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.
- TDG: Country of operation United States; Class Stock; Shares 516; Value $713,851.
- KVUE: Country of operation United States; Class Stock; Shares 29,727; Value $712,853.
- FND: Country of operation United States; Class Stock; Shares 8,858; Value $712,803.
- LPLA: Country of operation United States; Class Stock; Shares 2,159; Value $706,297.
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 |
|---|---|---|---|---|---|---|---|---|
| TDG TRANSDIGM GROUP INC COM | United States | Stock | 516 | $713,851 | 0.08% | 2025-03-31 | 2025-05-01 | -20.49% |
| KVUE KENVUE INC COM | United States | Stock | 29,727 | $712,853 | 0.08% | 2025-03-31 | 2025-05-01 | -25.31% |
| FND FLOOR & DECOR HLDGS INC CL A | United States | Stock | 8,858 | $712,803 | 0.08% | 2025-03-31 | 2025-05-01 | -41.51% |
| LPLA LPL FINL HLDGS INC COM | United States | Stock | 2,159 | $706,297 | 0.08% | 2025-03-31 | 2025-05-01 | -5.84% |
| WELL WELLTOWER INC COM | United States | REIT | 4,584 | $702,326 | 0.08% | 2025-03-31 | 2025-05-01 | +52.01% |
| KGC KINROSS GOLD CORP COM | Stock | 55,522 | $700,135 | 0.08% | 2025-03-31 | 2025-05-01 | +92.86% | |
| PRU PRUDENTIAL FINL INC COM | United States | Stock | 6,258 | $698,893 | 0.08% | 2025-03-31 | 2025-05-01 | +3.03% |
| CPAY CORPAY INC COM SHS | United States | Stock | 1,995 | $695,697 | 0.08% | 2025-03-31 | 2025-05-01 | +12.61% |
| CNQ CANADIAN NAT RES LTD COM | Stock | 22,399 | $689,884 | 0.08% | 2025-03-31 | 2025-05-01 | +53.15% | |
| LRCX LAM RESEARCH CORP COM NEW | United States | Stock | 9,444 | $686,599 | 0.08% | 2025-03-31 | 2025-05-01 | +345.47% |
| VZ VERIZON COMMUNICATIONS INC COM | United States | Stock | 14,879 | $674,930 | 0.08% | 2025-03-31 | 2025-05-01 | +1.37% |
| ALL ALLSTATE CORP COM | United States | Stock | 3,239 | $670,712 | 0.08% | 2025-03-31 | 2025-05-01 | +8.86% |
| PAYX PAYCHEX INC COM | United States | Stock | 4,302 | $663,712 | 0.08% | 2025-03-31 | 2025-05-01 | -35.63% |
| HBAN HUNTINGTON BANCSHARES INC COM | United States | Stock | 44,146 | $662,631 | 0.08% | 2025-03-31 | 2025-05-01 | +1.73% |
| GILD GILEAD SCIENCES INC COM | United States | Stock | 5,903 | $661,419 | 0.08% | 2025-03-31 | 2025-05-01 | +35.01% |
| CMG CHIPOTLE MEXICAN GRILL INC COM | United States | Stock | 13,143 | $659,910 | 0.08% | 2025-03-31 | 2025-05-01 | -36.51% |
| CHE CHEMED CORP NEW COM | United States | Stock | 1,067 | $656,546 | 0.08% | 2025-03-31 | 2025-05-01 | -16.78% |
| WM WASTE MGMT INC DEL COM | United States | Stock | 2,824 | $653,804 | 0.08% | 2025-03-31 | 2025-05-01 | -10.55% |
| GIL GILDAN ACTIVEWEAR INC COM | Stock | 14,775 | $653,352 | 0.08% | 2025-03-31 | 2025-05-01 | -3.23% | |
| J JACOBS SOLUTIONS INC COM | United States | Stock | 5,390 | $651,584 | 0.07% | 2025-03-31 | 2025-05-01 | +14.03% |
| MRCC MONROE CAP CORP COM | United States | CEF | 82,412 | $642,815 | 0.07% | 2025-03-31 | 2025-05-01 | |
| FIS FIDELITY NATL INFORMATION SVCS COM | United States | Stock | 8,478 | $633,120 | 0.07% | 2025-03-31 | 2025-05-01 | -55.34% |
