Schechter Investment Advisors, LLC

13F filer · CIK 0001951586

Last filed May 1, 2025

Inactive · not filing 13F

13F portfolio value$1.21BU.S. long equity reported on 13F

Positions525Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight19.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2025Reported May 1, 2025525 positions
AACTKodiak AI, Inc.	$31.6M	2.60%	Not reported	-6.5%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$29.2M	2.41%	Not reported	-7.6%	Q4 2021
ANSCAgriculture & Natural Solutions Acquisition Corporation	$29.2M	2.40%	Not reported	-3.9%	Q1 2024
NETDNabors Energy Transition Corp. II	$26.2M	2.16%	Not reported	-4.3%	Q3 2023
MRKMerck & Co., Inc.	$26.1M	2.15%	0.01%	-0.3%	Q4 2021
AAPLApple Inc.	$25.8M	2.12%	0.00%	-16.4%	Q4 2021
NVDANvidia Corp	$19.2M	1.58%	0.00%	-11.6%	Q4 2021
MSFTMicrosoft Corp	$19.1M	1.57%	0.00%	-21.0%	Q4 2021
AMZNAmazon Com Inc	$16.7M	1.37%	0.00%	-13.0%	Q4 2021
HYACHaymaker Acquisition Corp. 4	$15.6M	1.29%	Not reported	-6.8%	Q3 2023
LEGTLegato Merger Corp. III	$14.8M	1.22%	24.80%	-2.0%	Q2 2024
ALFCenturion Acquisition Corp.	$13.6M	1.12%	Not reported	-4.0%	Q3 2024
METAMeta Platforms, Inc.	$12.5M	1.03%	Not reported	-11.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$10.4M	0.86%	Not reported	-9.2%	Q4 2021
CUBLionheart Holdings	$10.4M	0.85%	Not reported	-6.2%	Q3 2024
GPATGP-Act III Acquisition Corp.	$9.19M	0.76%	Not reported	-4.9%	Q3 2024
CMECme Group Inc.	$9.16M	0.75%	0.01%	-23.5%	Q4 2021
GOOGAlphabet Inc.	$9.07M	0.75%	Not reported	-29.1%	Q4 2021
JPMJPMorgan Chase & Co	$8.88M	0.73%	0.00%	-14.6%	Q4 2021
ALDFAldel Financial II Inc.	$7.7M	0.63%	12.36%	New	Q1 2025
ABBVAbbVie Inc.	$7.31M	0.60%	0.00%	-8.7%	Q4 2021
AAMApollo Asset Management, Inc.	$7.24M	0.60%	69447.80%	-3.9%	Q4 2024
