Schechter Investment Advisors, LLC current holdings: USA Stocks
Schechter Investment Advisors, LLC reported $0.81 billion in share positions in stocks (listed in the US), 459 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are AACT, ANSC, NETD.
- AACT: Country of operation —; Class Stock; Shares 2,832,247; Value $31,579,554.
- ANSC: Country of operation —; Class Stock; Shares 2,737,130; Value $29,199,977.
- NETD: Country of operation —; Class Stock; Shares 2,396,492; Value $26,241,587.
- MRK: Country of operation United States; Class Stock; Shares 291,300; Value $26,147,086.
Form 13F-HR as filed (SEC CIK 1951586): quarter ended 2025-03-31, filed 2025-05-01. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AACT ARES ACQUISITION CORP II SHS CLASS A | Stock | 2,832,247 | $31,579,554 | 3.63% | 2025-03-31 | 2025-05-01 | ||
| ANSC AGRICULTURE & NAT SOL ACQ CORP SHS CL A | Stock | 2,737,130 | $29,199,977 | 3.36% | 2025-03-31 | 2025-05-01 | ||
| NETD NABORS ENERGY TRANSITION CORP CL A | Stock | 2,396,492 | $26,241,587 | 3.02% | 2025-03-31 | 2025-05-01 | ||
| MRK MERCK & CO INC COM | United States | Stock | 291,300 | $26,147,086 | 3.01% | 2025-03-31 | 2025-05-01 | +66.31% |
| AAPL APPLE INC COM | United States | Stock | 116,127 | $25,795,499 | 2.97% | 2025-03-31 | 2025-05-01 | |
| NVDA NVIDIA CORPORATION COM | United States | Stock | 177,279 | $19,213,465 | 2.21% | 2025-03-31 | 2025-05-01 | +109.64% |
| MSFT MICROSOFT CORP COM | United States | Stock | 50,796 | $19,068,147 | 2.19% | 2025-03-31 | 2025-05-01 | +35.58% |
| AMZN AMAZON COM INC COM | United States | Stock | 87,733 | $16,692,205 | 1.92% | 2025-03-31 | 2025-05-01 | +29.65% |
| HYAC HAYMAKER ACQUISITION CORP IV CLASS A | Stock | 1,420,254 | $15,608,591 | 1.80% | 2025-03-31 | 2025-05-01 | ||
| LEGT LEGATO MERGER CORP III ORD SHS | Stock | 1,407,134 | $14,760,836 | 1.70% | 2025-03-31 | 2025-05-01 | ||
| ALF CENTURION ACQUISITION CORP SHS CL A | Stock | 1,332,323 | $13,642,988 | 1.57% | 2025-03-31 | 2025-05-01 | ||
| META META PLATFORMS INC CL A | United States | Stock | 21,692 | $12,502,260 | 1.44% | 2025-03-31 | 2025-05-01 | +28.18% |
| BRKB BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 19,558 | $10,416,456 | 1.20% | 2025-03-31 | 2025-05-01 | ||
| CUB LIONHEART HOLDINGS SHS CL A | United States | Stock | 1,010,590 | $10,378,759 | 1.19% | 2025-03-31 | 2025-05-01 | +6.13% |
| GPAT GP-ACT III ACQUISITION CORP CL A | Stock | 893,299 | $9,192,047 | 1.06% | 2025-03-31 | 2025-05-01 | ||
| CME CME GROUP INC COM | United States | Stock | 34,524 | $9,158,742 | 1.05% | 2025-03-31 | 2025-05-01 | -0.78% |
| GOOG ALPHABET INC CAP STK CL C | United States | Stock | 58,079 | $9,073,629 | 1.04% | 2025-03-31 | 2025-05-01 | +115.91% |
| JPM JPMORGAN CHASE & CO. COM | United States | Stock | 36,181 | $8,875,242 | 1.02% | 2025-03-31 | 2025-05-01 | +36.56% |
| ALDF ALDEL FINL II INC CL A | United States | Stock | 761,474 | $7,698,502 | 0.89% | 2025-03-31 | 2025-05-01 | +7.02% |
| ABBV ABBVIE INC COM | United States | Stock | 34,908 | $7,313,943 | 0.84% | 2025-03-31 | 2025-05-01 | +25.66% |
