Matrix Asset Advisors
David Katz
$768.75M
AUM
$768.75M
Positions
84
Top Position
MSFT 6.9%
Top 10
41%
Notable Trades
Largest New
AEP
American Electric Power Company, Inc.
$2.48M
Biggest Increase
CVS
CVS Health Corporation
+3.2K shares
Largest Exit
PNW
Pinnacle West Capital Corporation
238.1K shares
Biggest Decrease
PEP
Pepsico Inc
-31.9K shares