Schechter Investment Advisors, LLC

Q3 2023 13F Detailed Holdings

Location
Birmingham, MI
Holdings as of
9/30/2023
Value ($000)
$1,032,443
Num holdings
1,421
Date filed
11/6/2023
Form type
13F-HR
Prev filing
7/26/2023
Next filing
1/17/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
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