| ELV ELEVANCE HEALTH INC COM | United States | Stock | 1,455 | $632,878 | 0.07% | 2025-03-31 | 2025-05-01 | -9.71% |
| SU SUNCOR ENERGY INC NEW COM | Stock | 16,257 | $629,485 | 0.07% | 2025-03-31 | 2025-05-01 | +74.35% | |
| CNP CENTERPOINT ENERGY INC COM | United States | Stock | 17,296 | $626,634 | 0.07% | 2025-03-31 | 2025-05-01 | +1.96% |
| AVY AVERY DENNISON CORP COM | United States | Stock | 3,442 | $612,573 | 0.07% | 2025-03-31 | 2025-05-01 | -4.04% |
| SSNC SS&C TECHNOLOGIES HLDGS INC COM | United States | Stock | 7,327 | $612,053 | 0.07% | 2025-03-31 | 2025-05-01 | -7.11% |
| TREX TREX CO INC COM | United States | Stock | 10,522 | $611,329 | 0.07% | 2025-03-31 | 2025-05-01 | -24.17% |
| PAYC PAYCOM SOFTWARE INC COM | United States | Stock | 2,743 | $599,290 | 0.07% | 2025-03-31 | 2025-05-01 | +0.05% |
| AMP AMERIPRISE FINL INC COM | United States | Stock | 1,234 | $597,610 | 0.07% | 2025-03-31 | 2025-05-01 | +2.73% |
| IT GARTNER INC COM | United States | Stock | 1,417 | $594,771 | 0.07% | 2025-03-31 | 2025-05-01 | -55.72% |
| TRMB TRIMBLE INC COM | United States | Stock | 9,049 | $594,067 | 0.07% | 2025-03-31 | 2025-05-01 | -12.66% |
| PAG PENSKE AUTOMOTIVE GRP INC COM | United States | Stock | 4,124 | $593,774 | 0.07% | 2025-03-31 | 2025-05-01 | +40.14% |
| AEP AMERICAN ELEC PWR CO INC COM | United States | Stock | 5,344 | $583,932 | 0.07% | 2025-03-31 | 2025-05-01 | +9.18% |
| STT STATE STR CORP COM | United States | Stock | 6,506 | $582,498 | 0.07% | 2025-03-31 | 2025-05-01 | +98.57% |
| OMC OMNICOM GROUP INC COM | United States | Stock | 6,897 | $571,831 | 0.07% | 2025-03-31 | 2025-05-01 | -10.58% |
| APO APOLLO GLOBAL MGMT INC COM | United States | Stock | 4,122 | $564,466 | 0.06% | 2025-03-31 | 2025-05-01 | -13.10% |
| CACI CACI INTL INC CL A | United States | Stock | 1,530 | $561,389 | 0.06% | 2025-03-31 | 2025-05-01 | +65.74% |
| WMB WILLIAMS COS INC COM | United States | Stock | 9,387 | $560,963 | 0.06% | 2025-03-31 | 2025-05-01 | +14.84% |
| CI THE CIGNA GROUP COM | United States | Stock | 1,702 | $559,961 | 0.06% | 2025-03-31 | 2025-05-01 | -16.33% |
| FAST FASTENAL CO COM | United States | Stock | 7,196 | $558,062 | 0.06% | 2025-03-31 | 2025-05-01 | +28.83% |
| UPS UNITED PARCEL SERVICE INC CL B | United States | Stock | 5,067 | $557,259 | 0.06% | 2025-03-31 | 2025-05-01 | -14.60% |
| FE FIRSTENERGY CORP COM | United States | Stock | 13,745 | $555,560 | 0.06% | 2025-03-31 | 2025-05-01 | +7.97% |
| GLD SPDR GOLD SHARES | United States | ETF | 1,909 | $550,059 | 0.06% | 2025-03-31 | 2025-05-01 | +32.88% |
| EQIX EQUINIX INC COM | United States | REIT | 672 | $547,554 | 0.06% | 2025-03-31 | 2025-05-01 | +24.52% |
| ADSK AUTODESK INC COM | United States | Stock | 2,078 | $544,020 | 0.06% | 2025-03-31 | 2025-05-01 | -22.39% |
| CPRT COPART INC COM | United States | Stock | 9,613 | $543,981 | 0.06% | 2025-03-31 | 2025-05-01 | -52.04% |
| DHR DANAHER CORPORATION COM | United States | Stock | 2,638 | $540,880 | 0.06% | 2025-03-31 | 2025-05-01 | +10.30% |
