Schechter Investment Advisors, LLC

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
Alex Nunnamaker - Inv. Tech. Manager
Location
Birmingham, MI
Holdings as of
December 31, 2022
Value $
$1.1B
Num holdings
860
Date filed
2/13/2023, 04:23 PM
Description
All US holdings of this investor are reported in this report. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP code, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.
Previous filing
Q3 2022 - Nov 4, 2022
Next filing
Q1 2023 - Apr 28, 2023
This filing has been restated, see here for the amended filing
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q4 compared to 2022 Q3 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 2/13/2023

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 028-05620
19 Wealthspring Capital LLC West Harrison, NY 028-20944