Schechter Investment Advisors, LLC
CIK Number: 0001951586
1.36B
Market Value
559
# of Holdings
8 months
Avg. Holding Period
70.58%
Win Rate
16.18%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc Com | 248.21 | +0.10% | 259.24K | +3.96% | 60.40M | 167.01 | 4.45% | |
| 2 | Vanguard Value ... | 175.10 | +0.23% | 210.28K | -1.29% | 36.71M | 144.86 | 2.70% | |
| 3 | Merck & Co Inc ... | 102.09 | +0.83% | 294.31K | -0.33% | 33.42M | 87.09 | 2.46% | |
| 4 | Spdr S&P 500 Et... | 604.38 | +0.01% | 56.93K | -3.42% | 32.66M | 376.74 | 2.41% | |
| 5 | Vanguard Growth... | 423.78 | -0.13% | 81.28K | -0.69% | 31.21M | 295.57 | 2.30% |
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