| TRV TRAVELERS COMPANIES INC COM | United States | Stock | 2,038 | $538,970 | 0.06% | 2025-03-31 | 2025-05-01 | +37.34% |
| GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | United States | Stock | 6,529 | $526,956 | 0.06% | 2025-03-31 | 2025-05-01 | -17.66% |
| CTAS CINTAS CORP COM | United States | Stock | 2,553 | $524,718 | 0.06% | 2025-03-31 | 2025-05-01 | -3.79% |
| HLT HILTON WORLDWIDE HLDGS INC COM | United States | Stock | 2,295 | $522,227 | 0.06% | 2025-03-31 | 2025-05-01 | +42.14% |
| BMY BRISTOL-MYERS SQUIBB CO COM | United States | Stock | 8,547 | $521,260 | 0.06% | 2025-03-31 | 2025-05-01 | +3.07% |
| INTC INTEL CORP COM | United States | Stock | 22,779 | $517,292 | 0.06% | 2025-03-31 | 2025-05-01 | +410.48% |
| BN BROOKFIELD CORP CL A LTD VT SH | Stock | 9,874 | $517,183 | 0.06% | 2025-03-31 | 2025-05-01 | +4.44% | |
| MSI MOTOROLA SOLUTIONS INC COM NEW | United States | Stock | 1,181 | $517,083 | 0.06% | 2025-03-31 | 2025-05-01 | +1.90% |
| ROP ROPER TECHNOLOGIES INC COM | United States | Stock | 873 | $514,830 | 0.06% | 2025-03-31 | 2025-05-01 | -40.73% |
| BWA BORGWARNER INC COM | United States | Stock | 17,679 | $506,503 | 0.06% | 2025-03-31 | 2025-05-01 | +112.71% |
| THO THOR INDS INC COM | United States | Stock | 6,673 | $505,880 | 0.06% | 2025-03-31 | 2025-05-01 | -7.45% |
| DHI D R HORTON INC COM | United States | Stock | 3,978 | $505,723 | 0.06% | 2025-03-31 | 2025-05-01 | +9.65% |
| EXPE EXPEDIA GROUP INC COM NEW | United States | Stock | 3,004 | $504,974 | 0.06% | 2025-03-31 | 2025-05-01 | +58.44% |
| TT TRANE TECHNOLOGIES PLC SHS | Stock | 1,497 | $504,379 | 0.06% | 2025-03-31 | 2025-05-01 | +35.22% | |
| EA ELECTRONIC ARTS INC COM | United States | Stock | 3,483 | $503,363 | 0.06% | 2025-03-31 | 2025-05-01 | |
| DAL DELTA AIR LINES INC DEL COM NEW | United States | Stock | 11,505 | $501,614 | 0.06% | 2025-03-31 | 2025-05-01 | +94.66% |
| MCO MOODYS CORP COM | United States | Stock | 1,074 | $499,988 | 0.06% | 2025-03-31 | 2025-05-01 | -2.33% |
| CSGP COSTAR GROUP INC COM | United States | Stock | 6,303 | $499,386 | 0.06% | 2025-03-31 | 2025-05-01 | -65.99% |
| DGX QUEST DIAGNOSTICS INC COM | United States | Stock | 2,899 | $490,524 | 0.06% | 2025-03-31 | 2025-05-01 | +37.10% |
| PSA PUBLIC STORAGE OPER CO COM | United States | REIT | 1,619 | $484,574 | 0.06% | 2025-03-31 | 2025-05-01 | -4.58% |
| FLEX FLEX LTD ORD | Stock | 14,600 | $482,968 | 0.06% | 2025-03-31 | 2025-05-01 | +244.11% | |
| KEYS KEYSIGHT TECHNOLOGIES INC COM | United States | Stock | 3,202 | $479,563 | 0.06% | 2025-03-31 | 2025-05-01 | +140.80% |
| CNI CANADIAN NATL RY CO COM | Stock | 4,909 | $478,430 | 0.06% | 2025-03-31 | 2025-05-01 | +23.69% | |
| CHDN CHURCHILL DOWNS INC COM | United States | Stock | 4,280 | $475,380 | 0.05% | 2025-03-31 | 2025-05-01 | -31.43% |
| DELL DELL TECHNOLOGIES INC CL C | United States | Stock | 5,157 | $470,061 | 0.05% | 2025-03-31 | 2025-05-01 | +491.98% |
| RY ROYAL BK CDA COM | Stock | 4,167 | $469,737 | 0.05% | 2025-03-31 | 2025-05-01 | +77.25% | |
| BEAGU BOLD EAGLE ACQUISITION CORP UNIT | Stock | 45,425 | $468,786 | 0.05% | 2025-03-31 | 2025-05-01 | ||
