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.
- BYD: Country of operation United States; Class Stock; Shares 3,191; Value $210,064.
- BJ: Country of operation United States; Class Stock; Shares 1,826; Value $208,347.
- SJM: Country of operation United States; Class Stock; Shares 1,742; Value $206,270.
- CNC: Country of operation United States; Class Stock; Shares 3,371; Value $204,653.
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 |
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BYD
BOYD GAMING CORP COM | United States | Stock | 3,191 | $210,064 | 0.02% | 2025-03-31 | 2025-05-01 | +1.90% |
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BJ
BJS WHSL CLUB HLDGS INC COM | United States | Stock | 1,826 | $208,347 | 0.02% | 2025-03-31 | 2025-05-01 | -16.31% |
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SJM
SMUCKER J M CO COM NEW | United States | Stock | 1,742 | $206,270 | 0.02% | 2025-03-31 | 2025-05-01 | +1.93% |
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CNC
CENTENE CORP DEL COM | United States | Stock | 3,371 | $204,653 | 0.02% | 2025-03-31 | 2025-05-01 | — split 2025-07-02, ratio not on file |
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LULU
LULULEMON ATHLETICA INC COM | | Stock | 719 | $203,521 | 0.02% | 2025-03-31 | 2025-05-01 | -65.78% |
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IDXX
IDEXX LABS INC COM | United States | Stock | 483 | $202,836 | 0.02% | 2025-03-31 | 2025-05-01 | +27.02% |
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ATR
APTARGROUP INC COM | United States | Stock | 1,366 | $202,711 | 0.02% | 2025-03-31 | 2025-05-01 | -16.91% |
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VTR
VENTAS INC COM | United States | REIT | 2,941 | $202,223 | 0.02% | 2025-03-31 | 2025-05-01 | +26.40% |
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KMI
KINDER MORGAN INC DEL COM | United States | Stock | 7,063 | $201,493 | 0.02% | 2025-03-31 | 2025-05-01 | +6.73% |
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CARR
CARRIER GLOBAL CORPORATION COM | United States | Stock | 3,168 | $200,864 | 0.02% | 2025-03-31 | 2025-05-01 | -12.65% |
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NETDW
NABORS ENERGY TRANSITION CORP WT EXP 090128 | United States | Stock | 479,560 | $190,385 | 0.02% | 2025-03-31 | 2025-05-01 | |
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DXC
DXC TECHNOLOGY CO COM | United States | Stock | 10,913 | $186,067 | 0.02% | 2025-03-31 | 2025-05-01 | -39.41% |
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AACTWS
ARES ACQUISITION CORP II WT EXP | | Stock | 639,335 | $185,407 | 0.02% | 2025-03-31 | 2025-05-01 | |
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USARW
USA RARE EARTH INC WT EXP 083129 | United States | Stock | 243,479 | $163,155 | 0.02% | 2025-03-31 | 2025-05-01 | |
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DMYYW
DMY SQUARED TECHNOLOGY GROUP WT EXP | United States | Stock | 203,300 | $142,310 | 0.02% | 2025-03-31 | 2025-05-01 | |
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GPATW
GP-ACT III ACQUISITION CORP WT EXP 051329 | | Stock | 676,139 | $125,829 | 0.01% | 2025-03-31 | 2025-05-01 | |
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RITM
RITHM CAPITAL CORP COM NEW | United States | REIT | 10,661 | $122,068 | 0.01% | 2025-03-31 | 2025-05-01 | -20.35% |
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ALDFW
ALDEL FINL II INC WT EXP 092631 | | Stock | 405,765 | $121,730 | 0.01% | 2025-03-31 | 2025-05-01 | |
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ANSCW
AGRICULTURE & NAT SOL ACQ CORP WT EXP 100128 | | Stock | 392,050 | $117,615 | 0.01% | 2025-03-31 | 2025-05-01 | |
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F
FORD MTR CO COM | United States | Stock | 11,402 | $114,366 | 0.01% | 2025-03-31 | 2025-05-01 | +22.63% |
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RZLV
REZOLVE AI PLC ORD SHS | | Stock | 88,570 | $107,170 | 0.01% | 2025-03-31 | 2025-05-01 | +75.21% |
|---|
ALFUW
CENTURION ACQUISITION CORP WT EXP 053132 | | Stock | 682,679 | $102,402 | 0.01% | 2025-03-31 | 2025-05-01 | |
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JACSRT
JACKSON ACQUISITION CO II RT | | Stock | 412,343 | $96,035 | 0.01% | 2025-03-31 | 2025-05-01 | |
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RANGR
RANGE CAP ACQUISITION CORP RT EXP | | Stock | 559,575 | $95,128 | 0.01% | 2025-03-31 | 2025-05-01 | |
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TAVIR
TAVIA ACQUISITION CORP RT EXP 112629 | | Stock | 644,564 | $77,412 | 0.01% | 2025-03-31 | 2025-05-01 | |
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EVCOW
EVEREST CONSOLIDATOR ACQ CORP WT EXP | United States | Stock | 147,535 | $73,768 | 0.01% | 2025-03-31 | 2025-05-01 | |
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CUBWW
LIONHEART HOLDINGS WT EXP 060731 | | Stock | 531,695 | $63,857 | 0.01% | 2025-03-31 | 2025-05-01 | |
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ATMVR
