Schechter Investment Advisors, LLC
CIK 1951586 · View on SEC EDGAR ↗
- Portfolio value
- $443.1M
- Positions
- 636
- As of
- March 31, 2025 Data as of Q1 2025
#4,110 of 9,443 by 13F value · top 43.5%
Portfolio value QoQ: -11.2% 13F does not disclose cash
- Top 10 holdings weight
- 43.36%
- Top 25 holdings weight
- 64.12%
- Positions above 1%
- 25
- Effective number of positions
- 37.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2025: 19.6% Est. buys $92,339,931 · sells $149,696,564
- New positions
- 53
- Increased
- 138
- Decreased
- 208
- Closed
- 80
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
N/A
39.6%
Industrials
3.0%
Financial Services
1.8%
Communication Services
1.2%
Real Estate
1.1%
Retail
0.9%
Health Care
0.7%
Technology
0.7%
Consumer Staples
0.6%
Materials
0.5%
Paper & Forest
0.4%
Consumer Discretionary
0.3%
Financials
0.3%
Packaging
0.1%
Telecommunication
0.1%
Energy
0.1%
Logistics & Transportation
0.0%
Consumer products
0.0%
Communications
0.0%
Utilities
0.0%
Other/Unmapped
48.7%
Full portfolio 636 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AACT | $31,579,554 | 7.13% | 2,832,247 | $-1,676,461 | Down ×1 | ||
| SPY SPY | $29,249,594 | 6.60% | 52,288 | $-3,932,097 | Down ×1 | ||
| ANSC Agriculture & Natural Solutions Acquisition Corporation - Class A Ordinary Shares | $29,199,977 | 6.59% | 2,737,130 | $-671,179 | Down ×1 | ||
| NETD Nabors Energy Transition Corp. II - Class A Ordinary Shares | $26,241,587 | 5.92% | 2,396,492 | $-810,113 | Down ×1 | ||
| HYAC | $15,608,591 | 3.52% | 1,420,254 | $-807,560 | Down ×1 | ||
| LEGT | $14,760,836 | 3.33% | 1,407,134 | $-19,298 | Down ×1 | ||
| ALF Centurion Acquisition Corp. - Class A Ordinary Shares | $13,642,988 | 3.08% | 1,332,323 | $-376,792 | Down ×1 | ||
| VTV | $12,241,673 | 2.76% | 70,868 | $2,076,717 | Up ×1 | ||
| CUB Lionheart Holdings - Class A Ordinary Shares | $10,378,759 | 2.34% | 1,010,590 | $-503,890 | Down ×1 | ||
| GPAT GP-Act III Acquisition Corp. - Class A Ordinary Share | $9,192,047 | 2.07% | 893,299 | $-335,406 | Down ×1 | ||
| VUG | $9,008,524 | 2.03% | 24,294 | $2,751,841 | Up ×1 | ||
| ALDF Aldel Financial II Inc. - Class A Ordinary Shares | $7,698,502 | 1.74% | 761,474 | Up ×1 | |||
| RFAI RF Acquisition Corp II - Ordinary Shares | $7,124,701 | 1.61% | 686,738 | $-248,395 | Down ×1 | ||
| VXUS Vanguard Total International Stock ETF | $6,935,309 | 1.57% | 111,680 | $2,727,286 | Up ×1 | ||
| GRAF | $6,608,273 | 1.49% | 645,970 | $-336,876 | Down ×1 | ||
| TAVI Tavia Acquisition Corp. - Ordinary Shares | $6,384,705 | 1.44% | 635,294 | Up ×1 | |||
| SPKL Spark I Acquisition Corp. - Class A Ordinary Share | $6,269,551 | 1.42% | 583,214 | $-243,714 | Down ×1 | ||
| ETHM Dynamix Corporation - Class A Ordinary Share | $6,033,513 | 1.36% | 606,560 | Up ×1 | |||
| FACT FACT II Acquisition Corp. - Class A Ordinary Shares | $5,771,177 | 1.30% | 575,960 | Up ×1 | |||
| RANG Range Capital Acquisition Corp. - Ordinary Shares | $5,320,219 | 1.20% | 529,375 | Up ×1 | |||
