DOSSIER · 13F-HR · Q1 2025

Schechter Investment Advisors, LLC

$1.2B in tracked AUM across 1,410 positions as of Q1 2025.

SI
CIK 0001951586 · last filed Mar 31, 2025
Total AUM
$1.2B
as of Q1 2025
Holdings
1,410
positions
Whale Score
38
38
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2025

Schechter Investment Advisors, LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
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Filing history

2025Q1Mar 31
$1.2B 7.0%
1,410 positionsLocked
2024Q4Dec 31
$1.3B 3.8%
1,388 positionsLocked
2024Q3Sep 30
$1.4B 2.2%
1,419 positionsLocked
2024Q2Jun 30
$1.3B 0.7%
1,443 positionsLocked
2024Q1Mar 31
$1.3B 15.8%
1,452 positionsLocked
2023Q4Dec 31
$1.2B 11.8%
1,468 positionsLocked
2023Q3Sep 30
$1.0B 7.3%
1,421 positionsLocked
2023Q2Jun 30
$1.1B 3.1%
1,456 positionsLocked
2023Q1Mar 31
$1.1B 1.4%
1,443 positionsLocked
2022Q4Dec 31
$1.1B 7.9%
1,670 positionsLocked
2022Q3Sep 30
$1.0B 1.3%
1,558 positionsLocked
2022Q2Jun 30
$1.0B 4.5%
1,586 positionsLocked
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