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Matrix Asset Advisors (David Katz) - FilingSpy
Matrix Asset Advisors
David Katz
$1.11B
13F
2025 Q4
1 of 53 quarters
Overview
Activity
Holdings
107 Positions
Total: $1.11B
Show $
MSFT
MAVF
GOOG
MS
JPM
AAPL
PNC
USB
QCOM
MDT
AMGN
BK
PEP
AMZN
GS
TXN
TSN
NEE
AEP
META
WFC
SBUX
AMAT
CMCSA
VOO
MTB
HD
LMT
FDX
LOW
PYPL
GNRC
VEA
VYM
TGT
TMO
LHX
IWF
TEL
GD
ABBV
CSCO
IJR
STZ
BRK.B
IWR
ACN
VTV
TCHP
MDY
Show all 107 positions (57 more)
2 Exited Positions
Previously $10.52M
FISV
EXIT
SCHD
EXIT
