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Matrix Asset Advisors (David Katz) - FilingSpy
Matrix Asset Advisors
David Katz
$691.42M
13F
2023 Q1
12 of 53 quarters
Overview
Activity
Holdings
93 Positions
Total: $691.42M
Show $
MSFT
JPM
CSCO
GILD
CMCSA
QCOM
ABBV
AAPL
BK
MS
CVS
USB
PNC
GOOG
APD
BKNG
PYPL
GS
TEL
AMZN
FDX
TMO
MDT
AEP
SBUX
MTB
AMGN
ZBH
HD
META
UNP
BDX
TXN
TSN
PARA
FISV
WFC
UL
EBAY
GD
VOO
LHX
VYM
VEA
KO
TCHP
IWF
MDY
IWM
IWR
Show all 93 positions (43 more)
6 Exited Positions
Previously $39.19M
TFC
EXIT
KMB
EXIT
SLB
EXIT
VTI
EXIT
VXF
EXIT
CL
EXIT
