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Matrix Asset Advisors (David Katz) - FilingSpy
Matrix Asset Advisors
David Katz
$695.79M
13F
2021 Q2
19 of 53 quarters
Overview
Activity
Holdings
81 Positions
Total: $695.79M
Show $
MSFT
JPM
CVS
ABBV
CSCO
USB
GILD
K
CMCSA
QCOM
GOOG
KO
TFC
PNW
PEP
AAPL
GS
PARA
META
MS
FDX
MRK
TEL
VZ
CVX
EBAY
PNC
STT
WFC
TMO
KMB
ZBH
MTB
GIS
FISV
ED
BDX
AMGN
DUK
LHX
SLB
GD
BK
MDY
VYM
EFA
IWM
COF
CGEN
AMZN
Show all 81 positions (31 more)
13 Exited Positions
Previously $30.34M
MDLZ
EXIT
JPST
EXIT
MET
EXIT
JMST
EXIT
ISTB
EXIT
IGSB
EXIT
SUB
EXIT
SHY
EXIT
MUNI
EXIT
UPS
EXIT
IGIB
EXIT
BSV
EXIT
IEI
EXIT
