Satovsky Asset Management LLC Portfolio Holdings

Satovsky Asset Management LLC

  • $447 Million
  • Q1 2025

Satovsky Asset Management LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $447 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $92.6M, Vanguard Sht Trm Inflt Prot Fd with a value of $75.7M, American Centy ETF Tr Avantis with a value of $53.4M, Dimensional ETF Tr Dimensional with a value of $45.3M, and Dimensional ETF Tr Dimensional with a value of $42.6M.

Examining the 13F form we can see an increase of $9.85M in the current position value, from $437M to 447M.

Below you can find more details about Satovsky Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $447 Million
ETFs: $386 Million
Financial Services: $29.1 Million
Technology: $17.1 Million
Communication Services: $5.68 Million
Consumer Cyclical: $4.04 Million
Healthcare: $2.19 Million
Energy: $757,000
Utilities: $718,000
Other: $218,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$207M
$134,000 0.03% of portfolio
53,606
Q2 2024 Added 10.31%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $447 Million
  • Prior Value $437 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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