Schechter Investment Advisors, LLC

Q2 2022 13F Holdings Report, Stock Holdings

Signature - Title
Katie Rotach - Compliance Associate
Location
Birmingham, MI
Holdings as of
June 30, 2022
Value $
$1.03B
Num holdings
969
Date filed
11/3/2022, 03:51 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTV, AAPL, RC, VXUS, and VUG.
Previous filing
Q1 2022 - Nov 18, 2022
Next filing
Q3 2022 - Nov 4, 2022
Options Holdings
Showing stock holdings, see here for options holdings
Filing 2022 Q2 compared to 2022 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Katie Rotach Compliance Associate Birmingham, Michigan 11/3/2022

Other Included Managers (9):

Num Name Location File Number
11 Parametric Portfolio Associates Llc Seattle, WA 028-04558
12 Edgewood Management Llc Greenwich, CT 028-02602
13 Natixis Investment Managers, LLC Boston, MA 028-06808
14 Great Lakes Advisors, Llc Chicago, IL 028-05229
15 Atlanta Capital Management Co L L C Atlanta, GA 028-05936
16 Eagle Asset Management Inc St Petersburg, FL 028-01666
17 Lazard Asset Management Llc New York, NY 028-10469
18 Brandes Investment Partners, Lp La Jolla, CA 028-05620
19 Wealthspring Capital LLC West Harrison, NY 028-20944