Institutions / Schechter Investment Advisors, LLC
Schechter Investment Advisors, LLC
CIK 1951586 · Institution · as of Mar 31, 2025
Portfolio value
$1.21B
Positions
636
As of
Mar 31, 2025
Portfolio trend
Portfolio value
$1.21B-7.0%Positions
636-4.1%Top holdings
Mar 31, 2025View all 636 →
| Company | Value | % of portfolio |
|---|---|---|
| Eldridge Bbb-B Clo ETFCLOZ | $43.13M | 3.6% |
| Vanguard Value ETFVTV | $37.52M | 3.1% |
| Kodiak AI, Inc.AACT | $31.58M | 2.6% |
| Vanguard Total International Stock ETFVXUS | $31.14M | 2.6% |
| Vanguard Growth ETFVUG | $30.55M | 2.5% |
| Janus Detroit Street Trust | $30.02M | 2.5% |
| SPDR S&P 500 ETF TrustSPY | $29.25M | 2.4% |
| Agriculture & Natural Solutions Acquisition CorporationANSC | $29.20M | 2.4% |
| Nabors Energy Transition Corp. IINETB | $26.24M | 2.2% |
| Merck & Co., Inc.MRK | $26.15M | 2.2% |
| Apple Inc.AAPL | $25.80M | 2.1% |
| Nvidia CorpNVDA | $19.21M | 1.6% |
| Microsoft CorpMSFT | $19.07M | 1.6% |
| Amazon.com, Inc.AMZN | $16.69M | 1.4% |
| Haymaker Acquisition Corp. 4HYAC | $15.61M | 1.3% |
| Legato Merger Corp IIILEGT | $14.76M | 1.2% |
| Centurion Acquisition Corp.ALF | $13.64M | 1.1% |
| Vanguard Extended Market ETFVXF | $13.35M | 1.1% |
| Meta Platforms, Inc.FB | $12.50M | 1.0% |
| Berkshire Hathaway IncBRK-A | $10.42M | 0.9% |
| Lionheart HoldingsCUB | $10.38M | 0.9% |
| GP-Act III Acquisition Corp.GPAT | $9.19M | 0.8% |
| Cme Group Inc.CME | $9.16M | 0.8% |
| Alphabet Inc.GOOG | $9.07M | 0.7% |
| JPMorgan Chase & CoJPM | $8.88M | 0.7% |
Activity
Mar 31, 2025View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2024 as of | New Other (per filing) | Agriculture & Natural Solutions Acquisition Corporation common | $39.96M | +3.9M | 3,935,296 3.29% of portfolio | medium |
| Q4 2024 as of | Trim Other (per filing) | Apple Inc. common | $-27.91M | -111K -44.51% | 138,918 2.86% of portfolio | medium |
| Q4 2024 as of | Add Other (per filing) | Nvidia Corp common | $24.04M | +179K +830.55% | 200,607 2.22% of portfolio | medium |
| Q1 2024 as of |