Schechter Investment Advisors, LLC - Portfolio overview

Schechter Investment Advisors, LLC has 625 reported holdings in this dataset, with the latest filing dated 2025-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. AACT - ARES ACQUISITION CORP II SHS CLASS A, 4.52%
2. JAAA - JANUS HENDERSON AAA CLO ETF, 4.21%
3. SPY - SPDR S&P 500 ETF TRUST, 4.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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