Schechter Investment Advisors, LLC

CIK Number: 0001951586

1.21B
Market Value
558
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 1, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 CLOZ Panagram Bbb-B ...
26.86
+0.04% 1.62M +20.94% 43.13M 26.75 3.55% Share
2 VTV Vanguard Value ...
180.25
-0.01% 217.18K -0.45% 37.52M 145.74 3.09% Share
3 AACT Ares Acquisitio...
11.40
+0.18% 2.83M -6.49% 31.58M 10.36 2.60% Share
4 VXUS Vanguard Total ...
71.55
+0.13% 501.49K +3.84% 31.14M 60.67 2.56% Share
5 VUG Vanguard Growth...
462.05
-0.01% 82.39K +4.39% 30.55M 298.73 2.52% Share
6 JAAA Janus Henderson...
50.73
-0.01% 592.02K +39.34% 30.02M 50.71 2.47% Share
7 SPY SPDR S&P 500 ET...
643.27
-0.03% 52.29K -7.64% 29.25M 376.74 2.41% Share
8 ANSC Agriculture & N...
10.90
0.00% 2.74M -3.88% 29.2M 10.16 2.40% Share
9 NETD Nabors Energy T...
11.25
0.00% 2.4M -4.32% 26.24M 10.37 2.16% Share
10 MRK Merck & Co., In...
84.22
+0.01% 291.3K -0.29% 26.15M 87.09 2.15% Share
11 AAPL Apple Inc.
230.94
-0.28% 116.13K -16.41% 25.8M 167.01 2.12% Share
12 NVDA NVIDIA Corporat...
182.01
+0.86% 177.28K -11.63% 19.21M 29.22 1.58% Share
13 MSFT Microsoft Corpo...
516.95
-0.62% 50.8K -20.96% 19.07M 334.78 1.57% Share
14 AMZN Amazon.com, Inc...
231.50
+0.20% 87.73K -12.99% 16.69M 150.11 1.37% Share
15 HYAC Haymaker Acquis...
11.20
0.00% 1.42M -6.82% 15.61M 10.28 1.29% Share
16 LEGT Legato Merger C...
10.71
0.00% 1.41M -2.03% 14.76M 10.1 1.22% Share
17 ALF Centurion Acqui...
10.51
0.00% 1.33M -4.02% 13.64M 10.02 1.12% Share
18 VXF Vanguard Extend...
200.98
+0.30% 77.52K -0.37% 13.35M 171.89 1.10% Share
19 META Meta Platforms,...
767.37
-2.27% 21.69K -11.52% 12.5M 316.52 1.03% Share
20 BRK-B Berkshire Hatha...
478.53
+0.28% 19.56K -9.24% 10.42M 316.67 0.86% Share
21 CUB Lionheart Holdi...
10.47
-0.19% 1.01M -6.21% 10.38M 10 0.85% Share
22 GPAT GP-Act III Acqu...
10.53
0.00% 893.3K -4.93% 9.19M 10.08 0.76% Share
23 CME CME Group Inc.
270.31
-1.32% 34.52K -23.45% 9.16M 224.77 0.75% Share
24 GOOG Alphabet Inc.
204.31
-0.3% 58.08K -29.11% 9.07M 144.75 0.75% Share
25 JPM JPMorgan Chase ...
291.42
+0.32% 36.18K -14.57% 8.88M 148.44 0.73% Share
26 VTI Vanguard Total ...
316.54
+0.02% 29.25K +20.46% 8.04M 255.27 0.66% Share
27 ALDF Aldel Financial...
10.33
-0.29% 761.47K +100.00% 7.7M 10.11 0.63% Share
28 ABBV AbbVie Inc.
206.48
-0.1% 34.91K -8.67% 7.31M 138.69 0.60% Share
