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Disclosery

13F-HR filed by Schechter Investment Advisors, LLC

Schechter Investment Advisors, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-06, with 663 holding rows worth $1,305,536,576.

Accession
0001951586-25-000001
Filer
CIK 1951586
Filed
2025-02-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A combination report, 1,388 entries on the cover page, a total value of $1,305,536,576 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,305,536,576 with VALUE read as dollars as filed, 13F file number 028-22667. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
RAYMOND JAMES FINL INC COM754730109Stock1,860$288,914dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,231$286,232dollars as filed
COMERICAINC200340107COM4,599$284,448dollars as filed
USBANCORPDEL902973304COM NEW5,946$284,377dollars as filed
Altria Group Inc02209S103COM5,428$283,830dollars as filed
3M CO COM88579Y101Stock2,190$282,711dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock1,976$282,430dollars as filed
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock3,642$279,742dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock5,200$276,849dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF2,183$276,695dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR4,002$274,777dollars as filed
DT MIDSTREAM INC COMMON STOCK23345M107Stock2,727$271,145dollars as filed
BROWN & BROWN INC COM115236101Stock2,647$270,048dollars as filed
XYLEM INC COM98419M100Stock2,292$265,933dollars as filed
INFLECTION PT ACQUISITN CRPG4790U110*W EXP 08/31/202539,300$264,257dollars as filed
CANADIAN IMPERIAL BANK OF COMM COM136069101Stock4,170$263,654dollars as filed
NUVEEN AMT FREE QLTY MUN INC670657105COM23,236$262,102dollars as filed
INNOVATOR ETFS TRUST45783Y756LADDERED ALC BFR8,114$262,076dollars as filed
BANCO SANTANDER SA ADR05964H105ADR57,444$261,944dollars as filed
CDW CORP COM12514G108Stock1,476$256,883dollars as filed
BURLINGTON STORES INC COM122017106Stock898$255,984dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock2,811$255,548dollars as filed
BOYDGAMINGCORP103304101STOK3,509$254,543dollars as filed
JONES LANG LASALLE INC COM48020Q107Stock1,002$253,646dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock6,178$253,422dollars as filed
CVS Health Corporation126650100COM5,609$251,797dollars as filed
Elevance Health, Inc.036752103COM680$250,852dollars as filed
ALLEGION PLCG0176J109ORD SHS1,883$246,070dollars as filed
HUMANA INC COM444859102Stock963$244,322dollars as filed
GOLDMAN SACHS ETF TR381430503ACTIVEBETA US LG2,107$242,684dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock2,720$241,209dollars as filed
SUN LIFE FINANCIAL INC. COM866796105Stock4,054$240,564dollars as filed
NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS636274409STOK4,044$240,295dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,153$239,651dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock1,822$238,755dollars as filed
AGREE RLTY CORP COM008492100REIT3,385$238,473dollars as filed
INGERSOLL RAND INC COM45687V106Stock2,625$237,488dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS6,183$237,242dollars as filed
PATHWARD FINANCIAL INC59100U108COM3,180$233,984dollars as filed
LENNOX INTL INC COM526107107Stock383$233,364dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock8,490$232,614dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM2,966$231,378dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock2,180$230,239dollars as filed
DXC TECHNOLOGY CO COM23355L106Stock11,469$229,151dollars as filed
SMUCKER J M CO832696405COM NEW2,078$228,829dollars as filed
CARDINAL HEALTH INC14149Y108COM1,930$228,225dollars as filed
EDISON INTL COM281020107Stock2,857$228,102dollars as filed
MARKELGROUPINC570535104STOK132$227,863dollars as filed
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS881624209ADR10,303$227,078dollars as filed
FIVE9 INC338307101COM5,492$223,195dollars as filed
Pfizer Inc.717081103COM8,377$222,233dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock1,257$221,735dollars as filed
FLAGSTAR FINANCIAL INC649445400COM NEW23,737$221,466dollars as filed
APTARGROUP INC COM038336103Stock1,409$221,372dollars as filed
