Schechter Investment Advisors, LLC

Q4 2022 13F Holdings Report, Restatement, 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, 04:56 PM
Description
All US holdings of this investor are reported in this report.
Previous filing
Q3 2022 - Nov 4, 2022
Next filing
Q1 2023 - Apr 28, 2023
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q4 - Restatement 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 File Number
11 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558
12 EDGEWOOD MANAGEMENT LLC 028-02602
13 Natixis Investment Managers, LLC 028-06808
14 GREAT LAKES ADVISORS, LLC 028-05229
15 ATLANTA CAPITAL MANAGEMENT CO L L C 028-05936
16 EAGLE ASSET MANAGEMENT INC 028-01666
17 LAZARD ASSET MANAGEMENT LLC 028-10469
18 BRANDES INVESTMENT PARTNERS, LP 028-05620
19 Wealthspring Capital LLC 028-20944