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Matrix Asset Advisors (David Katz) - FilingSpy
Matrix Asset Advisors
David Katz
$710.23M
13F
2021 Q3
18 of 53 quarters
Overview
Activity
Holdings
81 Positions
Total: $710.23M
Show $
MSFT
JPM
CVS
USB
CSCO
ABBV
GILD
K
TFC
CMCSA
GOOG
KO
QCOM
AAPL
PNW
PEP
GS
MS
META
PARA
TEL
MRK
VZ
CVX
PNC
TMO
EBAY
STT
WFC
FDX
MTB
KMB
FISV
ZBH
ED
GIS
BK
BDX
AMGN
LHX
GD
SLB
VYM
MDY
VOO
VTI
VEA
IWM
EFA
COF
Show all 81 positions (31 more)
4 Exited Positions
Previously $5.95M
DUK
EXIT
DISCA
EXIT
SPYX
EXIT
T
EXIT
