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Matrix Asset Advisors (David Katz) - FilingSpy
Matrix Asset Advisors
David Katz
$768.75M
13F
2021 Q4
17 of 53 quarters
Overview
Activity
Holdings
84 Positions
Total: $768.75M
Show $
MSFT
CVS
JPM
ABBV
CSCO
QCOM
CMCSA
USB
GOOG
KO
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TFC
AAPL
K
GS
TEL
FDX
MS
CVX
TMO
META
PEP
PNC
STT
FISV
MRK
AMGN
VZ
BDX
WFC
EBAY
MTB
KMB
PARA
BK
GIS
ZBH
ED
LHX
UL
GD
SLB
VOO
VYM
MDY
VTI
VEA
AEP
EFA
IWM
Show all 84 positions (34 more)
2 Exited Positions
Previously $17.53M
PNW
EXIT
LGVN
EXIT