Schechter Investment Advisors, LLC
CIK 1951586 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $443.1M
- Posisi
- 636
- Per tanggal
- 31 Maret 2025 Data per Q1 2025
#4.109 dari 9.443 berdasarkan nilai 13F · top 43.5%
Nilai portofolio QoQ: -11.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 43,36%
- Bobot 25 kepemilikan teratas
- 64,12%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 37,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2025: 19,6% Perkiraan pembelian $92.339.931 · penjualan $149.696.564
- Posisi baru
- 53
- Meningkat
- 138
- Menurun
- 208
- Tertutup
- 80
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
48,7%
Portofolio lengkap 636 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AACT | $31.579.554 | 7,13% | 2.832.247 | $-1.676.461 | Turun ×1 | ||
| SPY SPY | $29.249.594 | 6,60% | 52.288 | $-3.932.097 | Turun ×1 | ||
| ANSC Agriculture & Natural Solutions Acquisition Corporation - Class A Ordinary Shares | $29.199.977 | 6,59% | 2.737.130 | $-671.179 | Turun ×1 | ||
| NETD Nabors Energy Transition Corp. II - Class A Ordinary Shares | $26.241.587 | 5,92% | 2.396.492 | $-810.113 | Turun ×1 | ||
| HYAC | $15.608.591 | 3,52% | 1.420.254 | $-807.560 | Turun ×1 | ||
| LEGT | $14.760.836 | 3,33% | 1.407.134 | $-19.298 | Turun ×1 | ||
| ALF Centurion Acquisition Corp. - Class A Ordinary Shares | $13.642.988 | 3,08% | 1.332.323 | $-376.792 | Turun ×1 | ||
| VTV | $12.241.673 | 2,76% | 70.868 | $2.076.717 | Naik ×1 | ||
| CUB Lionheart Holdings - Class A Ordinary Shares | $10.378.759 | 2,34% | 1.010.590 | $-503.890 | Turun ×1 | ||
| GPAT GP-Act III Acquisition Corp. - Class A Ordinary Share | $9.192.047 | 2,07% | 893.299 | $-335.406 | Turun ×1 | ||
| VUG | $9.008.524 | 2,03% | 24.294 | $2.751.841 | Naik ×1 | ||
| ALDF Aldel Financial II Inc. - Class A Ordinary Shares | $7.698.502 | 1,74% | 761.474 | Naik ×1 | |||
| RFAI RF Acquisition Corp II - Ordinary Shares | $7.124.701 | 1,61% | 686.738 | $-248.395 | Turun ×1 | ||
| VXUS Vanguard Total International Stock ETF | $6.935.309 | 1,57% | 111.680 | $2.727.286 | Naik ×1 | ||
| GRAF | $6.608.273 | 1,49% | 645.970 | $-336.876 | Turun ×1 | ||
| TAVI Tavia Acquisition Corp. - Ordinary Shares | $6.384.705 | 1,44% | 635.294 | Naik ×1 | |||
| SPKL Spark I Acquisition Corp. - Class A Ordinary Share | $6.269.551 | 1,42% | 583.214 | $-243.714 | Turun ×1 | ||
| ETHM Dynamix Corporation - Class A Ordinary Share | $6.033.513 | 1,36% | 606.560 | Naik ×1 | |||
| FACT FACT II Acquisition Corp. - Class A Ordinary Shares | $5.771.177 | 1,30% | 575.960 | Naik ×1 | |||
| RANG Range Capital Acquisition Corp. - Ordinary Shares | $5.320.219 | 1,20% | 529.375 | Naik ×1 | |||
