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Matrix Asset Advisors (David Katz) - FilingSpy
Matrix Asset Advisors
David Katz
$988.33M
13F
2025 Q2
3 of 53 quarters
Overview
Activity
Holdings
108 Positions
Total: $988.33M
Show $
MSFT
MAVF
JPM
MS
PNC
QCOM
USB
MDT
AAPL
CMCSA
PEP
GOOG
AMGN
AMZN
BK
TXN
META
GS
AEP
SBUX
NEE
PYPL
WFC
HD
MTB
UNP
TGT
VOO
LHX
LOW
TEL
FDX
VEA
ZBH
VYM
CSCO
TSN
GD
IWF
GNRC
AMAT
TMO
ABBV
IJR
BRK.B
IWR
MDY
TCHP
BAC
VTV
Show all 108 positions (58 more)
3 Exited Positions
Previously $28.77M
DG
EXIT
UNH
EXIT
PFE
EXIT
