Schechter Investment Advisors, LLC
Q4 2024 13F Holdings
- Locationbirmingham, MI
- Num holdings
663
- Value ($000)
$1,305,537
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001951586
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD VALUE ETF | ETF | 922908744 | $36.93M | 3 % | 218,153 | ||
CLOZ ELDRIDGE BBB-B CLO ETF | ETF | 81752T528 | $36.17M | 3 % | 1,342,277 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $34.79M | 3 % | 138,918 | ||
ARES ACQUISITION CORP II SHS CLASS A | STOCK | G33033104 | $33.26M | 3 % | 3,028,781 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $33.18M | 3 % | 56,616 | ||
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $32.39M | 3 % | 78,924 | ||
AGRICULTURE & NAT SOL ACQ CORP SHS CL A | STOCK | G0131Y100 | $29.87M | 2 % | 2,847,584 | ||
MRK MERCK & CO INC COM | STOCK | 58933Y105 | $29.06M | 2 % | 292,152 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | $28.46M | 2 % | 482,948 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $27.09M | 2 % | 64,265 |
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