Schechter Investment Advisors, LLC

BIRMINGHAM, MI · CIK 1951586 · 13F filing filed 2025-05-01

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBirmingham, MI

$1.2bn reported value -7.0% vs Q4 2024

636positions

25.9%in top 10

53 new 109 added 425 reduced 80 sold out vs Q4 2024

This report includes the holdings of 8 other managers that share the investment decisions:

Wealthspring Capital LLC – files its own report too; $56.9m of shares are in both
EDGEWOOD MANAGEMENT LLC – files its own report too; $11.3m of shares are in both
GREAT LAKES ADVISORS, LLC – files its own report too; $10.1m of shares are in both
LAZARD ASSET MANAGEMENT LLC – files its own report too; $626.6k of shares are in both
Natixis Investment Managers, LLC – files its own report too
ATLANTA CAPITAL MANAGEMENT CO L L C – reports through this filing
EAGLE ASSET MANAGEMENT INC – reports through this filing
PARAMETRIC PORTFOLIO ASSOCIATES LLC – reports through this filing

Also in the report of:

AQR CAPITAL MANAGEMENT LLC – $129.7m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q1 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SERIES PORTFOLIOS TR ELDRIDGE BBB B CLOZ	CLOZ	1,623,358	$43.1m3.55%	3.55%	Added +281.1k	+281,081 20.9%
2	VANGUARD INDEX FDS VALUE ETF VTV	VTV	217,179	$37.5m3.09%	3.09%	Reduced -974	-974 -0.5%
3	ARES ACQUISITION CORP II SHS CLASS A KDK	KDK	2,832,247	$31.6m2.60%	2.60%	Reduced -196.5k	-196,534 -6.5%
4	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	501,490	$31.1m2.56%	2.56%	Added +18.5k	+18,542 3.8%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	82,389	$30.6m2.52%	2.52%	Added +3.5k	+3,465 4.4%
6	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	592,020	$30.0m2.47%	2.47%	Added +167.2k	+167,152 39.3%
7	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	52,288	$29.2m2.41%	2.41%	Reduced -4.3k	-4,328 -7.6%
8	AGRICULTURE & NAT SOL ACQ CO SHS CL A SHS CL A		2,737,130	$29.2m2.40%	2.40%	Reduced -110.5k	-110,454 -3.9%
9	NABORS ENERGY TRANSITION COR CL A CL A		2,396,492	$26.2m2.16%	2.16%	Reduced -108.3k	-108,295 -4.3%
10	MERCK & CO INC COM MRK	MRK	291,300	$26.1m2.15%	2.15%	Reduced -852	-852 -0.3%
11	APPLE INC COM AAPL	AAPL	116,127	$25.8m2.12%	2.12%	Reduced -22.8k	-22,791 -16.4%
12	NVIDIA CORPORATION COM NVDA	NVDA	177,279	$19.2m1.58%	1.58%	Reduced -23.3k	-23,328 -11.6%
13	MICROSOFT CORP COM MSFT	MSFT	50,796	$19.1m1.57%	1.57%	Reduced -13.5k	-13,469 -21.0%
14	AMAZON COM INC COM AMZN	AMZN	87,733	$16.7m1.37%	1.37%	Reduced -13.1k	-13,094 -13.0%
15	HAYMAKER ACQUISITION CORP IV CLASS A 2680812D	2680812D	1,420,254	$15.6m1.29%	1.29%	Reduced -104.0k	-103,994 -6.8%
16	LEGATO MERGER CORP III ORD SHS ORD SHS		1,407,134	$14.8m1.22%	1.22%	Reduced -29.2k	-29,225 -2.0%
17	CENTURION ACQUISITION CORP SHS CL A ALF	ALF	1,332,323	$13.6m1.12%	1.12%	Reduced -55.8k	-55,774 -4.0%
18	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	77,522	$13.4m1.10%	1.10%	Reduced -290	-290 -0.4%
