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Showing Q1 2025 data
Schechter Investment Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Schechter Investment Advisors, LLC
•CIK: 1951586•Filing: Q1 2025
**Schechter Investment Advisors, LLC** manages $1.2B across a diversified portfolio of 634 positions. The fund exhibits notable concentration in large-cap equity themes, highlighted by top holdings such as CLOZ at $43.1M and VTV at $37.5M. Further allocations include significant exposure to international and growth sectors, evidenced by positions in VYLD ($31.6M), VXUS ($31.1M), and VUG ($30.6M). This structure suggests a tactical, multi-asset approach targeting established market leaders.
Total AUM
$1.2B
QoQ Performance
-7.0%
Positions
634
Top 10 Concentration
30.9%
Latest Filing
Q1 2025
Top Holdings Allocation
CLOZ3.6%
VTV3.1%
ARES2.6%
VXUS2.6%
VUG2.5%
JAAA2.5%
SPY2.4%
AGRICULTURE2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.5%
Technology11.8%
Healthcare5.7%
Financial4.6%
Consumer3.8%
ETF3.2%
Communication1.0%
Energy0.7%
🚪 Exited Positionssold since Q4 2024
—
ALDEL FINL II INC UNIT EXP 092631
SOLD
$8.4M
—
TAVIA ACQUISITION CORP UNIT
SOLD
$6.7M
—
DYNAMIX CORP UNIT
SOLD
$6.2M
—
FACT II ACQUISITION CORP UNITS
SOLD
$6.0M
—
RANGE CAP ACQUISITION CORP UNIT 121129
SOLD
$6.0M
+467 more exited positions
Changes from Q4 2024
NEW14 new positions
↑41 increased
↓140 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023