Schechter Investment Advisors, LLC
CIK Number: 0001951586
1.31B
Market Value
553
# of Holdings
8 months
Avg. Holding Period
39.64%
Win Rate
16.69%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ... | 161.76 | +0.24% | 218.15K | +3.75% | 36.93M | 145.74 | 2.83% |
| 2 | CLOZ | Panagram Bbb-B ... | 25.87 | +0.51% | 1.34M | +28.94% | 36.17M | 26.79 | 2.77% |
| 3 | AAPL | Apple Inc. | 196.98 | +1.39% | 138.92K | -46.41% | 34.79M | 167.01 | 2.66% |
| 4 | AACT | Ares Acquisitio... | 11.22 | +0.18% | 3.03M | -11.12% | 33.26M | 10.36 | 2.55% |
| 5 | SPY | SPDR S&P 500 ET... | 526.41 | +0.14% | 56.62K | -0.55% | 33.18M | 376.74 | 2.54% |
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