Schechter Investment Advisors, LLC
CIK 1951586 · Holdings on Mar 31, 2025 · First reported May 1, 2025
Top ten holdings
Q1 2025- CLOZ3.55%
- VTV3.09%
- KDK2.60%
- VXUS2.56%
- VUG2.52%
- JAAA2.47%
- SPY2.41%
- G0131Y1002.40%
- G6363K1062.16%
- MRK2.15%
Share classes counted separately25.91%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JAAAWeight increased · +0.82 pp1.65% → 2.47%Shares +167.15K (+39.34%)
- CLOZWeight increased · +0.78 pp2.77% → 3.55%Shares +281.08K (+20.94%)
- AAPLWeight decreased · -0.54 pp2.66% → 2.12%Shares -22.79K (-16.41%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CLOZELDRIDGE BBB-B CLO ETFETF View history and evidence | $43.13M | 3.55% | 1.62M shares | 2.77% → 3.55%+0.78 pp +281.08K (+20.94%) | Added | ▾ |
| 02 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $37.52M | 3.09% | 217.18K shares | 2.83% → 3.09%+0.26 pp -974 (-0.45%) | Reduced | ▾ |
| 03 | KDKKODIAK AI INCStock View history and evidence | $31.58M | 2.60% | 2.83M shares | 2.55% → 2.60%+0.05 pp -196.53K (-6.49%) | Reduced | ▾ |
| 04 | VXUSVANGUARD TOTAL INTL STOCKETF View history and evidence | $31.14M | 2.56% | 501.49K shares | 2.18% → 2.56%+0.38 pp +18.54K (+3.84%) | Added | ▾ |
| 05 | VUGVANGUARD MRNGSTAR GR ETF-SUIETF View history and evidence | $30.55M | 2.52% | 82.39K shares | 2.48% → 2.52%+0.04 pp +3.46K (+4.39%) | Added | ▾ |
| 06 | JAAAJANUS HENDERSON AAA CLO ETFETF View history and evidence | $30.02M | 2.47% | 592.02K shares | 1.65% → 2.47%+0.82 pp +167.15K (+39.34%) | Added | ▾ |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $29.25M | 2.41% | 52.29K shares | 2.54% → 2.41%-0.13 pp -4.33K (-7.64%) | Reduced | ▾ |
| 08 | G0131Y100AGRICULTURE & NAT SOL ACQ CORP SHS CL AStock View history and evidence | $29.20M | 2.40% | 2.74M shares | 2.29% → 2.40%+0.11 pp -110.45K (-3.88%) | Reduced | ▾ |
| 09 | G6363K106NABORS ENERGY TRANSITION CORP CL AStock View history and evidence | $26.24M | 2.16% | 2.40M shares | 2.07% → 2.16%+0.09 pp -108.30K (-4.32%) | Reduced | ▾ |
| 10 | MRKMERCK & CO. INC.Stock View history and evidence | $26.15M | 2.15% | 291.30K shares | 2.23% → 2.15%-0.08 pp -852 (-0.29%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 79
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ALDFU ALDEL FINANCIAL II INC | Non-derivative | -838,617 | -$8.44M | SEC filing ↗ | SEC filing ↗ |
| TAVIU TAVIA ACQUISITION CORP | Non-derivative | -665,644 | -$6.68M | SEC filing ↗ | SEC filing ↗ |
| DYNCU DYNAMIX CORP | Non-derivative | -623,720 | -$6.19M | SEC filing ↗ | SEC filing ↗ |
3 / 79 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1951586 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1214367860
}Research all 636 reported holdings.
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