Schechter Investment Advisors, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Schechter Investment Advisors, LLC opened 42 positions, added to 68, reduced 332, sold out of 47 and left 17 unchanged. The largest increase in value was ALDF (+$7,698,502); the largest decrease was AAPL (-$8,992,388).
- GBDC: Country of operation United States; Class CEF; Shares 2024-12-31 225,337; Shares 2025-03-31 325,337.
- AON: Country of operation Ireland; Class Stock; Shares 2024-12-31 6,790; Shares 2025-03-31 8,907.
- KO: Country of operation United States; Class Stock; Shares 2024-12-31 28,038; Shares 2025-03-31 36,657.
- UBER: Country of operation United States; Class Stock; Shares 2024-12-31 12,460; Shares 2025-03-31 19,577.
Two Form 13F-HR filings compared (SEC CIK 1951586): 2024-12-31 (filed 2025-02-06) and 2025-03-31 (filed 2025-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-12-31 | Shares 2025-03-31 | Share change | Value 2024-12-31 | Value 2025-03-31 | Value change |
|---|
GBDC
GOLUB CAP BDC INC COM | United States | CEF | 225,337 | 325,337 | +100,000 | $3,416,109 | $4,925,602 | +$1,509,493 |
|---|
AON
AON PLC SHS CL A | Ireland | Stock | 6,790 | 8,907 | +2,117 | $2,438,714 | $3,554,723 | +$1,116,009 |
|---|
KO
COCA COLA CO COM | United States | Stock | 28,038 | 36,657 | +8,619 | $1,745,662 | $2,625,393 | +$879,731 |
|---|
UBER
UBER TECHNOLOGIES INC COM | United States | Stock | 12,460 | 19,577 | +7,117 | $751,587 | $1,426,380 | +$674,793 |
|---|
SBUX
STARBUCKS CORP COM | United States | Stock | 9,262 | 14,754 | +5,492 | $845,125 | $1,447,222 | +$602,097 |
|---|
JNJ
JOHNSON & JOHNSON COM | United States | Stock | 10,859 | 12,987 | +2,128 | $1,570,406 | $2,153,758 | +$583,352 |
|---|
QCOM
QUALCOMM INC COM | United States | Stock | 7,823 | 11,402 | +3,579 | $1,201,702 | $1,751,421 | +$549,719 |
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SCHW
SCHWAB CHARLES CORP COM | United States | Stock | 13,614 | 18,739 | +5,125 | $1,007,577 | $1,466,909 | +$459,332 |
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MDT
MEDTRONIC PLC SHS | Ireland | Stock | 6,942 | 11,024 | +4,082 | $554,544 | $990,648 | +$436,104 |
|---|
BX
BLACKSTONE INC COM | United States | Stock | 17,019 | 18,104 | +1,085 | $2,934,478 | $2,530,599 | -$403,879 |
|---|
ELV
ELEVANCE HEALTH INC COM | United States | Stock | 680 | 1,455 | +775 | $250,852 | $632,878 | +$382,026 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS COM | United States | Stock | 6,351 | 7,148 | +797 | $1,396,125 | $1,777,331 | +$381,206 |
|---|
KGC
KINROSS GOLD CORP COM | | Stock | 39,569 | 55,522 | +15,953 | $366,806 | $700,135 | +$333,329 |
|---|
T
AT&T INC COM | United States | Stock | 21,498 | 28,165 | +6,667 | $489,520 | $796,517 | +$306,997 |
|---|
NRG
NRG ENERGY INC COM NEW | United States | Stock | 15,916 | 17,812 | +1,896 | $1,435,941 | $1,700,334 | +$264,393 |
|---|
OKE
ONEOK INC NEW COM | United States | Stock | 8,604 | 11,132 | +2,528 | $863,858 | $1,104,552 | +$240,694 |
|---|
PFE
