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.
- NRG: Country of operation United States; Class Stock; Shares 17,812; Value $1,700,334.
- HONZZZZ: Country of operation —; Class Stock; Shares 8,024; Value $1,699,166.
- C: Country of operation United States; Class Stock; Shares 23,615; Value $1,676,460.
- DIS: Country of operation United States; Class Stock; Shares 16,966; Value $1,674,597.
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 |
|---|---|---|---|---|---|---|---|---|
| NRG NRG ENERGY INC COM NEW | United States | Stock | 17,812 | $1,700,334 | 0.20% | 2025-03-31 | 2025-05-01 | +1.79% |
| HONZZZZ HONEYWELL INTL INC COM | Stock | 8,024 | $1,699,166 | 0.20% | 2025-03-31 | 2025-05-01 | ||
| C CITIGROUP INC COM NEW | United States | Stock | 23,615 | $1,676,460 | 0.19% | 2025-03-31 | 2025-05-01 | +84.25% |
| DIS DISNEY WALT CO COM | United States | Stock | 16,966 | $1,674,597 | 0.19% | 2025-03-31 | 2025-05-01 | +6.80% |
| AMD ADVANCED MICRO DEVICES INC COM | United States | Stock | 16,242 | $1,668,737 | 0.19% | 2025-03-31 | 2025-05-01 | +491.37% |
| BDC BELDEN INC COM | United States | Stock | 16,589 | $1,663,047 | 0.19% | 2025-03-31 | 2025-05-01 | +8.98% |
| EOG EOG RES INC COM | United States | Stock | 12,712 | $1,630,276 | 0.19% | 2025-03-31 | 2025-05-01 | +8.91% |
| AMAT APPLIED MATLS INC COM | United States | Stock | 11,210 | $1,626,805 | 0.19% | 2025-03-31 | 2025-05-01 | +252.82% |
| LPX LOUISIANA PAC CORP COM | United States | Stock | 17,463 | $1,606,247 | 0.18% | 2025-03-31 | 2025-05-01 | -28.51% |
| NEE NEXTERA ENERGY INC COM | United States | Stock | 22,534 | $1,597,447 | 0.18% | 2025-03-31 | 2025-05-01 | +7.05% |
| BACQU BLEICHROEDER ACQUISITION CORP UNIT | Stock | 154,472 | $1,570,980 | 0.18% | 2025-03-31 | 2025-05-01 | ||
| ABNB AIRBNB INC COM CL A | United States | Stock | 12,961 | $1,548,321 | 0.18% | 2025-03-31 | 2025-05-01 | +31.39% |
| AZO AUTOZONE INC COM | United States | Stock | 403 | $1,536,551 | 0.18% | 2025-03-31 | 2025-05-01 | -24.57% |
| TDACU TRANSLATIONAL DEV ACQUISITION UNIT | Stock | 150,640 | $1,527,490 | 0.18% | 2025-03-31 | 2025-05-01 | ||
| PEG PUBLIC SVC ENTERPRISE GRP INC COM | United States | Stock | 18,534 | $1,525,321 | 0.18% | 2025-03-31 | 2025-05-01 | -17.76% |
| BOOT BOOT BARN HLDGS INC COM | United States | Stock | 14,114 | $1,516,267 | 0.17% | 2025-03-31 | 2025-05-01 | +13.46% |
| MLACU MOUNTAIN LAKE ACQUISITION CORP UNIT EXP 111528 | Stock | 146,830 | $1,515,286 | 0.17% | 2025-03-31 | 2025-05-01 | ||
| WFC WELLS FARGO CO NEW COM | United States | Stock | 20,910 | $1,501,136 | 0.17% | 2025-03-31 | 2025-05-01 | +12.10% |
| BCO BRINKS CO COM | United States | Stock | 17,338 | $1,493,842 | 0.17% | 2025-03-31 | 2025-05-01 | +19.68% |
| SPGI S&P GLOBAL INC COM | United States | Stock | 2,925 | $1,485,948 | 0.17% | 2025-03-31 | 2025-05-01 | -18.36% |
| CMCSA COMCAST CORP NEW CL A | United States | Stock | 39,979 | $1,475,238 | 0.17% | 2025-03-31 | 2025-05-01 | -37.54% |
| WSO WATSCO INC COM | United States | Stock | 2,899 | $1,473,562 | 0.17% | 2025-03-31 | 2025-05-01 | -40.82% |