| AAM AA MISSION ACQUISITION CORP ORD SHS CL A | Stock | 694,478 | $7,243,406 | 0.83% | 2025-03-31 | 2025-05-01 | ||
| RFAI RF ACQUISITION CORP II SHS | Stock | 686,738 | $7,124,701 | 0.82% | 2025-03-31 | 2025-05-01 | ||
| VACH VOYAGER ACQUISITION CORP CL A | Stock | 689,180 | $7,015,852 | 0.81% | 2025-03-31 | 2025-05-01 | ||
| V VISA INC COM CL A | United States | Stock | 19,466 | $6,822,014 | 0.79% | 2025-03-31 | 2025-05-01 | +4.40% |
| UNH UNITEDHEALTH GROUP INC COM | United States | Stock | 12,676 | $6,638,874 | 0.76% | 2025-03-31 | 2025-05-01 | -28.41% |
| TONT GRAF GLOBAL CORP ORD SHS CL A | United States | Stock | 645,970 | $6,608,273 | 0.76% | 2025-03-31 | 2025-05-01 | +6.44% |
| LPAA LAUNCH ONE ACQUISITION CORP SHS CLASS A | Stock | 635,680 | $6,490,293 | 0.75% | 2025-03-31 | 2025-05-01 | ||
| TAVI TAVIA ACQUISITION CORP SHS | Stock | 635,294 | $6,384,705 | 0.73% | 2025-03-31 | 2025-05-01 | ||
| SPKL SPARK I ACQUISITION CORP ORD SHS | Stock | 583,214 | $6,269,551 | 0.72% | 2025-03-31 | 2025-05-01 | ||
| GOOGL ALPHABET INC CAP STK CL A | United States | Stock | 40,113 | $6,203,142 | 0.71% | 2025-03-31 | 2025-05-01 | +120.46% |
| ACI ALBERTSONS COS INC COMMON STOCK | United States | Stock | 280,316 | $6,164,149 | 0.71% | 2025-03-31 | 2025-05-01 | -47.07% |
| LLY ELI LILLY & CO COM | United States | Stock | 7,433 | $6,138,735 | 0.71% | 2025-03-31 | 2025-05-01 | +43.43% |
| DYNC DYNAMIX CORP SHS CL A | Cayman Islands | Stock | 606,560 | $6,033,513 | 0.69% | 2025-03-31 | 2025-05-01 | +9.41% |
| ABT ABBOTT LABS COM | United States | Stock | 43,690 | $5,795,530 | 0.67% | 2025-03-31 | 2025-05-01 | -23.90% |
| COST COSTCO WHSL CORP NEW COM | United States | Stock | 6,122 | $5,790,110 | 0.67% | 2025-03-31 | 2025-05-01 | -2.24% |
| FACT FACT II ACQUISITION CORP ORD SHS CL A | Stock | 575,960 | $5,771,177 | 0.66% | 2025-03-31 | 2025-05-01 | ||
| RANG RANGE CAP ACQUISITION CORP ORD SHS | Stock | 529,375 | $5,320,219 | 0.61% | 2025-03-31 | 2025-05-01 | ||
| NTWO NEWBURY STR II ACQUISITION COR ORD SHS CL A | Stock | 526,884 | $5,300,453 | 0.61% | 2025-03-31 | 2025-05-01 | ||
| NFLX NETFLIX INC COM | United States | Stock | 5,513 | $5,141,037 | 0.59% | 2025-03-31 | 2025-05-01 | -24.61% |
| GBDC GOLUB CAP BDC INC COM | United States | CEF | 325,337 | $4,925,602 | 0.57% | 2025-03-31 | 2025-05-01 | -16.45% |
| RC READY CAPITAL CORP COM | United States | REIT | 936,193 | $4,765,222 | 0.55% | 2025-03-31 | 2025-05-01 | -75.64% |
| MA MASTERCARD INCORPORATED CL A | United States | Stock | 8,085 | $4,431,523 | 0.51% | 2025-03-31 | 2025-05-01 | +2.82% |
| PM PHILIP MORRIS INTL INC COM | United States | Stock | 27,123 | $4,305,234 | 0.50% | 2025-03-31 | 2025-05-01 | +22.16% |
| AVGO BROADCOM INC COM | United States | Stock | 25,661 | $4,296,406 | 0.49% | 2025-03-31 | 2025-05-01 | +112.09% |
| WLAC WILLOW LANE ACQUISITION CORP. ORD SHS CL A | Stock | 422,754 | $4,235,995 | 0.49% | 2025-03-31 | 2025-05-01 | ||
| ORCL ORACLE CORP COM | United States | Stock | 29,672 | $4,148,437 | 0.48% | 2025-03-31 | 2025-05-01 | -1.44% |
| JACS JACKSON ACQUISITION CO II COM SHS CL A | Stock | 412,343 | $4,148,171 | 0.48% | 2025-03-31 | 2025-05-01 | ||
