Schechter Investment Advisors, LLC Top Holdings and 13F Report (2024) → **Breaking News** LIttle Known Biotech Company Does $41 Million In Q1! (From Huge Alerts) (Ad) About Schechter Investment Advisors, LLCInvestment ActivitySchechter Investment Advisors, LLC has $1.34 billion in total holdings as of March 31, 2024.Schechter Investment Advisors, LLC owns shares of 662 different stocks, but just 165 companies or ETFs make up 80% of its holdings.Approximately 17.82% of the portfolio was purchased this quarter.About 9.67% of the portfolio was sold this quarter.This quarter, Schechter Investment Advisors, LLC has purchased 655 new stocks and bought additional shares in 283 stocks.Schechter Investment Advisors, LLC sold shares of 243 stocks and completely divested from 67 stocks this quarter.Largest Holdings Ares Acquisition Co. II $43,446,326Apple $42,933,187AGRICULTURE & NAT SOL ACQ CORP SHS CL A $39,962,931Merck & Co., Inc. $38,930,676NABORS ENERGY TRANSITION CORP CL A $37,533,517 Largest New Holdings this Quarter AGRICULTURE & NAT SOL ACQ CORP SHS CL A $39,962,931 HoldingCOLOMBIER ACQUISITION CORP II COM SHS CL A $4,622,363 HoldingIB ACQUISITION CORP UNIT EXP 032629 $4,291,547 HoldingLEGATO MERGER CORP III UNITS $3,876,658 HoldingAIMEI HEALTH TECHNOLOGY CO LTD SHS $3,727,316 Holding Largest Purchases this Quarter AGRICULTURE & NAT SOL ACQ CORP SHS CL A 3,935,296 shares (about $39.96M)NABORS ENERGY TRANSITION CORP CL A 2,156,418 shares (about $22.43M)Ares Acquisition Co. II 1,137,822 shares (about $12.03M)Concord Acquisition Corp II 821,571 shares (about $8.64M)ESH ACQUISITION CORP COM 712,918 shares (about $7.38M) Largest Sales this Quarter Screaming Eagle Acquisition 877,758 shares (about $9.39M)SPDR Bloomberg High Yield Bond ETF 80,830 shares (about $7.70M)AlphaTime Acquisition 246,420 shares (about $2.70M)BOWEN ACQUISITION CORP SHS 161,189 shares (about $1.68M)Albertsons Companies 67,722 shares (about $1.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSchechter Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAACTAres Acquisition Co. II$43,446,326$12,026,779 ▲38.3%4,110,3433.3%UnclassifiedAAPLApple$42,933,187$276,254 ▼-0.6%250,3693.2%Computer and TechnologyAGRICULTURE & NAT SOL ACQ CORP SHS CL A$39,962,931$39,962,931 ▲New Holding3,935,2963.0%StockMRKMerck & Co., Inc.$38,930,676$8,049 ▼0.0%295,0412.9%MedicalNABORS ENERGY TRANSITION CORP CL A$37,533,517$22,426,747 ▲148.5%3,608,9922.8%StockVTVVanguard Value ETF$33,790,047$239,730 ▼-0.7%207,4792.5%ETFSPYSPDR S&P 500 ETF Trust$30,932,310$1,150,756 ▼-3.6%59,1362.3%FinanceVUGVanguard Growth ETF$30,032,967$436,792 ▼-1.4%87,2542.2%ETFVXUSVanguard Total International Stock ETF$28,857,597$274,968 ▲1.0%478,5672.2%ETFMSFTMicrosoft$28,135,374$3,196,178 ▲12.8%66,8752.1%Computer and TechnologyINFLECTION PT ACQUISITN CRP II CL A ORD SHS$21,642,761$829,843 ▲4.0%2,068,1091.6%StockSCRMScreaming Eagle Acquisition$21,640,151$9,392,011 ▼-30.3%2,022,4441.6%UnclassifiedAMZNAmazon.com$19,997,220$159,276 ▼-0.8%110,8611.5%Retail/WholesaleNVDANVIDIA$19,478,667$1,233,342 ▼-6.0%21,5581.5%Computer and TechnologyHAYMAKER ACQUISITION CORP IV CLASS A$18,333,667$4,892,398 ▲36.4%1,759,4691.4%StockCNDAConcord Acquisition Corp II$17,875,595$8,638,819 ▲93.5%1,700,0091.3%UnclassifiedSBXCSilverBox Corp III$16,835,135$1,357,537 ▲8.8%1,606,4061.3%UnclassifiedCLOZPanagram BBB-B CLO ETF$15,728,694$7,140,252 ▲83.1%587,0011.2%ETFACIAlbertsons Companies$15,206,192$1,451,960 ▼-8.7%709,2441.1%Consumer StaplesRENECartesian Growth Co. II$14,617,860$374,985 ▼-2.5%1,315,7391.1%UnclassifiedALCYAlchemy Investments Acquisition Corp 1$14,038,655$3,465,193 ▲32.8%1,326,9051.1%UnclassifiedGOOGAlphabet$14,014,053$1,018,611 ▲7.8%92,0411.0%Computer and TechnologyVXFVanguard Extended Market ETF$13,917,952$195,250 ▲1.4%79,4091.0%ETFMETAMeta Platforms$12,807,738$861,392 ▲7.2%26,3771.0%Computer and TechnologyRCReady Capital$11,147,712$3,004 ▼0.0%1,220,9980.8%FinanceESH ACQUISITION CORP COM$11,080,762$7,378,701 ▲199.3%1,070,6050.8%StockBRK.BBerkshire Hathaway$10,503,952$1,303,217 ▲14.2%24,9780.8%FinanceUNHUnitedHealth Group$10,280,491$2,820,815 ▲37.8%20,7810.8%MedicalCMECME Group$10,131,690$12,487 ▼-0.1%47,0600.8%FinanceGOOGLAlphabet$9,121,152$1,968,127 ▲27.5%60,4330.7%Computer and TechnologyJPMJPMorgan Chase & Co.$9,108,606$12,419 ▼-0.1%45,4750.7%FinanceKEEN VISION ACQUISITION CORP SHS$8,531,286$6,268,746 ▲277.1%816,3910.6%StockMAMastercard$7,445,428$2,777,167 ▲59.5%15,4610.6%Business ServicesSPARK I ACQUISITION CORP ORD SHS$6,887,292$4,546,832 ▲194.3%671,2760.5%StockVVisa$6,881,349$132,285 ▲2.0%24,6570.5%Business ServicesQUETTA ACQUISITION CORP COM$6,610,485$103,286 ▲1.6%649,3600.5%StockTIPiShares TIPS Bond ETF$6,555,834$5,263 ▲0.1%61,0360.5%ETFABTAbbott Laboratories$6,526,177$282,902 ▲4.5%57,4180.5%MedicalABBVAbbVie$6,487,291$6,373 ▼-0.1%35,6250.5%Medical99 ACQUISITION GROUP INC CL A$6,310,728$750,808 ▲13.5%612,6920.5%StockNFLXNetflix$6,291,330$154,869 ▲2.5%10,3590.5%Consumer DiscretionaryCOSTCostco Wholesale$6,288,952$6,594 ▲0.1%8,5840.5%Retail/WholesaleGLOBAL LIGHTS ACQUISITION CORP ORD SHS$5,916,779$868,609 ▲17.2%581,2160.4%StockLLYEli Lilly and Company$5,497,209$49,791 ▲0.9%7,0660.4%MedicalVTIVanguard Total Stock Market ETF$5,361,171$2,741,142 ▲104.6%20,6280.4%ETFEVEEVe Mobility Acquisition$5,055,374$183,901 ▼-3.5%462,1000.4%UnclassifiedCRMSalesforce$5,017,358$784,875 ▲18.5%16,6590.4%Computer and TechnologyBUKIT JALIL GBL ACQUISITION 1 ORD SHS$4,924,032$2,057,505 ▲71.8%468,9510.4%StockAVGOBroadcom$4,889,878$636,254 ▲15.0%3,6890.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$4,869,760$3,687,381 ▲311.9%26,6680.4%ETFCOLOMBIER ACQUISITION CORP II COM SHS CL A$4,622,363$4,622,363 ▲New Holding450,0840.3%StockADBEAdobe$4,567,134$318,907 ▲7.5%9,0510.3%Computer and TechnologyTBMCTrailblazer Merger Co. I$4,562,847$221,968 ▼-4.6%431,2710.3%UnclassifiedFORLFour Leaf Acquisition$4,453,989$3,848,828 ▲636.0%416,6500.3%UnclassifiedFLOTiShares Floating Rate Bond ETF$4,356,286$35,589 ▼-0.8%85,3170.3%ETFIB ACQUISITION CORP UNIT EXP 032629$4,291,547$4,291,547 ▲New Holding428,7260.3%StockVNQVanguard Real