Schechter Investment Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$1.36B
Signature - Title
Alex Nunnamaker - Inv. Tech. Manager
Location
Birmingham, MI
Summary
This page shows a list of all the recent 13F filings made by Schechter Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Schechter Investment Advisors, LLC reported 677 stock holdings with total value $1.36B as of Q3 2024. Top holdings included AAPL, AACT, VTV, MRK, and ANSC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 677 $1.36B +$158M -$177M -$18.7M AAPL, AACT, VTV, MRK, ANSC 13F-HR 11/12/2024, 09:50 AM
Q2 2024 647 $1.33B +$165M -$168M -$2.92M AAPL, ANSC, AACT, MRK, VTV 13F-HR 8/12/2024, 01:43 PM
Q1 2024 662 $1.34B +$238M -$129M +$109M AACT, AAPL, ANSC, MRK, NETD 13F-HR 5/6/2024, 10:52 AM
Q4 2023 655 $1.15B +$178M -$134M +$44.6M AAPL, MRK, VTV, AACT, SCRM 13F-HR 1/17/2024, 01:42 PM
Q3 2023 639 $1.03B +$109M -$163M -$54M AAPL, SCRM, VTV, MRK, SPY 13F-HR 11/6/2023, 12:02 PM
Q2 2023 673 $1.11B +$172M -$198M -$25.8M AAPL, MRK, VTV, VXUS, SCRM Restatement 7/26/2023, 10:01 AM
Q1 2023 698 $1.08B +$196M -$254M -$58.8M AAPL, VTV, VXUS, MRK, VUG 13F-HR 4/28/2023, 11:08 AM
Q4 2022 860 $1.1B +$246M -$223M +$22.6M AAPL, VTV, MRK, MUB, VXUS Restatement 2/13/2023, 04:56 PM
Q3 2022 969 $1.01B +$158M -$116M +$41.6M VTV, AAPL, SPY, MRK, VUG 13F-HR 11/4/2022, 04:18 PM
Q2 2022 969 $1.03B +$159M -$90.1M +$69.1M VTV, AAPL, RC, VXUS, VUG 13F-HR 11/3/2022, 03:51 PM
Q1 2022 956 $1.07B +$128M -$127M +$840K AAPL, VTV, VXUS, VUG, MSFT 13F-HR 11/18/2022, 09:24 AM
Q4 2021 913 $1.1B $0 $0 AAPL, VTV, VXUS, VUG, AGG 13F-HR 12/27/2022, 03:37 PM