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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
Kimberly-Clark Corp COM(KMB)Stock494368103$222.6K1,7210.0%
Ansys Inc COM(AKX)Stock03662Q105$223.2K6430.0%
Markel Group Inc COM(MKL)Stock570535104$223.7K1470.0%
RPM Intl Inc COM(RPM)Stock749685103$224.9K1,8910.0%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$225.6K6,2340.0%
Colgate Palmolive Co COM(CL)Stock194162103$227.2K2,5230.0%
Nordson Corp COM(NDSN)Stock655663102$229.0K8340.0%
New York Cmnty Bancorp Inc COM(NYCBEUR)Stock649445103$229.1K71,1460.0%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$229.3K2,9660.0%
Fedex Corp COM(FDX)Stock31428X106$229.8K7930.0%
United Parks & Resorts Inc COM(PRKS)Stock81282V100$229.8K4,0880.0%
Jones Lang Lasalle Inc COM(JLL)Stock48020Q107$230.2K1,1800.0%
Verisk Analytics Inc COM(VRSK)Stock92345Y106$230.5K9780.0%
Deckers Outdoor Corp COM(DECK)Stock243537107$231.6K2460.0%
General Mtrs Co COM(GM)Stock37045V100$231.8K5,1120.0%
P T Telekomunikasi Indonesia Sponsored ADR(PTI)ADR715684106$233.0K10,4660.0%
Qorvo Inc COM(QRVO)Stock74736K101$233.3K2,0320.0%
Altria Group Inc COM(MO)Stock02209S103$234.4K5,3740.0%
Iron MTN Inc del COM(IRM)REIT46284V101$234.9K2,9280.0%
Korea Elec PWR Corp Sponsored ADR(KEP)ADR500631106$237.3K28,4890.0%
Invesco S&P 500 Equal Weight Materials ETF(RSPM)ETF46137V316$237.9K6,5480.0%
Innovator Laddered Allocation Buffer ETF(BUFB)ETF45783Y756$238.4K8,1140.0%
Pimco Enhanced LOW Duration Active ETF(LDUR)ETF72201R718$239.7K2,5270.0%
Martin Marietta Matls Inc COM(MLM)Stock573284106$244.7K3990.0%
SUN Life Financial Inc. COM(SLF)Stock866796105$246.8K4,5210.0%
Ecolab Inc COM(ECL)Stock278865100$247.8K1,0730.0%
Netease Inc Sponsored ADS(NTES)ADR64110W102$248.2K2,3990.0%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$249.2K2,1830.0%
DXC Technology Co COM(DXC)Stock23355L106$249.4K11,7600.0%
Coterra Energy Inc COM(CTRA)Stock127097103$250.6K8,9900.0%
Bayview Acquisition Corp ORD SHS(BAYA)Stock07323B100$252.0K25,0000.0%
Banco Santander S.A. ADR(SAN)ADR05964H105$252.2K52,1030.0%
Trimble Inc COM(TRMB)Stock896239100$252.3K3,9200.0%
Halliburton Co COM(HAL)Stock406216101$252.8K6,4130.0%
Rockwell Automation Inc COM(ROK)Stock773903109$252.9K8680.0%
Autonation Inc COM(AN)Stock05329W102$254.5K1,5370.0%
Comerica Inc COM(CMA)Stock200340107$254.9K4,6350.0%
Cbre Group Inc CL A(CBRE)Stock12504L109$255.2K2,6240.0%
Interpublic Group COS Inc COM(IPG)Stock460690100$255.9K7,8430.0%
Weyerhaeuser Co MTN BE COM New(WY)REIT962166104$260.8K7,2630.0%
Thomson Reuters Corp. COM(TRI)Stock884903808$261.7K1,6800.0%
Nuveen AMT Free Qlty MUN Incme COM(XNEAX)CEF670657105$262.0K23,6640.0%
PDD Holdings Inc Sponsored ADS(PDD)ADR722304102$264.6K2,2760.0%
National Grid PLC Sponsored ADR NE(NGG)ADR636274409$264.8K3,8820.0%
CNH Indl N V SHS(CNH)StockN20944109$265.9K20,5150.0%
Raymond James Finl Inc COM(RJF)Stock754730109$266.1K2,0720.0%
Flex LTD ORD(FLEX)StockY2573F102$267.0K9,3330.0%
Centerpoint Energy Inc COM(CNP)Stock15189T107$268.5K9,4250.0%
LPL Finl Hldgs Inc COM(LPLA)Stock50212V100$274.2K1,0380.0%
Edwards Lifesciences Corp COM(EW)Stock28176E108$274.4K2,8710.0%
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