29 AAM AA Mission Acqu...
10.46
+0.14% 694.48K -3.92% 7.24M 10.1 0.60% Share
30 RFAI RF Acquisition ...
10.63
+0.38% 686.74K -4.81% 7.12M 10.17 0.59% Share
31 VACH Voyager Acquisi...
10.40
0.00% 689.18K -2.57% 7.02M 10.02 0.58% Share
32 V Visa Inc.
342.66
-0.53% 19.47K -15.16% 6.82M 218.39 0.56% Share
33 TIP iShares TIPS Bo...
109.93
-0.1% 60.63K -2.49% 6.74M 126.14 0.55% Share
34 UNH UnitedHealth Gr...
308.50
+1.48% 12.68K -10.75% 6.64M 498.72 0.55% Share
35 GRAF Graf Global Cor...
10.48
0.00% 645.97K -6.15% 6.61M 10.01 0.54% Share
36 LPAA Launch One Acqu...
10.45
+0.17% 635.68K -5.79% 6.49M 9.98 0.53% Share
37 TAVI Tavia Acquisiti...
10.30
+0.29% 635.29K +100.00% 6.38M 10.05 0.53% Share
38 SPKL Spark I Acquisi...
11.00
+0.27% 583.21K -4.73% 6.27M 10.22 0.52% Share
39 GOOGL Alphabet Inc.
203.47
-0.21% 40.11K -26.9% 6.2M 139.79 0.51% Share
40 ACI Albertsons Comp...
19.23
+0.23% 280.32K +100.00% 6.16M 21.99 0.51% Share
41 LLY Eli Lilly and C...
698.85
-0.34% 7.43K -3.75% 6.14M 371.9 0.51% Share
42 DYNX Dynamix Corpora...
10.95
+1.39% 606.56K +100.00% 6.03M 9.95 0.50% Share
43 ABT Abbott Laborato...
130.34
-1.07% 43.69K -19.65% 5.8M 135.24 0.48% Share
44 COST Costco Wholesal...
979.43
+0.76% 6.12K -21.93% 5.79M 565.73 0.48% Share
45 FACT FACT II Acquisi...
10.28
0.00% 575.96K +100.00% 5.77M 10.02 0.48% Share
46 RANG Range Capital A...
10.30
+0.59% 529.38K +100.00% 5.32M 10.05 0.44% Share
47 NTWO Newbury Street ...
10.34
+0.39% 526.88K +100.00% 5.3M 10.06 0.44% Share
48 NFLX Netflix, Inc.
1244.71
+0.47% 5.51K -25.4% 5.14M 411.64 0.42% Share
49 GBDC Golub Capital B...
14.73
-0.03% 325.34K +44.38% 4.93M 15.21 0.41% Share
50 RC Ready Capital C...
3.77
-1.18% 936.19K -0.3% 4.77M 11.92 0.39% Share
51 FLOT iShares Floatin...
51.01
+0.02% 90.36K +4.07% 4.61M 50.7 0.38% Share
52 BSII Black Spade Acq...
9.99
0.00% 441.97K -0.93% 4.49M 9.93 0.37% Share
53 VNQ Vanguard Real E...
88.89
-0.87% 49.47K +2.59% 4.48M 107.63 0.37% Share
54 MA Mastercard Inco...
584.15
+0.42% 8.09K -19.58% 4.43M 402.74 0.36% Share
55 VTIP Vanguard Short-...
50.26
-0.03% 87.79K +2.38% 4.38M 50.92 0.36% Share
56 PM Philip Morris I...
166.51
+0.19% 27.12K -5.84% 4.31M 95.04 0.35% Share
57 AVGO Broadcom Inc.
305.69
-0.21% 25.66K -22.74% 4.3M 71.23 0.35% Share
58 WLAC Willow Lane Acq...
10.27
0.00% 422.75K +100.00% 4.24M 10.02 0.35% Share
