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Matrix Asset Advisors (David Katz) - FilingSpy
Matrix Asset Advisors
David Katz
$836.49M
13F
2024 Q1
8 of 53 quarters
Overview
Activity
Holdings
100 Positions
Total: $836.49M
Show $
MSFT
JPM
QCOM
BK
CMCSA
MS
PNC
USB
ABBV
CSCO
GOOG
AAPL
GILD
CVS
AMZN
META
AEP
GS
HD
MDT
TXN
PYPL
NEE
FDX
UNP
TEL
WFC
MTB
ZBH
LHX
SBUX
UNH
TMO
AMGN
GD
VOO
PFE
VEA
RTX
VYM
BDX
DUK
FISV
IWF
PARA
IWR
TSN
MDY
IJR
IWM
Show all 100 positions (50 more)
3 Exited Positions
Previously $21.66M
APD
EXIT
EBAY
EXIT
TSLA
EXIT
