Schechter Investment Advisors, LLC

Q4 2022 13F Detailed Holdings

Location
Birmingham, MI
Holdings as of
12/31/2022
Value ($000)
$1,095,400
Num holdings
1,670
Date filed
2/13/2023
Form type
13F-HR
Prev filing
11/4/2022
Next filing
4/28/2023
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

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