59 CCIR Cohen Circle Ac...
12.70
+7.45% 372.38K -13.29% 4.17M 10.01 0.34% Share
60 ORCL Oracle Corporat...
248.86
+0.23% 29.67K -8.99% 4.15M 114.99 0.34% Share
61 JACS Jackson Acquisi...
10.32
+0.05% 412.34K +100.00% 4.15M 10.07 0.34% Share
62 SIMAU SIM Acquisition...
10.50
0.00% 402.24K -7.22% 4.11M 10.04 0.34% Share
63 CLOX Panagram AAA CL...
25.57
+0.04% 154.13K +1.26% 3.93M 25.51 0.32% Share
64 TJX The TJX Compani...
133.07
+0.34% 30.82K -5.64% 3.75M 74.23 0.31% Share
65 MUB iShares Nationa...
104.05
-0.01% 35.41K +2.10% 3.73M 106.89 0.31% Share
66 VIG Vanguard Divide...
209.50
+0.01% 19.22K -25.74% 3.73M 177.98 0.31% Share
67 POLE Andretti Acquis...
10.42
-0.05% 364.55K -2.97% 3.69M 9.99 0.30% Share
68 AON Aon plc
365.78
-0.33% 8.91K +31.18% 3.55M 331.23 0.29% Share
69 ADBE Adobe Inc.
357.24
+0.67% 9.03K -6.57% 3.46M 509.6 0.29% Share
70 MCK McKesson Corpor...
670.97
-0.31% 5.12K -7.33% 3.45M 330.03 0.28% Share
71 EQV EQV Ventures Ac...
10.36
+0.24% 335.18K -5.84% 3.39M 10.08 0.28% Share
72 IVV iShares Core S&...
646.33
-0.05% 5.97K +104.00% 3.35M 511.75 0.28% Share
73 GSG iShares S&P GSC...
22.18
+0.25% 144.26K -0.35% 3.28M 18.17 0.27% Share
74 AXP American Expres...
306.92
+0.47% 12.18K -13.1% 3.28M 173.62 0.27% Share
75 IVE iShares S&P 500...
201.40
-0.12% 17.08K +1.81% 3.26M 157.23 0.27% Share
76 IGF iShares Global ...
60.74
-0.43% 59.32K +0.62% 3.24M 50.15 0.27% Share
77 GNR SPDR S&P Global...
55.70
-0.8% 60.13K -3.35% 3.2M 60.37 0.26% Share
78 MACI Melar Acquisiti...
10.51
+0.20% 312.72K -4.11% 3.2M 9.99 0.26% Share
79 TSM Taiwan Semicond...
241.34
+1.03% 19.08K -19.02% 3.17M 100.69 0.26% Share
80 WCN Waste Connectio...
184.81
+0.02% 16.13K -11.4% 3.15M 136.27 0.26% Share
81 QQQ Invesco QQQ Tru...
577.10
-0.04% 6.69K +21.20% 3.14M 409.27 0.26% Share
82 HD The Home Depot,...
394.67
-1.18% 8.13K -21% 2.98M 392.92 0.25% Share
83 IBAC IB Acquisition ...
10.48
0.00% 283.58K -7.14% 2.92M 9.97 0.24% Share
84 XOM Exxon Mobil Cor...
106.70
+0.20% 24.11K -8.35% 2.87M 91.28 0.24% Share
85 CSCO Cisco Systems, ...
66.93
+1.10% 46.42K -1.36% 2.86M 59 0.24% Share
86 ASML ASML Holding N....
747.54
+0.72% 4.12K +7.34% 2.73M 725.22 0.23% Share
87 ACN Accenture plc
249.17
+0.87% 8.68K -11.07% 2.71M 387.21 0.22% Share
88 SAP Sap Se
276.57
-0.46% 10.06K -19.54% 2.7M 113.32 0.22% Share
89 WMT Walmart Inc.
100.68
