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  Name: Schechter Investment Advisors LLC
  City: BIRMINGHAM
  State: MI
  Zip: 48009
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,154,495,000
  Total Value Change : $122,055,000
  Securities Held Change : 16
   
All Securities Held : 655
  New Positions : 58
  Closed Positions : 60
  Increased Positions : 217
  Unchanged Positions : 60
  Decreased Positions : 320

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Holdings Found : 40     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ALCY)1 Year Chart         ALCY Alchemy Investments Acquisi... 22 New $0.00 $10,424,000 999,382 0.9% 10,424,000 999,382 8.253    N/A
   (CLOZ)1 Year Chart         CLOZ Panagram Bbb-b Clo Etf 26 New $0.00 $8,462,000 320,524 0.73% 8,462,000 320,524 3.561    N/A
   (QETA)1 Year Chart         QETA Quetta Acquisition Corp New $10.25 $6,462,000 639,214 0.56% 6,462,000 639,214 7.182    N/A
   (NNAG)1 Year Chart         NNAG 99 Acquisition Group Class A New $0.00 $5,501,000 539,798 0.48% 5,501,000 539,798 7.121    N/A
   (DMYY)1 Year Chart         DMYY Dmy Squared Technology Grou... 42 New $10.64 $4,643,000 438,000 0.4% 4,643,000 438,000 6.931    N/A
   (BOWN)1 Year Chart         BOWN Bowen Acquisition Corp 57 New $10.50 $3,109,000 301,253 0.27% 3,109,000 301,253 3.285    N/A
   (SPKLU)1 Year Chart         SPKLU Spark I Acquisition Corp New $0.00 $2,982,000 293,200 0.26% 2,982,000 293,200 0    N/A
   (SPKL)1 Year Chart         SPKL Spark I Acquisition Class A New $0.00 $2,313,000 228,115 0.2% 2,313,000 228,115 2.535    N/A
   (KVAC)1 Year Chart         KVAC Keen Vision Acquisition Corp. 89 New $10.52 $2,237,000 216,511 0.19% 2,237,000 216,511 1.118    N/A
   (EMCG)1 Year Chart         EMCG Embrace Change Acquisition ... 173 New $11.24 $1,257,000 114,790 0.11% 1,257,000 114,790 1.185    N/A
   (SNN)1 Year Chart         SNN Smith & Nephew Plc (ADR) 259 New $24.93 $785,000 28,786 0.07% 785,000 28,786 0    Medical Appliances & ...
   (FORL)1 Year Chart         FORL Four Leaf Acquisition Corp 313 New $0.00 $595,000 56,610 0.05% 595,000 56,610 0    N/A
   (FND)1 Year Chart         FND Floor & Decor Holdings, Inc. 340 New $116.91 $497,000 4,457 0.04% 497,000 4,457 0    N/A
   (CLOX)1 Year Chart         CLOX Panagram Aaa Clo Etf 345 New $0.00 $481,000 19,000 0.04% 481,000 19,000 0    N/A
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 386 New $214.34 $392,000 2,253 0.03% 392,000 2,253 0    N/A
   (GIL)1 Year Chart         GIL Gildan Activewear Inc (USA) 400 New $32.64 $374,000 11,303 0.03% 374,000 11,303 0.007    Textile - Apparel Clo...
   (WMB)1 Year Chart         WMB Williams Companies Inc 449 New $39.11 $309,000 8,860 0.03% 309,000 8,860 0    Oil & Gas Pipelines &...
   (SHOP)1 Year Chart         SHOP Shopify Inc 473 New $77.05 $273,000 3,502 0.02% 273,000 3,502 0    N/A
   (T)1 Year Chart         T AT&T Corp 475 New $17.08 $269,000 16,046 0.02% 269,000 16,046 0    Long Distance Carriers
   (CMA)1 Year Chart         CMA Comerica Inc 484 New $53.21 $259,000 4,635 0.02% 259,000 4,635 0.003    Domestic Regional Banks
   (VALE)1 Year Chart         VALE Companhia Vale Do Rio Doce ... 506 New $12.69 $233,000 14,706 0.02% 233,000 14,706 0.002    Steel & Iron
   (JLL)1 Year Chart         JLL Jones Lang Lasalle Inc 523 New $190.28 $224,000 1,185 0.02% 224,000 1,185 0    Property Management
   (TFX)1 Year Chart         TFX Teleflex Inc 524 New $201.52 $222,000 890 0.02% 222,000 890 0.002    Conglomerates
   (BLDR)1 Year Chart         BLDR Builders Firstsource Inc 530 New $162.62 $216,000 1,293 0.02% 216,000 1,293 0    Home Improvement Stores
   (FRME)1 Year Chart         FRME First Merchants Corp 531 New $35.41 $216,000 5,823 0.02% 216,000 5,823 0    Domestic Regional Banks
   (RPM)1 Year Chart         RPM RPM International Inc 534 New $112.30 $214,000 1,917 0.02% 214,000 1,917 0    General Building Mate...
   (LNG)1 Year Chart         LNG Cheniere Energy Inc 539 New $156.31 $212,000 1,244 0.02% 212,000 1,244 0    Oil & Gas Equipment &...
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 546 New $252.46 $206,000 850 0.02% 206,000 850 0.002    Closed - End Fund - E...
   (BNTX)1 Year Chart         BNTX Biontech Se Adr 550 New $0.00 $203,000 1,923 0.02% 203,000 1,923 0    N/A
   (VTR)1 Year Chart         VTR Ventas Inc 548 New $47.13 $203,000 4,071 0.02% 203,000 4,071 0.002    REIT - Healthcare Fac...
   (JKHY)1 Year Chart         JKHY Jack Henry & Associates 551 New $165.65 $201,000 1,227 0.02% 201,000 1,227 0.002    Business Software & S...
   (TEVA)1 Year Chart         TEVA Teva Pharmaceutical Industr... 562 New $13.95 $117,000 11,185 0.01% 117,000 11,185 0.001    Drug Manufacturers - ...
   (CANF)1 Year Chart         CANF Can-Fite BioPharma Ltd 572 New $0.41 $44,000 20,077 0% 44,000 20,077 0.13    N/A
   (TLS)1 Year Chart         TLS Telos Corp 574 New $3.67 $38,000 10,337 0% 38,000 10,337 0.017    N/A
   (PSNY)1 Year Chart         PSNY Polestar Automotive Holding... 575 New $1.32 $35,000 15,629 0% 35,000 15,629 0.001    N/A
   (EMCGR)1 Year Chart         EMCGR Embrace Change Acquisition ... 580 New $0.00 $17,000 114,790 0% 17,000 114,790 1.275    N/A
   (RENEW)1 Year Chart         RENEW Cartesian Growth Ii Equity ... 583 New $0.00 $6,000 44,556 0% 6,000 44,556 0    N/A
   (NFYS.WS)1 Year Chart         NFYS.WS Enphys Acquisition Equity W... 587 New $0.00 $2,000 39,337 0% 2,000 39,337 1.712    N/A
   (SKGRW)1 Year Chart         SKGRW Sk Growth Opportunities Equ... 593 New $0.00 $1,000 25,000 0% 1,000 25,000 2.589    N/A
   (EMCGW)1 Year Chart         EMCGW Embrace Change Acquisition ... 594 New $0.00 $1,000 114,790 0% 1,000 114,790 0    N/A

      40 Records Found
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