Schechter Investment Advisors, LLC
CIK 1951586 · Holdings on Sep 30, 2024 · First reported Nov 12, 2024
Top ten holdings
Q3 2024- AAPL4.45%
- KDK2.72%
- VTV2.70%
- MRK2.46%
- G0131Y1002.41%
- SPY2.41%
- VUG2.30%
- VXUS2.23%
- G6363K1062.10%
- MSFT2.10%
Share classes counted separately25.88%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- G0131Y100Weight decreased · -0.71 pp3.12% → 2.41%Shares -880.44K (-21.76%)
- AAPLWeight increased · +0.49 pp3.96% → 4.45%Shares +9.87K (+3.96%)
- CLOZWeight increased · +0.40 pp1.66% → 2.06%Shares +224.05K (+27.43%)
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 | AAPLAPPLE INCStock View history and evidence | $60.40M | 4.45% | 259.24K shares | 3.96% → 4.45%+0.49 pp +9.87K (+3.96%) | Added | ↗▾ |
| 02 | KDKKODIAK AI INCStock View history and evidence | $36.90M | 2.72% | 3.41M shares | 2.94% → 2.72%-0.22 pp -254.31K (-6.94%) | Reduced | ↗▾ |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $36.71M | 2.70% | 210.28K shares | 2.57% → 2.70%+0.13 pp -2.74K (-1.29%) | Reduced | ↗▾ |
| 04 | MRKMERCK & CO. INC.Stock View history and evidence | $33.42M | 2.46% | 294.31K shares | 2.75% → 2.46%-0.29 pp -983 (-0.33%) | Reduced | ↗▾ |
| 05 | G0131Y100AGRICULTURE & NAT SOL ACQ CORP SHS CL AStock View history and evidence | $32.76M | 2.41% | 3.17M shares | 3.12% → 2.41%-0.71 pp -880.44K (-21.76%) | Reduced | ↗▾ |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $32.66M | 2.41% | 56.93K shares | 2.42% → 2.41%-0.01 pp -2.01K (-3.42%) | Reduced | ↗▾ |
| 07 | VUGVANGUARD MRNGSTAR GR ETF-SUIETF View history and evidence | $31.21M | 2.30% | 81.28K shares | 2.31% → 2.30%-0.01 pp -566 (-0.69%) | Reduced | ↗▾ |
| 08 | VXUSVANGUARD TOTAL INTL STOCKETF View history and evidence | $30.24M | 2.23% | 467.02K shares | 2.10% → 2.23%+0.13 pp +4.09K (+0.88%) | Added | ↗▾ |
| 09 | G6363K106NABORS ENERGY TRANSITION CORP CL AStock View history and evidence | $28.50M | 2.10% | 2.67M shares | 2.24% → 2.10%-0.14 pp -147.46K (-5.23%) | Reduced | ↗▾ |
| 10 | MSFTMICROSOFT CORPStock View history and evidence | $28.46M | 2.10% | 66.14K shares | 2.28% → 2.10%-0.18 pp -1.45K (-2.14%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 49
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 82836N107 SILVERBOX CORP III COM CL A | Non-derivative | -1,531,683 | -$16.24M | SEC filing ↗ | SEC filing ↗ |
| GPATU GP-ACT III ACQUISITION CORP | Non-derivative | -1,609,689 | -$16.15M | SEC filing ↗ | SEC filing ↗ |
| ALFUU CENTURION ACQUISITION CORP | Non-derivative | -1,537,530 | -$15.36M | SEC filing ↗ | SEC filing ↗ |
3 / 49 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1357280771
}Research all 678 reported holdings.
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