Schechter Investment Advisors, LLC

Q3 2024 13F Detailed Holdings

Location
Birmingham, MI
Holdings as of
9/30/2024
Value ($000)
$1,357,281
Num holdings
1,419
Date filed
11/12/2024
Form type
13F-HR
Prev filing
8/12/2024
Next filing
SEC
View on sec.gov
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
19 Wealthspring Capital LLC 028-20944