| NTWO Newbury Street II Acquisition Corp - Class A Ordinary Shares | $5.300.453 | 1,20% | 526.884 | Naik ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $5.218.380 | 1,18% | 33.745 | $5.110.290 | Naik ×1 | ||
| GBDC Golub Capital BDC, Inc. - Closed End Fund | $4.925.602 | 1,11% | 325.337 | $1.509.493 | Naik ×1 | ||
| RC Ready Capital Corporation Common Stock | $4.765.222 | 1,08% | 936.193 | $4.762.794 | Naik ×1 | ||
| FLOT | $4.613.133 | 1,04% | 90.365 | $195.375 | Naik ×1 | ||
| HVIIU Hennessy Capital Investment Corp. VII - Unit | $4.361.763 | 0,98% | 433.140 | Naik ×1 | |||
| WLAC Willow Lane Acquisition Corp. - Class A Ordinary Shares | $4.235.995 | 0,96% | 422.754 | Naik ×1 | |||
| CCIR | $4.174.425 | 0,94% | 372.384 | $-115.810 | Turun ×1 | ||
| JACS Jackson Acquisition Company II Class A Ordinary Shares | $4.148.171 | 0,94% | 412.343 | Naik ×1 | |||
| CLOX | $3.931.949 | 0,89% | 154.134 | $56.663 | Naik ×1 | ||
| VIG | $3.728.776 | 0,84% | 19.221 | $-1.340.058 | Turun ×1 | ||
| POLE Andretti Acquisition Corp. II - Class A Ordinary Shares | $3.692.892 | 0,83% | 364.550 | $-62.230 | Turun ×1 | ||
| CLOZ | $3.419.765 | 0,77% | 128.708 | $152.079 | Naik ×1 | ||
| IVV | $3.353.108 | 0,76% | 5.967 | $1.631.151 | Naik ×1 | ||
| GSG | $3.284.777 | 0,74% | 144.259 | $133.091 | Turun ×1 | ||
| IVE | $3.255.297 | 0,73% | 17.081 | $52.903 | Naik ×1 | ||
| IGF iShares Global Infrastructure ETF | $3.243.024 | 0,73% | 59.320 | $161.342 | Naik ×1 | ||
| GNR | $3.202.082 | 0,72% | 60.133 | $106.164 | Turun ×1 | ||
| MACI Melar Acquisition Corp. I - Class A Ordinary Shares | $3.199.167 | 0,72% | 312.724 | $-88.344 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3.136.750 | 0,71% | 6.689 | $315.115 | Naik ×1 | ||
| IBAC IB Acquisition Corp. - Common Stock | $2.920.864 | 0,66% | 283.579 | $-171.048 | Turun ×1 | ||
| GAUZ Gauzy Ltd. - Ordinary Shares | $2.782.336 | 0,63% | 347.792 | Naik ×1 | |||
| VXF | $2.658.991 | 0,60% | 15.436 | $256.604 | Naik ×1 | ||
| MBAV M3-Brigade Acquisition V Corp. - Class A Ordinary shares | $2.570.878 | 0,58% | 251.800 | $-66.552 | Turun ×1 | ||
| DTSQ DT Cloud Star Acquisition Corporation - Ordinary Shares | $2.390.016 | 0,54% | 233.400 | $-23.763 | Turun ×1 | ||
| PLMKU Plum Acquisition Corp. IV - Unit | $2.343.200 | 0,53% | 232.000 | Naik ×1 | |||
| IVW | $2.236.089 | 0,50% | 24.088 | $-141.236 | Naik ×1 | ||
| SPDW | $2.187.040 | 0,49% | 60.067 | $-288.990 | Turun ×1 | ||
| ITOT | $1.852.600 | 0,42% | 15.184 | $659.135 | Naik ×1 | ||
| DAR Darling Ingredients Inc. Common Stock | $1.808.171 | 0,41% | 57.880 | $-168.320 | Turun ×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 | Turun ×1 | ||
