$1.08 Billion is the total value of Schechter Investment Advisors, LLC's 1637 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES S&P 500 VALUE ETFetf | $2,751,000 | -0.6% | 17,664 | 0.0% | 0.26% | +2.4% | |
| HIGAU | H I G ACQUISITION CORP UNITstock | $2,057,000 | -0.4% | 207,148 | 0.0% | 0.19% | +2.7% | |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $2,031,000 | -8.7% | 26,589 | 0.0% | 0.19% | -6.0% | |
| ARYD | ARYA SCIENCES ACQU CORP IV CL Astock | $1,525,000 | -1.2% | 155,595 | 0.0% | 0.14% | +2.2% | |
| ROSE HILL ACQUISITION CORP UNIT EX 100726stock | $1,514,000 | -1.1% | 150,540 | 0.0% | 0.14% | +2.2% | ||
| INFINT ACQUISITION CORP UNITstock | $1,435,000 | -0.4% | 143,640 | 0.0% | 0.13% | +2.3% | ||
| INFINITE ACQUISITION CORP UNITstock | $1,392,000 | -1.1% | 139,770 | 0.0% | 0.13% | +1.6% | ||
| FTAC ZEUS ACQUISITION COR UNIT EX 041526stock | $1,330,000 | 0.0% | 133,000 | 0.0% | 0.12% | +3.3% | ||
| BLUE OCEAN ACQUISITION CORP UNIT EX 120226stock | $1,129,000 | -0.2% | 113,100 | 0.0% | 0.10% | +2.9% | ||
| CASH | PATHWARD FINANCIAL INC COMstock | $1,075,000 | -8.0% | 19,585 | 0.0% | 0.10% | -4.8% | |
| IGACU | IG ACQUISITION CORP UNIT EX 100527stock | $1,067,000 | -2.0% | 106,722 | 0.0% | 0.10% | +1.0% | |
| CANNA GLOBAL ACQUISITION CORP UNIT EX 113026stock | $1,001,000 | -0.4% | 99,200 | 0.0% | 0.09% | +2.2% | ||
| SHQAU | SHELTER ACQUISITION CORP I UNIT EX 022526stock | $997,000 | -0.3% | 100,520 | 0.0% | 0.09% | +3.3% | |
| CF ACQUISITION CORP VII UNIT EX 031628stock | $977,000 | -0.8% | 97,000 | 0.0% | 0.09% | +2.2% | ||
| ALSP ORCHID ACQUISITION CORP I UNIT EX 113028stock | $970,000 | -1.1% | 97,100 | 0.0% | 0.09% | +2.3% | ||
| INFLECTION POINT ACQUSTN CORP UNIT EX 092126stock | $965,000 | -1.2% | 97,875 | 0.0% | 0.09% | +2.3% | ||
| GSEVU | GORES HOLDINGS VII INC UNIT EX 021228stock | $940,000 | -0.5% | 95,100 | 0.0% | 0.09% | +2.4% | |
| PIPPU | PINE IS ACQUISITION CORP UNIT EXstock | $898,000 | -1.6% | 89,875 | 0.0% | 0.08% | +1.2% | |
| CONXU | CONX CORP UNIT EXP 103027stock | $883,000 | -1.0% | 88,477 | 0.0% | 0.08% | +2.5% | |
| PLMIU | PLUM ACQUISITION CORP I UNIT EXP 031526stock | $873,000 | +1.2% | 88,650 | 0.0% | 0.08% | +3.8% | |
| CASCADIA ACQUISITION CORP UNIT EX 093028stock | $858,000 | -1.0% | 86,742 | 0.0% | 0.08% | +2.6% | ||
| AVANU | AVANTI ACQUISITION CORP UNITstock | $847,000 | -1.4% | 85,043 | 0.0% | 0.08% | +2.6% | |