19	META PLATFORMS INC CL A META	META	21,692	$12.5m1.03%	1.03%	Reduced -2.8k	-2,824 -11.5%
20	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	19,558	$10.4m0.86%	0.86%	Reduced -2.0k	-1,992 -9.2%
21	LIONHEART HOLDINGS SHS CL A CUB	CUB	1,010,590	$10.4m0.85%	0.85%	Reduced -66.9k	-66,900 -6.2%
22	GP-ACT III ACQUISITION CORP CL A GPAT	GPAT	893,299	$9.2m0.76%	0.76%	Reduced -46.3k	-46,292 -4.9%
23	CME GROUP INC COM CME	CME	34,524	$9.2m0.75%	0.75%	Reduced -10.6k	-10,575 -23.4%
24	ALPHABET INC CAP STK CL C GOOG	GOOG	58,079	$9.1m0.75%	0.75%	Reduced -23.8k	-23,844 -29.1%
25	JPMORGAN CHASE & CO COM JPM	JPM	36,181	$8.9m0.73%	0.73%	Reduced -6.2k	-6,171 -14.6%
26	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	29,255	$8.0m0.66%	0.66%	Added +5.0k	+4,968 20.5%
27	ALDEL FINL II INC CL A ALDF	ALDF	761,474	$7.7m0.63%	0.63%	New
28	ABBVIE INC COM ABBV	ABBV	34,908	$7.3m0.60%	0.60%	Reduced -3.3k	-3,313 -8.7%
29	AA MISSION ACQUISITION CORP ORD SHS CL A AAM	AAM	694,478	$7.2m0.60%	0.60%	Reduced -28.3k	-28,330 -3.9%
30	RF ACQUISITION CORP II SHS RFAI	RFAI	686,738	$7.1m0.59%	0.59%	Reduced -34.7k	-34,700 -4.8%
31	VOYAGER ACQUISITION CORP CL A CL A		689,180	$7.0m0.58%	0.58%	Reduced -18.2k	-18,160 -2.6%
32	VISA INC COM CL A V	V	19,466	$6.8m0.56%	0.56%	Reduced -3.5k	-3,478 -15.2%
33	ISHARES TR TIPS BD ETF TIP	TIP	60,628	$6.7m0.55%	0.55%	Reduced -1.6k	-1,551 -2.5%
34	UNITEDHEALTH GROUP INC COM UNH	UNH	12,676	$6.6m0.55%	0.55%	Reduced -1.5k	-1,527 -10.8%
35	GRAF GLOBAL CORP ORD SHS CL A TONT	TONT	645,970	$6.6m0.54%	0.54%	Reduced -42.4k	-42,350 -6.2%
36	LAUNCH ONE ACQUISITION CORP SHS CLASS A LPAA	LPAA	635,680	$6.5m0.53%	0.53%	Reduced -39.0k	-39,050 -5.8%
37	TAVIA ACQUISITION CORP SHS TAVI	TAVI	635,294	$6.4m0.53%	0.53%	New
38	SPARK I ACQUISITION CORP ORD SHS SPKLF	SPKLF	583,214	$6.3m0.52%	0.52%	Reduced -28.9k	-28,935 -4.7%
39	ALPHABET INC CAP STK CL A GOOGL	GOOGL	40,113	$6.2m0.51%	0.51%	Reduced -14.8k	-14,764 -26.9%
40	ALBERTSONS COS INC COMMON STOCK ACI	ACI	280,316	$6.2m0.51%	0.51%	New
41	ELI LILLY & CO COM LLY	LLY	7,433	$6.1m0.51%	0.51%	Reduced -290	-290 -3.8%
42	DYNAMIX CORP SHS CL A DYNC	DYNC	606,560	$6.0m0.50%	0.50%	New
43	ABBOTT LABS COM ABT	ABT	43,690	$5.8m0.48%	0.48%	Reduced -10.7k	-10,686 -19.6%
44	COSTCO WHSL CORP NEW COM COST	COST	6,122	$5.8m0.48%	0.48%	Reduced -1.7k	-1,720 -21.9%
45	FACT II ACQUISITION CORP ORD SHS CL A FACT	FACT	575,960	$5.8m0.48%	0.48%	New
46	RANGE CAP ACQUISITION CORP ORD SHS RANG	RANG	529,375	$5.3m0.44%	0.44%	New
47	NEWBURY STR II ACQUISITION C ORD SHS CL A NTWO	NTWO	526,884	$5.3m0.44%	0.44%	New
48	NETFLIX INC COM NFLX	NFLX	5,513	$5.1m0.42%	0.42%	Reduced -1.9k	-1,877 -25.4%
49	GOLUB CAP BDC INC COM GBDC	GBDC	325,337	$4.9m0.41%	0.41%	Added +100.0k	+100,000 44.4%
50	READY CAPITAL CORP COM RC	RC	936,193	$4.8m0.39%	0.39%	Reduced -2.8k	-2,772 -0.3%
51	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	90,365	$4.6m0.38%	0.38%	Added +3.5k	+3,538 4.1%