| LPX Louisiana-Pacific Corporation Common Stock | $1.606.247 | 0,36% | 17.463 | $-642.755 | Turun ×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 | Naik ×1 | ||
| MLACU Mountain Lake Acquisition Corp. - Units | $1.515.286 | 0,34% | 146.830 | $-27.729 | Turun ×1 | ||
| BCO Brinks Company (The) Common Stock | $1.493.842 | 0,34% | 17.338 | $-381.504 | Turun ×1 | ||
| MUB | $1.408.679 | 0,32% | 13.360 | $1.000.650 | Naik ×1 | ||
| FERAU Fifth Era Acquisition Corp I - Units | $1.382.611 | 0,31% | 137.300 | Naik ×1 | |||
| LPBBU Launch Two Acquisition Corp. - Unit | $1.380.203 | 0,31% | 135.314 | $-82.256 | Turun ×1 | ||
| MUSA Murphy USA Inc. Common Stock | $1.332.851 | 0,30% | 2.837 | $-231.104 | Turun ×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 | Turun ×1 | ||
| NCLO | $1.276.439 | 0,29% | 50.895 | Naik ×1 | |||
| CAPN Cayson Acquisition Corp - Ordinary Shares | $1.267.860 | 0,29% | 124.300 | $-30.600 | Turun ×1 | ||
| VBR | $1.260.294 | 0,28% | 6.765 | $71.963 | Naik ×1 | ||
| VV | $1.237.856 | 0,28% | 4.816 | $240.505 | Naik ×1 | ||
| IWD | $1.209.889 | 0,27% | 6.430 | $1.178.047 | Naik ×1 | ||
| IWV | $1.180.350 | 0,27% | 3.716 | Naik ×1 | |||
| TKR Timken Company (The) Common Stock | $1.156.748 | 0,26% | 16.095 | $-365.289 | Turun ×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 | Turun ×1 | ||
| NGVT Ingevity Corporation Common Stock | $1.103.373 | 0,25% | 27.870 | $-114.074 | Turun ×1 | ||
| DIA | $1.102.605 | 0,25% | 2.626 | Naik ×1 | |||
| DY Dycom Industries, Inc. Common Stock | $1.093.954 | 0,25% | 7.181 | $-392.692 | Turun ×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 | Turun ×1 | ||
| BSV | $1.010.847 | 0,23% | 12.913 | $13.240 | Naik ×1 | ||
| USPH U.S. Physical Therapy, Inc. Common Stock | $966.585 | 0,22% | 13.358 | $-854.276 | Turun ×1 | ||
| STM STMicroelectronics N.V. Common Stock | $953.679 | 0,22% | 43.428 | $195.387 | Naik ×1 | ||
| AGCO AGCO Corporation Common Stock | $916.998 | 0,21% | 9.906 | $-409.016 | Turun ×1 | ||
| SNN Smith & Nephew SNATS, Inc. Common Stock | $913.401 | 0,21% | 32.196 | $45.358 | Turun ×1 | ||
| MOD Modine Manufacturing Company Common Stock | $819.383 | 0,18% | 10.676 | Naik ×1 | |||
| BRKA | $798.442 | 0,18% | 1 | $117.522 | |||
| IWF | $792.240 | 0,18% | 2.194 | $-20.945 | Naik ×1 | ||
| SAM Boston Beer Company, Inc. (The) Common Stock | $780.768 | 0,18% | 3.269 | $-707.133 | Turun ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $761.286 | 0,17% | 14.537 | $6.793 | Turun ×1 | ||
| LPLA LPL Financial Holdings Inc. - Common Stock | $706.297 | 0,16% | 2.159 | $-195.197 | Turun ×1 | ||
| IWM | $701.797 | 0,16% | 3.518 | $-99.615 | Turun ×1 | ||
