David Katz ETFs

Matrix Asset Advisors Inc

  • $854 Million
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.5 Million 1.34% of portfolio
22,355
Q1 2025 Added 11.17%
$0
$10.7 Million 1.25% of portfolio
210,131
Q1 2025 Added 1.42%
$0
$10 Million 1.18% of portfolio
77,860
Q1 2025 Added 12.51%
$0
$7.53 Million 0.88% of portfolio
20,850
Q1 2025 Added 3.7%
$0
$5.09 Million 0.6% of portfolio
48,668
Q1 2025 Added 15.3%
$0
$4.88 Million 0.57% of portfolio
57,382
Q1 2025 Added 5.47%
$0
$3.45 Million 0.4% of portfolio
6,469
Q1 2025 Reduced 1.48%
$0
$2.14 Million 0.25% of portfolio
10,715
Q1 2025 Added 0.88%
$0
$1.82 Million 0.21% of portfolio
40,129
Q1 2025 Reduced 7.16%
$0
$1.77 Million 0.21% of portfolio
3,143
Q1 2025 Reduced 3.77%
$0
$1.64 Million 0.19% of portfolio
9,494
Q1 2025 Added 73.06%
$0
$1.21 Million 0.14% of portfolio
14,764
Q1 2025 Reduced 3.59%
$0
$1.17 Million 0.14% of portfolio
6,200
Q1 2025 Reduced 6.49%
$0
$1.14 Million 0.13% of portfolio
3,069
Q1 2025 Reduced 2.14%
$0
$632,000 0.07% of portfolio
1,348
Q1 2025 Added 5.73%
$0
$631,000 0.07% of portfolio
3,467
Q1 2025 Added 0.35%
$0
$546,000 0.06% of portfolio
19,557
Q1 2025 New
$0
$532,000 0.06% of portfolio
6,523
Q1 2025 Reduced 0.61%
$0
$517,000 0.06% of portfolio
3,817
Q1 2025 Reduced 0.91%
$0
$383,000 0.04% of portfolio
1,483
Q1 2025 Added 11.34%
$0
$293,000 0.03% of portfolio
1,520
Q1 2025 New
$0
$266,000 0.03% of portfolio
1,765
Q3 2024 New
$0
$259,000 0.03% of portfolio
1,169
Q4 2024 Added 0.09%
$0
$258,000 0.03% of portfolio
4,827
Q1 2025 Reduced 2.23%
$0
$252,000 0.03% of portfolio
3,138
Q1 2025 Reduced 8.0%
$0
$237,000 0.03% of portfolio
1,150
Q1 2025 Reduced 2.54%
$108B
$232,000 0.03% of portfolio
808
Q1 2025 Reduced 16.36%
$0
$221,000 0.03% of portfolio
722
Q4 2024 Added 0.14%
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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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