Managers / Q4 2024 · view latest →
Schechter Investment Advisors, LLC
CIK 0001951586 · 111 E. MERRILL STREET, SUITE 400, BIRMINGHAM, MI, 48009 · 2487319500
Reported Value
$1.3B
Q4 2024
Positions
1,388
Filings on Record
16
2019–present window
Filed
Feb 6, 2025
original filing
Summary
Schechter Investment Advisors, Llc reported $1.3B in U.S.-listed holdings across 1,388 positions for Q4 2024.
Its largest position, Ares Acquisition Corp Ii Shs, represents 2.5% of the portfolio.
Compared with Q3 2024, the fund opened 55 new positions and exited 70.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2025 | $1.2B | 1,410 | May 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.3B | 1,388 | Feb 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.4B | 1,419 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.3B | 1,443 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.3B | 1,452 | May 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.2B | 1,468 | Jan 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.0B | 1,421 | Nov 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.1B | 1,456 | Jul 26, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2023 | $1.1B | 1,443 | Apr 28, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.10T | 1,670 | Feb 13, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2022 | $1.1B | 1,637 | Nov 18, 2022 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 9 additional managers.
- AQR CAPITAL MANAGEMENT LLC028-10120
- PARAMETRIC PORTFOLIO ASSOCIATES LLC028-04558
- EDGEWOOD MANAGEMENT LLC028-02602
- Natixis Investment Managers, LLC028-06808
- GREAT LAKES ADVISORS, LLC028-05229
- ATLANTA CAPITAL MANAGEMENT CO L L C028-05936
- EAGLE ASSET MANAGEMENT INC028-01666
- LAZARD ASSET MANAGEMENT LLC028-10469
- Wealthspring Capital LLC028-20944
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.