0001951586-23-000004.txt : 20230726 0001951586-23-000004.hdr.sgml : 20230726 20230726094617 ACCESSION NUMBER: 0001951586-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230726 DATE AS OF CHANGE: 20230726 EFFECTIVENESS DATE: 20230726 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: 231110323 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 06-30-2023 06-30-2023 Schechter Investment Advisors, LLC

111 E. MERRILL STREET SUITE 400 BIRMINGHAM MI 48009

13F HOLDINGS REPORT 028-22667 N Katie Rotach 248-731-9500 Katie Rotach BIrmingham MI 07-26-2023 9 1456 1113603616 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_6-30-2023.xml AMAZON COM INC COM Stock 023135106 213921 1641 SH OTR 11 0 0 1641 AMAZON COM INC COM Stock 023135106 4159048 31904 SH SOLE 0 0 0 31904 AMAZON COM INC COM Stock 023135106 10157694 77920 SH OTR 13 0 0 77920 GLOBAL PMTS INC COM Stock 37940X102 1773 18 SH OTR 11 0 0 18 GLOBAL PMTS INC COM Stock 37940X102 2759 28 SH SOLE 0 0 0 28 GLOBAL PMTS INC COM Stock 37940X102 232137 2356 SH OTR 13 0 0 2356 PRUDENTIAL FINL INC COM Stock 744320102 12527 142 SH OTR 11 0 0 142 PRUDENTIAL FINL INC COM Stock 744320102 145034 1644 SH OTR 14 0 0 1644 PRUDENTIAL FINL INC COM Stock 744320102 621686 7047 SH OTR 13 0 0 7047 WYNN RESORTS LTD COM Stock 983134107 2957 28 SH OTR 11 0 0 28 WYNN RESORTS LTD COM Stock 983134107 101536 961 SH SOLE 0 0 0 961 WYNN RESORTS LTD COM Stock 983134107 264990 2509 SH OTR 13 0 0 2509 ULTA BEAUTY INC COM Stock 90384S303 2824 6 SH OTR 15 0 0 6 ULTA BEAUTY INC COM Stock 90384S303 10353 22 SH OTR 11 0 0 22 ULTA BEAUTY INC COM Stock 90384S303 608479 1293 SH OTR 13 0 0 1293 INVESCO QQQ TRUST SERIES I ETF 46090E103 1027726 2782 SH SOLE 0 0 0 2782 STARBUCKS CORP COM Stock 855244109 30312 306 SH OTR 11 0 0 306 STARBUCKS CORP COM Stock 855244109 145420 1468 SH SOLE 0 0 0 1468 STARBUCKS CORP COM Stock 855244109 1013903 10235 SH OTR 13 0 0 10235 SEMPRA COM Stock 816851109 1019 7 SH OTR 11 0 0 7 SEMPRA COM Stock 816851109 235565 1618 SH OTR 13 0 0 1618 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 0 0 SH SOLE 0 0 0 0 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 9141 146 SH OTR 11 0 0 146 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 269974 4312 SH OTR 14 0 0 4312 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 1026240 16391 SH OTR 13 0 0 16390 LOUISIANA PAC CORP COM Stock 546347105 4574 61 SH SOLE 0 0 0 61 LOUISIANA PAC CORP COM Stock 546347105 1210927 16150 SH OTR 13 0 0 16150 CHURCHILL DOWNS INC COM Stock 171484108 72786 523 SH OTR 16 0 0 523 CHURCHILL DOWNS INC COM Stock 171484108 115929 833 SH OTR 13 0 0 833 CHURCHILL DOWNS INC COM Stock 171484108 555010 3988 SH SOLE 0 0 0 3988 ELEVANCE HEALTH INC COM Stock 036752103 6220 14 SH OTR 11 0 0 14 ELEVANCE HEALTH INC COM Stock 036752103 30656 69 SH SOLE 0 0 0 69 ELEVANCE HEALTH INC COM Stock 036752103 437181 984 SH OTR 13 0 0 984 ISHARES GOLD TRUST ETF 464285204 258806 7112 SH SOLE 0 0 0 7112 DOLLAR GEN CORP NEW COM Stock 256677105 2886 17 SH OTR 11 0 0 17 DOLLAR GEN CORP NEW COM Stock 256677105 23090 136 SH SOLE 0 0 0 136 DOLLAR GEN CORP NEW COM Stock 256677105 66384 391 SH OTR 14 0 0 391 DOLLAR GEN CORP NEW COM Stock 256677105 399389 2352 SH OTR 13 0 0 2352 GRUPO TELEVISA S A B SPON ADR REP ORD ADR 40049J206 81346 15857 SH OTR 13 0 0 15857 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 919 16 SH SOLE 0 0 0 16 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 1953 34 SH OTR 11 0 0 34 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 385193 6706 SH OTR 13 0 0 6706 VULCAN MATLS CO COM Stock 929160109 451 2 SH OTR 11 0 0 2 VULCAN MATLS CO COM Stock 929160109 907836 4027 SH OTR 13 0 0 4026 VULCAN MATLS CO COM Stock 929160109 2296978 10189 SH SOLE 0 0 0 10188 JOHNSON & JOHNSON COM Stock 478160104 58760 355 SH OTR 11 0 0 355 JOHNSON & JOHNSON COM Stock 478160104 453525 2740 SH SOLE 0 0 0 2740 JOHNSON & JOHNSON COM Stock 478160104 2964906 17913 SH OTR 13 0 0 17912 FLEETCOR TECHNOLOGIES INC COM Stock 339041105 2511 10 SH OTR 11 0 0 10 FLEETCOR TECHNOLOGIES INC COM Stock 339041105 3766 15 SH SOLE 0 0 0 15 FLEETCOR TECHNOLOGIES INC COM Stock 339041105 501407 1997 SH OTR 13 0 0 1997 TAKE-TWO INTERACTIVE SOFTWARE COM Stock 874054109 2796 19 SH SOLE 0 0 0 19 TAKE-TWO INTERACTIVE SOFTWARE COM Stock 874054109 3238 22 SH OTR 11 0 0 22 TAKE-TWO INTERACTIVE SOFTWARE COM Stock 874054109 237516 1614 SH OTR 13 0 0 1614 LKQ CORP COM Stock 501889208 3438 59 SH SOLE 0 0 0 59 LKQ CORP COM Stock 501889208 7284 125 SH OTR 15 0 0 125 LKQ CORP COM Stock 501889208 589925 10124 SH OTR 13 0 0 10124 WASTE MGMT INC DEL COM Stock 94106L109 15434 89 SH OTR 11 0 0 89 WASTE MGMT INC DEL COM Stock 94106L109 32776 189 SH SOLE 0 0 0 189 WASTE MGMT INC DEL COM Stock 94106L109 513567 2961 SH OTR 13 0 0 2961 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 5641 26 SH OTR 13 0 0 25 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 2300231 10442 SH SOLE 0 0 0 10442 THOMSON REUTERS CORP. 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