EdgeMarket › What Schechter Investment Advisors, Llc reported owning
What Schechter Investment Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2025-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
636Quarter
2025-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CLOZ Eldridge BBB-B CLO ETF | 43.1M | 3.6% | 1.6M | 26.27 | -2.2% |
| VTV Vanguard Morningstar Value ETF | 37.5M | 3.1% | 217.2K | 226.40 | +24.6% |
| unmapped CUSIP G33033104 | 31.6M | 2.6% | 2.8M | — | — |
| VXUS Vanguard Total International Stock ETF | 31.1M | 2.6% | 501.5K | 87.71 | +22.7% |
| VUG Vanguard Morningstar Growth ETF | 30.6M | 2.5% | 82.4K | 87.50 | +15.9% |
| JAAA Janus Henderson AAA CLO ETF | 30.0M | 2.5% | 592.0K | 50.67 | -0.1% |
| SPY SPDR S&P 500 ETF TRUST | 29.2M | 2.4% | 52.3K | 765.72 | +20.0% |
| ANSC Agriculture & Natural Solutions Acquisition Co | 29.2M | 2.4% | 2.7M | 11.46 | +5.2% |
| unmapped CUSIP G6363K106 | 26.2M | 2.2% | 2.4M | — | — |
| MRK Merck & Co., Inc. | 26.1M | 2.2% | 291.3K | 152.55 | +80.2% |
| AAPL Apple Inc. | 25.8M | 2.1% | 116.1K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 19.2M | 1.6% | 177.3K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 19.1M | 1.6% | 50.8K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 16.7M | 1.4% | 87.7K | 258.63 | +15.6% |
| unmapped CUSIP G4375F108 | 15.6M | 1.3% | 1.4M | — | — |
| unmapped CUSIP G5451A103 | 14.8M | 1.2% | 1.4M | — | — |
| ALF Centurion Acquisition Corp. | 13.6M | 1.1% | 1.3M | 10.86 | +3.3% |
| VXF Vanguard Extended Market ETF | 13.4M | 1.1% | 77.5K | 245.53 | +23.5% |
| META Meta Platforms, Inc. | 12.5M | 1.0% | 21.7K | 549.90 | -26.5% |
| unmapped CUSIP 084670702 | 10.4M | 0.9% | 19.6K | — | — |
| CUB Lionheart Holdings | 10.4M | 0.9% | 1.0M | 10.86 | +3.5% |
| GPAT GP-Act III Acquisition Corp. | 9.2M | 0.8% | 893.3K | 10.93 | +3.1% |
| CME CME GROUP INC. | 9.2M | 0.8% | 34.5K | 274.98 | +0.1% |
| GOOG Alphabet Inc. | 9.1M | 0.7% | 58.1K | 341.75 | +70.7% |
| JPM JPMORGAN CHASE & CO | 8.9M | 0.7% | 36.2K | 351.58 | +20.3% |
| VTI Vanguard Morningstar Total Stock Market ETF | 8.0M | 0.7% | 29.3K | 378.24 | +20.5% |
| ALDF Aldel Financial II Inc. | 7.7M | 0.6% | 761.5K | 10.77 | +3.4% |
| ABBV AbbVie Inc. | 7.3M | 0.6% | 34.9K | 264.96 | +26.7% |
| unmapped CUSIP G1000R101 | 7.2M | 0.6% | 694.5K | — | — |
| RFAI RF Acquisition Corp II | 7.1M | 0.6% | 686.7K | 58.00 | +446.9% |
| unmapped CUSIP G93A7H104 | 7.0M | 0.6% | 689.2K | — | — |
| V VISA INC. | 6.8M | 0.6% | 19.5K | 371.04 | +7.9% |
| TIP iShares TIPS Bond ETF | 6.7M | 0.6% | 60.6K | 107.13 | -2.7% |
| UNH UNITEDHEALTH GROUP INC | 6.6M | 0.5% | 12.7K | 390.11 | +30.1% |
| GRAF Graf Global Corp. | 6.6M | 0.5% | 646.0K | — | — |
| LPAA Launch One Acquisition Corp. | 6.5M | 0.5% | 635.7K | 10.75 | +3.1% |
| TAVI Tavia Acquisition Corp. | 6.4M | 0.5% | 635.3K | 10.77 | +4.6% |
| SPKL Spark I Acquisition Corp | 6.3M | 0.5% | 583.2K | 11.55 | +5.0% |
| GOOGL Alphabet Inc. | 6.2M | 0.5% | 40.1K | 344.82 | +73.0% |
| ACI Albertsons Companies, Inc. | 6.2M | 0.5% | 280.3K | 12.38 | -37.2% |
| LLY ELI LILLY & Co | 6.1M | 0.5% | 7.4K | 1,255.40 | +78.0% |
| DYNC Dynamix Corp | 6.0M | 0.5% | 606.6K | 10.88 | +2.5% |
| ABT ABBOTT LABORATORIES | 5.8M | 0.5% | 43.7K | 116.64 | -11.9% |
| COST COSTCO WHOLESALE CORP /NEW | 5.8M | 0.5% | 6.1K | 947.74 | -4.7% |
| FACT FACT II Acquisition Corp. | 5.8M | 0.5% | 576.0K | 10.68 | +3.7% |
| RANG Range Capital Acquisition Corp. | 5.3M | 0.4% | 529.4K | 10.79 | +5.0% |
| NTWO Newbury Street II Acquisition Corp | 5.3M | 0.4% | 526.9K | 11.50 | +11.3% |
| NFLX NETFLIX INC | 5.1M | 0.4% | 5.5K | 79.59 | -34.4% |
| GBDC GOLUB CAPITAL BDC, Inc. | 4.9M | 0.4% | 325.3K | 13.20 | -10.3% |
| RC Ready Capital Corp | 4.8M | 0.4% | 936.2K | 1.88 | -51.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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