A

Schechter Investment Advisors, Llc Holdings Map

Top 50 Schechter Investment Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CLOZ
ELDRIDGE BBB-B CLO ETF
3.55%1.62M$43.1M
+20.94%(+281.08K)
2024-Q1: 587.0K shares2024-Q2: 816.9K shares2024-Q3: 1.04M shares2024-Q4: 1.34M shares2025-Q1: 1.62M shares2025-03-31
VTV
VANGUARD VALUE ETF
3.09%217.2K$37.5M
-0.45%(-974)
2024-Q1: 207.5K shares2024-Q2: 213.0K shares2024-Q3: 210.3K shares2024-Q4: 218.2K shares2025-Q1: 217.2K shares2025-03-31
AACT
ARES ACQUISITION CORP II SHS CLASS A
2.6%2.83M$31.6M
-6.49%(-196.53K)
2024-Q1: 4.11M shares2024-Q2: 3.66M shares2024-Q3: 3.41M shares2024-Q4: 3.03M shares2025-Q1: 2.83M shares2025-03-31
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
2.56%501.5K$31.1M
+3.84%(+18.54K)
2024-Q1: 478.6K shares2024-Q2: 462.9K shares2024-Q3: 467.0K shares2024-Q4: 482.9K shares2025-Q1: 501.5K shares2025-03-31
VUG
VANGUARD GROWTH ETF
2.52%82.4K$30.6M
+4.39%(+3.46K)
2024-Q1: 87.3K shares2024-Q2: 81.8K shares2024-Q3: 81.3K shares2024-Q4: 78.9K shares2025-Q1: 82.4K shares2025-03-31
JAAA
JANUS HENDERSON AAA CLO ETF
2.47%592.0K$30.0M
+39.34%(+167.15K)
2024-Q3: 14.5K shares2024-Q4: 424.9K shares2025-Q1: 592.0K shares2025-03-31
SPY
SPDR S&P 500 ETF TRUST
2.41%52.3K$29.2M
-7.64%(-4.33K)
2024-Q1: 59.1K shares2024-Q2: 59.0K shares2024-Q3: 56.9K shares2024-Q4: 56.6K shares2025-Q1: 52.3K shares2025-03-31
ANSC
AGRICULTURE & NAT SOL ACQ CORP SHS CL A
2.4%2.74M$29.2M
-3.88%(-110.45K)
2024-Q1: 3.94M shares2024-Q2: 4.05M shares2024-Q3: 3.17M shares2024-Q4: 2.85M shares2025-Q1: 2.74M shares2025-03-31
NETD
NABORS ENERGY TRANSITION CORP CL A
2.16%2.40M$26.2M
-4.32%(-108.30K)
2024-Q1: 3.61M shares2024-Q2: 2.82M shares2024-Q3: 2.67M shares2024-Q4: 2.50M shares2025-Q1: 2.40M shares2025-03-31
MRK
MERCK & CO INC COM
2.15%291.3K$26.1M
-0.29%(-852)
2024-Q1: 295.0K shares2024-Q2: 295.3K shares2024-Q3: 294.3K shares2024-Q4: 292.2K shares2025-Q1: 291.3K shares2025-03-31

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