Schechter Investment Advisors, LLC

Q2 2023 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Katie Rotach - Compliance Associate
Location
Birmingham, MI
Holdings as of
June 30, 2023
Value $
$1.11B
Num holdings
673
Date filed
7/26/2023, 10:01 AM
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, MRK, VTV, VXUS, and SCRM.
Previous filing
Q1 2023 - Apr 28, 2023
Next filing
Q3 2023 - Nov 6, 2023
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q2 - Restatement compared to 2023 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 7/26/2023

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