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Schechter Investment Advisors, LLC

SEC CIK
0001951586
Latest filing
May 1, 2025

AAPL holding history

Apple Inc. in every 13F filed by Schechter Investment Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q1 2025 holdings

Shares (Q1 2025)
116,127
Value
$25.8M
% of portfolio
2.1%
Quarters held
14
Since Q4 2021
Holdings of AAPL by Schechter Investment Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025116,127$25.8M2.1%−22,791−16.4%ReducedHolders
Q4 2024138,918$34.8M2.7%−120,326−46.4%ReducedHolders
Q3 2024259,244$60.4M4.5%+9,866+4.0%AddedHolders
Q2 2024249,378$52.5M4.0%−991−0.4%ReducedHolders
Q1 2024250,369$42.9M3.2%−1,611−0.6%ReducedHolders
Q4 2023251,980$48.5M4.2%−4,443−1.7%ReducedHolders
Q3 2023256,423$43.9M4.3%+5,040+2.0%AddedHolders
Q2 2023251,383$48.8M4.4%+1,594+0.6%AddedHolders
Q1 2023249,789$41.2M3.8%+11,947+5.0%AddedHolders
Q4 2022237,842$30.9M2.8%+52,669+28.4%AddedHolders
Q3 2022185,173$25.6M2.5%+14,625+8.6%AddedHolders
Q2 2022170,548$23.3M2.3%+3,054+1.8%AddedHolders
Q1 2022167,494$29.2M2.7%+3,245+2.0%AddedHolders
Q4 2021164,249$29.2M2.6%–No prior filingHolders