52	BLACK SPADE ACQUISITION II C CL A CL A		441,972	$4.5m0.37%	0.37%	Reduced -4.2k	-4,152 -0.9%
53	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	49,467	$4.5m0.37%	0.37%	Added +1.2k	+1,248 2.6%
54	MASTERCARD INCORPORATED CL A MA	MA	8,085	$4.4m0.36%	0.36%	Reduced -2.0k	-1,968 -19.6%
55	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	87,791	$4.4m0.36%	0.36%	Added +2.0k	+2,044 2.4%
56	HENNESSY CAP INVT CORP VII UNIT 99/99/9999 UNIT 99/99/9999		433,140	$4.4m0.36%	0.36%	New
57	PHILIP MORRIS INTL INC COM PM	PM	27,123	$4.3m0.35%	0.35%	Reduced -1.7k	-1,681 -5.8%
58	BROADCOM INC COM AVGO	AVGO	25,661	$4.3m0.35%	0.35%	Reduced -7.6k	-7,554 -22.7%
59	WILLOW LANE ACQUISITION CORP ORD SHS CL A WLAC	WLAC	422,754	$4.2m0.35%	0.35%	New
60	COHEN CIRCLE ACQUISITION COR SHS CL A CCIR	CCIR	372,384	$4.2m0.34%	0.34%	Reduced -57.1k	-57,069 -13.3%
61	ORACLE CORP COM ORCL	ORCL	29,672	$4.1m0.34%	0.34%	Reduced -2.9k	-2,932 -9.0%
62	JACKSON ACQUISITION CO II COM SHS CL A JACS	JACS	412,343	$4.1m0.34%	0.34%	New
63	SIM ACQUISITION CORP. I SHS CL A SIMA	SIMA	402,236	$4.1m0.34%	0.34%	Reduced -31.3k	-31,294 -7.2%
64	SERIES PORTFOLIOS TR ELDRIDGE AAA CLO CLOX	CLOX	154,134	$3.9m0.32%	0.32%	Added +1.9k	+1,923 1.3%
65	TJX COS INC NEW COM TJX	TJX	30,821	$3.8m0.31%	0.31%	Reduced -1.8k	-1,843 -5.6%
66	ISHARES TR NATIONAL MUN ETF MUB	MUB	35,410	$3.7m0.31%	0.31%	Added +727	+727 2.1%
67	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	19,221	$3.7m0.31%	0.31%	Reduced -6.7k	-6,663 -25.7%
68	ANDRETTI ACQUISITION CORP II ORD SHS CL A POLE	POLE	364,550	$3.7m0.30%	0.30%	Reduced -11.2k	-11,150 -3.0%
69	AON PLC SHS CL A AON	AON	8,907	$3.6m0.29%	0.29%	Added +2.1k	+2,117 31.2%
70	ADOBE INC COM ADBE	ADBE	9,029	$3.5m0.29%	0.29%	Reduced -635	-635 -6.6%
71	MCKESSON CORP COM MCK	MCK	5,124	$3.4m0.28%	0.28%	Reduced -405	-405 -7.3%
72	EQV VENTURES ACQUISITION COR CL A ORD SHS FTW	FTW	335,178	$3.4m0.28%	0.28%	Reduced -20.8k	-20,772 -5.8%
73	ISHARES TR CORE S&P500 ETF IVV	IVV	5,967	$3.4m0.28%	0.28%	Added +3.0k	+3,042 104.0%
74	ISHARES S&P GSCI COMMODITY- UNIT BEN INT GSG	GSG	144,259	$3.3m0.27%	0.27%	Reduced -513	-513 -0.3%
75	AMERICAN EXPRESS CO COM AXP	AXP	12,183	$3.3m0.27%	0.27%	Reduced -1.8k	-1,836 -13.1%
76	ISHARES TR S&P 500 VAL ETF IVE	IVE	17,081	$3.3m0.27%	0.27%	Added +304	+304 1.8%
77	ISHARES TR GLB INFRASTR ETF IGF	IGF	59,320	$3.2m0.27%	0.27%	Added +363	+363 0.6%
78	SPDR INDEX SHS FDS GLB NAT RESRCE GNR	GNR	60,133	$3.2m0.26%	0.26%	Reduced -2.1k	-2,084 -3.4%
79	MELAR ACQUISITION CORP. I SHS CL A MACI	MACI	312,724	$3.2m0.26%	0.26%	Reduced -13.4k	-13,418 -4.1%
80	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	19,078	$3.2m0.26%	0.26%	Reduced -4.5k	-4,482 -19.0%
81	WASTE CONNECTIONS INC COM WCN	WCN	16,125	$3.1m0.26%	0.26%	Reduced -2.1k	-2,074 -11.4%
82	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,689	$3.1m0.26%	0.26%	Added +1.2k	+1,170 21.2%
83	HOME DEPOT INC COM HD	HD	8,133	$3.0m0.25%	0.25%	Reduced -2.2k	-2,162 -21.0%