| NTWO Newbury Street II Acquisition Corp - Class A Ordinary Shares | $5,300,453 | 1.20% | 526,884 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $5,218,380 | 1.18% | 33,745 | $5,110,290 | Up ×1 | ||
| GBDC Golub Capital BDC, Inc. - Closed End Fund | $4,925,602 | 1.11% | 325,337 | $1,509,493 | Up ×1 | ||
| RC Ready Capital Corporation Common Stock | $4,765,222 | 1.08% | 936,193 | $4,762,794 | Up ×1 | ||
| FLOT | $4,613,133 | 1.04% | 90,365 | $195,375 | Up ×1 | ||
| HVIIU Hennessy Capital Investment Corp. VII - Unit | $4,361,763 | 0.98% | 433,140 | Up ×1 | |||
| WLAC Willow Lane Acquisition Corp. - Class A Ordinary Shares | $4,235,995 | 0.96% | 422,754 | Up ×1 | |||
| CCIR | $4,174,425 | 0.94% | 372,384 | $-115,810 | Down ×1 | ||
| JACS Jackson Acquisition Company II Class A Ordinary Shares | $4,148,171 | 0.94% | 412,343 | Up ×1 | |||
| CLOX | $3,931,949 | 0.89% | 154,134 | $56,663 | Up ×1 | ||
| VIG | $3,728,776 | 0.84% | 19,221 | $-1,340,058 | Down ×1 | ||
| POLE Andretti Acquisition Corp. II - Class A Ordinary Shares | $3,692,892 | 0.83% | 364,550 | $-62,230 | Down ×1 | ||
| CLOZ | $3,419,765 | 0.77% | 128,708 | $152,079 | Up ×1 | ||
| IVV | $3,353,108 | 0.76% | 5,967 | $1,631,151 | Up ×1 | ||
| GSG | $3,284,777 | 0.74% | 144,259 | $133,091 | Down ×1 | ||
| IVE | $3,255,297 | 0.73% | 17,081 | $52,903 | Up ×1 | ||
| IGF iShares Global Infrastructure ETF | $3,243,024 | 0.73% | 59,320 | $161,342 | Up ×1 | ||
| GNR | $3,202,082 | 0.72% | 60,133 | $106,164 | Down ×1 | ||
| MACI Melar Acquisition Corp. I - Class A Ordinary Shares | $3,199,167 | 0.72% | 312,724 | $-88,344 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3,136,750 | 0.71% | 6,689 | $315,115 | Up ×1 | ||
| IBAC IB Acquisition Corp. - Common Stock | $2,920,864 | 0.66% | 283,579 | $-171,048 | Down ×1 | ||
| GAUZ Gauzy Ltd. - Ordinary Shares | $2,782,336 | 0.63% | 347,792 | Up ×1 | |||
| VXF | $2,658,991 | 0.60% | 15,436 | $256,604 | Up ×1 | ||
| MBAV M3-Brigade Acquisition V Corp. - Class A Ordinary shares | $2,570,878 | 0.58% | 251,800 | $-66,552 | Down ×1 | ||
| DTSQ DT Cloud Star Acquisition Corporation - Ordinary Shares | $2,390,016 | 0.54% | 233,400 | $-23,763 | Down ×1 | ||
| PLMKU Plum Acquisition Corp. IV - Unit | $2,343,200 | 0.53% | 232,000 | Up ×1 | |||
| IVW | $2,236,089 | 0.50% | 24,088 | $-141,236 | Up ×1 | ||
| SPDW | $2,187,040 | 0.49% | 60,067 | $-288,990 | Down ×1 | ||
| ITOT | $1,852,600 | 0.42% | 15,184 | $659,135 | Up ×1 | ||
| DAR Darling Ingredients Inc. Common Stock | $1,808,171 | 0.41% | 57,880 | $-168,320 | Down ×1 | ||
| SDY | $1,677,005 | 0.38% | 12,360 | $44,249 | |||
| BDC Belden Inc Common Stock | $1,663,047 | 0.38% | 16,589 | $-528,231 | Down ×1 | ||
| LPX Louisiana-Pacific Corporation Common Stock | $1,606,247 | 0.36% | 17,463 | $-642,755 | Down ×1 | ||
| BACQU Inflection Point Acquisition Corp. IV - Unit | $1,570,980 | 0.35% | 154,472 | $20,081 | |||
| CHEB | $1,540,719 | 0.35% | 150,314 | $19,541 | |||
| TDACU Translational Development Acquisition Corp. - Units | $1,527,490 | 0.34% | 150,640 | $18,077 | |||
