Schechter Investment Advisors, LLC
CIK Number: 0001951586
1.36B
Market Value
555
# of Holdings
8 months
Avg. Holding Period
70.94%
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 | 233.05 | -0.58% | 259.24K | +3.96% | 60.40M | 167.01 | 4.45% | |
2 | Vanguard Value ... | 170.53 | +0.76% | 210.28K | -1.29% | 36.71M | 144.86 | 2.70% | |
3 | Merck & Co Inc ... | 99.64 | -1.33% | 294.31K | -0.33% | 33.42M | 87.09 | 2.46% | |
4 | Spdr S&P 500 Et... | 581.65 | +0.04% | 56.93K | -3.42% | 32.66M | 376.74 | 2.41% | |
5 | Vanguard Growth... | 403.33 | -0.54% | 81.28K | -0.69% | 31.21M | 295.57 | 2.30% |
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