| KGC Kinross Gold Corporation Common Stock | $700.135 | 0,16% | 55.522 | $333.329 | Naik ×1 | ||
| JEPI | $691.737 | 0,16% | 12.106 | Naik ×1 | |||
| IWO | $680.732 | 0,15% | 2.664 | $-86.020 | |||
| SPYV | $675.123 | 0,15% | 13.220 | $75.980 | Naik ×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 | Naik ×1 | ||
| JAAA | $593.557 | 0,13% | 11.705 | $147.594 | Naik ×1 | ||
| GLD | $550.059 | 0,12% | 1.909 | $87.833 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPY | Dipangkas | -4K | -$3.9M |
| VUG | Beli lebih banyak | +9K | +$2.8M |
| VXUS | Beli lebih banyak | +40K | +$2.7M |
| VTV | Beli lebih banyak | +11K | +$2.1M |
| AACT | Dipangkas | -197K | -$1.7M |
| IVV | Beli lebih banyak | +3K | +$1.6M |
| GBDC | Beli lebih banyak | +100K | +$1.5M |
| VIG | Dipangkas | -7K | -$1.3M |
| MUB | Beli lebih banyak | +10K | +$1.0M |
| USPH | Dipangkas | -7K | -$854K |
18 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ALDFU | 31 Maret 2025 | 838.617 | $8.436.487 | 5,6% |
| TAVIU | 31 Maret 2025 | 665.644 | $6.683.066 | 5,2% |
| ETHMU | 31 Maret 2025 | 623.720 | $6.187.302 | Tidak lagi dilacak |
| FACTU | 31 Maret 2025 | 605.270 | $6.040.595 | 7,5% |
| RANGU | 31 Maret 2025 | 593.871 | $5.950.587 | 10,0% |
| NTWOU | 31 Maret 2025 | 542.875 | $5.428.750 | 18,9% |
| QETA | 31 Maret 2025 | 455.507 | $4.805.599 | 9,0% |
| WLACU | 31 Maret 2025 | 459.116 | $4.581.978 | Tidak lagi dilacak |
| JACSU | 31 Maret 2025 | 425.913 | $4.284.685 | Tidak lagi dilacak |
| AMLP | 31 Maret 2025 | 54.505 | $2.624.961 | Tidak lagi dilacak |
| DYCQ | 31 Maret 2025 | 194.495 | $2.030.528 | Tidak lagi dilacak |
| VMCAF | 31 Maret 2025 | 138.700 | $1.597.824 | Tidak lagi dilacak |
| IJK | 31 Maret 2025 | 13.615 | $1.238.012 | Tidak lagi dilacak |
| IBIT | 31 Maret 2025 | 18.243 | $967.803 | |
| EIPI | 31 Maret 2025 | 37.958 | $739.801 | Tidak lagi dilacak |
| DOCN | 31 Maret 2025 | 19.863 | $676.732 | 244,3% |
| ALTR | 31 Maret 2025 | 4.261 | $464.918 | Tidak lagi dilacak |
| EMO | 31 Maret 2025 | 8.901 | $414.253 | 10,7% |
| KYN | 31 Maret 2025 | 31.583 | $401.420 | 15,0% |
| NICE | 31 Maret 2025 | 2.341 | $397.595 | -35,4% |
| HOLX | 31 Maret 2025 | 5.494 | $396.062 | Tidak lagi dilacak |
| HPE | 31 Maret 2025 | 15.889 | $339.230 | 247,2% |
| SKM | 31 Maret 2025 | 14.427 | $303.541 | 91,8% |
| KKR | 31 Maret 2025 | 1.966 | $290.809 | -6,0% |
| BLDR | 31 Maret 2025 | 1.976 | $282.430 | -43,5% |
| TCOM | 31 Maret 2025 | 4.002 | $274.777 | -27,6% |
| IPXXW | 31 Maret 2025 | 539.300 | $264.257 | Tidak lagi dilacak |
| NEA | 31 Maret 2025 | 23.236 | $262.102 | -0,3% |
| SLF | 31 Maret 2025 | 4.054 | $240.564 | 39,1% |
