Satovsky Asset Management LLC Purchases in Q2 2025

Satovsky Asset Management LLC

  • $469 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIHP
Dimensional ETF Tr Dimensional

ETFs
14.7K
+ 0.87%
$24.32 - $29.74 $358K - $437K
1.7M $50.1M
VTI
Vanguard Total Stock Market Et

ETFs
4.34K
+ 6.03%
$243.75 - $303.93 $1.06M - $1.32M
76.3K $23.2M
AVUV
American Centy ETF Tr Avantis

ETFs
7.28K
+ 1.19%
$75.17 - $91.21 $547K - $664K
620K $56.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
20.7K
+ 1.37%
$49.57 - $50.27 $1.03M - $1.04M
1.54M $77.3M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
19.9K
New
$26.27 - $28.07 $523K - $559K
19.9K $559K
AVIV
American Centy ETF Tr Avantis
8.06K
New
$50.27 - $62.84 $405K - $506K
8.06K $501K
BWX
Spdr Bloomberg International T

ETFs
19.3K
New
$21.87 - $23.49 $421K - $452K
19.3K $452K
HSY
Hershey CO

Consumer Defensive
2.59K
New
$151.29 - $173.13 $392K - $449K
2.59K $430K
GOOGL
Alphabet Inc.

Communication Services
402
+ 2.8%
$144.7 - $178.6 $58.2K - $71.8K
14.8K $2.6M
GNR
Spdr S&P Global Natural Resour

ETFs
3.29K
+ 2.44%
$45.66 - $55.03 $150K - $181K
138K $7.49M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.07%
$484.66 - $738.09 $485 - $738
1.5K $1.11M
INTU
Intuit Inc

Technology
287
New
$544.07 - $787.63 $156K - $226K
287 $226K
GS
Goldman Sachs Group Inc

Financial Services
318
New
$462.22 - $707.75 $147K - $225K
318 $225K
ACM
Aecom

Industrials
1.98K
New
$87.19 - $113.06 $173K - $224K
1.98K $223K
IWB
Ishares Tr Russell 1000 ETF

ETFs
626
New
$272.36 - $339.57 $170K - $213K
626 $212K
MELI
Mercadolibre Inc

Consumer Cyclical
80
New
$1794.73 - $2613.63 $144K - $209K
80 $209K
AVDE
American Centy ETF Tr Avantis

ETFs
2.8K
New
$59.32 - $74.36 $166K - $208K
2.8K $207K
AMAT
Applied Materials Inc

Technology
1.1K
New
$126.95 - $183.52 $140K - $202K
1.1K $201K
XOM
Exxon Mobil Corp

Energy
1.83K
+ 44.18%
$99.93 - $119.04 $182K - $217K
5.96K $642K
DFAR
Dimensional ETF Tr Dimensional

ETFs
9.82K
+ 2.52%
$20.99 - $23.93 $206K - $235K
399K $9.36M
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.25%
$211.12 - $274.14 $1.27K - $1.64K
2.43K $664K
JPM
Jpmorgan Chase & CO

Financial Services
23
+ 2.01%
$210.28 - $289.91 $4.84K - $6.67K
1.17K $338K
IEFA
Ishares Tr

ETFs
85
+ 1.82%
$67.83 - $84.09 $5.77K - $7.15K
4.77K $397K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
93
+ 0.64%
$17.76 - $22.1 $1.65K - $2.06K
14.6K $322K
DFAI
Dimensional ETF Tr

ETFs
106
+ 1.3%
$28.02 - $34.71 $2.97K - $3.68K
8.23K $284K
V
Visa Inc.

Financial Services
6
+ 0.16%
$308.27 - $373.31 $1.85K - $2.24K
3.85K $1.37M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
43
+ 1.54%
$102.02 - $103.5 $4.39K - $4.45K
2.84K $292K
SO
Southern CO

Utilities
29
+ 0.84%
$84.91 - $92.56 $2.46K - $2.68K
3.48K $319K
Labcorp Holdings Inc
4
+ 0.36%
N/A
1.12K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
22
+ 0.68%
$63.54 - $68.5 $1.4K - $1.51K
3.24K $218K
GILD
Gilead Sciences, Inc.

Healthcare
24
+ 0.76%
$96.91 - $113.0 $2.33K - $2.71K
3.18K $352K
MDT
Medtronic PLC

Healthcare
17
+ 0.74%
$80.68 - $88.86 $1.37K - $1.51K
2.3K $200K
EPD
Enterprise Products Partners L.P.

Energy
131
+ 1.68%
$28.95 - $34.22 $3.79K - $4.48K
7.94K $246K
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.59%
$285.55 - $321.23 $2K - $2.25K
1.2K $350K
ED
Consolidated Edison Inc

Utilities
30
+ 0.82%
$98.05 - $113.3 $2.94K - $3.4K
3.67K $367K
BMY
Bristol Myers Squibb CO

Healthcare
63
+ 1.23%
$44.12 - $59.6 $2.78K - $3.75K
5.17K $239K
UNH
Unitedhealth Group Inc

Healthcare
7
+ 0.78%
$274.35 - $599.47 $1.92K - $4.2K
903 $281K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.07K
+ 1.88%
$101.91 - $134.83 $109K - $144K
57.7K $7.26M
Activity Summary
Buys All Purchases 39 New Holdings 11 Increased Positions 28 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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