| CRESCERA CAP ACQUISITION CORP UNIT EX 111826stock | $853,000 | +0.1% | 84,937 | 0.0% | 0.08% | +2.6% | ||
| SPKBU | SILVER SPIKE ACQUISITN CORP II UNIT EXP 022626stock | $832,000 | -1.7% | 85,019 | 0.0% | 0.08% | +1.3% | |
| HOME PLATE ACQUISITION CORP UNIT EX 093026stock | $748,000 | +0.1% | 76,305 | 0.0% | 0.07% | +4.5% | ||
| FVIVU | FORTRESS VALUE ACQUISI CORP IV UNIT EX 033128stock | $743,000 | -0.1% | 75,776 | 0.0% | 0.07% | +3.0% | |
| FZTU | FAST ACQUISITION CORP II UNIT EX 031626stock | $738,000 | 0.0% | 75,214 | 0.0% | 0.07% | +3.0% | |
| THCPU | THUNDER BRDG CAP PRTNRS IV INC UNIT EX 063026stock | $732,000 | +1.8% | 72,882 | 0.0% | 0.07% | +4.6% | |
| KINZU | KINS TECHNOLOGY GROUP INC UNIT EXP 101425stock | $705,000 | +0.6% | 68,750 | 0.0% | 0.07% | +4.8% | |
| FRWAU | PWP FORWARD ACQUISITION CORP I UNIT EXP 031026stock | $680,000 | -0.3% | 69,500 | 0.0% | 0.06% | +1.6% | |
| CRIXUS BH3 ACQUISITION CO UNIT EX 100426stock | $668,000 | -0.9% | 67,705 | 0.0% | 0.06% | +1.6% | ||
| TWOA | TWO COM CL Astock | $642,000 | +0.6% | 65,600 | 0.0% | 0.06% | +3.4% | |
| EQHAU | EQ HEALTH ACQUISITION CORP UNIT EXP 020228stock | $638,000 | +0.5% | 64,690 | 0.0% | 0.06% | +3.5% | |
| INTELLIGENT MEDI ACQSITN CORP UNIT EX 110526stock | $637,000 | -0.8% | 62,960 | 0.0% | 0.06% | +1.7% | ||
| LFTRU | LEFTERIS ACQUISITION CORP UNIT EXstock | $606,000 | -0.8% | 60,981 | 0.0% | 0.06% | +1.8% | |
| LITTU | LOGISTICS INNOVTN TECHNLGS CRP UNIT EX 061026stock | $606,000 | -1.0% | 61,500 | 0.0% | 0.06% | +1.8% | |
| HUBG | HUB GROUP INC CL Astock | $590,000 | -8.2% | 7,633 | 0.0% | 0.06% | -5.2% | |
| ARBOR RAPHA CAP BIOHLDS CORP I UNIT EX 103128stock | $584,000 | -0.8% | 58,050 | 0.0% | 0.05% | +1.9% | ||
| EBACU | EUROPEAN BIOTECH ACQUTN CORP UNIT EXP 030926stock | $572,000 | -1.4% | 58,533 | 0.0% | 0.05% | +1.9% | |
| AXONPRIME INFRSTCTR AQSTN CORP UNIT EX 053128stock | $572,000 | -0.3% | 57,817 | 0.0% | 0.05% | +1.9% | ||
| IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $556,000 | -1.1% | 3,348 | 0.0% | 0.05% | +2.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $529,000 | +17.3% | 1 | 0.0% | 0.05% | +19.5% | |
| PTICU | PROPTECH INVESTMENT CORP II UNIT EXstock | $512,000 | 0.0% | 51,750 | 0.0% | 0.05% | +4.3% | |
| TALON 1 ACQUISITION CORP UNIT EX 110226stock | $521,000 | 0.0% | 51,600 | 0.0% | 0.05% | +2.1% | ||
| INTEGRATED RAIL AND RES ACQ UNITstock | $505,000 | 0.0% | 50,200 | 0.0% | 0.05% | +2.2% | ||