+0.68% 29.99K -13.29% 2.63M 47.43 0.22% Share
90 KO The Coca-Cola C...
69.17
-1.08% 36.66K +30.74% 2.63M 63.34 0.22% Share
91 MTZ MasTec, Inc.
178.39
+0.33% 22.47K -0.49% 2.62M 92.1 0.22% Share
92 PG The Procter & G...
155.77
+0.91% 15.35K -13.43% 2.62M 159.26 0.22% Share
93 TSLA Tesla, Inc.
335.06
+1.36% 10.04K -20.75% 2.6M 246.03 0.21% Share
94 MBAV M3-Brigade Acqu...
10.55
+0.29% 251.8K -3.96% 2.57M 10.06 0.21% Share
95 BX Blackstone Inc.
169.15
-1.44% 18.1K +6.38% 2.53M 113.23 0.21% Share
96 NOW ServiceNow, Inc...
891.96
+2.85% 3.13K -21.55% 2.5M 561.57 0.21% Share
97 SHEL Shell plc
71.49
-0.5% 33.59K -4.48% 2.46M 50.58 0.20% Share
98 GE GE Aerospace
268.43
+0.22% 12.23K -11.9% 2.45M 59.98 0.20% Share
99 DTSQ DT Cloud Star A...
10.45
0.00% 233.4K -2.63% 2.39M 10.06 0.20% Share
100 BR Broadridge Fina...
260.16
-0.17% 9.85K -7.6% 2.39M 168.54 0.20% Share
101 VMC Vulcan Material...
290.18
-0.49% 10.14K -14.12% 2.37M 205.8 0.19% Share
102 AGG iShares Core U....
98.84
-0.1% 23.6K -41.12% 2.33M 98.43 0.19% Share
103 CVX Chevron Corpora...
155.48
-0.68% 13.89K -7.05% 2.32M 125.6 0.19% Share
104 GS The Goldman Sac...
730.84
+0.02% 4.24K -17.57% 2.31M 374.31 0.19% Share
105 BSX Boston Scientif...
103.03
-0.14% 22.86K -10.68% 2.31M 45.03 0.19% Share
106 IVW iShares S&P 500...
115.54
+0.08% 24.09K +2.87% 2.24M 82.91 0.18% Share
107 BABA Alibaba Group H...
121.42
+0.13% 16.89K -28.62% 2.23M 93.46 0.18% Share
108 GSK GSK plc
39.06
-0.75% 57.02K -0.51% 2.21M 37.85 0.18% Share
109 TMO Thermo Fisher S...
487.52
-0.3% 4.43K -13.68% 2.2M 603.72 0.18% Share
110 SPYV SPDR Portfolio ...
53.97
-0.18% 42.99K +266.93% 2.2M 48.82 0.18% Share
111 SPDW SPDR Portfolio ...
41.80
-0.13% 60.07K -17.2% 2.19M 35.68 0.18% Share
112 IJR iShares Core S&...
114.60
+0.14% 20.84K +189.34% 2.18M 103.84 0.18% Share
113 TMUS T-Mobile US, In...
255.13
+0.20% 8.1K -11.6% 2.16M 125.88 0.18% Share
114 JNJ Johnson & Johns...
176.30
-0.19% 12.99K +19.60% 2.15M 167.8 0.18% Share
115 BAC Bank of America...
47.91
+2.08% 50.99K -14.93% 2.13M 40.33 0.18% Share
116 SBXD SilverBox Corp ...
10.46
+0.05% 204.51K -13.26% 2.08M 10.1 0.17% Share
117 CEP Cantor Equity P...
26.71
-1.86% 190.95K -1.68% 2.05M 10.03 0.17% Share
118 SHOP Shopify Inc.
143.11
+1.16% 21.27K +2.26% 2.03M 72.34 0.17% Share
119 CRM Salesforce, Inc...
244.30
+0.77% 7.45K -13.49% 2M 219.16 0.16% Share
120 MCD McDonald's Corp...
