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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 : 60     View All Holdings Currently Viewing:  Closed 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
   (SDC)1 Year Chart         SDC Smiledirectclub, Inc. 634 Closed $0.00 $0 0 0% -44,000 -105,994 0    N/A
   (PTHR)1 Year Chart         PTHR Pono Capital Three, Inc. 666 Closed $5.72 $0 0 0% -9,486,000 -899,140 0    N/A
   (NTR)1 Year Chart         NTR Nutrien Ltd 653 Closed $55.26 $0 0 0% -231,000 -3,730 0    N/A
   (MTCH)1 Year Chart         MTCH Match Group, Inc. 621 Closed $107.05 $0 0 0% -261,000 -6,672 0    N/A
   (CDAQU)1 Year Chart         CDAQU Compass Digital Acquisition... 640 Closed $0.00 $0 0 0% -146,000 -13,894 0    N/A
   (BOWNU)1 Year Chart         BOWNU Bowen Acquisition Units 601 Closed $0.00 $0 0 0% -1,834,000 -171,400 0.858    N/A
   (SGEN)1 Year Chart         SGEN Seagen Inc 659 Closed $228.74 $0 0 0% -252,000 -1,186 0    Biotechnology
   (APTMW)1 Year Chart         APTMW Alpha Partners Technology M... 627 Closed $0.00 $0 0 0% -10,000 -200,972 0    N/A
   (FSNB.WS)1 Year Chart         FSNB.WS Fusion Acquisition Ii Equit... 646 Closed $0.00 $0 0 0% 0 -166,816 0    N/A
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 614 Closed $237.15 $0 0 0% -277,000 -1,072 0    Medical Instruments &...
   (CDAQ)1 Year Chart         CDAQ Compass Digital Acquisition... 633 Closed $10.78 $0 0 0% -2,298,000 -218,039 0    N/A
   (JAQCW)1 Year Chart         JAQCW Jupiter Acquisition Equity ... 665 Closed $0.00 $0 0 0% -1,000 -48,750 0    N/A
   (KNSW)1 Year Chart         KNSW Knightswan Acquisition Corp 652 Closed $0.00 $0 0 0% -3,164,000 -301,046 0    N/A
   (IPXXU)1 Year Chart         IPXXU Inflection Point Acquisitio... 620 Closed $0.00 $0 0 0% -13,449,000 -1,298,200 0    N/A
   (LOCC)1 Year Chart         LOCC Live Oak Crestview Climate ... 639 Closed $0.00 $0 0 0% -1,807,000 -174,957 0    N/A
   (BTI)1 Year Chart         BTI British American Tobacco (ADR) 658 Closed $29.97 $0 0 0% -300,000 -9,549 0    Cigarettes & Other To...
   (KNSW.WS)1 Year Chart         KNSW.WS Knightswan Acquisition Equi... 626 Closed $0.00 $0 0 0% -9,000 -249,972 0    N/A
   (HSY)1 Year Chart         HSY Hershey Foods Corp 645 Closed $198.16 $0 0 0% -212,000 -1,060 0    Confectioners
   (ATMV)1 Year Chart         ATMV Alphavest Acquisition Corp. 613 Closed $0.00 $0 0 0% -2,112,000 -199,777 0    N/A
   (GM)1 Year Chart         GM General Motors Co 632 Closed $42.66 $0 0 0% -210,000 -6,382 0    Auto Manufacturers
   (GSBD)1 Year Chart         GSBD Goldman Sachs Bdc, Inc. 664 Closed $15.69 $0 0 0% -321,000 -22,020 0    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 651 Closed $43.24 $0 0 0% -254,000 -6,484 0    Closed - End Fund - E...
   (PLTN)1 Year Chart         PLTN Plutonian Acquisition Corp. 619 Closed $7.00 $0 0 0% -1,209,000 -114,400 0    N/A
   (LOCC.WS)1 Year Chart         LOCC.WS Live Oak Crestview Climate ... 638 Closed $0.00 $0 0 0% -1,000 -14,538 0    N/A
   (WHR)1 Year Chart         WHR Whirlpool Corp 657 Closed $104.67 $0 0 0% -218,000 -1,628 0    Appliances
   (UGI)1 Year Chart         UGI UGI Corp 625 Closed $24.55 $0 0 0% -206,000 -8,970 0    Multi Utilities
   (REE)1 Year Chart         REE Ree Automotive Ltd. 644 Closed $0.13 $0 0 0% -7,000 -48,653 0    N/A
   (ALCYU)1 Year Chart         ALCYU Alchemy Investments Acquisi... 612 Closed $0.00 $0 0 0% -9,179,000 -881,734 0    N/A
   (SKGR)1 Year Chart         SKGR Sk Growth Opportunities Ord... 631 Closed $11.09 $0 0 0% -518,000 -48,201 0    N/A
   (NFYS)1 Year Chart         NFYS Enphys Acquisition Corp. 663 Closed $0.00 $0 0 0% -1,915,000 -182,349 0    N/A
   (EXC)1 Year Chart         EXC Exelon Corp 650 Closed $37.91 $0 0 0% -319,000 -8,441 0    Multi Utilities
   (NFNT.WS)1 Year Chart         NFNT.WS Infinite Acquisition Equity... 618 Closed $0.00 $0 0 0% -3,000 -68,060 0    N/A
   (ENERW)1 Year Chart         ENERW Accretion Acquisition Equit... 637 Closed $0.00 $0 0 0% -2,000 -79,435 0    N/A
   (JUN.WS)1 Year Chart         JUN.WS Juniper Ii Equity Warrants 656 Closed $0.00 $0 0 0% 0 -20,000 0    N/A
   (ATVI)1 Year Chart         ATVI Activision Blizzard Inc 624 Closed $94.42 $0 0 0% -996,000 -10,642 0    Multimedia & Graphics...
   (ACRO.WS)1 Year Chart         ACRO.WS Acropolis Infrastructure Ac... 643 Closed $0.00 $0 0 0% -8,000 -136,027 0    N/A
   (ENERR)1 Year Chart         ENERR Accretion Acquisition Right... 607 Closed $0.00 $0 0 0% -9,000 -158,870 0    N/A
   (VMW)1 Year Chart         VMW VMware, Inc. 662 Closed $142.48 $0 0 0% -264,000 -1,583 0    Technical & System So...
   (EMCGU)1 Year Chart         EMCGU Embrace Change Acquisition ... 630 Closed $0.00 $0 0 0% -1,260,000 -116,690 0    N/A
   (EEFT)1 Year Chart         EEFT Euronet Worldwide Inc 649 Closed $103.61 $0 0 0% -213,000 -2,680 0    Business Services
   (CARR)1 Year Chart         CARR Carrier Global Corp 617 Closed $64.26 $0 0 0% -246,000 -4,464 0    N/A
   (SEDA)1 Year Chart         SEDA Sdcl Edge Acquisition Corp 636 Closed $0.00 $0 0 0% -1,124,000 -106,000 0    N/A
   (RENEU)1 Year Chart         RENEU Cartesian Growth Corp Ii 655 Closed $11.22 $0 0 0% -1,470,000 -135,600 0    N/A
   (LLNW)1 Year Chart         LLNW Limelight Networks Inc 623 Closed $0.22 $0 0 0% -14,000 -16,930 0    Business Services
   (IRDM)1 Year Chart         IRDM Iridium Communications Inc 642 Closed $30.34 $0 0 0% -293,000 -6,432 0    Diversified Investments
   (GODN)1 Year Chart         GODN Golden Star Acquisition Corp 605 Closed $0.00 $0 0 0% -604,000 -58,720 0    N/A
   (SMMD)1 Year Chart         SMMD Ishares Russell 2500 Etf 661 Closed $0.00 $0 0 0% -273,000 -5,000 0    N/A
   (DMYYU)1 Year Chart         DMYYU Dmy Squared Technology Grou... 629 Closed $0.00 $0 0 0% -5,176,000 -492,000 0    N/A
   (APGB)1 Year Chart         APGB Apollo Strategic Growth Cap... 648 Closed $0.00 $0 0 0% -5,541,000 -527,204 0    N/A
   (NOK)1 Year Chart         NOK Nokia Corporation (ADR) 616 Closed $3.74 $0 0 0% -105,000 -27,986 0    Communication Equipment
   (FIAC)1 Year Chart         FIAC Focus Impact Acquisition Corp. 635 Closed $0.00 $0 0 0% -714,000 -66,150 0    N/A
   (HCVI)1 Year Chart         HCVI Hennessy Capital Investment... 667 Closed $0.00 $0 0 0% -12,525,000 -1,212,535 0    N/A
   (SKGRU)1 Year Chart         SKGRU Sk Growth Opportunities Corp 654 Closed $11.05 $0 0 0% -541,000 -50,000 0    N/A
   (CERS)1 Year Chart         CERS Cerus Corp 622 Closed $1.85 $0 0 0% -17,000 -10,305 0    Biotechnology
   (NFYSU)1 Year Chart         NFYSU Enphys Acquisition Units 641 Closed $0.00 $0 0 0% -866,000 -82,375 0    N/A
   (OHAAW)1 Year Chart         OHAAW Opy Acquisition I Warrant E... 603 Closed $0.00 $0 0 0% -1,000 -43,022 0    N/A
   (ZIVO)1 Year Chart         ZIVO Zivo Bioscience, Inc. 660 Closed $0.00 $0 0 0% -28,000 -21,900 0    Business Services
   (SVIIU)1 Year Chart         SVIIU Spring Valley Acquisition I... 628 Closed $0.00 $0 0 0% -1,397,000 -128,600 0    N/A
   (FRXB.WS)1 Year Chart         FRXB.WS Forest Road Acquisition Ii ... 647 Closed $0.00 $0 0 0% 0 -20,642 0    N/A
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 615 Closed $61.59 $0 0 0% -217,000 -2,879 0    Food - Major Diversified
      60 Records Found
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Page 1 of 1
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