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Home > Institutional Investor > Schechter Investment Advisors, Llc > Profile

Instuitional Investor - Schechter Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Schechter Investment Advisors, Llc
Portfolio Value $1,305,536,576
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Value Etf
 218,153 $36,933,402 2.82%
2.
Eldridge Bbb-B Clo Etf
 1,342,277 $36,174,377 2.77%
3.
Apple Inc.
 AAPL 138,918 $34,787,887 2.66%
4.
Ares Acquisition Corp Ii Shs Class A
 3,028,781 $33,256,015 2.54%
5.
Spdr S & P 500 Etf Trust
 SPY 56,616 $33,181,691 2.54%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)