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Matrix Asset Advisors (David Katz) - FilingSpy
Matrix Asset Advisors
David Katz
$670.44M
13F
2021 Q1
20 of 53 quarters
Overview
Activity
Holdings
89 Positions
Total: $670.44M
Show $
MSFT
JPM
CVS
ABBV
CSCO
USB
K
GILD
TFC
KO
PNW
GOOG
QCOM
CMCSA
PEP
AAPL
GS
FDX
CVX
TEL
MS
META
VZ
STT
EBAY
PNC
T
MRK
ZBH
TMO
WFC
GIS
KMB
ED
MDLZ
DUK
MTB
COF
PARA
FISV
JPST
LHX
BDX
MET
AMGN
GD
SLB
JMST
ISTB
MDY
Show all 89 positions (39 more)
7 Exited Positions
Previously $15.98M
IBM
EXIT
ETN
EXIT
HD
EXIT
SHV
EXIT
DIS
EXIT
ET
EXIT
OPK
EXIT