| SCHW SCHWAB CHARLES CORP COM | United States | Stock | 18,739 | $1,466,909 | 0.17% | 2025-03-31 | 2025-05-01 | +26.60% |
| SEIC SEI INVTS CO COM | United States | Stock | 18,852 | $1,463,476 | 0.17% | 2025-03-31 | 2025-05-01 | +33.13% |
| GD GENERAL DYNAMICS CORP COM | United States | Stock | 5,350 | $1,458,242 | 0.17% | 2025-03-31 | 2025-05-01 | +21.92% |
| SBUX STARBUCKS CORP COM | United States | Stock | 14,754 | $1,447,222 | 0.17% | 2025-03-31 | 2025-05-01 | -2.71% |
| UBER UBER TECHNOLOGIES INC COM | United States | Stock | 19,577 | $1,426,380 | 0.16% | 2025-03-31 | 2025-05-01 | -4.80% |
| AMGN AMGEN INC COM | United States | Stock | 4,555 | $1,418,971 | 0.16% | 2025-03-31 | 2025-05-01 | +35.98% |
| LMT LOCKHEED MARTIN CORP COM | United States | Stock | 3,139 | $1,402,073 | 0.16% | 2025-03-31 | 2025-05-01 | +14.66% |
| PGR PROGRESSIVE CORP COM | United States | Stock | 4,809 | $1,361,027 | 0.16% | 2025-03-31 | 2025-05-01 | -25.61% |
| MUSA MURPHY USA INC COM | United States | Stock | 2,837 | $1,332,851 | 0.15% | 2025-03-31 | 2025-05-01 | +8.01% |
| DUK DUKE ENERGY CORP NEW COM NEW | United States | Stock | 10,848 | $1,323,125 | 0.15% | 2025-03-31 | 2025-05-01 | -6.36% |
| TXN TEXAS INSTRS INC COM | United States | Stock | 7,315 | $1,314,445 | 0.15% | 2025-03-31 | 2025-05-01 | +56.76% |
| EMR EMERSON ELEC CO COM | United States | Stock | 11,839 | $1,298,028 | 0.15% | 2025-03-31 | 2025-05-01 | +43.41% |
| VMI VALMONT INDS INC COM | United States | Stock | 4,526 | $1,291,584 | 0.15% | 2025-03-31 | 2025-05-01 | +63.72% |
| AWI ARMSTRONG WORLD INDS INC NEW COM | United States | Stock | 9,145 | $1,288,348 | 0.15% | 2025-03-31 | 2025-05-01 | +15.77% |
| MPC MARATHON PETE CORP COM | United States | Stock | 8,843 | $1,288,336 | 0.15% | 2025-03-31 | 2025-05-01 | +169.09% |
| MS MORGAN STANLEY COM NEW | United States | Stock | 11,001 | $1,283,493 | 0.15% | 2025-03-31 | 2025-05-01 | +65.22% |
| LIN LINDE PLC SHS | United Kingdom | Stock | 2,737 | $1,274,648 | 0.15% | 2025-03-31 | 2025-05-01 | +1.66% |
| CAPN CAYSON ACQUISITION CORP SHS | Stock | 124,300 | $1,267,860 | 0.15% | 2025-03-31 | 2025-05-01 | ||
| VRTX VERTEX PHARMACEUTICALS INC COM | United States | Stock | 2,578 | $1,249,866 | 0.14% | 2025-03-31 | 2025-05-01 | +8.64% |
| APG API GROUP CORP COM STK | United States | Stock | 34,730 | $1,241,945 | 0.14% | 2025-03-31 | 2025-05-01 | +62.54% |
| COP CONOCOPHILLIPS COM | United States | Stock | 11,684 | $1,227,008 | 0.14% | 2025-03-31 | 2025-05-01 | +19.44% |
| SYK STRYKER CORPORATION COM | United States | Stock | 3,271 | $1,217,464 | 0.14% | 2025-03-31 | 2025-05-01 | -25.11% |
| COR CENCORA INC COM | United States | Stock | 4,330 | $1,204,137 | 0.14% | 2025-03-31 | 2025-05-01 | +10.61% |
| SLB SCHLUMBERGER LTD COM STK | Stock | 28,383 | $1,186,409 | 0.14% | 2025-03-31 | 2025-05-01 | +19.31% | |
| TKR TIMKEN CO COM | United States | Stock | 16,095 | $1,156,748 | 0.13% | 2025-03-31 | 2025-05-01 | +63.16% |
| FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK | United States | REIT | 89,439 | $1,139,453 | 0.13% | 2025-03-31 | 2025-05-01 | -47.25% |