| JUNIPER II CORP UNITstock | $507,000 | -0.6% | 50,000 | 0.0% | 0.05% | +2.2% | ||
| UTA ACQUISITION CORPORATION UNIT EX 120126stock | $480,000 | -0.8% | 48,000 | 0.0% | 0.04% | +2.3% | ||
| ASAQU | ATLANTIC AVE ACQUISITION CORP UNITstock | $484,000 | -1.0% | 48,700 | 0.0% | 0.04% | +2.3% | |
| PMVCU | PMV CONSUMER ACQUISITION CORP UNIT EX 083127stock | $477,000 | -1.2% | 47,945 | 0.0% | 0.04% | 0.0% | |
| APEIRON CAPITAL INVEST CORP UNITstock | $476,000 | -0.6% | 47,600 | 0.0% | 0.04% | +2.3% | ||
| SSAAU | SCIENCE STRATEGIC ACQ ALPHA UNIT EX 012026stock | $462,000 | -0.6% | 47,048 | 0.0% | 0.04% | +2.4% | |
| ICONIC SPORTS ACQUISITION CORP UNITstock | $450,000 | -0.4% | 44,700 | 0.0% | 0.04% | +2.4% | ||
| LEVL | LEVEL ONE BANCORP INC COMstock | $444,000 | +1.1% | 11,125 | 0.0% | 0.04% | +2.5% | |
| COIN | COINBASE GLOBAL INC COM CL Astock | $428,000 | -24.8% | 2,253 | 0.0% | 0.04% | -21.6% | |
| SLCR | TH INTERNATIONAL LIMITED ORDINARY SHARESstock | $430,000 | +0.2% | 43,756 | 0.0% | 0.04% | +2.6% | |
| CACTUS ACQUISITION CORP 1 LTD UNIT EX 081728stock | $432,000 | 0.0% | 42,800 | 0.0% | 0.04% | +2.6% | ||
| KWACU | KINGSWOOD ACQUISITION CORP UNIT EX 050127stock | $385,000 | -0.8% | 37,384 | 0.0% | 0.04% | +2.9% | |
| IWV | ISHARES RUSSELL 3000 ETFetf | $365,000 | -5.4% | 1,392 | 0.0% | 0.03% | -2.9% | |
| TRISTAR ACQUISITION I CORP UNITstock | $364,000 | +2.0% | 35,715 | 0.0% | 0.03% | +6.2% | ||
| ZTAQU | ZIMMER ENERGY TRANSITION ACQU UNIT EX 061626stock | $344,000 | -0.3% | 35,115 | 0.0% | 0.03% | +3.2% | |
| CONCORD ACQUISITION CORP II UNITstock | $332,000 | -4.9% | 33,890 | 0.0% | 0.03% | 0.0% | ||
| SOUTHPORT ACQUISITION CORP UNITstock | $323,000 | 0.0% | 32,310 | 0.0% | 0.03% | +3.4% | ||
| CSTAU | CONSTELLATION ACQUISITN CORP I UNIT EXP 012928stock | $325,000 | -0.9% | 33,028 | 0.0% | 0.03% | 0.0% | |
| SCOBU | SCION TECH GROWTH II UNITstock | $315,000 | -0.6% | 32,055 | 0.0% | 0.03% | 0.0% | |
| ST ENERGY TRANSITION I LTD UNITstock | $315,000 | +0.3% | 31,400 | 0.0% | 0.03% | +3.6% | ||
| BYTSU | BYTE ACQUISITION CORP UNIT EX 031829stock | $311,000 | -1.9% | 31,780 | 0.0% | 0.03% | 0.0% | |
| ANTHEMIS DIGITAL ACQUISITIONS UNIT EX 101826stock | $302,000 | -0.3% | 29,950 | 0.0% | 0.03% | +3.7% | ||
| LHCU | LEO HLDGS CORP II UNIT EXstock | $301,000 | +1.0% | 30,520 | 0.0% | 0.03% | +3.7% | |
| MOUNTAIN & CO I ACQUISITN CORP UNIT EX 110426stock | $298,000 | +0.3% | 29,200 | 0.0% | 0.03% | +3.7% | ||
