Schechter Investment Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Birmingham, MI
CIK
0001951586
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 655 1,154,482 AAPL, MRK, VTV, AACT 13F-HR 1/17/2024 000195158624000001
Q3 2023 639 1,032,442 AAPL, SCRM, VTV, MRK 13F-HR 11/6/2023 000195158623000007
Q2 2023 674 1,113,603 AAPL, MRK, VTV, VXUS RESTATEMENT 7/26/2023 000195158623000005
Q2 2023 674 1,113,603 AAPL, MRK, VTV, VXUS 13F-HR 7/26/2023 000195158623000004
Q1 2023 699 1,080,581 AAPL, VTV, VXUS, MRK 13F-HR 4/28/2023 000195158623000003
Q4 2022 861 1,095,399 AAPL, VTV, MRK, MUB RESTATEMENT 2/13/2023 000195158623000002
Q3 2022 950 1,014,888 VTV, AAPL, SPY, MRK 13F-HR 11/4/2022 000195158622000003
Q2 2022 953 1,027,939 VTV, AAPL, RC, VXUS 13F-HR 11/3/2022 000195158622000002
Q1 2022 932 1,075,864 AAPL, VTV, VXUS, VUG 13F-HR 11/18/2022 000195158622000004
Q4 2021 875 1,108,816 AAPL, VTV, VXUS, VUG 13F-HR 12/27/2022 000195158622000005
Additional filings from Schechter Investment Advisors, LLC that have since been restated