RFAIRF Acquisition Corp II	$7.12M	0.59%	19.55%	-4.8%	Q3 2024
VACHVoyager Acquisition Corp./Cayman Islands	$7.02M	0.58%	2.72%	-2.6%	Q4 2024
VVisa Inc.	$6.82M	0.56%	0.00%	-15.2%	Q4 2021
UNHUnitedhealth Group Inc	$6.64M	0.55%	0.00%	-10.8%	Q4 2021
TONTGraf Global Corp.	$6.61M	0.54%	Not reported	-6.2%	Q3 2024
LPAALaunch One Acquisition Corp.	$6.49M	0.53%	Not reported	-5.8%	Q3 2024
TAVITavia Acquisition Corp.	$6.38M	0.53%	14.37%	New	Q1 2025
SPKLSpark I Acquisition Corp	$6.27M	0.52%	Not reported	-4.7%	Q4 2023
GOOGLAlphabet Inc.	$6.2M	0.51%	0.00%	-26.9%	Q4 2021
ACIAlbertsons Companies, Inc.	$6.16M	0.51%	0.05%	Not reported	Q1 2023
LLYELI LILLY & Co	$6.14M	0.51%	0.00%	-3.8%	Q4 2021
DYNCDynamix Corp	$6.03M	0.50%	Not reported	New	Q1 2025
ABTAbbott Laboratories	$5.8M	0.48%	0.00%	-19.7%	Q4 2021
COSTCostco Wholesale Corp	$5.79M	0.48%	0.00%	-21.9%	Q4 2021
FACTFACT II Acquisition Corp.	$5.77M	0.48%	Not reported	New	Q1 2025
RANGRange Capital Acquisition Corp.	$5.32M	0.44%	11.67%	New	Q1 2025
NTWONewbury Street II Acquisition Corp	$5.3M	0.44%	Not reported	New	Q1 2025
NFLXNetflix Inc	$5.14M	0.42%	0.00%	-25.4%	Q4 2021
GBDCGOLUB CAPITAL BDC, Inc.	$4.93M	0.41%	0.12%	+44.4%	Q4 2021
RCReady Capital Corp	$4.77M	0.39%	0.54%	-0.3%	Q2 2022
BSIIBlack Spade Acquisition II Co	$4.49M	0.37%	Not reported	-0.9%	Q4 2024
MAMastercard Inc	$4.43M	0.36%	0.00%	-19.6%	Q4 2021
HVIIUHennessy Capital Investment Corp. VII	$4.36M	0.36%	Not reported	New	Q1 2025
PMPhilip Morris International Inc.	$4.31M	0.35%	0.00%	-5.8%	Q4 2021
AVGOBroadcom Inc.	$4.3M	0.35%	0.00%	-22.7%	Q4 2021
WLACWillow Lane Acquisition Corp.	$4.24M	0.35%	Not reported	New	Q1 2025
CCIRCohen Circle Acquisition Corp. I	$4.17M	0.34%	Not reported	-13.3%	Q4 2024
ORCLOracle Corp	$4.15M	0.34%	0.00%	-9.0%	Q4 2021

