§ 13F · FUND PROFILE
Schechter Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 1410Turnover · — · Q1Filed · May 1, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 1, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CLOZ | ELDRIDGE BBB-B CLO ETF | 1.49M | $39.7T | 3.3% | — |
| 2 | KDK | ARES ACQUISITION CORP II SHS CLASS A | 2.83M | $31.6T | 2.6% | — |
| 3 | JAAA | JANUS HENDERSON AAA CLO ETF | 580K | $29.4T | 2.4% | — |
| 4 | SPY | SPDR S&P 500 ETF TRUST | 52K | $29.2T | 2.4% | — |
| 5 | ANSC | AGRICULTURE & NAT SOL ACQ CORP SHS CL A | 2.74M | $29.2T | 2.4% | — |
| 6 | — | NABORS ENERGY TRANSITION CORP CL A | 2.40M | $26.2T | 2.2% | — |
| 7 | VTV | VANGUARD VALUE ETF | 146K | $25.3T | 2.1% | — |
| 8 | MRK | MERCK & CO INC COM | 273K | $24.5T | 2.0% | — |
| 9 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 390K | $24.2T | 2.0% | — |
| 10 | VUG | VANGUARD GROWTH ETF | 58K | $21.5T | 1.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCHECHTER SIGNAL
AC read
Schechter Investment Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed