0001951586-23-000002.txt : 20230213 0001951586-23-000002.hdr.sgml : 20230213 20230213165645 ACCESSION NUMBER: 0001951586-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-22667 FILM NUMBER: 23619499 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001951586 XXXXXXXX 12-31-2022 12-31-2022 true 1 RESTATEMENT 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 02-13-2023 9 1670 1095399520 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_12-31-2022.xml AMAZON COM INC COM Stock 023135106 108360 1290 SH OTR 11 0 0 1290 AMAZON COM INC COM Stock 023135106 191604 2281 SH OTR 12 0 0 2281 AMAZON COM INC COM Stock 023135106 2766903 32939 SH SOLE 0 0 0 32939 AMAZON COM INC COM Stock 023135106 4069800 48450 SH OTR 13 0 0 48450 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 2039 14 SH SOLE 0 0 0 14 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 2913 20 SH OTR 11 0 0 20 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 239190 1642 SH OTR 13 0 0 1642 GLOBAL PMTS INC COM Stock 37940X102 1788 18 SH OTR 11 0 0 18 GLOBAL PMTS INC COM Stock 37940X102 2682 27 SH SOLE 0 0 0 27 GLOBAL PMTS INC COM Stock 37940X102 208572 2100 SH OTR 13 0 0 2100 PRUDENTIAL FINL INC COM Stock 744320102 19991 201 SH OTR 11 0 0 201 PRUDENTIAL FINL INC COM Stock 744320102 213640 2148 SH OTR 14 0 0 2148 PRUDENTIAL FINL INC COM Stock 744320102 713427 7173 SH OTR 13 0 0 7173 WYNN RESORTS LTD COM Stock 983134107 2309 28 SH OTR 11 0 0 28 WYNN RESORTS LTD COM Stock 983134107 88573 1074 SH SOLE 0 0 0 1074 WYNN RESORTS LTD COM Stock 983134107 193145 2342 SH OTR 13 0 0 2342 ULTA BEAUTY INC COM Stock 90384S303 3753 8 SH OTR 15 0 0 8 ULTA BEAUTY INC COM Stock 90384S303 13603 29 SH OTR 11 0 0 29 ULTA BEAUTY INC COM Stock 90384S303 26737 57 SH SOLE 0 0 0 57 ULTA BEAUTY INC COM Stock 90384S303 507534 1082 SH OTR 13 0 0 1082 INVESCO QQQ TRUST ETF 46090E103 909879 3417 SH SOLE 0 0 0 3417 STARBUCKS CORP COM Stock 855244109 29264 295 SH OTR 11 0 0 295 STARBUCKS CORP COM Stock 855244109 139376 1405 SH SOLE 0 0 0 1405 STARBUCKS CORP COM Stock 855244109 973572 9814 SH OTR 13 0 0 9814 SEMPRA COM Stock 816851109 1082 7 SH OTR 11 0 0 7 SEMPRA COM Stock 816851109 5409 35 SH SOLE 0 0 0 35 SEMPRA COM Stock 816851109 216974 1404 SH OTR 13 0 0 1404 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 2022 33 SH SOLE 0 0 0 33 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 8945 146 SH OTR 11 0 0 146 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 240117 3919 SH OTR 14 0 0 3919 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 887190 14480 SH OTR 13 0 0 14480 CHURCHILL DOWNS INC COM Stock 171484108 33617 159 SH OTR 13 0 0 159 CHURCHILL DOWNS INC COM Stock 171484108 55818 264 SH OTR 16 0 0 264 CHURCHILL DOWNS INC COM Stock 171484108 428357 2026 SH SOLE 0 0 0 2026 ELEVANCE HEALTH INC COM Stock 036752103 9746 19 SH OTR 11 0 0 19 ELEVANCE HEALTH INC COM Stock 036752103 25649 50 SH SOLE 0 0 0 50 ELEVANCE HEALTH INC COM Stock 036752103 740729 1444 SH OTR 13 0 0 1444 ISHARES GOLD TRUST ETF 464285204 246004 7112 SH SOLE 0 0 0 7112 DOLLAR GEN CORP NEW COM Stock 256677105 10589 43 SH OTR 11 0 0 43 DOLLAR GEN CORP NEW COM Stock 256677105 111305 452 SH SOLE 0 0 0 452 DOLLAR GEN CORP NEW COM Stock 256677105 197985 804 SH OTR 14 0 0 804 DOLLAR GEN CORP NEW COM Stock 256677105 802478 3259 SH OTR 13 0 0 3258 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 2234 22 SH OTR 11 0 0 22 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 5077 50 SH SOLE 0 0 0 50 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 331495 3265 SH OTR 13 0 0 3265 VULCAN MATLS CO COM Stock 929160109 350 2 SH OTR 11 0 0 2 VULCAN MATLS CO COM Stock 929160109 682066 3895 SH OTR 13 0 0 3895 VULCAN MATLS CO COM Stock 929160109 1884665 10763 SH SOLE 0 0 0 10762 JOHNSON & JOHNSON COM Stock 478160104 78786 446 SH OTR 11 0 0 446 JOHNSON & JOHNSON COM Stock 478160104 564397 3195 SH SOLE 0 0 0 3195 JOHNSON & JOHNSON COM Stock 478160104 3909425 22131 SH OTR 13 0 0 22130 FLEETCOR TECHNOLOGIES INC COM Stock 339041105 1653 9 SH SOLE 0 0 0 9 FLEETCOR TECHNOLOGIES INC COM Stock 339041105 1837 10 SH OTR 11 0 0 10 FLEETCOR TECHNOLOGIES INC COM Stock 339041105 330808 1801 SH OTR 13 0 0 1801 LKQ CORP COM Stock 501889208 4967 93 SH SOLE 0 0 0 93 LKQ CORP COM Stock 501889208 6676 125 SH OTR 15 0 0 125 LKQ CORP COM Stock 501889208 518397 9706 SH OTR 13 0 0 9706 WASTE MGMT INC DEL COM Stock 94106L109 13962 89 SH OTR 11 0 0 89 WASTE MGMT INC DEL COM Stock 94106L109 31847 203 SH SOLE 0 0 0 203 WASTE MGMT INC DEL COM Stock 94106L109 465347 2966 SH OTR 13 0 0 2966 ABB LTD SPONSORED ADR ADR 000375204 50076 1644 SH OTR 17 0 0 1644 ABB LTD SPONSORED ADR ADR 000375204 840330 27588 SH OTR 13 0 0 27588 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 43708 229 SH OTR 13 0 0 228 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 2002256 10473 SH SOLE 0 0 0 10472 THOMSON REUTERS CORP. 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435894 SCHULTZE SPL PURP ACQ CORP II UNIT EXP 032528 Stock 808212203 1550203 153790 SH OTR 19 0 0 153790 FRANKLIN BSP RLTY TR INC COMMON STOCK REIT 35243J101 2965297 229868 SH SOLE 0 0 0 229868 BLACK MOUNTAIN ACQ CORP UNIT Stock 09216A207 708538 69601 SH OTR 19 0 0 69601 COMPASS DIGITAL ACQUISITN CORP UNIT EX 092926 Stock G2476C115 137112 13794 SH OTR 19 0 0 13794 PEPPERLIME HEALTH ACQUSTN CORP UNIT Stock G70021129 386054 38110 SH OTR 19 0 0 38110 FTAC HERA ACQUISITION CORP CLASS A ORD SHS Stock G3728Y103 2867429 283623 SH OTR 19 0 0 283623 ENTERPRISE 4.0 TEC ACQSTN CORP UNIT EX 101426 Stock G3137C122 906297 87990 SH OTR 19 0 0 87990 NEWCOURT ACQUISITION CORP UNIT EX 102026 Stock G6448C111 530920 52000 SH OTR 19 0 0 52000 EXCELFIN ACQUISITION CORP UNIT EX 102528 Stock 30069X201 191964 18820 SH OTR 19 0 0 18820 M3 BRIGADE ACQUISITION III UNIT Stock 55407R202 710910 71020 SH OTR 19 0 0 71020 PYROPHYTE ACQUISITION CORP UNIT Stock G7308P119 603971 59740 SH OTR 19 0 0 59740 LAVA MEDTECH 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