Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 11 | Q2 2024 | 4.4% |
VANGUARD VALUE ETF | 11 | Q2 2024 | 3.0% |
MERCK & CO INC COM | 11 | Q2 2024 | 3.1% |
VANGUARD TOTAL INTERNATIONAL STOCK ETF | 11 | Q2 2024 | 2.5% |
VANGUARD GROWTH ETF | 11 | Q2 2024 | 2.5% |
SPDR S&P 500 ETF TRUST | 11 | Q2 2024 | 2.6% |
MICROSOFT CORP COM | 11 | Q2 2024 | 2.3% |
AMAZON COM INC COM | 11 | Q2 2024 | 1.6% |
VANGUARD EXTENDED MARKET ETF | 11 | Q2 2024 | 1.1% |
ALPHABET INC CAP STK CL C | 11 | Q2 2024 | 1.3% |
View Schechter Investment Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-12 |
13F-HR | 2024-05-06 |
13F-HR | 2024-01-17 |
13F-HR | 2023-11-06 |
13F-HR/A | 2023-07-26 |
13F-HR | 2023-07-26 |
13F-HR | 2023-04-28 |
13F-HR | 2023-02-13 |
13F-HR/A | 2023-02-13 |
13F-HR | 2022-12-27 |
View Schechter Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.