| EPWRU | EMPOWERMENT & INCLUSION CAPITA UNITstock | $294,000 | 0.0% | 29,667 | 0.0% | 0.03% | 0.0% | |
| GLOBALINK INVT INC UNIT EX 120626stock | $283,000 | -2.1% | 28,130 | 0.0% | 0.03% | 0.0% | ||
| JYAC | JIYA ACQUISITION CORP COM CL Astock | $280,000 | +0.4% | 28,530 | 0.0% | 0.03% | +4.0% | |
| ALPHA HEALTHCARE ACQU CORP III UNIT EX 040126stock | $276,000 | +3.0% | 28,200 | 0.0% | 0.03% | +8.3% | ||
| FCAXU | FORTRESS CAPITAL ACQUISITION UNITstock | $271,000 | +0.4% | 27,278 | 0.0% | 0.02% | +4.2% | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $272,000 | 0.0% | 2,426 | 0.0% | 0.02% | 0.0% | |
| RMGCU | RMG ACQUISITION CORP III UNIT EX 020826stock | $270,000 | -0.4% | 27,275 | 0.0% | 0.02% | +4.2% | |
| NVSAU | NEW VISTA ACQUISITION CORP UNIT EX 020126stock | $254,000 | -1.2% | 25,700 | 0.0% | 0.02% | +4.3% | |
| SNRHU | SENIOR CONNECT ACQUISITN CORP UNIT EXP 120923stock | $255,000 | -0.8% | 25,800 | 0.0% | 0.02% | +4.3% | |
| ROTH CH ACQUISITION V CO UNIT EX 121026stock | $262,000 | -1.5% | 26,301 | 0.0% | 0.02% | 0.0% | ||
| VV | VANGUARD LARGE-CAP ETFetf | $250,000 | -5.7% | 1,200 | 0.0% | 0.02% | -4.2% | |
| VBK | VANGUARD SMALL-CAP GROWTH ETFetf | $246,000 | -11.8% | 989 | 0.0% | 0.02% | -8.0% | |
| ADNT | ADIENT PLC ORD SHSstock | $243,000 | -14.7% | 5,956 | 0.0% | 0.02% | -11.5% | |
| EACPU | EDIFY ACQUISITION CORP UNIT EX 112525stock | $238,000 | -1.2% | 24,164 | 0.0% | 0.02% | 0.0% | |
| ZIVO | ZIVO BIOSCIENCE INC COM NEWstock | $220,000 | +35.0% | 56,770 | 0.0% | 0.02% | +33.3% | |
| ATAQU | ALTIMAR ACQUISITION CORP III UNITstock | $215,000 | +0.5% | 21,807 | 0.0% | 0.02% | +5.3% | |
| JUGGU | JAWS JUGGERNAUT ACQUISITN CORP UNIT EX 061726stock | $211,000 | -0.5% | 21,310 | 0.0% | 0.02% | +5.3% | |
| LVRAU | LEVERE HOLDINGS CORP UNIT EXP 030926stock | $213,000 | 0.0% | 21,650 | 0.0% | 0.02% | +5.3% | |
| LUXAU | LUX HEALTH TECH ACQUISITION CO UNIT EXP 113027stock | $205,000 | -0.5% | 20,538 | 0.0% | 0.02% | 0.0% | |
| TRAJECTORY ALPHA ACQUISITION C UNITstock | $204,000 | -0.5% | 20,600 | 0.0% | 0.02% | +5.6% | ||
| EXCELFIN ACQUISITION CORP UNIT EX 102528stock | $205,000 | -1.0% | 20,570 | 0.0% | 0.02% | 0.0% | ||
| INTEGRAL ACQUISITION CORP 1 UNIT EX 053128stock | $208,000 | -0.5% | 20,770 | 0.0% | 0.02% | 0.0% | ||
| HPXU | HPX CORP UNITS EX 071425stock | $195,000 | -1.5% | 19,599 | 0.0% | 0.02% | 0.0% | |
| RKTAU | ROCKET INTERNET GRWT OPRT CORP UNITstock | $196,000 | -0.5% | 19,930 | 0.0% | 0.02% | 0.0% | |
