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Matrix Asset Advisors (David Katz) - FilingSpy
Matrix Asset Advisors
David Katz
$915.66M
13F
2024 Q4
5 of 53 quarters
Overview
Activity
Holdings
110 Positions
Total: $915.66M
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JPM
BK
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MS
PNC
CSCO
GOOG
USB
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QCOM
AMZN
MDT
AMGN
META
AEP
GS
SBUX
ABBV
PYPL
HD
NEE
TXN
MTB
WFC
UNP
GILD
FDX
TEL
LHX
VOO
TMO
VEA
PEP
TSN
ZBH
VYM
UNH
RTX
IWF
GD
PFE
FISV
DG
BRK.B
IJR
IWR
MDY
LOW
BAC
Show all 110 positions (60 more)
1 Exited Position
Previously $202.7K
IT
EXIT
