Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SCHECHTER INVESTMENT ADVISORS LLC 05-06-2024 03-31-2024 1452 1,336,321,478
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INTUITIVE SURGICAL INC COM NEW Stock 251 $1,789,386 4,484 0.00 0.00 -338 -7.01 03-31-2024
DANAHER CORPORATION COM Stock 252 $1,787,855 7,159 0.00 0.00 -360 -4.79 03-31-2024
CATERPILLAR INC COM Stock 253 $1,780,576 4,859 0.00 0.00 -596 -10.93 03-31-2024
AGCO CORP COM Stock 254 $1,778,377 14,456 0.00 0.00 576 4.15 03-31-2024
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