Schechter Investment Advisors, LLC 13F Holdings · last filed Q1 2025
Schechter Investment Advisors, LLC reported 636 securities worth $1.21B in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: CLOZ (3.55%), VTV (3.09%), AACT (2.60%). Among its top 25 positions this quarter: 4 added, 21 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CLOZ | ELDRIDGE BBB-B CLO ETF | $43.1M | 3.55% | 1.6M | Added |
| 2 | VTV | VANGUARD VALUE ETF | $37.5M | 3.09% | 217,179 | Trimmed |
| 3 | AACT | ARES ACQUISITION CORP II SHS CLASS A | $31.6M | 2.60% | 2.8M | Trimmed |
| 4 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $31.1M | 2.56% | 501,490 | Added |
| 5 | VUG | VANGUARD GROWTH ETF | $30.6M | 2.52% | 82,389 | Added |
| 6 | JAAA | JANUS HENDERSON AAA CLO ETF | $30.0M | 2.47% | 592,020 | Added |
| 7 | SPY | SPDR S&P 500 ETF TRUST | $29.2M | 2.41% | 52,288 | Trimmed |
| 8 | ANSC | AGRICULTURE & NAT SOL ACQ CORP SHS CL A | $29.2M | 2.40% | 2.7M | Trimmed |
| 9 | NETD | NABORS ENERGY TRANSITION CORP CL A | $26.2M | 2.16% | 2.4M | Trimmed |
| 10 | MRK | MERCK & CO INC COM | $26.1M | 2.15% | 291,300 | Trimmed |
| 11 | AAPL | APPLE INC COM | $25.8M | 2.12% | 116,127 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION COM | $19.2M | 1.58% | 177,279 | Trimmed |
| 13 | MSFT | MICROSOFT CORP COM | $19.1M | 1.57% | 50,796 | Trimmed |
| 14 | AMZN | AMAZON COM INC COM | $16.7M | 1.37% | 87,733 | Trimmed |
| 15 | HYAC | HAYMAKER ACQUISITION CORP IV CLASS A | $15.6M | 1.29% | 1.4M | Trimmed |
| 16 | LEGT | LEGATO MERGER CORP III ORD SHS | $14.8M | 1.22% | 1.4M | Trimmed |
| 17 | ALF | CENTURION ACQUISITION CORP SHS CL A | $13.6M | 1.12% | 1.3M | Trimmed |
| 18 | VXF | VANGUARD EXTENDED MARKET ETF | $13.4M | 1.10% | 77,522 | Trimmed |
| 19 | META | META PLATFORMS INC CL A | $12.5M | 1.03% | 21,692 | Trimmed |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $10.4M | 0.86% | 19,558 | Trimmed |
| 21 | CUB | LIONHEART HOLDINGS SHS CL A | $10.4M | 0.85% | 1.0M | Trimmed |
| 22 | GPAT | GP-ACT III ACQUISITION CORP CL A | $9.2M | 0.76% | 893,299 | Trimmed |
| 23 | CME | CME GROUP INC COM | $9.2M | 0.75% | 34,524 | Trimmed |
| 24 | GOOG | ALPHABET INC CAP STK CL C | $9.1M | 0.75% | 58,079 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO. COM | $8.9M | 0.73% | 36,181 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR