Satovsky Asset Management LLC Incresed Positions in Q3 2024

Satovsky Asset Management LLC

  • $443 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
341
+ 0.05%
$88.24 - $99.7 $30.1K - $34K
622K $59.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
36.1K
+ 2.22%
$25.23 - $27.94 $911K - $1.01M
1.66M $46M
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.4K
+ 0.88%
$30.74 - $34.07 $351K - $389K
1.31M $44.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29
+ 0.05%
$405.19 - $478.57 $11.8K - $13.9K
53.1K $24.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
30.8K
+ 2.15%
$48.06 - $49.39 $1.48M - $1.52M
1.47M $72.2M
AAPL
Apple Inc.

Technology
1.44K
+ 2.59%
$207.23 - $234.82 $299K - $339K
57.2K $13.3M
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.38K
+ 1.39%
$21.91 - $26.03 $118K - $140K
391K $10M
VTI
Vanguard Total Stock Market Et

ETFs
1.38K
+ 2.03%
$255.18 - $283.2 $353K - $391K
69.4K $19.6M
MSFT
Microsoft Corp

Technology
1.42K
+ 14.65%
$395.15 - $467.56 $560K - $663K
11.1K $4.77M
GNR
Spdr S&P Global Natural Resour

ETFs
642
+ 0.48%
$53.02 - $57.84 $34K - $37.1K
136K $7.82M
AVRE
American Centy ETF Tr Avantis
254
+ 1.2%
$40.95 - $48.28 $10.4K - $12.3K
21.5K $1.01M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.07%
$453.41 - $572.44 $453 - $572
1.5K $855K
AMZN
Amazon Com Inc

Consumer Cyclical
891
+ 9.5%
$161.02 - $200.0 $143K - $178K
10.3K $1.91M
UNH
Unitedhealth Group Inc

Healthcare
17
+ 1.92%
$488.01 - $604.18 $8.3K - $10.3K
903 $527K
V
Visa Inc.

Financial Services
67
+ 1.52%
$253.74 - $291.56 $17K - $19.5K
4.47K $1.23M
ORCL
Oracle Corp

Technology
150
+ 10.56%
$125.9 - $170.35 $18.9K - $25.6K
1.57K $267K
JNJ
Johnson & Johnson

Healthcare
172
+ 7.1%
$145.48 - $167.38 $25K - $28.8K
2.6K $420K
JPM
Jpmorgan Chase & CO

Financial Services
260
+ 22.38%
$194.9 - $224.8 $50.7K - $58.4K
1.42K $299K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 1.1%
$245.82 - $304.51 $3.2K - $3.96K
1.2K $364K
ED
Consolidated Edison Inc

Utilities
30
+ 0.76%
$88.42 - $104.97 $2.65K - $3.15K
3.96K $412K
BMY
Bristol Myers Squibb CO

Healthcare
66
+ 1.26%
$39.66 - $51.75 $2.62K - $3.42K
5.32K $275K
CSCO
Cisco Systems, Inc.

Technology
134
+ 1.65%
$44.74 - $53.22 $6K - $7.13K
8.26K $439K
IEFA
Ishares Tr

ETFs
352
+ 7.67%
$70.09 - $78.74 $24.7K - $27.7K
4.94K $385K
VTV
Vanguard Value ETF

ETFs
157
+ 9.26%
$159.75 - $174.57 $25.1K - $27.4K
1.85K $323K
GILD
Gilead Sciences, Inc.

Healthcare
29
+ 0.94%
$66.59 - $83.99 $1.93K - $2.44K
3.11K $260K
SO
Southern CO

Utilities
27
+ 0.8%
$77.0 - $90.52 $2.08K - $2.44K
3.39K $305K
PFE
Pfizer Inc

Healthcare
1.04K
+ 8.36%
$27.7 - $31.39 $28.7K - $32.6K
13.4K $388K
T
At&T Inc.

Communication Services
310
+ 2.57%
$18.21 - $22.28 $5.65K - $6.91K
12.4K $271K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
232
+ 2.52%
$36.98 - $41.55 $8.58K - $9.64K
9.44K $388K
MDLZ
Mondelez International, Inc.

Consumer Defensive
16
+ 0.44%
$64.35 - $75.71 $1.03K - $1.21K
3.64K $267K
XOM
Exxon Mobil Corp

Energy
170
+ 4.02%
$109.72 - $119.0 $18.7K - $20.2K
4.4K $516K
NVDA
Nvidia Corp

Technology
317
+ 5.6%
$98.91 - $134.91 $31.4K - $42.8K
5.98K $726K
VBR
Vanguard Small Cap Value ETF

ETFs
14
+ 1.26%
$179.99 - $201.6 $2.52K - $2.82K
1.13K $226K
VEA
Vanguard Ftse Developed Market

ETFs
164
+ 3.51%
$47.6 - $53.31 $7.81K - $8.74K
4.84K $255K
DFAI
Dimensional ETF Tr

ETFs
36
+ 0.45%
$28.69 - $32.06 $1.03K - $1.15K
8.04K $255K
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.25%
$211.35 - $255.11 $1.27K - $1.53K
2.41K $599K
EPD
Enterprise Products Partners L.P.

Energy
330
+ 4.57%
$27.88 - $30.0 $9.2K - $9.9K
7.55K $219K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
30
+ 1.09%
$98.99 - $101.51 $2.97K - $3.05K
2.77K $280K
Labcorp Holdings Inc
4
+ 0.36%
N/A
1.11K $0
AMAT
Applied Materials Inc

Technology
2
+ 0.18%
$174.88 - $254.97 $350 - $510
1.09K $220K
GOOG
Alphabet Inc.

Communication Services
15
+ 0.12%
$149.54 - $192.66 $2.24K - $2.89K
12.2K $2.03M
GOOGL
Alphabet Inc.

Communication Services
192
+ 1.31%
$148.65 - $191.18 $28.5K - $36.7K
14.9K $2.47M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
612
+ 1.07%
$126.87 - $148.36 $77.6K - $90.8K
57.8K $7.6M
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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