PFIZER INC COM | United States | Stock | 8,377 | 17,456 | +9,079 | $222,233 | $442,329 | +$220,096 |
|---|
TTD
THE TRADE DESK INC COM CL A | United States | Stock | 4,935 | 6,748 | +1,813 | $580,010 | $369,251 | -$210,759 |
|---|
PPL
PPL CORP COM | United States | Stock | 17,764 | 21,567 | +3,803 | $576,619 | $778,797 | +$202,178 |
|---|
SHOP
SHOPIFY INC CL A SUB VTG SHS | | Stock | 20,803 | 21,273 | +470 | $2,211,983 | $2,031,146 | -$180,837 |
|---|
VZ
VERIZON COMMUNICATIONS INC COM | United States | Stock | 12,772 | 14,879 | +2,107 | $510,754 | $674,930 | +$164,176 |
|---|
TDG
TRANSDIGM GROUP INC COM | United States | Stock | 443 | 516 | +73 | $561,472 | $713,851 | +$152,379 |
|---|
CVS
CVS HEALTH CORP COM | United States | Stock | 5,609 | 5,945 | +336 | $251,797 | $402,741 | +$150,944 |
|---|
INTC
INTEL CORP COM | United States | Stock | 20,144 | 22,779 | +2,635 | $403,871 | $517,292 | +$113,421 |
|---|
ROP
ROPER TECHNOLOGIES INC COM | United States | Stock | 783 | 873 | +90 | $407,154 | $514,830 | +$107,676 |
|---|
MPC
MARATHON PETE CORP COM | United States | Stock | 8,484 | 8,843 | +359 | $1,183,519 | $1,288,336 | +$104,817 |
|---|
NOC
NORTHROP GRUMMAN CORP COM | United States | Stock | 690 | 830 | +140 | $323,819 | $424,969 | +$101,150 |
|---|
BOOT
BOOT BARN HLDGS INC COM | United States | Stock | 10,624 | 14,114 | +3,490 | $1,612,936 | $1,516,267 | -$96,669 |
|---|
AMT
AMERICAN TOWER CORP NEW COM | United States | REIT | 1,863 | 2,012 | +149 | $341,663 | $437,861 | +$96,198 |
|---|
DTE
DTE ENERGY CO COM | United States | Stock | 5,291 | 5,309 | +18 | $638,894 | $734,091 | +$95,197 |
|---|
MMM
3M CO COM | United States | Stock | 2,190 | 2,567 | +377 | $282,711 | $377,001 | +$94,290 |
|---|
NXPI
NXP SEMICONDUCTORS N V COM | | Stock | 1,153 | 1,729 | +576 | $239,651 | $328,614 | +$88,963 |
|---|
CNP
CENTERPOINT ENERGY INC COM | United States | Stock | 17,204 | 17,296 | +92 | $545,883 | $626,634 | +$80,751 |
|---|
HUBG
HUB GROUP INC CL A | United States | Stock | 10,606 | 10,632 | +26 | $472,603 | $395,191 | -$77,412 |
|---|
TRV
TRAVELERS COMPANIES INC COM | United States | Stock | 1,917 | 2,038 | +121 | $461,785 | $538,970 | +$77,185 |
|---|
MO
ALTRIA GROUP INC COM | United States | Stock | 5,428 | 5,985 | +557 | $283,830 | $359,219 | +$75,389 |
|---|
MELI
MERCADOLIBRE INC COM | | Stock | 181 | 195 | +14 | $307,780 | $380,419 | +$72,639 |
|---|
KLAC
KLA CORP COM NEW | United States | Stock | 1,108 | 1,120 | +12 | $697,962 | $761,155 | +$63,193 |
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NSC
NORFOLK SOUTHN CORP COM | United States | Stock | 3,763 | 3,994 | +231 | $883,181 | $945,989 | +$62,808 |
|---|
FAST
FASTENAL CO COM | United States | Stock | 6,993 | 7,196 | +203 | $502,874 | $558,062 | +$55,188 |
|---|
FLG
FLAGSTAR FINANCIAL INC COM NEW | United States | Stock | 23,737 | 23,794 | +57 | $221,466 | $276,486 | +$55,020 |
|---|
STT
STATE STR CORP COM | United States | Stock | 6,470 | 6,506 | +36 | $635,040 | $582,498 | -$52,542 |
|---|
USFD
