Matrix Asset Advisors
David Katz
$716.13M
AUM
$716.13M
Positions
74
Top Position
JPM 4.5%
Top 10
36%
Notable Trades
Largest New
CAT
Caterpillar Inc
$9.05M
Biggest Increase
JPM
JPMorgan Chase & Co.
+3.1K shares
Largest Exit
CAPC
Capstone Companies, Inc.
1.08M shares
Biggest Decrease
SCHW
The Charles Schwab Corporation
-183.8K shares