ALPHAVEST ACQUISITION CORP RT EXP 122224 | United States | Stock | 278,340 | $62,404 | 0.01% | 2025-03-31 | 2025-05-01 | |
|---|
TONTWS
GRAF GLOBAL CORP WT EXP 053132 | | Stock | 342,815 | $61,707 | 0.01% | 2025-03-31 | 2025-05-01 | |
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NTWOW
NEWBURY STR II ACQUISITION COR WT EXP 060131 | | Stock | 263,442 | $57,957 | 0.01% | 2025-03-31 | 2025-05-01 | |
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VACHW
VOYAGER ACQUISITION CORP WT EXP 051631 | United States | Stock | 345,500 | $51,894 | 0.01% | 2025-03-31 | 2025-05-01 | |
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FACTW
FACT II ACQUISITION CORP WT EXP 112631 | | Stock | 287,980 | $51,865 | 0.01% | 2025-03-31 | 2025-05-01 | |
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WLACW
WILLOW LANE ACQUISITION CORP. WT EXP 103131 | | Stock | 216,527 | $49,390 | 0.01% | 2025-03-31 | 2025-05-01 | |
|---|
RFAIR
RF ACQUISITION CORP II RT EXP 050126 | | Stock | 688,238 | $48,177 | 0.01% | 2025-03-31 | 2025-05-01 | |
|---|
LPAAW
LAUNCH ONE ACQUISITION CORP WT EXP 060131 | | Stock | 330,745 | $47,991 | 0.01% | 2025-03-31 | 2025-05-01 | |
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ALCWF
ALCHEMY INVTS ACQUISITN CORP 1 WT EXP 113027 | | Stock | 371,617 | $40,915 | 0.00% | 2025-03-31 | 2025-05-01 | |
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HYACWS
HAYMAKER ACQUISITION CORP IV WT EXP 053128 | | Stock | 192,500 | $40,329 | 0.00% | 2025-03-31 | 2025-05-01 | |
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VLOSW
M3BRIGADE ACQUISITION V CORP WT EXP | | Stock | 133,190 | $38,625 | 0.00% | 2025-03-31 | 2025-05-01 | |
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DTSQR
DT CLOUD STAR ACQUISITION CORP RT EXP 070929 | | Stock | 233,400 | $36,177 | 0.00% | 2025-03-31 | 2025-05-01 | |
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POLEW
ANDRETTI ACQUISITION CORP II WT EXP 060131 | United States | Stock | 186,885 | $33,602 | 0.00% | 2025-03-31 | 2025-05-01 | |
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LEGTWS
LEGATO MERGER CORP III WT EXP 050831 | | Stock | 165,164 | $32,521 | 0.00% | 2025-03-31 | 2025-05-01 | |
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IBACR
IB ACQUISITION CORP RT EXP 092825 | United States | Stock | 514,061 | $30,844 | 0.00% | 2025-03-31 | 2025-05-01 | |
|---|
TBMCR
TRAILBLAZER MERGER CORP I RT | United States | Stock | 132,100 | $29,062 | 0.00% | 2025-03-31 | 2025-05-01 | |
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MACIW
MELAR ACQUISITION CORP. I WT EXP 060131 | | Stock | 212,915 | $28,744 | 0.00% | 2025-03-31 | 2025-05-01 | |
|---|
SIMAW
SIM ACQUISITION CORP. I WT EXP 060131 | | Stock | 214,655 | $27,927 | 0.00% | 2025-03-31 | 2025-05-01 | |
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SBXDWS
SILVERBOX CORP IV WT EXP 081929 | United States | Stock | 77,483 | $27,119 | 0.00% | 2025-03-31 | 2025-05-01 | |
|---|
ATMCR
ALPHATIME ACQUISITION CORP RT | United States | Stock | 161,090 | $24,244 | 0.00% | 2025-03-31 | 2025-05-01 | |
|---|
AAMWS
AA MISSION ACQUISITION CORP WT EXP 080131 | | Stock | 347,714 | $23,123 | 0.00% | 2025-03-31 | 2025-05-01 | |
|---|
CAPNR
CAYSON ACQUISITION CORP RT | United States | Stock | 124,300 | $17,414 | 0.00% | 2025-03-31 | 2025-05-01 | |
|---|
SPKLW
SPARK I ACQUISITION CORP WT EXP 100130 | | Stock | 128,550 | $16,724 | 0.00% | 2025-03-31 | 2025-05-01 | |
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ESHAR
ESH ACQUISITION CORP RT | United States | Stock | 165,650 | $14,494 | 0.00% | 2025-03-31 | 2025-05-01 | |
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SVIIR
SPRING VALLEY ACQUISTN CORP II RIGHTS | United States | Stock | 122,100 | $9,890 | 0.00% | 2025-03-31 | 2025-05-01 | |
|---|
SVIWF
SPRING VALLEY ACQUISTN CORP II WT EXP 022526 | United States | Stock | 61,050 | $8,547 | 0.00% | 2025-03-31 | 2025-05-01 | |
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FORLW
FOUR LEAF ACQUISITION CORP WT EXP 031528 | United States | Stock | 207,550 | $7,576 | 0.00% | 2025-03-31 | 2025-05-01 | |
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KVACW
KEEN VISION ACQUISITION CORP WT EXP 031528 | | Stock | 202,200 | $6,572 | 0.00% | 2025-03-31 | 2025-05-01 | |
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BAYAR
BAYVIEW ACQUISITION CORP RT | | Stock | 25,000 | $4,688 | 0.00% | 2025-03-31 | 2025-05-01 | |
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OAKUW
OAK WOODS ACQUISITION CORP WT EXP | | Stock | 63,200 | $2,212 | 0.00% | 2025-03-31 | 2025-05-01 | |
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ATMCW
ALPHATIME ACQUISITION CORP WT EXP 030128 | United States | Stock | 161,090 | $2,175 | 0.00% | 2025-03-31 | 2025-05-01 | |
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EMCWF
EMBRACE CHANGE ACQUISITN CORP WT EXP 102526 | | Stock | 37,340 | $814 | 0.00% | 2025-03-31 | 2025-05-01 | |
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