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Home > Institutional Investor > Schechter Investment Advisors, Llc > Profile

Instuitional Investor - Schechter Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Schechter Investment Advisors, Llc
Portfolio Value $1,154,482,777
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 251,980 $48,513,751 4.2%
2.
Merck & Co. Inc.
 MRK 295,102 $32,172,029 2.78%
3.
Vanguard Value Etf
 208,951 $31,238,159 2.7%
4.
Ares Acquisition Corp Ii Shs Class A
 2,972,521 $31,033,119 2.68%
5.
Screaming Eagle Acquisition Corp.
 SCRM 2,900,202 $30,742,141 2.66%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)