| FIVN | 31 Maret 2025 | 5.492 | $223.195 | 16,0% |
| ZTO | 31 Maret 2025 | 11.255 | $220.035 | 8,7% |
| BMO | 31 Maret 2025 | 2.182 | $211.736 | 84,2% |
| PRKS | 31 Maret 2025 | 3.719 | $208.971 | 0,0% |
| GIB | 31 Maret 2025 | 1.887 | $206.359 | -25,2% |
| JD | 31 Maret 2025 | 5.908 | $204.830 | -28,8% |
| GLNG | 31 Maret 2025 | 4.803 | $203.266 | 40,2% |
| VT | 31 Maret 2025 | 1.715 | $201.478 | Tidak lagi dilacak |
| KEP | 31 Maret 2025 | 25.568 | $175.908 | 52,9% |
| CHGG | 31 Maret 2025 | 100.000 | $161.000 | 18,1% |
| CLBRWS | 31 Maret 2025 | 98.954 | $158.326 | Tidak lagi dilacak |
| VEU | 31 Maret 2025 | 2.647 | $151.964 | Tidak lagi dilacak |
| PBR | 31 Maret 2025 | 11.805 | $151.818 | 33,7% |
| BMTX | 31 Maret 2025 | 15.690 | $76.724 | Tidak lagi dilacak |
| PKG | 31 Maret 2025 | 254 | $57.183 | 26,7% |
| GLSTR | 31 Maret 2025 | 309.903 | $46.454 | Tidak lagi dilacak |
| IBRX | 31 Maret 2025 | 15.000 | $38.400 | 162,5% |
| AQUNR | 31 Maret 2025 | 161.600 | $27.472 | Tidak lagi dilacak |
| JHXXXXX | 31 Maret 2025 | 594 | $18.301 | Tidak lagi dilacak |
| PII | 31 Maret 2025 | 313 | $18.028 | 60,2% |
| CLS | 31 Maret 2025 | 191 | $17.620 | 284,9% |
| CDW | 31 Maret 2025 | 64 | $11.139 | -17,0% |
| BURL | 31 Maret 2025 | 37 | $10.547 | 41,3% |
| GLSTW | 31 Maret 2025 | 309.903 | $9.328 | Tidak lagi dilacak |
| MAS | 31 Maret 2025 | 81 | $5.878 | 5,9% |
| NGG | 31 Maret 2025 | 85 | $5.051 | 23,5% |
| IR | 31 Maret 2025 | 54 | $4.885 | 0,8% |
| GODNR | 31 Maret 2025 | 14.520 | $4.793 | Tidak lagi dilacak |
| CM | 31 Maret 2025 | 59 | $3.731 | 109,1% |
| MORN | 31 Maret 2025 | 7 | $2.357 | -27,2% |
| LW | 31 Maret 2025 | 34 | $2.272 | 0,1% |
| TAP | 31 Maret 2025 | 37 | $2.121 | -30,3% |
| AVB | 31 Maret 2025 | 9 | $1.980 | Tidak lagi dilacak |
| BLACR | 31 Maret 2025 | 15.500 | $1.772 | Tidak lagi dilacak |
| DXCM | 31 Maret 2025 | 20 | $1.555 | 31,0% |
| IRM | 31 Maret 2025 | 12 | $1.261 | 45,0% |
| SRE | 31 Maret 2025 | 14 | $1.228 | 21,0% |
| TEVA | 31 Maret 2025 | 50 | $1.102 | 141,8% |
| BFACWS | 31 Maret 2025 | 34.550 | $1.037 | Tidak lagi dilacak |
| CCI | 31 Maret 2025 | 10 | $908 | -27,1% |
| ICLR | 31 Maret 2025 | 4 | $839 | -1,3% |
| RHI | 31 Maret 2025 | 10 | $705 | -19,2% |
| BLACW | 31 Maret 2025 | 15.500 | $620 | Tidak lagi dilacak |
| SWKS | 31 Maret 2025 | 6 | $532 | 5,1% |
| WYNN | 31 Maret 2025 | 6 | $517 | 20,0% |
| BAH | 31 Maret 2025 | 4 | $515 | -26,6% |
| HUM | 31 Maret 2025 | 2 | $507 | 45,1% |
| RPM | 31 Maret 2025 | 4 | $492 | -4,5% |
| EIX | 31 Maret 2025 | 6 | $479 | 25,3% |
| QOMOR | 31 Maret 2025 | 105.350 | $0 | Tidak lagi dilacak |
| QOMOW | 31 Maret 2025 | 105.350 | $0 | Tidak lagi dilacak |