| ITW ILLINOIS TOOL WKS INC COM | United States | Stock | 1,858 | $460,839 | 0.05% | 2025-03-31 | 2025-05-01 | +7.69% |
| OTEX OPEN TEXT CORP COM | Stock | 18,085 | $456,835 | 0.05% | 2025-03-31 | 2025-05-01 | -11.68% | |
| REGN REGENERON PHARMACEUTICALS COM | United States | Stock | 719 | $456,013 | 0.05% | 2025-03-31 | 2025-05-01 | +18.33% |
| TSCO TRACTOR SUPPLY CO COM | United States | Stock | 8,270 | $455,682 | 0.05% | 2025-03-31 | 2025-05-01 | -42.81% |
| WRB BERKLEY W R CORP COM | United States | Stock | 6,397 | $455,211 | 0.05% | 2025-03-31 | 2025-05-01 | -4.13% |
| RCL ROYAL CARIBBEAN GROUP COM | United States | Stock | 2,213 | $454,639 | 0.05% | 2025-03-31 | 2025-05-01 | +26.88% |
| EXEL EXELIXIS INC COM | United States | Stock | 12,186 | $449,907 | 0.05% | 2025-03-31 | 2025-05-01 | +58.86% |
| SPG SIMON PPTY GROUP INC NEW COM | United States | REIT | 2,708 | $449,670 | 0.05% | 2025-03-31 | 2025-05-01 | +23.00% |
| TRGP TARGA RES CORP COM | United States | Stock | 2,234 | $447,849 | 0.05% | 2025-03-31 | 2025-05-01 | +36.42% |
| APD AIR PRODS & CHEMS INC COM | United States | Stock | 1,511 | $445,485 | 0.05% | 2025-03-31 | 2025-05-01 | -5.33% |
| HCA HCA HEALTHCARE INC COM | United States | Stock | 1,288 | $445,075 | 0.05% | 2025-03-31 | 2025-05-01 | +24.91% |
| PFE PFIZER INC COM | United States | Stock | 17,456 | $442,329 | 0.05% | 2025-03-31 | 2025-05-01 | +13.34% |
| CEG CONSTELLATION ENERGY CORP COM | United States | Stock | 2,188 | $441,202 | 0.05% | 2025-03-31 | 2025-05-01 | +31.22% |
| AMT AMERICAN TOWER CORP NEW COM | United States | REIT | 2,012 | $437,861 | 0.05% | 2025-03-31 | 2025-05-01 | -23.09% |
| URI UNITED RENTALS INC COM | United States | Stock | 698 | $437,437 | 0.05% | 2025-03-31 | 2025-05-01 | +61.89% |
| PLTR PALANTIR TECHNOLOGIES INC CL A | United States | Stock | 5,075 | $428,329 | 0.05% | 2025-03-31 | 2025-05-01 | +121.53% |
| MDLZ MONDELEZ INTL INC CL A | United States | Stock | 6,304 | $427,727 | 0.05% | 2025-03-31 | 2025-05-01 | -12.57% |
| NOC NORTHROP GRUMMAN CORP COM | United States | Stock | 830 | $424,969 | 0.05% | 2025-03-31 | 2025-05-01 | -1.45% |
| FCX FREEPORT-MCMORAN INC CL B | United States | Stock | 11,171 | $422,923 | 0.05% | 2025-03-31 | 2025-05-01 | +86.98% |
| ANET ARISTA NETWORKS INC COM SHS | United States | Stock | 5,455 | $422,653 | 0.05% | 2025-03-31 | 2025-05-01 | +161.82% |
| IAU ISHARES GOLD TRUST | United States | ETF | 7,112 | $419,324 | 0.05% | 2025-03-31 | 2025-05-01 | +33.18% |
| FTV FORTIVE CORP COM | United States | Stock | 5,547 | $405,905 | 0.05% | 2025-03-31 | 2025-05-01 | +0.48% |
| CVS CVS HEALTH CORP COM | United States | Stock | 5,945 | $402,741 | 0.05% | 2025-03-31 | 2025-05-01 | +28.56% |
| AN AUTONATION INC COM | United States | Stock | 2,470 | $399,942 | 0.05% | 2025-03-31 | 2025-05-01 | -3.16% |
| PLNT PLANET FITNESS INC CL A | United States | Stock | 4,097 | $395,811 | 0.05% | 2025-03-31 | 2025-05-01 | -57.83% |
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| Not available yet | |||