Schechter Investment Advisors, LLC

Q1 2025 13F Holdings

  • Location
    birmingham, MI
  • Num holdings

    636

  • Value ($000)

    $1,214,368

  • Date Filed
    05/01/2025
  • Form type
    13F-HR
  • CIK
    0001951586
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CLOZ

ELDRIDGE BBB-B CLO ETF

ETF
81752T528
$43.13M
4 %

1,623,358

V
VTV

VANGUARD VALUE ETF

ETF
922908744
$37.52M
3 %

217,179

---

ARES ACQUISITION CORP II SHS CLASS A

STOCK
G33033104
$31.58M
3 %

2,832,247

---

VANGUARD TOTAL INTERNATIONAL STOCK ETF

ETF
921909768
$31.14M
3 %

501,490

V
VUG

VANGUARD GROWTH ETF

ETF
922908736
$30.55M
3 %

82,389

J
JAAA

JANUS HENDERSON AAA CLO ETF

ETF
47103U845
$30.02M
3 %

592,020

S
SPY

SPDR S&P 500 ETF TRUST

ETF
78462F103
$29.25M
2 %

52,288

---

AGRICULTURE & NAT SOL ACQ CORP SHS CL A

STOCK
G0131Y100
$29.20M
2 %

2,737,130

---

NABORS ENERGY TRANSITION CORP CL A

STOCK
G6363K106
$26.24M
2 %

2,396,492

M
MRK

MERCK & CO INC COM

STOCK
58933Y105
$26.15M
2 %

291,300

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