Schechter Investment Advisors, LLC 13F Holdings
CIK 0001951586 · BIRMINGHAM, MI
As of Mar 31, 2025, Schechter Investment Advisors, LLC reported 1,410 positions worth $950.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ELDRIDGE BBB-B CLO ETF | CLOZ | — | 1,623,358 | $43.1M | 4.54% |
| VANGUARD VALUE INDEX FUND | VTV | — | 217,179 | $37.5M | 3.95% |
| ARES ACQUISITION CORP II | KDK | Industrials | 2,832,247 | $31.6M | 3.32% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 501,490 | $31.1M | 3.28% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 82,389 | $30.6M | 3.21% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 580,315 | $29.4M | 3.10% |
| SPDR S&P 500 ETF TRUST | SPY | — | 52,288 | $29.2M | 3.08% |
| AGRICULTURE & NAT SOL ACQ CO | ANSC | Industrials | 2,737,130 | $29.2M | 3.07% |
| NABORS ENERGY TRANSITION COR | NETD | Industrials | 2,396,492 | $26.2M | 2.76% |
| MERCK & CO INC | MRK | Healthcare | 288,314 | $25.9M | 2.72% |
| APPLE INC | AAPL | Technology | 114,762 | $25.5M | 2.68% |
| MICROSOFT CORP | MSFT | Technology | 50,143 |