| BOOT Boot Barn Holdings, Inc. Common Stock | $1,516,267 | 0.34% | 14,114 | $-96,669 | Up ×1 | ||
| MLACU Mountain Lake Acquisition Corp. - Units | $1,515,286 | 0.34% | 146,830 | $-27,729 | Down ×1 | ||
| BCO Brinks Company (The) Common Stock | $1,493,842 | 0.34% | 17,338 | $-381,504 | Down ×1 | ||
| MUB | $1,408,679 | 0.32% | 13,360 | $1,000,650 | Up ×1 | ||
| FERAU Fifth Era Acquisition Corp I - Units | $1,382,611 | 0.31% | 137,300 | Up ×1 | |||
| LPBBU Launch Two Acquisition Corp. - Unit | $1,380,203 | 0.31% | 135,314 | $-82,256 | Down ×1 | ||
| MUSA Murphy USA Inc. Common Stock | $1,332,851 | 0.30% | 2,837 | $-231,104 | Down ×1 | ||
| EFA | $1,315,199 | 0.30% | 16,092 | $98,483 | |||
| AWI Armstrong World Industries Inc Common Stock | $1,288,348 | 0.29% | 9,145 | $-60,647 | Down ×1 | ||
| NCLO | $1,276,439 | 0.29% | 50,895 | Up ×1 | |||
| CAPN Cayson Acquisition Corp - Ordinary Shares | $1,267,860 | 0.29% | 124,300 | $-30,600 | Down ×1 | ||
| VBR | $1,260,294 | 0.28% | 6,765 | $71,963 | Up ×1 | ||
| VV | $1,237,856 | 0.28% | 4,816 | $240,505 | Up ×1 | ||
| IWD | $1,209,889 | 0.27% | 6,430 | $1,178,047 | Up ×1 | ||
| IWV | $1,180,350 | 0.27% | 3,716 | Up ×1 | |||
| TKR Timken Company (The) Common Stock | $1,156,748 | 0.26% | 16,095 | $-365,289 | Down ×1 | ||
| VONV Vanguard Russell 1000 Value ETF | $1,116,498 | 0.25% | 13,527 | $17,450 | |||
| CCIX Churchill Capital Corp IX - Ordinary Shares | $1,114,585 | 0.25% | 103,298 | $-14,079 | Down ×1 | ||
| NGVT Ingevity Corporation Common Stock | $1,103,373 | 0.25% | 27,870 | $-114,074 | Down ×1 | ||
| DIA | $1,102,605 | 0.25% | 2,626 | Up ×1 | |||
| DY Dycom Industries, Inc. Common Stock | $1,093,954 | 0.25% | 7,181 | $-392,692 | Down ×1 | ||
| SPAX | $1,067,909 | 0.24% | 52,490 | $3,937 | |||
| UBS UBS Group AG Registered Ordinary Shares | $1,023,532 | 0.23% | 33,416 | $-232,322 | Down ×1 | ||
| BSV | $1,010,847 | 0.23% | 12,913 | $13,240 | Up ×1 | ||
| USPH U.S. Physical Therapy, Inc. Common Stock | $966,585 | 0.22% | 13,358 | $-854,276 | Down ×1 | ||
| STM STMicroelectronics N.V. Common Stock | $953,679 | 0.22% | 43,428 | $195,387 | Up ×1 | ||
| AGCO AGCO Corporation Common Stock | $916,998 | 0.21% | 9,906 | $-409,016 | Down ×1 | ||
| SNN Smith & Nephew SNATS, Inc. Common Stock | $913,401 | 0.21% | 32,196 | $45,358 | Down ×1 | ||
| MOD Modine Manufacturing Company Common Stock | $819,383 | 0.18% | 10,676 | Up ×1 | |||
| BRKA | $798,442 | 0.18% | 1 | $117,522 | |||
| IWF | $792,240 | 0.18% | 2,194 | $-20,945 | Up ×1 | ||
| SAM Boston Beer Company, Inc. (The) Common Stock | $780,768 | 0.18% | 3,269 | $-707,133 | Down ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $761,286 | 0.17% | 14,537 | $6,793 | Down ×1 | ||
| LPLA LPL Financial Holdings Inc. - Common Stock | $706,297 | 0.16% | 2,159 | $-195,197 | Down ×1 | ||
| IWM | $701,797 | 0.16% | 3,518 | $-99,615 | Down ×1 | ||
| KGC Kinross Gold Corporation Common Stock | $700,135 | 0.16% | 55,522 | $333,329 | Up ×1 | ||