84	IB ACQUISITION CORP COM SHS IBAC	IBAC	283,579	$2.9m0.24%	0.24%	Reduced -21.8k	-21,795 -7.1%
85	EXXON MOBIL CORP COM XOM	XOM	24,108	$2.9m0.24%	0.24%	Reduced -2.2k	-2,196 -8.3%
86	CISCO SYS INC COM CSCO	CSCO	46,421	$2.9m0.24%	0.24%	Reduced -641	-641 -1.4%
87	GAUZY LTD SHS GAUZ	GAUZ	347,792	$2.8m0.23%	0.23%	New
88	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	4,123	$2.7m0.22%	0.22%	Added +282	+282 7.3%
89	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	8,680	$2.7m0.22%	0.22%	Reduced -1.1k	-1,081 -11.1%
90	SAP SE SPON ADR SAP	SAP	10,062	$2.7m0.22%	0.22%	Reduced -2.4k	-2,443 -19.5%
91	WALMART INC COM WMT	WMT	29,994	$2.6m0.22%	0.22%	Reduced -4.6k	-4,599 -13.3%
92	COCA COLA CO COM KO	KO	36,657	$2.6m0.22%	0.22%	Added +8.6k	+8,619 30.7%
93	MASTEC INC COM MTZ	MTZ	22,471	$2.6m0.22%	0.22%	Reduced -111	-111 -0.5%
94	PROCTER AND GAMBLE CO COM PG	PG	15,350	$2.6m0.22%	0.22%	Reduced -2.4k	-2,382 -13.4%
95	TESLA INC COM TSLA	TSLA	10,043	$2.6m0.21%	0.21%	Reduced -2.6k	-2,630 -20.8%
96	M3BRIGADE ACQUISITION V CORP CL A VLOS	VLOS	251,800	$2.6m0.21%	0.21%	Reduced -10.4k	-10,370 -4.0%
97	BLACKSTONE INC COM BX	BX	18,104	$2.5m0.21%	0.21%	Added +1.1k	+1,085 6.4%
98	SERVICENOW INC COM NOW	NOW	3,135	$2.5m0.21%	0.21%	Reduced -861	-861 -21.6%
99	SHELL PLC SPON ADS SHEL	SHEL	33,585	$2.5m0.20%	0.20%	Reduced -1.6k	-1,574 -4.5%
100	GE AEROSPACE COM NEW GE	GE	12,232	$2.4m0.20%	0.20%	Reduced -1.7k	-1,652 -11.9%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
ALDEL FINL II INC ALDFU	ALDFU	838,617	$8.4m838.6k shares
TAVIA ACQUISITION CORP TAVIU	TAVIU	665,644	$6.7m665.6k shares
DYNAMIX CORP DYNCU	DYNCU	623,720	$6.2m623.7k shares
FACT II ACQUISITION CORP FACTU	FACTU	605,270	$6.0m605.3k shares
RANGE CAP ACQUISITION CORP RANGU	RANGU	593,871	$6.0m593.9k shares
NEWBURY STR II ACQUISITION C NTWOU	NTWOU	542,875	$5.4m542.9k shares
QUETTA ACQUISITION CORP QETA	QETA	455,507	$4.8m455.5k shares
WILLOW LANE ACQUISITION CORP WLACU	WLACU	459,116	$4.6m459.1k shares
JACKSON ACQUISITION CO II JACS.U	JACS.U	425,913	$4.3m425.9k shares
ALPS ETF TR AMLP	AMLP	54,505	$2.6m54.5k shares
DT CLOUD ACQUISITION CORP		194,495	$2.0m194.5k shares
VALUENCE MERGER CORP I VMCAF	VMCAF	138,700	$1.6m138.7k shares
ISHARES TR IJK	IJK	13,615	$1.2m13.6k shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	18,243	$967.8k18.2k shares
FIRST TR EXCHNG TRADED FD VI EIPI	EIPI	37,958	$739.8k38.0k shares
DIGITALOCEAN HLDGS INC DOCN	DOCN	19,863	$676.7k19.9k shares
VANGUARD INTL EQUITY INDEX F VEU	VEU	11,525	$661.6k11.5k shares
POLARIS INC PII	PII	10,612	$611.5k10.6k shares
ALTAIR ENGR INC ALTR	ALTR	4,261	$464.9k4.3k shares
CLEARBRIDGE ENERGY MIDSTRM O EMO	EMO	8,901	$414.3k8.9k shares
ROBERT HALF INC. RHI	RHI	5,765	$406.2k5.8k shares
KAYNE ANDERSON ENERGY INFRST KYN	KYN	31,583	$401.4k31.6k shares
NICE LTD NICE	NICE	2,341	$397.6k2.3k shares
HOLOGIC INC HOLX	HOLX	5,494	$396.1k5.5k shares
MASCO CORP MAS	MAS	4,866	$353.1k4.9k shares