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Alex Nunnamaker

@Schechter Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.357BTotal holdings678
Assets growth rate2.25%Assets growth rate (2-Q avg)0.8%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Schechter Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 678 positions.

Assets under management

The assets under management (AUM) of Schechter Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.357B in assets, with a quarterly growth rate of 2.25% and a 2-quarter average growth rate of 0.8%. The portfolio is managed by Alex Nunnamaker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc Com
Recent Activity
Increased 3.96%
4.46%
$60.404M
259,244 shares@ $233.0 avg price
AACT
Ares Acquisition Corp Ii Shs Class A
Recent Activity
Decreased -6.94%
2.72%
$36.904M
3.408M shares@ $10.84 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.28%
2.71%
$36.708M
210,276 shares@ $174.58 avg price
MRK
Merck & Co Inc Com
Recent Activity
Decreased -0.33%
2.47%
$33.422M
294,311 shares@ $113.57 avg price
ANSC
Agriculture & Nat Sol Acq Corp Shs Cl A
Recent Activity
Decreased -21.76%
2.42%
$32.76M
3.165M shares@ $10.35 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -3.57%
2.41%
$32.662M
56,927 shares@ $573.76 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -0.69%
2.3%
$31.207M
81,282 shares@ $383.93 avg price
VXUS
Vanguard Total International Stock Etf
Recent Activity
Increased 0.89%
2.23%
$30.235M
467,025 shares@ $64.75 avg price
NETD
Nabors Energy Transition Corp Cl A
Recent Activity
Decreased -5.22%
2.1%
$28.499M
2.673M shares@ $10.66 avg price
MSFT
Microsoft Corp Com
Recent Activity
Decreased -2.14%
2.1%
$28.461M
66,141 shares@ $430.31 avg price

1-10 of 678