Schechter Investment Advisors, LLC
CIK: 0001951586SEC EDGAR →
Portfolio Value
$1.2B
Holdings
636
As of
Q1 2025
New Positions
53
Closed Positions
80
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | — NABORS ENERGY TRANSITION CORP WT EXP 090128 | 479,560 | $190.4M | 15.68% |
| 2 | — ARES ACQUISITION CORP II WT EXP | 639,335 | $185.4M | 15.27% |
| 3 | GP-ACT III ACQUISITION CORP WT EXP 051329 | 676,139 | $125.8M | 10.36% |
| 4 | ALDEL FINL II INC WT EXP 092631 | 405,765 | $121.7M | 10.02% |
| 5 | — AGRICULTURE & NAT SOL ACQ CORP WT EXP 100128 | 392,050 | $117.6M | 9.69% |
| 6 | CENTURION ACQUISITION CORP WT EXP 053132 | 682,679 | $102.4M | 8.43% |
| 7 | JACKSON ACQUISITION CO II RT | 412,343 | $96.0M | 7.91% |
| 8 | RANGE CAP ACQUISITION CORP RT EXP | 559,575 | $95.1M | 7.83% |
| 9 | TAVIA ACQUISITION CORP RT EXP 112629 | 644,564 | $77.4M | 6.37% |
| 10 | — LIONHEART HOLDINGS WT EXP 060731 | 531,695 | $63.9M | 5.26% |
Quarterly Changes
Top Buys
New Positions (53)
$121.7M · 406K shares
$96.0M · 412K shares
$95.1M · 560K shares
$77.4M · 645K shares
NEWBURY STR II ACQUISITION COR WT EXP 060131
$58.0M · 263K shares
$51.9M · 288K shares
$49.4M · 217K shares
$7.7M · 761K shares
$6.4M · 635K shares
$6.2M · 280K shares
$6.0M · 607K shares
$5.8M · 576K shares
$5.3M · 529K shares
NEWBURY STR II ACQUISITION COR ORD SHS CL A
$5.3M · 527K shares
$4.4M · 433K shares
$4.2M · 423K shares
$4.1M · 412K shares
$2.8M · 348K shares
$2.3M · 232K shares
$1.4M · 137K shares
$1.3M · 51K shares
$1.2M · 4K shares
$1.1M · 3K shares
$819K · 11K shares
$692K · 12K shares
$671K · 3K shares
$564K · 4K shares
$491K · 3K shares
$442K · 9K shares
$428K · 5K shares
$396K · 4K shares
$386K · 701 shares
$332K · 2K shares
$328K · 7K shares
$325K · 32K shares
$312K · 3K shares
$279K · 3K shares
$264K · 3K shares
$247K · 1K shares
$246K · 494 shares
$241K · 2K shares
$241K · 909 shares
$232K · 960 shares
$225K · 7K shares
$218K · 5K shares
$214K · 6K shares
$208K · 2K shares
$205K · 3K shares
$202K · 3K shares
$201K · 3K shares
$163K · 243K shares
$114K · 11K shares
$107K · 89K shares
Closed Positions (80)
INFLECTION PT ACQUISITN CRP II WT EXP 083129
$264.3M · 539K shares
GLOBAL STAR ACQUISITION INC RT
$46.5M · 310K shares
$27.5M · 162K shares
GLOBAL STAR ACQUISITION INC WT EXP 071528
$9.3M · 310K shares
$8.4M · 839K shares
$6.7M · 666K shares
$6.2M · 624K shares
$6.0M · 605K shares
$6.0M · 594K shares
NEWBURY STR II ACQUISITION COR UNIT EXP 102329
$5.4M · 543K shares
$4.8M · 456K shares
GOLDEN STAR ACQUISITION CORP RT
$4.8M · 15K shares
$4.6M · 459K shares
$4.3M · 426K shares
$2.6M · 55K shares
$2.0M · 194K shares
BELLEVUE LIFE SCNCS AQSTN CORP RT
$1.8M · 16K shares
VALUENCE MERGER CORP I CLASS A ORD SHS
$1.6M · 139K shares
$1.2M · 14K shares
BATTERY FUTURE ACQUISITION COR WT EXP
$1.0M · 35K shares
$968K · 18K shares
$740K · 38K shares
$677K · 20K shares
$662K · 12K shares
BELLEVUE LIFE SCNCS AQSTN CORP WT EXP 020928
$620K · 16K shares
$611K · 11K shares
$465K · 4K shares
$414K · 9K shares
$406K · 6K shares
$401K · 32K shares
$398K · 2K shares
$396K · 5K shares
$353K · 5K shares
$339K · 16K shares
$334K · 2K shares
$305K · 5K shares
$304K · 14K shares
$299K · 3K shares
$294K · 3K shares
$291K · 2K shares
$290K · 3K shares
$289K · 1K shares
$282K · 2K shares
$275K · 4K shares
$264K · 4K shares
$262K · 23K shares
$257K · 1K shares
$256K · 898 shares
$244K · 963 shares
$241K · 3K shares
$241K · 4K shares
$240K · 4K shares
$237K · 3K shares
$228K · 3K shares
$227K · 10K shares
$223K · 5K shares
$220K · 11K shares
$217K · 2K shares
$216K · 7K shares
$212K · 2K shares
$209K · 4K shares
$208K · 2K shares
$207K · 2K shares
$206K · 2K shares
$206K · 612 shares
$205K · 6K shares
$204K · 2K shares
$203K · 5K shares
$203K · 4K shares
$202K · 3K shares
$201K · 2K shares
$200K · 911 shares
$176K · 26K shares
$161K · 100K shares
COLOMBIER ACQUISITION CORP II WT EXP 112428
$158K · 99K shares
$152K · 12K shares
$77K · 16K shares
$38K · 15K shares
QOMOLANGMA ACQUISITION CORP WT EXP 092927
$0 · 105K shares
QOMOLANGMA ACQUISITION CORP RT
$0 · 105K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 211 | $2.0B | 55.1% |
| Unknown | 63 | $963.9M | 27.2% |
| Technology | 82 | $284.3M | 8.0% |
| Healthcare | 46 | $92.1M | 2.6% |
| Consumer Cyclical | 51 | $58.7M | 1.7% |
| Industrials | 64 | $50.3M | 1.4% |
| Communication Services | 21 | $45.5M | 1.3% |
| Consumer Defensive | 26 | $34.4M | 1.0% |
| Energy | 25 | $24.0M | 0.7% |
| Basic Materials | 19 | $12.8M | 0.4% |
| Utilities | 14 | $12.2M | 0.3% |
| Real Estate | 14 | $11.2M | 0.3% |