0001951586-25-000003.txt : 20250501 0001951586-25-000003.hdr.sgml : 20250501 20250501122908 ACCESSION NUMBER: 0001951586-25-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250501 DATE AS OF CHANGE: 20250501 EFFECTIVENESS DATE: 20250501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Schechter Investment Advisors, LLC CENTRAL INDEX KEY: 0001951586 ORGANIZATION NAME: EIN: 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: 25901121 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 03-31-2025 03-31-2025 Schechter Investment Advisors, LLC

111 E. MERRILL STREET SUITE 400 BIRMINGHAM MI 48009

13F COMBINATION REPORT 028-22667 0001167557 028-10120 AQR CAPITAL MANAGEMENT LLC N Alex Nunnamaker 2488336837 Alex Nunnamaker Birmingham MI 05-01-2025 8 1410 1214367860 false 11 0000932859 PARAMETRIC PORTFOLIO ASSOCIATES LLC 12 0000860561 EDGEWOOD MANAGEMENT LLC 13 0001053187 Natixis Investment Managers, LLC 14 0001078013 GREAT LAKES ADVISORS, LLC 15 0001027817 ATLANTA CAPITAL MANAGEMENT CO L L C 16 0000790502 EAGLE ASSET MANAGEMENT INC 17 0001207017 LAZARD ASSET MANAGEMENT LLC 19 0001844495 Wealthspring Capital LLC INFORMATION TABLE 2 13F-HR_3-31-2025.xml AMAZON COM INC COM Stock 023135106 130899 688 SH OTR 11 0 0 688 AMAZON COM INC COM Stock 023135106 6290438 33062 SH SOLE 0 0 0 33062 AMAZON COM INC COM Stock 023135106 10270868 53983 SH OTR 13 0 0 53983 PRUDENTIAL FINL INC COM Stock 744320102 11056 99 SH OTR 11 0 0 99 PRUDENTIAL FINL INC COM Stock 744320102 156240 1399 SH OTR 14 0 0 1399 PRUDENTIAL FINL INC COM Stock 744320102 531597 4760 SH OTR 13 0 0 4760 ULTA BEAUTY INC COM Stock 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SH OTR 13 0 0 171 VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 973846 3868 SH SOLE 0 0 0 3868 VANGUARD VALUE ETF ETF 922908744 12241673 70868 SH SOLE 0 0 0 70867 VANGUARD VALUE ETF ETF 922908744 25273721 146311 SH OTR 13 0 0 146310 VANGUARD GROWTH ETF ETF 922908736 9008524 24294 SH SOLE 0 0 0 24293 VANGUARD GROWTH ETF ETF 922908736 21542970 58095 SH OTR 13 0 0 58095 COSTAR GROUP INC COM Stock 22160N109 475 6 SH OTR 11 0 0 6 COSTAR GROUP INC COM Stock 22160N109 1822 23 SH SOLE 0 0 0 23 COSTAR GROUP INC COM Stock 22160N109 497089 6274 SH OTR 13 0 0 6274 PHILLIPS 66 COM Stock 718546104 1729 14 SH OTR 11 0 0 14 PHILLIPS 66 COM Stock 718546104 55294 448 SH SOLE 0 0 0 447 PHILLIPS 66 COM Stock 718546104 204015 1652 SH OTR 13 0 0 1652 AMERICAN TOWER CORP NEW COM REIT 03027X100 8704 40 SH OTR 11 0 0 40 AMERICAN TOWER CORP NEW COM REIT 03027X100 13274 61 SH SOLE 0 0 0 61 AMERICAN TOWER CORP NEW COM REIT 03027X100 415883 1911 SH OTR 13 0 0 1911 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 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77 WPP PLC NEW ADR ADR 92937A102 534262 14074 SH OTR 13 0 0 14074 ABBVIE INC COM Stock 00287Y109 30799 147 SH OTR 11 0 0 147 ABBVIE INC COM Stock 00287Y109 251843 1202 SH