Schechter Investment Advisors, LLC

Q1 2025 13F Combination Report, Stock Holdings

Signature - Title
Alex Nunnamaker - Inv. Tech. Manager
Location
Birmingham, MI
Holdings as of
March 31, 2025
Value $
$1.21B
Num holdings
634
Date filed
5/1/2025, 12:29 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included CLOZ, VTV, AACT, VXUS, and VUG.
Previous filing
Q4 2024 - Feb 6, 2025
SEC
View on sec.gov
Filing 2025 Q1 compared to 2024 Q4 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
Alex Nunnamaker Inv. Tech. Manager Birmingham, Michigan 5/1/2025

List of Other Managers Reporting for Schechter Investment Advisors, LLC:

Name Holdings Value Location File Number
Aqr Capital Management Llc $97.1B Greenwich, CT 028-10120

Other Included Managers (8):

Num Name Location File Number
11 Parametric Portfolio Associates Llc Seattle, WA
12 Edgewood Management Llc Greenwich, CT
13 Natixis Investment Managers, LLC Boston, MA
14 Great Lakes Advisors, Llc Chicago, IL
15 Atlanta Capital Management Co L L C Atlanta, GA
16 Eagle Asset Management Inc St Petersburg, FL
17 Lazard Asset Management Llc New York, NY
19 Wealthspring Capital LLC West Harrison, NY