Estate ETF$4,266,869$198,383 ▲4.9%49,3400.3%ETFAMDAdvanced Micro Devices$4,266,664$1,044,330 ▲32.4%23,6390.3%Computer and TechnologyNVONovo Nordisk A/S$4,256,716$110,809 ▲2.7%33,1520.3%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,120,934$37,881 ▼-0.9%86,0500.3%ManufacturingTSMTaiwan Semiconductor Manufacturing$3,956,629$270,877 ▼-6.4%29,0820.3%Computer and TechnologyLEGATO MERGER CORP III UNITS$3,876,658$3,876,658 ▲New Holding382,5020.3%StockTMOThermo Fisher Scientific$3,843,384$822,378 ▲27.2%6,6130.3%MedicalNOWServiceNow$3,734,998$1,058,974 ▼-22.1%4,8990.3%Computer and TechnologyAIMEI HEALTH TECHNOLOGY CO LTD SHS$3,727,316$3,727,316 ▲New Holding364,7080.3%StockVMCVulcan Materials$3,645,543$63,866 ▼-1.7%13,3570.3%ConstructionACNAccenture$3,634,899$12,478 ▼-0.3%10,4870.3%Business ServicesSAPSAP$3,600,155$217,659 ▼-5.7%18,4590.3%Computer and TechnologyTJXTJX Companies$3,526,916$23,935 ▼-0.7%34,7750.3%Retail/WholesaleHDHome Depot$3,410,854$1,534 ▼0.0%8,8920.3%Retail/WholesaleWCNWaste Connections$3,369,636$516 ▲0.0%19,5900.3%Business ServicesAXPAmerican Express$3,327,445$544,632 ▲19.6%14,6140.2%FinanceQQQInvesco QQQ$3,223,513$1,988,277 ▲161.0%7,2600.2%FinanceVEAVanguard FTSE Developed Markets ETF$3,222,905$1,946,386 ▲152.5%64,2400.2%ETFIVEiShares S&P 500 Value ETF$3,134,111$11,022 ▼-0.4%16,7770.2%ETFWMTWalmart$3,060,818$2,044,898 ▲201.3%50,8690.2%Retail/WholesaleGNRSPDR S&P Global Natural Resources ETF$3,054,128$2,607 ▼-0.1%52,7210.2%ETFGSGiShares S&P GSCI Commodity-Indexed Trust$3,053,192$213,563 ▼-6.5%138,4040.2%FinanceIGFiShares Global Infrastructure ETF$3,039,061$2,619 ▼-0.1%63,8190.2%ManufacturingMCKMcKesson$2,973,076$533,629 ▲21.9%5,5380.2%MedicalASMLASML$2,953,232$171,779 ▲6.2%3,0430.2%Computer and TechnologyDISTDistoken Acquisition$2,916,326$32,269 ▼-1.1%271,0340.2%UnclassifiedBFACBattery Future Acquisition$2,873,255$142,780 ▼-4.7%261,2050.2%UnclassifiedDYDycom Industries$2,872,753$39,614 ▼-1.4%20,0150.2%ConstructionXOMExxon Mobil$2,861,964$450,317 ▲18.7%24,6210.2%Oils/EnergyAMLPAlerian MLP ETF$2,837,9180.0%59,7960.2%ETFTGTTarget$2,833,052$466,239 ▲19.7%15,9870.2%Retail/WholesaleORCLOracle$2,832,966$340,021 ▲13.6%22,5540.2%Computer and TechnologyGEGeneral Electric$2,793,032$14,218 ▼-0.5%15,9120.2%TransportationPGProcter & Gamble$2,791,905$139,214 ▲5.2%17,2070.2%Consumer StaplesMEDPMedpace$2,765,599$2,765,599 ▲New Holding6,8430.2%MedicalPMPhilip Morris International$2,763,900$131,750 ▲5.0%30,1670.2%Consumer StaplesABNBAirbnb$2,699,736$47,344 ▼-1.7%16,3660.2%Computer and TechnologyAMATApplied Materials$2,665,317$510,832 ▲23.7%12,9240.2%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$2,599,462$2,599,462 ▲New Holding72,5300.2%ETFPANAGRAM AAA CLO ETF$2,555,708$2,071,112 ▲427.4%100,2040.2%ETFSHELShell$2,538,290$69,387 ▲2.8%37,8620.2%Oils/EnergyINTUIntuit$2,521,727$40,946 ▼-1.6%3,8800.2%Computer and TechnologyBRBroadridge Financial Solutions$2,519,778$46,094 ▲1.9%12,3000.2%Business ServicesCVXChevron$2,497,652$111,207 ▲4.7%15,8340.2%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.