ENTERGY CORP NEW COM29364G103Stock2,917$221,183dollars as filed
GENUINE PARTS CO COM372460105Stock1,887$220,326dollars as filed
ZTO EXPRESS CAYMAN INC98980A105SPONSORED ADS A11,255$220,035dollars as filed
CROWN CASTLE INC COM22822V101REIT2,391$217,007dollars as filed
James Hardie Industries PLC47030M106Depositary Receipt7,017$216,194dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock2,751$215,190dollars as filed
Invsc SP 500 Equal Weight Matrl ETF46137V316ETF6,548$213,268dollars as filed
BANK MONTREAL MEDIUM COM063671101Stock2,182$211,736dollars as filed
NUVEEN CALIFORNIA MUNI VLU F67062C107COM STK25,011$211,343dollars as filed
VALERO ENERGY CORP COM91913Y100Stock1,710$209,629dollars as filed
UNITED PARKS & RESORTS INC81282V100COM3,719$208,971dollars as filed
RPM INTL INC COM749685103Stock1,692$208,186dollars as filed
WYNN RESORTS LTD983134107COM2,403$207,069dollars as filed
CORTEVA INC COM22052L104Stock3,634$207,012dollars as filed
CGI INC CL A SUB VTG12532H104Stock1,887$206,359dollars as filed
MORNINGSTAR INC COM617700109Stock612$206,097dollars as filed
IDEXX LABS INC COM45168D104Stock496$205,066dollars as filed
JD.COM INC SPON ADS CL A47215P106ADR5,908$204,830dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock1,586$204,135dollars as filed
GOLAR LNG LTDG9456A100SHS4,803$203,266dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock3,544$203,118dollars as filed
DEXCOM INC COM252131107Stock2,602$202,331dollars as filed
HCM II ACQUISITION CORPG43658114UNIT 99/99/999920,000$202,000dollars as filed
IJH464287507COM3,240$201,884dollars as filed
Vanguard Total World Stock ETF922042742SHS1,715$201,478dollars as filed
AVALONBAY CMNTYS INC COM053484101REIT911$200,466dollars as filed
INVESCO EXCHANGE TRADED FD T46137V548COM10,274$188,117dollars as filed
KOREA ELEC PWR CORP SPONSORED ADR500631106ADR25,568$175,908dollars as filed
NOMURA HLDGS INC SPONSORED ADR65535H208ADR29,725$172,110dollars as filed
CHEGG INC163092109COM100,000$161,000dollars as filed
COLOMBIER ACQUISITION CORP IG2283U118WARRANT98,954$158,326dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR11,805$151,818dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR51,495$140,066dollars as filed
UNITED MICROELECTRONICS CORP SPON ADR NEW910873405ADR21,021$136,426dollars as filed
TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10294821608ADR16,867$135,952dollars as filed
NATWEST GROUP PLC SPONS ADR639057207ADR13,292$135,180dollars as filed
NOKIA CORP654902204SPONSORED ADR30,234$133,938dollars as filed
TURKCELL ILETISIM SPON ADR NEW900111204ADR19,379$126,156dollars as filed
NUVEEN PFD & INCOME OPPORTUN67073B106COM15,593$122,561dollars as filed
RITHM CAPITAL CORP COM NEW64828T201REIT11,110$120,321dollars as filed
Agriculture & Nat Sol Acq Co W Exp 10/01/202G0131Y118SPACS Warrant414,670$111,961dollars as filed
LG DISPLAY CO LTD SPONS ADR REP50186V102ADR36,062$110,710dollars as filed
ARES ACQUISITION CORP II-28G33033120*W EXP 99/99/999674,905$101,236dollars as filed
Centurion Acquisition Corp W Exp 05/31/203G20315118SPACS Warrant709,869$99,382dollars as filed
Gp-Act Iii Acquisition Corp W Exp 05/13/202G4035N129SPACS Warrant704,489$98,628dollars as filed
ITAU UNIBANCO HLDG S A SPON ADR REP PFD465562106ADR17,070$84,665dollars as filed
NABORS ENERGY TRANSITION CORG6363K114*W EXP 09/01/202492,725$78,836dollars as filed
BM TECHNOLOGIES INC05591L107COM15,690$76,724dollars as filed
COHEN CIRCLE ACQUISITION CORG3730H114*W EXP 01/31/202148,810$66,742dollars as filed
NIO INC SPON ADS62914V106ADR15,036$65,557dollars as filed
Lionheart Holdings W Exp 06/07/203G5501C117SPACS Warrant554,975$61,047dollars as filed
BLACK SPADE ACQUISITION II CG1153L117*W EXP 02/15/202148,708$59,498dollars as filed
DMY SQUARED TECHNOLOGY GROUP233276112*W EXP 99/99/999208,875$49,086dollars as filed
Graf Global Corp W Exp 05/31/203G4036C122SPACS Warrant359,365$46,717dollars as filed
LAUNCH ONE ACQUISITION CORPG5S86M126*W EXP 06/01/203345,270$46,611dollars as filed
GLOBAL STAR ACQUISITION INC37962G128RIGHT 99/99/9999309,903$46,454dollars as filed
EQV VENTURES ACQUISITION CORG3106N117*W EXP 07/01/203118,860$42,790dollars as filed
VOYAGER ACQUISITION CORPG93A7H112*W EXP 05/16/203354,230$42,508dollars as filed
RF ACQUISITION CORP IIG75389117RIGHT 05/01/2026722,938$40,557dollars as filed