| BLSA | BCLS ACQUISITION CORP COM CL Astock | $199,000 | +0.5% | 20,200 | 0.0% | 0.02% | 0.0% | |
| GLOBAL SYSTEMS DYNAMICS INC UNIT EX 040124stock | $170,000 | +1.2% | 16,570 | 0.0% | 0.02% | +6.7% | ||
| 7 ACQUISITION CORPORATION UNIT EX 110526stock | $170,000 | 0.0% | 16,900 | 0.0% | 0.02% | +6.7% | ||
| SLACU | SOCIAL LEVERAGE ACQUISN CORP I UNITstock | $157,000 | -1.3% | 15,900 | 0.0% | 0.02% | +7.1% | |
| FMIVU | FORUM MERGER IV CORP UNIT EX 031528stock | $140,000 | -0.7% | 14,217 | 0.0% | 0.01% | 0.0% | |
| FTPAU | FTAC PARNASSUS ACQUISITN CORP UNIT EX 031026stock | $145,000 | -0.7% | 14,810 | 0.0% | 0.01% | 0.0% | |
| FLACU | FRAZIER LIFESCIENCES ACQU CORP UNIT EXP 120925stock | $132,000 | -0.8% | 13,400 | 0.0% | 0.01% | 0.0% | |
| SPREE ACQUISITION CORP 1 LTD UNITstock | $131,000 | +0.8% | 13,000 | 0.0% | 0.01% | 0.0% | ||
| DHHCU | DIAMONDHEAD HOLDINGS CORP UNIT EX 012126stock | $123,000 | 0.0% | 12,450 | 0.0% | 0.01% | 0.0% | |
| AP ACQUISITION CORP UNITstock | $114,000 | 0.0% | 11,300 | 0.0% | 0.01% | +10.0% | ||
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COMcef | $113,000 | -12.4% | 13,222 | 0.0% | 0.01% | -8.3% | |
| APSGWS | GLOBAL BUSINESS TRAVEL GROUP WT EXPstock | $43,000 | +4.9% | 31,711 | 0.0% | 0.00% | 0.0% | |
| BTCY | BIOTRICITY INC COMstock | $23,000 | -42.5% | 10,000 | 0.0% | 0.00% | -50.0% | |
| SLCRW | TH INTERNATIONAL LIMITED WT EXP 092827stock | $10,000 | -23.1% | 21,878 | 0.0% | 0.00% | 0.0% | |
| THCAW | TUSCAN HLDGS CORP II WT EXP 040126stock | $8,000 | +33.3% | 14,629 | 0.0% | 0.00% | 0.0% | |
| GETTY IMAGES HOLDINGS INC WT EXP 072227stock | $12,000 | -25.0% | 11,517 | 0.0% | 0.00% | 0.0% | ||
| REE AUTOMOTIVE LTD WT EXP 072226stock | $4,000 | -69.2% | 12,800 | 0.0% | 0.00% | -100.0% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 8 | Q3 2023 | 4.4% |
| VANGUARD VALUE ETF | 8 | Q3 2023 | 3.0% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 8 | Q3 2023 | 2.5% |
| VANGUARD GROWTH ETF | 8 | Q3 2023 | 2.5% |
| MERCK & CO INC COM | 8 | Q3 2023 | 3.1% |
| SPDR S&P 500 ETF TRUST | 8 | Q3 2023 | 2.6% |
| MICROSOFT CORP COM | 8 | Q3 2023 | 1.8% |
| AMAZON COM INC COM | 8 | Q3 2023 | 1.4% |
| VANGUARD EXTENDED MARKET ETF | 8 | Q3 2023 | 1.1% |
| ALPHABET INC CAP STK CL C | 8 | Q3 2023 | 1.2% |
View Schechter Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-11-18 |
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.