US FOODS HLDG CORP COM | United States | Stock | 11,651 | 12,806 | +1,155 | $785,976 | $838,280 | +$52,304 |
|---|
PANW
PALO ALTO NETWORKS INC COM | United States | Stock | 1,766 | 2,159 | +393 | $321,341 | $368,411 | +$47,070 |
|---|
FND
FLOOR & DECOR HLDGS INC CL A | United States | Stock | 7,605 | 8,858 | +1,253 | $758,219 | $712,803 | -$45,416 |
|---|
ALC
ALCON AG ORD SHS | | Stock | 3,696 | 3,805 | +109 | $313,564 | $358,415 | +$44,851 |
|---|
CTVA
CORTEVA INC COM | United States | Stock | 3,634 | 3,970 | +336 | $207,012 | $249,810 | +$42,798 |
|---|
TXN
TEXAS INSTRS INC COM | United States | Stock | 7,230 | 7,315 | +85 | $1,355,667 | $1,314,445 | -$41,222 |
|---|
MNST
MONSTER BEVERAGE CORP NEW COM | United States | Stock | 6,250 | 6,288 | +38 | $328,500 | $367,974 | +$39,474 |
|---|
HLT
HILTON WORLDWIDE HLDGS INC COM | United States | Stock | 2,262 | 2,295 | +33 | $559,075 | $522,227 | -$36,848 |
|---|
CL
COLGATE PALMOLIVE CO COM | United States | Stock | 2,811 | 3,115 | +304 | $255,548 | $291,888 | +$36,340 |
|---|
WTW
WILLIS TOWERS WATSON PLC LTD SHS | | Stock | 1,040 | 1,066 | +26 | $325,878 | $360,379 | +$34,501 |
|---|
ODFL
OLD DOMINION FREIGHT LINE INC COM | United States | Stock | 1,257 | 1,538 | +281 | $221,735 | $254,462 | +$32,727 |
|---|
C
CITIGROUP INC COM NEW | United States | Stock | 23,382 | 23,615 | +233 | $1,645,886 | $1,676,460 | +$30,574 |
|---|
DKNG
DRAFTKINGS INC NEW COM CL A | United States | Stock | 8,510 | 8,678 | +168 | $316,572 | $288,196 | -$28,376 |
|---|
MSI
MOTOROLA SOLUTIONS INC COM NEW | United States | Stock | 1,178 | 1,181 | +3 | $544,521 | $517,083 | -$27,438 |
|---|
MCHP
MICROCHIP TECHNOLOGY INC. COM | United States | Stock | 7,066 | 7,878 | +812 | $405,260 | $381,394 | -$23,866 |
|---|
STWD
STARWOOD PPTY TR INC COM | United States | REIT | 17,147 | 17,570 | +423 | $324,929 | $347,358 | +$22,429 |
|---|
DELL
DELL TECHNOLOGIES INC CL C | United States | Stock | 3,899 | 5,157 | +1,258 | $449,320 | $470,061 | +$20,741 |
|---|
GWW
GRAINGER W W INC COM | United States | Stock | 322 | 325 | +3 | $339,403 | $321,045 | -$18,358 |
|---|
VLO
VALERO ENERGY CORP COM | United States | Stock | 1,710 | 1,717 | +7 | $209,629 | $226,778 | +$17,149 |
|---|
LII
LENNOX INTL INC COM | United States | Stock | 383 | 391 | +8 | $233,364 | $219,286 | -$14,078 |
|---|
GPC
GENUINE PARTS CO COM | United States | Stock | 1,887 | 1,967 | +80 | $220,326 | $234,349 | +$14,023 |
|---|
PSA
PUBLIC STORAGE OPER CO COM | United States | REIT | 1,573 | 1,619 | +46 | $471,030 | $484,574 | +$13,544 |
|---|
VMI
VALMONT INDS INC COM | United States | Stock | 4,178 | 4,526 | +348 | $1,281,268 | $1,291,584 | +$10,316 |
|---|
OLED
UNIVERSAL DISPLAY CORP COM | United States | Stock | 2,104 | 2,267 | +163 | $307,605 | $316,201 | +$8,596 |
|---|
GM
GENERAL MTRS CO COM | United States | Stock | 5,826 | 6,531 | +705 | $310,364 | $307,169 | -$3,195 |
|---|
OGN
ORGANON & CO COMMON STOCK | United States | Stock | 25,601 | 25,791 | +190 | $381,966 | $384,028 | +$2,062 |
|---|
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