David Katz Credit Services

Matrix Asset Advisors Inc

  • $835 Million
  • Q1 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.8B
$15.1 Million 1.81% of portfolio
225,847
Q1 2024 Added 14.34%
$179B
$734,000 0.09% of portfolio
3,228
Q1 2023 Added 16.2%
$52.8B
$359,000 0.04% of portfolio
2,414
Q2 2023 Reduced 56.15%
$445B
$277,000 0.03% of portfolio
994
Q1 2024 Added 0.1%
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David Katz

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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