Schechter Investment Advisors, LLC
Q1 2025 13F Holdings
- Locationbirmingham, MI
- Num holdings
636
- Value ($000)
$1,214,368
- Date Filed05/01/2025
- Form type13F-HR
- CIK0001951586
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CLOZ ELDRIDGE BBB-B CLO ETF | ETF | 81752T528 | $43.13M | 4 % | 1,623,358 | ||
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 | ||
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $30.55M | 3 % | 82,389 | ||
JAAA JANUS HENDERSON AAA CLO ETF | ETF | 47103U845 | $30.02M | 3 % | 592,020 | ||
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 | ||
MRK MERCK & CO INC COM | STOCK | 58933Y105 | $26.15M | 2 % | 291,300 |
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