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Matrix Asset Advisors (David Katz) - FilingSpy
Matrix Asset Advisors
David Katz
$899.14M
13F
2024 Q3
6 of 53 quarters
Overview
Activity
Holdings
102 Positions
Total: $899.14M
Show $
MSFT
BK
JPM
AAPL
PNC
MS
CSCO
CMCSA
USB
QCOM
MDT
GOOG
AEP
META
AMZN
SBUX
ABBV
NEE
HD
TXN
GS
PYPL
UNP
MTB
AMGN
GILD
UNH
TEL
FDX
LHX
WFC
TMO
ZBH
VOO
TSN
VEA
RTX
BDX
PFE
VYM
GD
IWF
FISV
PEP
IWR
IJR
LOW
MDY
TCHP
IWM
Show all 102 positions (52 more)
4 Exited Positions
Previously $7.23M
DUK
EXIT
DCGO
EXIT
APH
EXIT
AON
EXIT
