Schechter Investment Advisors, LLC
CIK 1951586 · Holdings on Sep 30, 2023 · First reported Nov 6, 2023
Top ten holdings
Q3 2023- AAPL4.25%
- G794071053.00%
- VTV2.98%
- MRK2.95%
- SPY2.56%
- VXUS2.53%
- VUG2.49%
- MSFT1.81%
- KDK1.69%
- ACI1.60%
Share classes counted separately25.86%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCStock View history and evidence | $43.90M | 4.25% | 256.42K shares | — | ↗▾ | |
| 02 | G79407105SCREAMING EAGLE ACQUISITN CORP CLASS A ORD SHSStock View history and evidence | $31.01M | 3.00% | 2.96M shares | — | ↗▾ | |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $30.79M | 2.98% | 223.26K shares | — | ↗▾ | |
| 04 | MRKMERCK & CO. INC.Stock View history and evidence | $30.49M | 2.95% | 296.20K shares | — | ↗▾ | |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $26.41M | 2.56% | 61.77K shares | — | ↗▾ | |
| 06 | VXUSVANGUARD TOTAL INTL STOCKETF View history and evidence | $26.17M | 2.53% | 488.89K shares | — | ↗▾ | |
| 07 | VUGVANGUARD MRNGSTAR GR ETF-SUIETF View history and evidence | $25.70M | 2.49% | 94.39K shares | — | ↗▾ | |
| 08 | MSFTMICROSOFT CORPStock View history and evidence | $18.71M | 1.81% | 59.27K shares | — | ↗▾ | |
| 09 | KDKKODIAK AI INCStock View history and evidence | $17.48M | 1.69% | 1.70M shares | — | ↗▾ | |
| 10 | ACIALBERTSONS COS INC - CLASS AStock View history and evidence | $16.50M | 1.60% | 725.38K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 104
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 21289P102 CONYERS PARK III ACQSITN CORP CLASS A COM | Non-derivative | — | — | SEC filing ↗ | |
| G9473A109 UTA ACQUISITION CORPORATION CLASS A ORD SHS | Non-derivative | — | — | SEC filing ↗ | |
| G63290111 ALPHA PARTNERS TECH MERGR CORP CLASS A ORD SHS | Non-derivative | — | — | SEC filing ↗ |
3 / 104 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 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1032442810
}Research all 639 reported holdings.
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