SI

Schechter Investment Advisors, LLC

13F
Schechter Investment Advisors, LLC
Last update 2025-05-01 616 Stocks (50 new)
Value $1.21 Bil Turnover 9 %
Countries:
Top Holdings: CLOZ(3.55%)VTV(3.09%)AACT(2.60%)VXUS(2.57%)VUG(2.52%)
Summary Stock Picks Current Portfolio
Schechter Investment Advisors,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CLOZ 		Eldridge BBB-B CLO ETF
1,623,358
43,132.6
+20.94%
3.550
+0.61%
6.490
+1.44%
+2.36%
716.1
 
VTV 		Vanguard Value ETF
217,179
37,515.4
-0.45%
3.090
-0.01%
0.030
+0.65%
+2.79%
130,819.8
 
AACT 		Ares Acquisition Corp II
2,832,247
31,579.5
-6.49%
2.600
-0.17%
4.580
+2.93%
+4.01%
706.4
Diversified Financial Services
VXUS 		Vanguard Total International Stock
501,490
31,142.5
+3.84%
2.570
+0.10%
0.040
+7.69%
+15.75%
87,827.4
 
VUG 		Vanguard Growth ETF
82,389
30,551.5
+4.39%
2.520
+0.11%
0.020
+8.94%
+2.95%
153,592.3
 
JAAA 		Janus Henderson AAA CLO ETF
592,020
30,021.3
+39.34%
2.470
+0.70%
0.150
+1.30%
+1.99%
20,808.6
 
SPY 		SPDR S&P 500 ETF Trust
52,288
29,249.6
-7.64%
2.410
-0.19%
0.010
+4.93%
+2.54%
612,819.6
 
ANSC 		Agriculture & Natural Solutions Acquisition Corp
2,737,130
29,200.0
-3.88%
2.410
-0.09%
6.350
+1.70%
+2.76%
464.9
Diversified Financial Services
NETD 		Nabors Energy Transition Corp II
2,396,492
26,241.6
-4.32%
2.160
-0.09%
6.290
+1.19%
+2.59%
422.4
Diversified Financial Services
MRK 		Merck & Co Inc
291,300
26,147.1
-0.29%
2.150
-0.01%
0.010
-15.26%
-19.93%
198,296.1
Drug Manufacturers

Schechter Investment Advisors, LLC's Historical Top Holdings Breakdowns

Schechter Investment Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JAAA 		Janus Henderson AAA CLO ETF2025-03-31Add
+0.70%
●
50.48 ($50.78) 51.04
$50.58
-0.39%
Add 39.34%
592,020
167,152
ALDFU 		Aldel Financial II Inc2025-03-31Sold Out
-0.65%
●
10.04 ($10.15) 10.25
$11.00
8.37%
Sold Out
0
-838,617
ALDF 		Aldel Financial II Inc2025-03-31New Buy
+0.63%
●
9.92 ($10.01) 10.11
$10.47
4.60%
New holding
761,474
761,474
CLOZ 		Eldridge BBB-B CLO ETF2025-03-31Add
+0.61%
●
26.5 ($26.97) 27.24
$26.72
-0.93%
Add 20.94%
1,623,358
281,081
TAVI 		Tavia Acquisition Corp2025-03-31New Buy
+0.53%
●
9.91 ($9.99) 10.05
$10.24
2.50%
New holding
635,294
635,294
ACI 		Albertsons Companies Inc2025-03-31New Buy
+0.51%
●
19.58 ($20.63) 22.02
$21.43
3.88%
New holding
280,316
280,316
TAVIU 		Tavia Acquisition Corp2025-03-31Sold Out
-0.51%
●
10.02 ($10.17) 10.67
$10.54
3.64%
Sold Out
0
-665,644
DYNX 		Dynamix Corp2025-03-31New Buy
+0.50%
●
9.79 ($9.85) 9.95
$10.10
2.54%
New holding
606,560
606,560
FACT 		FACT II Acquisition Corp2025-03-31New Buy
+0.48%
●
9.89 ($9.96) 10.03
$10.23
2.71%
New holding
575,960
575,960
DYNXU 		Dynamix Corp2025-03-31Sold Out
-0.47%
●
9.91 ($9.98) 10.06
$10.24
2.61%
Sold Out
0
-623,720

Schechter Investment Advisors, LLC Total Holding History ($B)

To

Schechter Investment Advisors, LLC's Asset Allocation

To

Schechter Investment Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Schechter Investment Advisors, LLC's Hypothetical Growth since 2025-03-31

Schechter Investment Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Schechter Investment Advisors, LLC's Holdings Heat Map

Size field:

Schechter Investment Advisors, LLC's Holdings Bubble Chart

Schechter Investment Advisors, LLC News

  • 1

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