Schechter Investment Advisors, LLC

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Alex Nunnamaker - Inv. Tech. Manager
Location
Birmingham
Holdings as of
March 31, 2024
Value $
$1.33B
Num holdings
654
Date filed
5/6/2024, 10:52 AM
Description
All US holdings of this investor are reported in this report.
Previous filing
Q4 2023 - Jan 17, 2024
Next filing
Q2 2024 - Aug 12, 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q1 compared to 2023 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Alex Nunnamaker Inv. Tech. Manager Birmingham, Michigan 5/6/2024

Other Included Managers (8):

Num Name File Number
11 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558
12 EDGEWOOD MANAGEMENT LLC 028-02602
13 Natixis Investment Managers, LLC 028-06808
14 GREAT LAKES ADVISORS, LLC 028-05229
15 ATLANTA CAPITAL MANAGEMENT CO L L C 028-05936
16 EAGLE ASSET MANAGEMENT INC 028-01666
17 LAZARD ASSET MANAGEMENT LLC 028-10469
19 Wealthspring Capital LLC 028-20944