David Katz Options Holdings

Matrix Asset Advisors Inc

  • $901 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
David Katz

David Katz

David Katz is the CEO and CIO of Matrix Asset Advisors, a financial services firm that provides asset management and investment advice to individuals and institutions. Katz has over 30 years of experience in the financial industry and is known for his expertise in value investing.
Track David Katz's portfolio

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $901 Million
  • Prior Value $882 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
Track David Katz's Portfolio

Track David Katz Portfolio

Follow David Katz (Matrix Asset Advisors Inc) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Matrix Asset Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Matrix Asset Advisors Inc and David Katz with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email