Q4 2024Reported Feb 6, 2025542 positions
AAPLApple Inc.	$34.8M	2.66%	0.00%	-46.4%	Q4 2021
AACTKodiak AI, Inc.	$33.3M	2.55%	Not reported	-11.1%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$33.2M	2.54%	Not reported	-0.6%	Q4 2021
ANSCAgriculture & Natural Solutions Acquisition Corporation	$29.9M	2.29%	Not reported	-10.0%	Q1 2024
MRKMerck & Co., Inc.	$29.1M	2.23%	0.01%	-0.7%	Q4 2021
MSFTMicrosoft Corp	$27.1M	2.07%	0.00%	-2.8%	Q4 2021
NETDNabors Energy Transition Corp. II	$27.1M	2.07%	Not reported	-6.3%	Q3 2023
NVDANvidia Corp	$26.9M	2.06%	0.00%	-3.7%	Q4 2021
AMZNAmazon Com Inc	$22.1M	1.69%	0.00%	-7.4%	Q4 2021
HYACHaymaker Acquisition Corp. 4	$16.4M	1.26%	Not reported	-9.1%	Q3 2023
GOOGAlphabet Inc.	$15.6M	1.20%	Not reported	-3.7%	Q4 2021
LEGTLegato Merger Corp. III	$14.8M	1.13%	25.31%	-4.9%	Q2 2024
METAMeta Platforms, Inc.	$14.4M	1.10%	Not reported	-4.5%	Q4 2021
ALFCenturion Acquisition Corp.	$14M	1.07%	Not reported	-7.8%	Q3 2024
CUBLionheart Holdings	$10.9M	0.83%	Not reported	-6.6%	Q3 2024
CMECme Group Inc.	$10.5M	0.80%	0.01%	-1.3%	Q4 2021
GOOGLAlphabet Inc.	$10.4M	0.80%	0.00%	-5.2%	Q4 2021
JPMJPMorgan Chase & Co	$10.2M	0.78%	0.00%	-4.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$9.77M	0.75%	Not reported	-2.1%	Q4 2021
GPATGP-Act III Acquisition Corp.	$9.53M	0.73%	Not reported	-13.0%	Q3 2024
ALDFUAldel Financial II Inc.	$8.44M	0.65%	Not reported	New	Q4 2024
AVGOBroadcom Inc.	$7.7M	0.59%	0.00%	-6.8%	Q4 2021
RFAIRF Acquisition Corp II	$7.37M	0.56%	20.54%	-10.1%	Q3 2024
AAMApollo Asset Management, Inc.	$7.3M	0.56%	72280.80%	New	Q4 2024
VVisa Inc.	$7.25M	0.56%	0.00%	-4.9%	Q4 2021
COSTCostco Wholesale Corp	$7.19M	0.55%	0.00%	-6.2%	Q4 2021
UNHUnitedhealth Group Inc	$7.18M	0.55%	0.00%	-6.3%	Q4 2021
VACHVoyager Acquisition Corp./Cayman Islands	$7.09M	0.54%	2.24%	New	Q4 2024
TONTGraf Global Corp.	$6.95M	0.53%	Not reported	-12.1%	Q3 2024
ABBVAbbVie Inc.	$6.79M	0.52%	0.00%	-0.2%	Q4 2021
LPAALaunch One Acquisition Corp.	$6.78M	0.52%	Not reported	-7.2%	Q3 2024
TAVIUTavia Acquisition Corp.	$6.68M	0.51%	Not reported	New	Q4 2024
NFLXNetflix Inc	$6.59M	0.50%	0.00%	-9.2%	Q4 2021
SPKLSpark I Acquisition Corp	$6.51M	0.50%	Not reported	-8.6%	Q4 2023
RCReady Capital Corp	$6.4M	0.49%	0.58%	-16.2%	Q2 2022
DYNCUDynamix Corp	$6.19M	0.47%	Not reported	New	Q4 2024
ABTAbbott Laboratories	$6.15M	0.47%	0.00%	-2.1%	Q4 2021
FACTUFACT II Acquisition Corp.	$6.04M	0.46%	Not reported	New	Q4 2024
LLYELI LILLY & Co	$5.96M	0.46%	0.00%	+8.9%	Q4 2021
RANGURange Capital Acquisition Corp.	$5.95M	0.46%	Not reported	New	Q4 2024
ORCLOracle Corp	$5.43M	0.42%	0.00%	+0.9%	Q4 2021
NTWOUNewbury Street II Acquisition Corp	$5.43M	0.42%	Not reported	New	Q4 2024
MAMastercard Inc	$5.29M	0.41%	0.00%	-4.7%	Q4 2021
TSLATesla, Inc.	$5.12M	0.39%	0.00%	+4.5%	Q4 2021
QETAQuetta Acquisition Corp	$4.81M	0.37%	36440.56%	-20.5%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.65M	0.36%	0.00%	-13.7%	Q4 2021
BSIIBlack Spade Acquisition II Co	$4.43M	0.34%	Not reported	New	Q4 2024
SIMASIM Acquisition Corp. I	$4.35M	0.33%	Not reported	-12.3%	Q3 2024
ADBEAdobe Inc.	$4.3M	0.33%	0.00%	+2.2%	Q4 2021
CCIRCohen Circle Acquisition Corp. I	$4.29M	0.33%	Not reported	New	Q4 2024

