Satovsky Asset Management LLC Incresed Positions in Q1 2025

Satovsky Asset Management LLC

  • $447 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
32.3K
+ 2.17%
$48.43 - $49.9 $1.56M - $1.61M
1.52M $75.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
17.3K
+ 1.04%
$25.1 - $27.85 $435K - $483K
1.68M $45.3M
IAU
Ishares Gold Trust

ETFs
436
+ 1.37%
$49.74 - $58.96 $21.7K - $25.7K
32.3K $1.9M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.11K
+ 0.29%
$22.35 - $24.52 $24.8K - $27.2K
389K $9.25M
V
Visa Inc.

Financial Services
6
+ 0.16%
$306.92 - $362.71 $1.84K - $2.18K
3.85K $1.35M
T
At&T Inc.

Communication Services
2.25K
+ 18.5%
$21.56 - $28.28 $48.4K - $63.5K
14.4K $407K
GILD
Gilead Sciences, Inc.

Healthcare
22
+ 0.7%
$89.14 - $117.41 $1.96K - $2.58K
3.15K $353K
SO
Southern CO

Utilities
27
+ 0.79%
$80.96 - $92.96 $2.19K - $2.51K
3.45K $316K
AVRE
American Centy ETF Tr Avantis
119
+ 0.55%
$40.62 - $44.31 $4.83K - $5.27K
21.8K $936K
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.59%
$279.74 - $321.29 $1.96K - $2.25K
1.19K $372K
CSCO
Cisco Systems, Inc.

Technology
53
+ 0.65%
$58.74 - $64.87 $3.11K - $3.44K
8.26K $509K
SPY
Spdr S&P 500 ETF Trust

ETFs
51
+ 14.7%
$551.42 - $612.93 $28.1K - $31.3K
398 $222K
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.34%
$461.52 - $548.18 $1.38K - $1.64K
896 $469K
DFAI
Dimensional ETF Tr

ETFs
25
+ 0.31%
$28.88 - $32.4 $722 - $810
8.13K $253K
VEA
Vanguard Ftse Developed Market

ETFs
21
+ 0.45%
$47.4 - $52.99 $995 - $1.11K
4.73K $240K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4
+ 0.14%
$100.59 - $103.47 $402 - $414
2.8K $289K
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.88%
$225.19 - $279.95 $2.25K - $2.8K
1.15K $281K
Labcorp Holdings Inc
3
+ 0.27%
N/A
1.12K $0
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.56%
$183.02 - $207.75 $1.1K - $1.25K
1.08K $201K
PFE
Pfizer Inc

Healthcare
106
+ 0.84%
$25.01 - $27.13 $2.65K - $2.88K
12.7K $322K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.13%
$576.36 - $736.67 $1.15K - $1.47K
1.5K $863K
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.25%
$237.01 - $304.45 $1.42K - $1.83K
2.43K $577K
VTI
Vanguard Total Stock Market Et

ETFs
3.15K
+ 4.58%
$271.18 - $303.12 $854K - $954K
71.9K $19.8M
Activity Summary
Buys All Purchases 28 New Holdings 4 Increased Positions 24 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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