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Matrix Asset Advisors (David Katz) - FilingSpy
Matrix Asset Advisors
David Katz
$837.46M
13F
2024 Q2
7 of 53 quarters
Overview
Activity
Holdings
101 Positions
Total: $837.46M
Show $
MSFT
JPM
BK
GOOG
MS
AAPL
QCOM
CMCSA
PNC
CSCO
ABBV
USB
AMZN
MDT
META
AEP
GS
TXN
NEE
HD
FDX
SBUX
TEL
UNP
AMGN
WFC
MTB
PYPL
LHX
UNH
GILD
TMO
ZBH
VOO
TSN
PFE
VEA
GD
VYM
RTX
DUK
IWF
BDX
FISV
PEP
IWR
PARA
IJR
MDY
LOW
Show all 101 positions (51 more)
4 Exited Positions
Previously $878.1K
LBAI
EXIT
IBM
EXIT
BA
EXIT
NKE
EXIT