Q3 2024Reported Nov 12, 2024557 positions
AAPLApple Inc.	$60.4M	4.45%	0.00%	+4.0%	Q4 2021
AACTKodiak AI, Inc.	$36.9M	2.72%	Not reported	-6.9%	Q2 2023
MRKMerck & Co., Inc.	$33.4M	2.46%	0.01%	-0.3%	Q4 2021
ANSCAgriculture & Natural Solutions Acquisition Corporation	$32.8M	2.41%	Not reported	-21.8%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$32.7M	2.41%	Not reported	-3.4%	Q4 2021
NETDNabors Energy Transition Corp. II	$28.5M	2.10%	Not reported	-5.2%	Q3 2023
MSFTMicrosoft Corp	$28.5M	2.10%	0.00%	-2.1%	Q4 2021
NVDANvidia Corp	$25.3M	1.86%	0.00%	+1.8%	Q4 2021
AMZNAmazon Com Inc	$20.3M	1.49%	0.00%	+1.5%	Q4 2021
HYACHaymaker Acquisition Corp. 4	$17.9M	1.32%	Not reported	-5.5%	Q3 2023
LEGTLegato Merger Corp. III	$15.4M	1.13%	29.49%	-3.3%	Q2 2024
ALFCenturion Acquisition Corp.	$15.1M	1.11%	Not reported	New	Q3 2024
METAMeta Platforms, Inc.	$14.7M	1.08%	Not reported	-0.7%	Q4 2021
GOOGAlphabet Inc.	$14.2M	1.05%	Not reported	-7.1%	Q4 2021
RENEFCartesian Growth Corp II	$13.7M	1.01%	Not reported	-8.8%	Q2 2023
ALCYFAlchemy Investments Acquisition Corp 1	$13.3M	0.98%	30.49%	-5.0%	Q4 2023
CUBLionheart Holdings	$11.5M	0.85%	Not reported	New	Q3 2024
USARUSA Rare Earth, Inc.	$11.2M	0.83%	1.28%	-16.3%	Q3 2023
GPATGP-Act III Acquisition Corp.	$10.9M	0.80%	Not reported	New	Q3 2024
BRK.BBerkshire Hathaway Inc	$10.1M	0.75%	Not reported	-12.0%	Q4 2021
CMECme Group Inc.	$10.1M	0.74%	0.01%	+0.6%	Q4 2021
GOOGLAlphabet Inc.	$9.6M	0.71%	0.00%	-5.5%	Q4 2021
JPMJPMorgan Chase & Co	$9.39M	0.69%	0.00%	-1.3%	Q4 2021
UNHUnitedhealth Group Inc	$8.86M	0.65%	0.00%	-28.9%	Q4 2021
RCReady Capital Corp	$8.55M	0.63%	0.67%	-5.9%	Q2 2022
RFAIRF Acquisition Corp II	$8.16M	0.60%	22.84%	New	Q3 2024
TONTGraf Global Corp.	$7.83M	0.58%	Not reported	New	Q3 2024
ABBVAbbVie Inc.	$7.56M	0.56%	0.00%	-0.5%	Q4 2021
VACHUVoyager Acquisition Corp./Cayman Islands	$7.43M	0.55%	Not reported	New	Q3 2024
COSTCostco Wholesale Corp	$7.41M	0.55%	0.00%	-1.3%	Q4 2021
LPAALaunch One Acquisition Corp.	$7.26M	0.53%	Not reported	New	Q3 2024
SPKLSpark I Acquisition Corp	$7.02M	0.52%	Not reported	-2.1%	Q4 2023
VVisa Inc.	$6.63M	0.49%	0.00%	+1.7%	Q4 2021
ABTAbbott Laboratories	$6.33M	0.47%	0.00%	-2.4%	Q4 2021
LLYELI LILLY & Co	$6.28M	0.46%	0.00%	+0.2%	Q4 2021
AVGOBroadcom Inc.	$6.15M	0.45%	0.00%	+1.1%	Q4 2021
QETAQuetta Acquisition Corp	$5.96M	0.44%	28.00%	-9.7%	Q4 2023
NFLXNetflix Inc	$5.77M	0.43%	0.00%	-3.9%	Q4 2021
ORCLOracle Corp	$5.51M	0.41%	0.00%	+33.5%	Q4 2021
MAMastercard Inc	$5.21M	0.38%	0.00%	-31.5%	Q4 2021
SIMASIM Acquisition Corp. I	$4.94M	0.36%	Not reported	New	Q3 2024
ADBEAdobe Inc.	$4.9M	0.36%	0.00%	+2.6%	Q4 2021
IBACIB Acquisition Corp.	$4.79M	0.35%	11.27%	-24.1%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.74M	0.35%	0.00%	-8.6%	Q4 2021
NOWServiceNow, Inc.	$4.44M	0.33%	0.00%	-2.5%	Q4 2021
HDHome Depot, Inc.	$4.36M	0.32%	0.00%	+18.9%	Q4 2021
KVACFKeen Vision Acquisition Corp.	$4.24M	0.31%	8.92%	-20.9%	Q4 2023
FTWUEQV Ventures Acquisition Corp.	$4.07M	0.30%	Not reported	New	Q3 2024
NVONovo Nordisk A S	$4.02M	0.30%	Not reported	+0.7%	Q4 2021
TMOThermo Fisher Scientific Inc.	$4M	0.29%	0.00%	-3.0%	Q4 2021

