David Katz ETFs

Matrix Asset Advisors Inc

  • $882 Million
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.2 Million 1.16% of portfolio
19,317
Q3 2024 Added 9.54%
$0
$9.53 Million 1.08% of portfolio
180,407
Q3 2024 Added 13.61%
$0
$8.43 Million 0.96% of portfolio
65,726
Q3 2024 Added 9.18%
$0
$7.29 Million 0.83% of portfolio
19,412
Q3 2024 Added 12.07%
$0
$4.4 Million 0.5% of portfolio
49,939
Q3 2024 Added 10.87%
$0
$4.21 Million 0.48% of portfolio
36,016
Q3 2024 Added 22.85%
$0
$3.71 Million 0.42% of portfolio
6,514
Q3 2024 Added 23.7%
$0
$2.34 Million 0.27% of portfolio
10,601
Q3 2024 Added 0.13%
$0
$1.92 Million 0.22% of portfolio
40,161
Q3 2024 Added 7.02%
$0
$1.88 Million 0.21% of portfolio
3,254
Q3 2024 Added 53.06%
$0
$1.28 Million 0.14% of portfolio
15,277
Q2 2024 Added 0.95%
$0
$1.25 Million 0.14% of portfolio
6,604
Q3 2024 Added 14.14%
$0
$1.21 Million 0.14% of portfolio
3,152
Q3 2024 Added 3.38%
$84.4B
$964,000 0.11% of portfolio
3,966
Q3 2023 Added 11.22%
$0
$676,000 0.08% of portfolio
3,877
Q3 2024 Added 155.07%
$0
$628,000 0.07% of portfolio
3,453
Q3 2024 Reduced 0.8%
$0
$556,000 0.06% of portfolio
11,784
Q3 2024 Added 21.52%
$0
$546,000 0.06% of portfolio
3,849
Q3 2024 Added 0.05%
$0
$358,000 0.04% of portfolio
4,259
Q3 2024 Added 34.1%
$0
$294,000 0.03% of portfolio
1,765
Q3 2024 New
$0
$282,000 0.03% of portfolio
3,411
Q3 2024 Added 6.2%
$0
$277,000 0.03% of portfolio
1,168
Q3 2024 Added 8.35%
$0
$266,000 0.03% of portfolio
1,180
Q2 2024 Reduced 4.07%
$0
$264,000 0.03% of portfolio
4,926
Q3 2024 Added 3.23%
$0
$260,000 0.03% of portfolio
989
Q3 2024 Added 11.37%
$0
$226,000 0.03% of portfolio
721
Q1 2024 New
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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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