| LOW LOWES COS INC COM | United States | Stock | 4,812 | $1,122,399 | 0.13% | 2025-03-31 | 2025-05-01 | -19.71% |
| MU MICRON TECHNOLOGY INC COM | United States | Stock | 12,885 | $1,119,578 | 0.13% | 2025-03-31 | 2025-05-01 | +1125.78% |
| SYY SYSCO CORP COM | United States | Stock | 14,889 | $1,117,270 | 0.13% | 2025-03-31 | 2025-05-01 | +4.60% |
| CCIX CHURCHILL CAPITAL CORP IX CL A SHS | Stock | 103,298 | $1,114,585 | 0.13% | 2025-03-31 | 2025-05-01 | ||
| OKE ONEOK INC NEW COM | United States | Stock | 11,132 | $1,104,552 | 0.13% | 2025-03-31 | 2025-05-01 | -12.46% |
| NGVT INGEVITY CORP COM | United States | Stock | 27,870 | $1,103,373 | 0.13% | 2025-03-31 | 2025-05-01 | +79.49% |
| DY DYCOM INDS INC COM | United States | Stock | 7,181 | $1,093,954 | 0.13% | 2025-03-31 | 2025-05-01 | +76.60% |
| DE DEERE & CO COM | United States | Stock | 2,319 | $1,088,240 | 0.13% | 2025-03-31 | 2025-05-01 | +44.99% |
| ADP AUTOMATIC DATA PROCESSING INC COM | United States | Stock | 3,541 | $1,081,803 | 0.12% | 2025-03-31 | 2025-05-01 | -14.31% |
| UNP UNION PAC CORP COM | United States | Stock | 4,574 | $1,080,596 | 0.12% | 2025-03-31 | 2025-05-01 | +16.05% |
| GEV GE VERNOVA INC COM | United States | Stock | 3,533 | $1,078,555 | 0.12% | 2025-03-31 | 2025-05-01 | +215.28% |
| CDNS CADENCE DESIGN SYSTEM INC COM | United States | Stock | 4,239 | $1,078,190 | 0.12% | 2025-03-31 | 2025-05-01 | +27.46% |
| CAT CATERPILLAR INC COM | United States | Stock | 3,136 | $1,034,234 | 0.12% | 2025-03-31 | 2025-05-01 | +150.65% |
| AJG GALLAGHER ARTHUR J & CO COM | United States | Stock | 2,993 | $1,033,304 | 0.12% | 2025-03-31 | 2025-05-01 | -34.03% |
| VCICU VINE HILL CAP INVT CORP. UNIT EXP 090626 | Stock | 99,810 | $1,024,120 | 0.12% | 2025-03-31 | 2025-05-01 | ||
| UBS UBS GROUP AG SHS | Stock | 33,416 | $1,023,532 | 0.12% | 2025-03-31 | 2025-05-01 | +59.26% | |
| FISV FISERV INC COM | United States | Stock | 4,614 | $1,018,983 | 0.12% | 2025-03-31 | 2025-05-01 | — split 2025-10-29, ratio not on file |
| CRH CRH PLC ORD | Stock | 11,578 | $1,018,517 | 0.12% | 2025-03-31 | 2025-05-01 | -3.91% | |
| RTX RTX CORPORATION COM | United States | Stock | 7,647 | $1,012,865 | 0.12% | 2025-03-31 | 2025-05-01 | +41.13% |
| WDAY WORKDAY INC CL A | United States | Stock | 4,294 | $1,002,778 | 0.12% | 2025-03-31 | 2025-05-01 | -19.00% |
| MDT MEDTRONIC PLC SHS | Ireland | Stock | 11,024 | $990,648 | 0.11% | 2025-03-31 | 2025-05-01 | -3.08% |
| USPH U S PHYSICAL THERAPY COM | United States | Stock | 13,358 | $966,585 | 0.11% | 2025-03-31 | 2025-05-01 | +19.06% |
| TGT TARGET CORP COM | United States | Stock | 9,165 | $956,482 | 0.11% | 2025-03-31 | 2025-05-01 | +49.89% |
| NSC NORFOLK SOUTHN CORP COM | United States | Stock | 3,994 | $945,989 | 0.11% | 2025-03-31 | 2025-05-01 | +32.15% |
| BLK BLACKROCK INC COM | United States | Stock | 991 | $938,181 | 0.11% | 2025-03-31 | 2025-05-01 | +12.83% |
| CMI CUMMINS INC COM | United States | Stock | 2,969 | $930,618 | 0.11% | 2025-03-31 | 2025-05-01 | +66.34% |
