Matrix Private Capital Group LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $172 Million distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $16.6M, Vanguard Growth ETF with a value of $15.5M, Ishares Core S&P Mid Cap ETF with a value of $10.7M, Ishares Tr with a value of $10.2M, and Eaton Vance Tax Managed Diversified Equity Income Fund with a value of $9.89M.
Examining the 13F form we can see an increase of $447K in the current position value, from $172M to 172M.
Matrix Private Capital Group LLC is based out at New York, NY
Below you can find more details about Matrix Private Capital Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$172 Million
ETFs: $111 Million
Financial Services: $27.9 Million
Technology: $14.8 Million
Energy: $4.48 Million
Consumer Cyclical: $3.7 Million
Healthcare: $2.88 Million
Industrials: $2.74 Million
Communication Services: $2.74 Million
Other: $2.12 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