308.98
+0.02% 6.29K -11.06% 1.96M 267.22 0.16% Share
121 VEA Vanguard Develo...
58.80
-0.12% 38.5K -55.38% 1.96M 47.74 0.16% Share
122 BKNG Booking Holding...
5533.94
+1.46% 419 -8.71% 1.93M 2337.23 0.16% Share
123 ITOT iShares Core S&...
140.57
+0.01% 15.18K +63.64% 1.85M 111.54 0.15% Share
124 CB Chubb Limited
272.84
-0.5% 6.05K -21.22% 1.83M 198.37 0.15% Share
125 DAR Darling Ingredi...
31.00
-0.59% 57.88K -1.34% 1.81M 48.1 0.15% Share
126 AZN AstraZeneca PLC
79.14
-0.04% 24.5K -4.01% 1.8M 67.28 0.15% Share
127 ZTS Zoetis Inc.
152.29
-1.18% 10.9K -17.37% 1.79M 216.24 0.15% Share
128 INTU Intuit Inc.
716.97
+0.03% 2.92K -17.25% 1.79M 567.15 0.15% Share
129 ISRG Intuitive Surgi...
481.09
+0.17% 3.59K -13.43% 1.78M 345.68 0.15% Share
130 IBM International B...
239.50
-0.09% 7.15K +12.55% 1.78M 163.18 0.15% Share
131 SO The Southern Co...
92.86
-1.28% 19.3K -11.99% 1.78M 72.71 0.15% Share
132 QCOM QUALCOMM Incorp...
158.93
+0.68% 11.4K +45.75% 1.75M 166.41 0.14% Share
133 KR The Kroger Co.
69.80
+0.15% 25.53K -5.94% 1.73M 45.64 0.14% Share
134 ADI Analog Devices,...
231.53
-0.04% 8.55K -3.28% 1.72M 166.84 0.14% Share
135 MSCI MSCI Inc.
555.99
-0.18% 3.02K -9.89% 1.71M 517.71 0.14% Share
136 NRG NRG Energy, Inc...
150.43
+1.21% 17.81K +11.91% 1.7M 72.98 0.14% Share
137 HON Honeywell Inter...
216.34
-0.2% 8.02K -27.36% 1.7M 209.83 0.14% Share
138 SDY SPDR S&P Divide...
139.83
-0.31% 12.36K 0.00% 1.68M 130.64 0.14% Share
139 C Citigroup Inc.
94.20
+0.54% 23.61K +1.00% 1.68M 56.01 0.14% Share
140 DIS The Walt Disney...
116.56
+1.01% 16.97K -8.57% 1.67M 115.84 0.14% Share
141 AMD Advanced Micro ...
176.10
-0.79% 16.24K -6.41% 1.67M 121.36 0.14% Share
142 SNY Sanofi
49.80
+0.06% 30.09K -11.29% 1.67M 50.12 0.14% Share
143 BDC Belden Inc.
124.20
+0.06% 16.59K -14.75% 1.66M 91.4 0.14% Share
144 UL Unilever PLC
61.28
+0.47% 27.93K -6.06% 1.66M 50.48 0.14% Share
145 IWM iShares Russell...
227.92
+0.35% 8.27K -1.99% 1.65M 218.76 0.14% Share
146 EOG EOG Resources, ...
117.66
-1.12% 12.71K -3.81% 1.63M 90.03 0.13% Share
147 AMAT Applied Materia...
163.64
+1.17% 11.21K -4.29% 1.63M 153.52 0.13% Share
148 LPX Louisiana-Pacif...
97.13
-2.39% 17.46K -19.6% 1.61M 66.24 0.13% Share
149 NEE NextEra Energy,...
75.76
+0.46% 22.53K -12.17% 1.6M 84.47 0.13% Share
150 BACQU Bleichroeder Ac...
10.75
0.00% 154.47K 0.00% 1.57M 10.05 0.13% Share