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Schechter Investment Advisors, LLC

Q1 2024 Holdings

Filed 2024-05-06 | 1452 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Boot Barn Hldgs Inc COM(BOOT)Stock099406100$2.2M22,7670.2%
Watsco Inc COM(WSO)Stock942622200$2.2M5,0460.2%
Bank America Corp COM(BAC)Stock060505104$2.3M61,4280.2%
Johnson & Johnson COM(JNJ)Stock478160104$2.3M14,7440.2%
Keysight Technologies Inc COM(KEYS)Stock49338L103$2.3M14,9780.2%
Sanofi Sponsored ADR(SNY)ADR80105N105$2.3M48,2590.2%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$2.4M28,0150.2%
Cisco SYS Inc COM(CSCO)Stock17275R102$2.4M48,7460.2%
Mastec Inc COM(MTZ)Stock576323109$2.4M26,1390.2%
Goldman Sachs Group Inc COM(GS)Stock38141G104$2.4M5,8610.2%
Chubb Limited COM(CB)StockH1467J104$2.5M9,5090.2%
Blackstone Inc COM(BX)Stock09260D107$2.5M18,9510.2%
Chevron Corp New COM(CVX)Stock166764100$2.5M15,8340.2%
Broadridge Finl Solutions Inc COM(BR)Stock11133T103$2.5M12,3000.2%
Intuit COM(INTU)Stock461202103$2.5M3,8800.2%
Shell PLC Spon ADS(SHEL)ADR780259305$2.5M37,8620.2%
Panagram AAA CLO ETF(CLOX)ETF81752T486$2.6M100,2040.2%
Spdr Portfolio Developed World Ex-US ETF(SPDW)ETF78463X889$2.6M72,5300.2%
Applied Matls Inc COM(AMAT)Stock038222105$2.7M12,9240.2%
Airbnb Inc COM CL A(ABNB)Stock009066101$2.7M16,3660.2%
Philip Morris Intl Inc COM(PM)Stock718172109$2.8M30,1670.2%
Medpace Hldgs Inc COM(MEDP)Stock58506Q109$2.8M6,8430.2%
Procter and Gamble Co COM(PG)Stock742718109$2.8M17,2070.2%
GE Aerospace COM New(GE)Stock369604301$2.8M15,9120.2%
Oracle Corp COM(ORCL)Stock68389X105$2.8M22,5540.2%
Target Corp COM(TGT)Stock87612E106$2.8M15,9870.2%
Alerian MLP ETF(AMLP)ETF00162Q452$2.8M59,7960.2%
Exxon Mobil Corp COM(XOM)Stock30231G102$2.9M24,6210.2%
Dycom Inds Inc COM(DY)Stock267475101$2.9M20,0150.2%
Battery Future Acquisition COR CL A ORD SHSStockG0888J108$2.9M261,2050.2%
Distoken Acquisition Corp Ordinary SharesStockG27740110$2.9M271,0340.2%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$3.0M3,0430.2%
Mckesson Corp COM(MCK)Stock58155Q103$3.0M5,5380.2%
Ishares Global Infrastructure ETF(IGF)ETF464288372$3.0M63,8190.2%
Ishares S&P Gsci Commodity Indexed Trust(GSG)ETF46428R107$3.1M138,4040.2%
Spdr S&P Global Natural Resources ETF(GNR)ETF78463X541$3.1M52,7210.2%
Walmart Inc COM(WMT)Stock931142103$3.1M50,8690.2%
Ishares S&P 500 Value ETF(IVE)ETF464287408$3.1M16,7770.2%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$3.2M64,2400.2%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$3.2M7,2600.2%
American Express Co COM(AXP)Stock025816109$3.3M14,6140.2%
Waste Connections Inc COM(WCN)Stock94106B101$3.4M19,5900.3%
Home Depot Inc COM(HD)Stock437076102$3.4M8,8920.3%
TJX COS Inc New COM(TJX)Stock872540109$3.5M34,7750.3%
SAP SE Spon ADR(SAP)ADR803054204$3.6M18,4590.3%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$3.6M10,4870.3%
Vulcan Matls Co COM(VMC)Stock929160109$3.6M13,3570.3%
Aimei Health Technology Co LTD SHSStockG01341109$3.7M364,7080.3%
Servicenow Inc COM(NOW)Stock81762P102$3.7M4,8990.3%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$3.8M6,6130.3%
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