| AGCO AGCO CORP COM | United States | Stock | 9,906 | $916,998 | 0.11% | 2025-03-31 | 2025-05-01 | +25.48% |
| ETN EATON CORP PLC SHS | Stock | 3,369 | $915,822 | 0.11% | 2025-03-31 | 2025-05-01 | +59.39% | |
| ORLY OREILLY AUTOMOTIVE INC COM | United States | Stock | 622 | $891,065 | 0.10% | 2025-03-31 | 2025-05-01 | -9.88% |
| MRSH MARSH & MCLENNAN COS INC COM | United States | Stock | 3,589 | $875,885 | 0.10% | 2025-03-31 | 2025-05-01 | -30.16% |
| SNPS SYNOPSYS INC COM | United States | Stock | 2,042 | $875,712 | 0.10% | 2025-03-31 | 2025-05-01 | -3.21% |
| PLD PROLOGIS INC. COM | United States | REIT | 7,778 | $869,548 | 0.10% | 2025-03-31 | 2025-05-01 | +18.62% |
| RNR RENAISSANCERE HLDGS LTD COM | Stock | 3,612 | $866,960 | 0.10% | 2025-03-31 | 2025-05-01 | +35.22% | |
| CAE CAE INC COM | Stock | 35,064 | $862,224 | 0.10% | 2025-03-31 | 2025-05-01 | -1.38% | |
| USFD US FOODS HLDG CORP COM | United States | Stock | 12,806 | $838,280 | 0.10% | 2025-03-31 | 2025-05-01 | +43.14% |
| PNC PNC FINL SVCS GROUP INC COM | United States | Stock | 4,674 | $821,517 | 0.09% | 2025-03-31 | 2025-05-01 | +26.10% |
| MOD MODINE MFG CO COM | United States | Stock | 10,676 | $819,383 | 0.09% | 2025-03-31 | 2025-05-01 | +139.37% |
| CBOE CBOE GLOBAL MKTS INC COM | United States | Stock | 3,590 | $812,434 | 0.09% | 2025-03-31 | 2025-05-01 | +15.67% |
| ICE INTERCONTINENTAL EXCHANGE INC COM | United States | Stock | 4,631 | $798,803 | 0.09% | 2025-03-31 | 2025-05-01 | -11.77% |
| T AT&T INC COM | United States | Stock | 28,165 | $796,517 | 0.09% | 2025-03-31 | 2025-05-01 | -13.44% |
| WAB WABTEC COM | United States | Stock | 4,333 | $785,789 | 0.09% | 2025-03-31 | 2025-05-01 | +60.59% |
| SAM BOSTON BEER INC CL A | United States | Stock | 3,269 | $780,768 | 0.09% | 2025-03-31 | 2025-05-01 | -31.97% |
| PPL PPL CORP COM | United States | Stock | 21,567 | $778,797 | 0.09% | 2025-03-31 | 2025-05-01 | -9.78% |
| KLAC KLA CORP COM NEW | United States | Stock | 1,120 | $761,155 | 0.09% | 2025-03-31 | 2025-05-01 | +189.10% |
| MFC MANULIFE FINL CORP COM | Stock | 24,166 | $752,771 | 0.09% | 2025-03-31 | 2025-05-01 | +39.39% | |
| FTNT FORTINET INC COM | United States | Stock | 7,761 | $747,074 | 0.09% | 2025-03-31 | 2025-05-01 | +82.80% |
| GNRC GENERAC HLDGS INC COM | United States | Stock | 5,858 | $741,916 | 0.09% | 2025-03-31 | 2025-05-01 | +67.56% |
| PHM PULTE GROUP INC COM | United States | Stock | 7,201 | $740,263 | 0.09% | 2025-03-31 | 2025-05-01 | +15.27% |
| DTE DTE ENERGY CO COM | United States | Stock | 5,309 | $734,091 | 0.08% | 2025-03-31 | 2025-05-01 | -11.48% |
| PEP PEPSICO INC COM | United States | Stock | 4,848 | $726,927 | 0.08% | 2025-03-31 | 2025-05-01 | -14.17% |
| PH PARKER-HANNIFIN CORP COM | United States | Stock | 1,187 | $721,419 | 0.08% | 2025-03-31 | 2025-05-01 | +59.64% |
| APH AMPHENOL CORP NEW CL A | United States | Stock | 10,930 | $716,897 | 0.08% | 2025-03-31 | 2025-05-01 | — split 2026-08-28, ratio not on file |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||