0001951586-23-000003.txt : 20230428 0001951586-23-000003.hdr.sgml : 20230428 20230428110859 ACCESSION NUMBER: 0001951586-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230428 DATE AS OF CHANGE: 20230428 EFFECTIVENESS DATE: 20230428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Schechter Investment Advisors, LLC CENTRAL INDEX KEY: 0001951586 IRS NUMBER: 463874175 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22667 FILM NUMBER: 23861745 BUSINESS ADDRESS: STREET 1: 111 E. MERRILL STREET STREET 2: SUITE 400 CITY: BIRMINGHAM STATE: MI ZIP: 48009 BUSINESS PHONE: 2487319500 MAIL ADDRESS: STREET 1: 111 E. MERRILL STREET STREET 2: SUITE 400 CITY: BIRMINGHAM STATE: MI ZIP: 48009 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001951586 XXXXXXXX 03-31-2023 03-31-2023 Schechter Investment Advisors, LLC

111 E. MERRILL STREET SUITE 400 BIRMINGHAM MI 48009

13F HOLDINGS REPORT 028-22667 N Katie Rotach 248-731-9571 Katie Rotach Birmingham MI 04-28-2023 9 1443 1080581489 false 11 0000932859 028-04558 PARAMETRIC PORTFOLIO ASSOCIATES LLC 12 0000860561 028-02602 EDGEWOOD MANAGEMENT LLC 13 0001053187 028-06808 Natixis Investment Managers, LLC 14 0001078013 028-05229 GREAT LAKES ADVISORS, LLC 15 0001027817 028-05936 ATLANTA CAPITAL MANAGEMENT CO L L C 16 0000790502 028-01666 EAGLE ASSET MANAGEMENT INC 17 0001207017 028-10469 LAZARD ASSET MANAGEMENT LLC 18 0001015079 028-05620 BRANDES INVESTMENT PARTNERS, LP 19 0001844495 028-20944 Wealthspring Capital LLC INFORMATION TABLE 2 13F-HR_3-31-2023.xml AMAZON COM INC COM Stock 023135106 169499 1641 SH OTR 11 0 0 1641 AMAZON COM INC COM Stock 023135106 3439556 33300 SH SOLE 0 0 0 33299 AMAZON COM INC COM Stock 023135106 6694052 64808 SH OTR 13 0 0 64808 GLOBAL PMTS INC COM Stock 37940X102 2631 25 SH OTR 11 0 0 25 GLOBAL PMTS INC COM Stock 37940X102 217649 2068 SH OTR 13 0 0 2068 PRUDENTIAL FINL INC COM Stock 744320102 16631 201 SH OTR 11 0 0 201 PRUDENTIAL FINL INC COM Stock 744320102 138838 1678 SH OTR 14 0 0 1678 PRUDENTIAL FINL INC COM Stock 744320102 579263 7001 SH OTR 13 0 0 7001 WYNN RESORTS LTD COM Stock 983134107 3133 28 SH OTR 11 0 0 28 WYNN RESORTS LTD COM Stock 983134107 107322 959 SH SOLE 0 0 0 959 WYNN RESORTS LTD COM Stock 983134107 282013 2520 SH OTR 13 0 0 2520 ULTA BEAUTY INC COM Stock 90384S303 4365 8 SH OTR 15 0 0 8 ULTA BEAUTY INC COM Stock 90384S303 12550 23 SH OTR 11 0 0 23 ULTA BEAUTY INC COM Stock 90384S303 597509 1095 SH OTR 13 0 0 1095 INVESCO QQQ TRUST ETF 46090E103 892827 2782 SH SOLE 0 0 0 2782 STARBUCKS CORP COM Stock 855244109 30718 295 SH OTR 11 0 0 295 STARBUCKS CORP COM Stock 855244109 172543 1657 SH SOLE 0 0 0 1657 STARBUCKS CORP COM Stock 855244109 1087454 10443 SH OTR 13 0 0 10443 SEMPRA COM Stock 816851109 0 0 SH SOLE 0 0 0 0 SEMPRA COM Stock 816851109 1058 7 SH OTR 11 0 0 7 SEMPRA COM Stock 816851109 246693 1632 SH OTR 13 0 0 1632 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 687 11 SH SOLE 0 0 0 10 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 9118 146 SH OTR 11 0 0 146 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 274905 4402 SH OTR 14 0 0 4402 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 1032611 16535 SH OTR 13 0 0 16534 LOUISIANA PAC CORP COM Stock 546347105 648731 11967 SH OTR 13 0 0 11967 CHURCHILL DOWNS INC COM Stock 171484108 67861 264 SH OTR 16 0 0 264 CHURCHILL DOWNS INC COM Stock 171484108 102820 400 SH OTR 13 0 0 400 CHURCHILL DOWNS INC COM Stock 171484108 520269 2024 SH SOLE 0 0 0 2024 ELEVANCE HEALTH INC COM Stock 036752103 6437 14 SH OTR 11 0 0 14 ELEVANCE HEALTH INC COM Stock 036752103 32493 71 SH SOLE 0 0 0 70 ELEVANCE HEALTH INC COM Stock 036752103 640981 1394 SH OTR 13 0 0 1394 ISHARES GOLD TRUST ETF 464285204 265775 7112 SH SOLE 0 0 0 7112 DOLLAR GEN CORP NEW COM Stock 256677105 3578 17 SH OTR 11 0 0 17 DOLLAR GEN CORP NEW COM Stock 256677105 54088 257 SH SOLE 0 0 0 257 DOLLAR GEN CORP NEW COM Stock 256677105 83763 398 SH OTR 14 0 0 398 DOLLAR GEN CORP NEW COM Stock 256677105 534162 2538 SH OTR 13 0 0 2538 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 864 16 SH SOLE 0 0 0 16 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 1836 34 SH OTR 11 0 0 34 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 368996 6832 SH OTR 13 0 0 6832 VULCAN MATLS CO COM Stock 929160109 343 2 SH OTR 11 0 0 2 VULCAN MATLS CO COM Stock 929160109 703346 4100 SH OTR 13 0 0 4099 VULCAN MATLS CO COM Stock 929160109 1792293 10447 SH SOLE 0 0 0 10447 JOHNSON & JOHNSON COM Stock 478160104 54870 354 SH OTR 11 0 0 354 JOHNSON & JOHNSON COM Stock 478160104 422582 2726 SH SOLE 0 0 0 2726 JOHNSON & JOHNSON COM Stock 478160104 2480275 16002 SH OTR 13 0 0 16001 FLEETCOR TECHNOLOGIES INC COM Stock 339041105 2109 10 SH OTR 11 0 0 10 FLEETCOR TECHNOLOGIES INC COM Stock 339041105 406519 1928 SH OTR 13 0 0 1928 LKQ CORP COM Stock 501889208 7095 125 SH OTR 15 0 0 125 LKQ CORP COM Stock 501889208 557440 9821 SH OTR 13 0 0 9821 WASTE MGMT INC DEL COM Stock 94106L109 14522 89 SH OTR 11 0 0 89 WASTE MGMT INC DEL COM Stock 94106L109 33613 206 SH SOLE 0 0 0 206 WASTE MGMT INC DEL COM Stock 94106L109 489891 3002 SH OTR 13 0 0 3002 ABB LTD SPONSORED ADR ADR 000375204 56389 1644 SH OTR 17 0 0 1644 ABB LTD SPONSORED ADR ADR 000375204 951756 27748 SH OTR 13 0 0 27748 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 21555 106 SH OTR 13 0 0 105 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 2142173 10496 SH SOLE 0 0 0 10495 THOMSON REUTERS CORP. 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