| SIMA SIM ACQUISITION CORP. I SHS CL A | Stock | 402,236 | $4,110,852 | 0.47% | 2025-03-31 | 2025-05-01 | ||
| TJX TJX COS INC NEW COM | United States | Stock | 30,821 | $3,753,990 | 0.43% | 2025-03-31 | 2025-05-01 | +9.85% |
| POLE ANDRETTI ACQUISITION CORP II ORD SHS CL A | Stock | 364,550 | $3,692,892 | 0.42% | 2025-03-31 | 2025-05-01 | ||
| AON AON PLC SHS CL A | Ireland | Stock | 8,907 | $3,554,723 | 0.41% | 2025-03-31 | 2025-05-01 | -30.87% |
| ADBE ADOBE INC COM | United States | Stock | 9,029 | $3,462,892 | 0.40% | 2025-03-31 | 2025-05-01 | -39.20% |
| MCK MCKESSON CORP COM | United States | Stock | 5,124 | $3,448,401 | 0.40% | 2025-03-31 | 2025-05-01 | +28.50% |
| GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST | United States | ETF | 144,259 | $3,284,777 | 0.38% | 2025-03-31 | 2025-05-01 | +54.19% |
| AXP AMERICAN EXPRESS CO COM | United States | Stock | 12,183 | $3,277,914 | 0.38% | 2025-03-31 | 2025-05-01 | +13.51% |
| MACI MELAR ACQUISITION CORP. I SHS CL A | Stock | 312,724 | $3,199,167 | 0.37% | 2025-03-31 | 2025-05-01 | ||
| WCN WASTE CONNECTIONS INC COM | Stock | 16,125 | $3,147,420 | 0.36% | 2025-03-31 | 2025-05-01 | -20.30% | |
| HD HOME DEPOT INC COM | United States | Stock | 8,133 | $2,980,504 | 0.34% | 2025-03-31 | 2025-05-01 | -21.41% |
| IBAC IB ACQUISITION CORP COM SHS | United States | Stock | 283,579 | $2,920,864 | 0.34% | 2025-03-31 | 2025-05-01 | |
| XOMXXXX EXXON MOBIL CORP COM | Stock | 24,108 | $2,867,199 | 0.33% | 2025-03-31 | 2025-05-01 | ||
| CSCO CISCO SYS INC COM | United States | Stock | 46,421 | $2,864,609 | 0.33% | 2025-03-31 | 2025-05-01 | +73.29% |
| GAUZ GAUZY LTD SHS | Stock | 347,792 | $2,782,336 | 0.32% | 2025-03-31 | 2025-05-01 | — split 2026-01-27, ratio not on file | |
| ACN ACCENTURE PLC IRELAND SHS CLASS A | Stock | 8,680 | $2,708,584 | 0.31% | 2025-03-31 | 2025-05-01 | -43.24% | |
| WMT WALMART INC COM | United States | Stock | 29,994 | $2,633,186 | 0.30% | 2025-03-31 | 2025-05-01 | +21.65% |
| KO COCA COLA CO COM | United States | Stock | 36,657 | $2,625,393 | 0.30% | 2025-03-31 | 2025-05-01 | +21.25% |
| MTZ MASTEC INC COM | United States | Stock | 22,471 | $2,622,576 | 0.30% | 2025-03-31 | 2025-05-01 | +80.13% |
| PG PROCTER AND GAMBLE CO COM | United States | Stock | 15,350 | $2,615,927 | 0.30% | 2025-03-31 | 2025-05-01 | -12.97% |
| TSLA TESLA INC COM | United States | Stock | 10,043 | $2,602,684 | 0.30% | 2025-03-31 | 2025-05-01 | +36.15% |
| VLOS M3BRIGADE ACQUISITION V CORP CL A | Stock | 251,800 | $2,570,878 | 0.30% | 2025-03-31 | 2025-05-01 | ||
| BX BLACKSTONE INC COM | United States | Stock | 18,104 | $2,530,599 | 0.29% | 2025-03-31 | 2025-05-01 | -18.44% |
| NOW SERVICENOW INC COM | United States | Stock | 3,135 | $2,495,898 | 0.29% | 2025-03-31 | 2025-05-01 | -18.39% |
| GE GE AEROSPACE COM NEW | United States | Stock | 12,232 | $2,448,240 | 0.28% | 2025-03-31 | 2025-05-01 | +58.83% |
| DTSQ DT CLOUD STAR ACQUISITION CORP SHS | Stock | 233,400 | $2,390,016 | 0.28% | 2025-03-31 | 2025-05-01 | ||
| BR BROADRIDGE FINL SOLUTIONS INC COM | United States | Stock | 9,852 | $2,388,721 | 0.27% | 2025-03-31 | 2025-05-01 | -33.62% |
