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Matrix Asset Advisors (David Katz) - FilingSpy
Matrix Asset Advisors
David Katz
$906.31M
13F
2025 Q1
4 of 53 quarters
Overview
Activity
Holdings
105 Positions
Total: $906.31M
Show $
MSFT
MAVF
JPM
BK
MDT
AAPL
MS
AMGN
PNC
QCOM
USB
CMCSA
AEP
GOOG
AMZN
PEP
NEE
CSCO
HD
TXN
META
GS
UNP
SBUX
WFC
MTB
ZBH
PYPL
TEL
TSN
FDX
LHX
DG
VOO
VEA
VYM
GD
LOW
UNH
ABBV
PFE
TMO
IWF
TGT
BRK.B
IJR
IWR
MDY
GNRC
BAC
Show all 105 positions (55 more)
11 Exited Positions
Previously $33.95M
GILD
EXIT
RTX
EXIT
FISV
EXIT
HUM
EXIT
BDX
EXIT
TSLA
EXIT
ADP
EXIT
PFS
EXIT
LMT
EXIT
AVGO
EXIT
HON
EXIT