Q2 2024Reported Aug 12, 2024524 positions
AAPLApple Inc.	$52.5M	3.96%	0.00%	-0.4%	Q4 2021
ANSCAgriculture & Natural Solutions Acquisition Corporation	$41.4M	3.12%	Not reported	+2.8%	Q1 2024
AACTKodiak AI, Inc.	$39.1M	2.94%	Not reported	-10.9%	Q2 2023
MRKMerck & Co., Inc.	$36.6M	2.75%	0.01%	+0.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$32.1M	2.42%	Not reported	-0.3%	Q4 2021
MSFTMicrosoft Corp	$30.2M	2.28%	0.00%	+1.1%	Q4 2021
NETDNabors Energy Transition Corp. II	$29.7M	2.24%	Not reported	-21.8%	Q3 2023
NVDANvidia Corp	$25.3M	1.90%	0.00%	-5.2%	Q4 2021
AMZNAmazon Com Inc	$20.7M	1.56%	0.00%	-3.3%	Q4 2021
HYACHaymaker Acquisition Corp. 4	$18.6M	1.40%	Not reported	+0.8%	Q3 2023
GOOGAlphabet Inc.	$16.8M	1.26%	Not reported	-0.6%	Q4 2021
SBXCSilverbox Corp III	$16.2M	1.22%	Not reported	-4.7%	Q2 2023
GPATUGP-Act III Acquisition Corp.	$16.1M	1.22%	Not reported	New	Q2 2024
LEGTLegato Merger Corp. III	$15.8M	1.19%	30.49%	New	Q2 2024
ALFUUCenturion Acquisition Corp.	$15.4M	1.16%	Not reported	New	Q2 2024
RENEFCartesian Growth Corp II	$14.7M	1.11%	Not reported	-0.6%	Q2 2023
ALCYFAlchemy Investments Acquisition Corp 1	$13.9M	1.04%	32.10%	-2.6%	Q4 2023
USARUSA Rare Earth, Inc.	$13.2M	1.00%	Not reported	-39.6%	Q3 2023
METAMeta Platforms, Inc.	$13M	0.98%	Not reported	-2.0%	Q4 2021
CUBWULionheart Holdings	$11.6M	0.88%	Not reported	New	Q2 2024
GOOGLAlphabet Inc.	$11.2M	0.84%	0.00%	+1.4%	Q4 2021
UNHUnitedhealth Group Inc	$10.9M	0.82%	0.00%	+2.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$10.2M	0.77%	Not reported	+0.2%	Q4 2021
RCReady Capital Corp	$9.74M	0.73%	0.71%	-2.4%	Q2 2022
JPMJPMorgan Chase & Co	$9.12M	0.69%	0.00%	-0.9%	Q4 2021
CMECme Group Inc.	$8.93M	0.67%	0.01%	-3.4%	Q4 2021
RFAIURF Acquisition Corp II	$8.26M	0.62%	Not reported	New	Q2 2024
COSTCostco Wholesale Corp	$7.2M	0.54%	0.00%	-1.3%	Q4 2021
SPKLSpark I Acquisition Corp	$7.08M	0.53%	Not reported	+1.9%	Q4 2023
MAMastercard Inc	$6.79M	0.51%	0.00%	-0.4%	Q4 2021
ABBVAbbVie Inc.	$6.6M	0.50%	0.00%	+7.9%	Q4 2021
QETAQuetta Acquisition Corp	$6.57M	0.49%	30.99%	-2.3%	Q4 2023
LLYELI LILLY & Co	$6.41M	0.48%	0.00%	+0.2%	Q4 2021
IBACIB Acquisition Corp.	$6.29M	0.47%	14.84%	New	Q2 2024
VVisa Inc.	$6.22M	0.47%	0.00%	-3.8%	Q4 2021
ABTAbbott Laboratories	$5.91M	0.45%	0.00%	-0.9%	Q4 2021
NFLXNetflix Inc	$5.71M	0.43%	0.00%	-18.3%	Q4 2021
AVGOBroadcom Inc.	$5.66M	0.43%	0.00%	-4.5%	Q4 2021
KVACFKeen Vision Acquisition Corp.	$5.27M	0.40%	11.28%	-39.0%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.19M	0.39%	0.00%	+2.7%	Q4 2021
ADBEAdobe Inc.	$5.12M	0.39%	0.00%	+1.8%	Q4 2021
NVONovo Nordisk A S	$4.78M	0.36%	Not reported	+1.1%	Q4 2021
MACIUMelar Acquisition Corp. I/Cayman	$4.01M	0.30%	Not reported	New	Q2 2024
CRMSalesforce, Inc.	$4.01M	0.30%	0.00%	-6.5%	Q4 2021
NOWServiceNow, Inc.	$4M	0.30%	0.00%	+3.8%	Q4 2021
AMDAdvanced Micro Devices Inc	$3.94M	0.30%	0.00%	+2.7%	Q4 2021
TJXTJX Companies Inc	$3.74M	0.28%	0.00%	-2.3%	Q4 2021
AFJKAimei Health Technology Co., Ltd.	$3.71M	0.28%	16.85%	-1.8%	Q1 2024
TMOThermo Fisher Scientific Inc.	$3.69M	0.28%	0.00%	+0.8%	Q4 2021
TBMCTrailblazer Merger Corporation I	$3.61M	0.27%	Not reported	-22.6%	Q2 2023

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