| JEPI | $691,737 | 0.16% | 12,106 | Up ×1 | |||
| IWO | $680,732 | 0.15% | 2,664 | $-86,020 | |||
| SPYV | $675,123 | 0.15% | 13,220 | $75,980 | Up ×1 | ||
| MRCC Monroe Capital Corporation - Closed End Fund | $642,815 | 0.15% | 82,412 | $-57,689 | |||
| IWS | $615,363 | 0.14% | 4,885 | $-16,463 | |||
| XLE XLE | $611,537 | 0.14% | 6,544 | $110,169 | Up ×1 | ||
| JAAA | $593,557 | 0.13% | 11,705 | $147,594 | Up ×1 | ||
| GLD | $550,059 | 0.12% | 1,909 | $87,833 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| ALDF | $7,698,502 | 761,474 | 1.74% |
| TAVI | $6,384,705 | 635,294 | 1.44% |
| ETHM | $6,033,513 | 606,560 | 1.36% |
| FACT | $5,771,177 | 575,960 | 1.30% |
| RANG | $5,320,219 | 529,375 | 1.20% |
| NTWO | $5,300,453 | 526,884 | 1.20% |
| HVIIU | $4,361,763 | 433,140 | 0.98% |
| WLAC | $4,235,995 | 422,754 | 0.96% |
| JACS | $4,148,171 | 412,343 | 0.94% |
| GAUZ | $2,782,336 | 347,792 | 0.63% |
| PLMKU | $2,343,200 | 232,000 | 0.53% |
| FERAU | $1,382,611 | 137,300 | 0.31% |
| NCLO | $1,276,439 | 50,895 | 0.29% |
| IWV | $1,180,350 | 3,716 | 0.27% |
| DIA | $1,102,605 | 2,626 | 0.25% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPY | Trimmed | -4K | -$3.9M |
| VUG | Bought more | +9K | +$2.8M |
| VXUS | Bought more | +40K | +$2.7M |
| VTV | Bought more | +11K | +$2.1M |
| AACT | Trimmed | -197K | -$1.7M |
| IVV | Bought more | +3K | +$1.6M |
| GBDC | Bought more | +100K | +$1.5M |
| VIG | Trimmed | -7K | -$1.3M |
| MUB | Bought more | +10K | +$1.0M |
| USPH | Trimmed | -7K | -$854K |
18 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ALDFU | March 31, 2025 | 838,617 | $8,436,487 | 5.6% |
| TAVIU | March 31, 2025 | 665,644 | $6,683,066 | 5.2% |
| ETHMU | March 31, 2025 | 623,720 | $6,187,302 | No longer tracked |
| FACTU | March 31, 2025 | 605,270 | $6,040,595 | 7.5% |
| RANGU | March 31, 2025 | 593,871 | $5,950,587 | 10.0% |
| NTWOU | March 31, 2025 | 542,875 | $5,428,750 | 18.9% |
| QETA | March 31, 2025 | 455,507 | $4,805,599 | 9.0% |
| WLACU | March 31, 2025 | 459,116 | $4,581,978 | No longer tracked |
| JACSU | March 31, 2025 | 425,913 | $4,284,685 | No longer tracked |
| AMLP | March 31, 2025 | 54,505 | $2,624,961 | No longer tracked |
| DYCQ | March 31, 2025 | 194,495 | $2,030,528 | No longer tracked |
| VMCAF | March 31, 2025 | 138,700 | $1,597,824 | No longer tracked |
| IJK | March 31, 2025 | 13,615 | $1,238,012 | No longer tracked |
| IBIT | March 31, 2025 | 18,243 | $967,803 | |
| EIPI | March 31, 2025 | 37,958 | $739,801 | No longer tracked |
| DOCN | March 31, 2025 | 19,863 | $676,732 | 244.3% |
| ALTR | March 31, 2025 | 4,261 | $464,918 | No longer tracked |
| EMO | March 31, 2025 | 8,901 | $414,253 | 10.7% |
| KYN | March 31, 2025 | 31,583 | $401,420 | 15.0% |
| NICE | March 31, 2025 | 2,341 | $397,595 | -35.4% |
| HOLX | March 31, 2025 | 5,494 | $396,062 | No longer tracked |
| HPE | March 31, 2025 | 15,889 | $339,230 | 247.2% |
| SKM | March 31, 2025 | 14,427 | $303,541 | 91.8% |
| KKR | March 31, 2025 | 1,966 | $290,809 | -6.0% |