OTR 14 0 0 1202 ABBVIE INC COM Stock 00287Y109 3118266 14883 SH SOLE 0 0 0 14882 ABBVIE INC COM Stock 00287Y109 3913035 18676 SH OTR 13 0 0 18676 EVEREST CONSOLIDATOR ACQ CORP WT EXP Stock 29978K110 7013 14025 SH SOLE 0 0 0 14025 EVEREST CONSOLIDATOR ACQ CORP WT EXP Stock 29978K110 66755 133510 SH OTR 19 0 0 133510 S&P GLOBAL INC COM Stock 78409V104 21340 42 SH OTR 11 0 0 42 S&P GLOBAL INC COM Stock 78409V104 39124 77 SH SOLE 0 0 0 77 S&P GLOBAL INC COM Stock 78409V104 542143 1067 SH OTR 12 0 0 1067 S&P GLOBAL INC COM Stock 78409V104 883341 1739 SH OTR 13 0 0 1738 INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF ETF 46137V548 195925 10274 SH SOLE 0 0 0 10274 MIZUHO FINANCIAL GROUP INC SPONSORED ADR ADR 60687Y109 7097 1288 SH SOLE 0 0 0 1288 MIZUHO FINANCIAL GROUP INC SPONSORED ADR ADR 60687Y109 55568 10085 SH OTR 17 0 0 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CORE S&P MID-CAP ETF ETF 464287507 5718 98 SH OTR 13 0 0 98 ISHARES CORE S&P MID-CAP ETF ETF 464287507 195473 3350 SH SOLE 0 0 0 3350 ISHARES MSCI EAFE ETF ETF 464287465 1315199 16092 SH SOLE 0 0 0 16092 APPLE INC COM Stock 037833100 303207 1365 SH OTR 11 0 0 1365 APPLE INC COM Stock 037833100 10673235 48049 SH SOLE 0 0 0 48049 APPLE INC COM Stock 037833100 14819057 66713 SH OTR 13 0 0 66713 TR ACTIVEBETA US LARGE CAP EQUITY ETF ETF 381430503 224783 2042 SH SOLE 0 0 0 2042 GSK PLC SPONSORED ADR ADR 37733W204 512685 13234 SH SOLE 0 0 0 13234 GSK PLC SPONSORED ADR ADR 37733W204 1696464 43791 SH OTR 13 0 0 43791 ABBOTT LABS COM Stock 002824100 8888 67 SH OTR 11 0 0 67 ABBOTT LABS COM Stock 002824100 2553631 19251 SH SOLE 0 0 0 19250 ABBOTT LABS COM Stock 002824100 3233011 24372 SH OTR 13 0 0 24372 DISNEY WALT CO COM Stock 254687106 8192 83 SH OTR 11 0 0 83 DISNEY WALT CO COM Stock 254687106 179733 1821 SH OTR 14 0 0 1821 DISNEY WALT CO COM Stock 254687106 194649 1972 SH SOLE 0 0 0 1972 DISNEY WALT CO COM Stock 254687106 1292023 13090 SH OTR 13 0 0 13090 RAYMOND JAMES FINL INC COM Stock 754730109 11668 84 SH SOLE 0 0 0 84 RAYMOND JAMES FINL INC COM Stock 754730109 211421 1522 SH OTR 13 0 0 1522 BOOKING HOLDINGS INC COM Stock 09857L108 9214 2 SH OTR 11 0 0 2 BOOKING HOLDINGS INC COM Stock 09857L108 13821 3 SH SOLE 0 0 0 3 BOOKING HOLDINGS INC COM Stock 09857L108 234952 51 SH OTR 14 0 0 51 BOOKING HOLDINGS INC COM Stock 09857L108 1672308 363 SH OTR 13 0 0 363 ISHARES RUSSELL 1000 ETF ETF 464287622 521458 1700 SH SOLE 0 0 0 1700 MARSH & MCLENNAN COS INC COM Stock 571748102 7565 31 SH OTR 11 0 0 31 MARSH & MCLENNAN COS INC COM Stock 571748102 202789 831 SH SOLE 0 0 0 831 MARSH & MCLENNAN COS INC COM Stock 571748102 665531 2727 SH OTR 13 0 0 2727 LIVE NATION ENTERTAINMENT INC COM Stock 538034109 1045 8 SH SOLE 0 0 0 8 LIVE NATION ENTERTAINMENT INC COM Stock 538034109 259462 1987 SH OTR 13 0 0 1987 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 1209889 6430 SH SOLE 0 0 0 6430