Damon Inc235750106Common Stock46,043$39,137dollars as filed
IMMUNITYBIO INC45256X103COM15,000$38,400dollars as filed
IB ACQUISITION CORP44934N116RIGHT 09/28/2026547,870$37,967dollars as filed
ALCHEMY INVTS ACQUISITN CORPG0232F133*W EXP 11/30/202386,517$34,825dollars as filed
TRAILBLAZER MERGER CORP I89278D125RIGHT 04/21/2028151,100$33,242dollars as filed
Dt Cloud Star Acquisition Co Right 07/09/2029G2853N114SPACS239,700$32,360dollars as filed
ALPHAVEST ACQUISITION CORPG0283A116RIGHT 01/22/2026304,400$31,718dollars as filed
BOWEN ACQUISITION CORPG12729128RIGHT 99/99/9999140,600$28,120dollars as filed
HAYMAKER ACQUISITION CORP IVG4375F116*W EXP 05/31/202200,850$28,119dollars as filed
Andretti Acquisition Corp Ii W Exp 06/01/203G26745128SPACS Warrant191,685$27,603dollars as filed
AQUARON ACQUISITION CORP03842W113RIGHT 07/15/2026161,600$27,472dollars as filed
LEGATO MERGER CORP IIIG5451A111*W EXP 05/08/203168,764$27,002dollars as filed
AA MISSION ACQUISITION CORPG1000R127*W EXP 08/01/203361,669$25,317dollars as filed
Melar Acquisition Corp. I W Exp 06/01/203G6004G118SPACS Warrant219,740$25,270dollars as filed
M3BRIGADE ACQUISITION V CORPG63212115*W EXP 99/99/999134,185$24,153dollars as filed
ALPHATIME ACQUISITION CORPG0223V139RIGHT 03/01/2028178,040$24,053dollars as filed
Sim Acquisition Corp. I W Exp 06/01/203G8431T119SPACS Warrant225,254$22,525dollars as filed
Silverbox Corp Iv W Exp 08/19/202G81354121SPACS Warrant80,358$16,907dollars as filed
ESH ACQUISITION CORP296424112RIGHT 06/13/2028182,690$16,442dollars as filed
Cayson Acquisition Corp Right 99/99/9999G1993W117SPACS129,200$15,504dollars as filed
Dt Cloud Acquisition CorpG28524133Right97,800$15,159dollars as filed
BUKIT JALIL GBL ACQUISITIONG1676M121RIGHT 12/30/2024143,100$14,310dollars as filed
SPARK I ACQUISITION CORPG8316B118*W EXP 10/01/203130,250$13,064dollars as filed
GLOBAL LIGHTS ACQUISITION COG3937F119RIGHT 99/99/999991,325$12,831dollars as filed
WTS/FOUR LEAF ACQUISITION CORPORATION 11.5000EXP0535088F115COM230,800$11,702dollars as filed
Keen Vision Acquisition Corp W Exp 03/15/202G52443127SPACS Warrant206,200$10,186dollars as filed
GLOBAL STAR ACQUISITION INC37962G110*W EXP 07/15/202309,903$9,328dollars as filed
Spring Valley Acquisition Corp IIG83752132Right122,100$8,584dollars as filed
OAK WOODS ACQUISITION CORP67190B120RIGHT 03/23/202873,100$7,310dollars as filed
Chenghe Acquisition II CoG20873116Warrant137,568$5,503dollars as filed
GOLDEN STAR ACQUISITION CORPG4023C119RIGHT 03/30/202514,520$4,793dollars as filed
HENNESSY CAPITAL INVST CORP42600H116*W EXP 99/99/99933,807$4,094dollars as filed
Oak Woods Acquisition Corp67190B112Warrant73,100$3,582dollars as filed
Alphatime Acquisition CorpG0223V121Warrant178,040$3,561dollars as filed
Spring Valley Acquisition Corp IIG83752116Warrant61,050$3,175dollars as filed
0G3034H141039,840$3,135dollars as filed
Cartesian Growth Corp IIG19305120Warrant33,807$2,536dollars as filed
Bayview Acquisition Corp Right 11/17/202807323B118SPACS25,000$2,525dollars as filed
BUKIT JALIL GBL ACQUISITIONG1676M113*W EXP 12/30/20271,550$2,383dollars as filed
AI TRANSPORTATION ACQUIS-RTSG01490104RIGHT 09/01/202817,200$2,236dollars as filed
RTS/BELLEVUE LIFE SCNCS AQSTN CORP079174124COM15,500$1,772dollars as filed
BATTERY FUTURE ACQUISITION CG0888J124*W EXP 99/99/99934,550$1,037dollars as filed
WTS/BELLEVUE LIFE SCNCS AQSTN CORP079174116COM15,500$620dollars as filed
Embrace Change Acquisition CorpG3034H125Warrant39,840$534dollars as filed
ATHENA TECHNOLOGY ACQUISITION04687c113WT18,818$474dollars as filed
GRIID WARRANTS251936118WT20,775$0dollars as filedValue filed as zero, left out of ratios.
Aura FAT Projects Acquisition CorpG06362126Warrant53,200$0dollars as filedValue filed as zero, left out of ratios.
Everest Consolidator Acquisition Corp29978K110Warrant147,535$0dollars as filedValue filed as zero, left out of ratios.
QOMOLANGMA ACQUISITION CORP74738V113*W EXP 09/29/202105,350$0dollars as filedValue filed as zero, left out of ratios.
QOMOLANGMA ACQUISITION CORP74738V121RIGHT 09/29/2027105,350$0dollars as filedValue filed as zero, left out of ratios.

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951586-25-000001this filing2025-02-06acceptance time not in the bulk data set