Schechter Investment Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbirmingham, MI
- CIK0001951586
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
663 | $1.31B | VTV, CLOZ, AAPL, ARES ACQUISITION CORP II | 13F-HR | Feb 6, 2025 | 000195158625000001 | ||
678 | $1.36B | AAPL, ARES ACQUISITION CORP II, VTV, MRK | 13F-HR | Nov 12, 2024 | 000195158624000004 | ||
648 | $1.33B | AAPL, AGRICULTURE & NAT SOL ACQ CO, ARES ACQUISITION CORP II, MRK | 13F-HR | Aug 12, 2024 | 000195158624000003 | ||
662 | $1.34B | ARES ACQUISITION CORP II, AAPL, AGRICULTURE & NAT SOL ACQ CO, MRK | 13F-HR | May 6, 2024 | 000195158624000002 | ||
655 | $1.15B | AAPL, MRK, VTV, ARES ACQUISITION CORP II | 13F-HR | Jan 17, 2024 | 000195158624000001 | ||
639 | $1.03B | AAPL, SCREAMING EAGLE ACQUISITN CO, VTV, MRK | 13F-HR | Nov 6, 2023 | 000195158623000007 | ||
674 | $1.11B | AAPL, MRK, VTV, VANGUARD STAR FDS | RESTATEMENT | Jul 26, 2023 | 000195158623000005 | ||
699 | $1.08B | AAPL, VTV, VANGUARD STAR FDS, MRK | 13F-HR | Apr 28, 2023 | 000195158623000003 | ||
861 | $1.10B | AAPL, VTV, MRK, MUB | RESTATEMENT | Feb 13, 2023 | 000195158623000002 | ||
950 | $1.01B | VTV, AAPL, SPY, MRK | 13F-HR | Nov 4, 2022 | 000195158622000003 | ||
953 | $1.03B | VTV, AAPL, RC, VANGUARD STAR FDS | 13F-HR | Nov 3, 2022 | 000195158622000002 | ||
932 | $1.08B | AAPL, VTV, VANGUARD STAR FDS, VUG | 13F-HR | Nov 18, 2022 | 000195158622000004 | ||
875 | $1.11B | AAPL, VTV, VANGUARD STAR FDS, VUG | 13F-HR | Dec 27, 2022 | 000195158622000005 |