| BLDR | March 31, 2025 | 1,976 | $282,430 | -43.5% |
| TCOM | March 31, 2025 | 4,002 | $274,777 | -27.6% |
| IPXXW | March 31, 2025 | 539,300 | $264,257 | No longer tracked |
| NEA | March 31, 2025 | 23,236 | $262,102 | -0.3% |
| SLF | March 31, 2025 | 4,054 | $240,564 | 39.1% |
| FIVN | March 31, 2025 | 5,492 | $223,195 | 16.0% |
| ZTO | March 31, 2025 | 11,255 | $220,035 | 8.7% |
| BMO | March 31, 2025 | 2,182 | $211,736 | 84.2% |
| PRKS | March 31, 2025 | 3,719 | $208,971 | 0.0% |
| GIB | March 31, 2025 | 1,887 | $206,359 | -25.2% |
| JD | March 31, 2025 | 5,908 | $204,830 | -28.8% |
| GLNG | March 31, 2025 | 4,803 | $203,266 | 40.2% |
| VT | March 31, 2025 | 1,715 | $201,478 | No longer tracked |
| KEP | March 31, 2025 | 25,568 | $175,908 | 52.9% |
| CHGG | March 31, 2025 | 100,000 | $161,000 | 18.1% |
| CLBRWS | March 31, 2025 | 98,954 | $158,326 | No longer tracked |
| VEU | March 31, 2025 | 2,647 | $151,964 | No longer tracked |
| PBR | March 31, 2025 | 11,805 | $151,818 | 33.7% |
| BMTX | March 31, 2025 | 15,690 | $76,724 | No longer tracked |
| PKG | March 31, 2025 | 254 | $57,183 | 26.7% |
| GLSTR | March 31, 2025 | 309,903 | $46,454 | No longer tracked |
| IBRX | March 31, 2025 | 15,000 | $38,400 | 162.5% |
| AQUNR | March 31, 2025 | 161,600 | $27,472 | No longer tracked |
| JHXXXXX | March 31, 2025 | 594 | $18,301 | No longer tracked |
| PII | March 31, 2025 | 313 | $18,028 | 60.2% |
| CLS | March 31, 2025 | 191 | $17,620 | 284.9% |
| CDW | March 31, 2025 | 64 | $11,139 | -17.0% |
| BURL | March 31, 2025 | 37 | $10,547 | 41.3% |
| GLSTW | March 31, 2025 | 309,903 | $9,328 | No longer tracked |
| MAS | March 31, 2025 | 81 | $5,878 | 5.9% |
| NGG | March 31, 2025 | 85 | $5,051 | 23.5% |
| IR | March 31, 2025 | 54 | $4,885 | 0.8% |
| GODNR | March 31, 2025 | 14,520 | $4,793 | No longer tracked |
| CM | March 31, 2025 | 59 | $3,731 | 109.1% |
| MORN | March 31, 2025 | 7 | $2,357 | -27.2% |
| LW | March 31, 2025 | 34 | $2,272 | 0.1% |
| TAP | March 31, 2025 | 37 | $2,121 | -30.3% |
| AVB | March 31, 2025 | 9 | $1,980 | No longer tracked |
| BLACR | March 31, 2025 | 15,500 | $1,772 | No longer tracked |
| DXCM | March 31, 2025 | 20 | $1,555 | 31.0% |
| IRM | March 31, 2025 | 12 | $1,261 | 45.0% |
| SRE | March 31, 2025 | 14 | $1,228 | 21.0% |
| TEVA | March 31, 2025 | 50 | $1,102 | 141.8% |
| BFACWS | March 31, 2025 | 34,550 | $1,037 | No longer tracked |
| CCI | March 31, 2025 | 10 | $908 | -27.1% |
| ICLR | March 31, 2025 | 4 | $839 | -1.3% |
| RHI | March 31, 2025 | 10 | $705 | -19.2% |
| BLACW | March 31, 2025 | 15,500 | $620 | No longer tracked |
| SWKS | March 31, 2025 | 6 | $532 | 5.1% |
| WYNN | March 31, 2025 | 6 | $517 | 20.0% |
| BAH | March 31, 2025 | 4 | $515 | -26.6% |
| HUM | March 31, 2025 | 2 | $507 | 45.1% |
| RPM | March 31, 2025 | 4 | $492 | -4.5% |
| EIX | March 31, 2025 | 6 | $479 | 25.3% |
| QOMOR | March 31, 2025 | 105,350 | $0 | No longer tracked |
| QOMOW | March 31, 2025 | 105,350 | $0 | No longer tracked |