Matrix Asset Advisors
David Katz
$710.23M
AUM
$710.23M
Positions
81
Top Position
MSFT 6.4%
Top 10
40%
Notable Trades
Largest New
VOO
Vanguard Index Funds
$2.54M
Biggest Increase
MSFT
Microsoft Corporation
+346 shares
Largest Exit
DUK
Duke Energy Corporation
53.0K shares
Biggest Decrease
EFA
iShares Trust
-6.7K shares