Matrix Asset Advisors
David Katz
$565.42M
AUM
$565.42M
Positions
75
Top Position
JPM 5.2%
Top 10
39%
Notable Trades
Largest New
EFA
iShares Trust
$349.0K
Biggest Increase
WFC
Wells Fargo & Company
+10.8K shares
Largest Exit
MDY
SPDR S&P Midcap 400 ETF Trust
4.5K shares
Biggest Decrease
PFE
Pfizer Inc.
-201.9K shares