| VMC VULCAN MATLS CO COM | United States | Stock | 10,143 | $2,366,417 | 0.27% | 2025-03-31 | 2025-05-01 | +4.05% |
| PLMKU PLUM ACQUISITION CORP IV UNIT EXP 081929 | Stock | 232,000 | $2,343,200 | 0.27% | 2025-03-31 | 2025-05-01 | ||
| CVX CHEVRON CORP NEW COM | United States | Stock | 13,893 | $2,324,162 | 0.27% | 2025-03-31 | 2025-05-01 | +22.17% |
| GS GOLDMAN SACHS GROUP INC COM | United States | Stock | 4,236 | $2,314,134 | 0.27% | 2025-03-31 | 2025-05-01 | +67.72% |
| BSX BOSTON SCIENTIFIC CORP COM | United States | Stock | 22,857 | $2,305,814 | 0.27% | 2025-03-31 | 2025-05-01 | -56.50% |
| TMO THERMO FISHER SCIENTIFIC INC COM | United States | Stock | 4,428 | $2,203,527 | 0.25% | 2025-03-31 | 2025-05-01 | +36.58% |
| TMUS T-MOBILE US INC COM | United States | Stock | 8,099 | $2,160,181 | 0.25% | 2025-03-31 | 2025-05-01 | -38.89% |
| JNJ JOHNSON & JOHNSON COM | United States | Stock | 12,987 | $2,153,758 | 0.25% | 2025-03-31 | 2025-05-01 | +61.34% |
| BAC BANK AMERICA CORP COM | United States | Stock | 50,989 | $2,127,772 | 0.24% | 2025-03-31 | 2025-05-01 | +31.70% |
| SBXD SILVERBOX CORP IV SHS CL A | United States | Stock | 204,515 | $2,081,288 | 0.24% | 2025-03-31 | 2025-05-01 | +6.58% |
| CEP CANTOR EQUITY PARTNERS INC SHS CL A | Stock | 190,950 | $2,050,803 | 0.24% | 2025-03-31 | 2025-05-01 | ||
| SHOP SHOPIFY INC CL A SUB VTG SHS | Stock | 21,273 | $2,031,146 | 0.23% | 2025-03-31 | 2025-05-01 | +55.28% | |
| CRM SALESFORCE INC COM | United States | Stock | 7,453 | $2,000,090 | 0.23% | 2025-03-31 | 2025-05-01 | -16.04% |
| MCD MCDONALDS CORP COM | United States | Stock | 6,286 | $1,963,455 | 0.23% | 2025-03-31 | 2025-05-01 | -25.10% |
| BKNG BOOKING HOLDINGS INC COM | United States | Stock | 419 | $1,930,295 | 0.22% | 2025-03-31 | 2025-05-01 | -11.91% |
| CB CHUBB LIMITED COM | Stock | 6,046 | $1,825,782 | 0.21% | 2025-03-31 | 2025-05-01 | +9.96% | |
| DAR DARLING INGREDIENTS INC COM | United States | Stock | 57,880 | $1,808,171 | 0.21% | 2025-03-31 | 2025-05-01 | +93.09% |
| ZTS ZOETIS INC CL A | United States | Stock | 10,896 | $1,793,989 | 0.21% | 2025-03-31 | 2025-05-01 | -57.30% |
| INTU INTUIT COM | United States | Stock | 2,916 | $1,790,154 | 0.21% | 2025-03-31 | 2025-05-01 | -56.35% |
| ISRG INTUITIVE SURGICAL INC COM NEW | United States | Stock | 3,590 | $1,777,854 | 0.20% | 2025-03-31 | 2025-05-01 | -16.78% |
| IBM INTERNATIONAL BUSINESS MACHS COM | United States | Stock | 7,148 | $1,777,331 | 0.20% | 2025-03-31 | 2025-05-01 | -11.53% |
| SO SOUTHERN CO COM | United States | Stock | 19,305 | $1,775,042 | 0.20% | 2025-03-31 | 2025-05-01 | -9.24% |
| QCOM QUALCOMM INC COM | United States | Stock | 11,402 | $1,751,421 | 0.20% | 2025-03-31 | 2025-05-01 | +19.85% |
| KR KROGER CO COM | United States | Stock | 25,530 | $1,728,129 | 0.20% | 2025-03-31 | 2025-05-01 | -10.19% |
| ADI ANALOG DEVICES INC COM | United States | Stock | 8,548 | $1,723,864 | 0.20% | 2025-03-31 | 2025-05-01 | +97.46% |
| MSCI MSCI INC COM | United States | Stock | 3,016 | $1,705,612 | 0.20% | 2025-03-31 | 2025-05-01 | -4.55% |
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| Not available yet | |||