David Katz Portfolio Holdings
Matrix Asset Advisors Inc
- $836 Million
- Q2 2024
Matrix Asset Advisors Inc, under direction of David Katz has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $836 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $63.3M, Jpmorgan Chase & CO with a value of $36.6M, Bank Of New York Mellon Corp with a value of $31.1M, Alphabet Inc. with a value of $29.9M, and Morgan Stanley with a value of $29.5M.
Examining the 13F form we can see an increase of $1.38M in the current position value, from $835M to 836M.
Below you can find more details about David Katz portfolio as well as his latest detailed transactions.
Portfolio value
$836 Million
Financial Services: $213 Million
Technology: $186 Million
Healthcare: $126 Million
Communication Services: $83.1 Million
Consumer Cyclical: $57.1 Million
Industrials: $57 Million
ETFs: $53.8 Million
Utilities: $43.1 Million
Other: $15.5 Million
Stock Holdings Table
David Katz
David Katz is the CEO and CIO of Matrix Asset Advisors, a financial services firm that provides asset management and investment advice to individuals and institutions. Katz has over 30 years of experience in the financial industry and is known for his expertise in value investing.
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