David Katz Portfolio Holdings
Matrix Asset Advisors Inc
- $901 Million
- Q4 2024
Matrix Asset Advisors Inc, under direction of David Katz has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $901 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $59.5M, Jpmorgan Chase & CO with a value of $38.8M, Bank Of New York Mellon Corp with a value of $37.6M, Apple Inc. with a value of $35.8M, and Morgan Stanley with a value of $35.3M.
Examining the 13F form we can see an increase of $18.8M in the current position value, from $882M to 901M.
Below you can find more details about David Katz portfolio as well as his latest detailed transactions.
Portfolio value
$901 Million
Financial Services: $255 Million
Technology: $178 Million
Healthcare: $124 Million
Communication Services: $81.3 Million
ETFs: $68 Million
Consumer Cyclical: $67.2 Million
Industrials: $57.7 Million
Utilities: $37.8 Million
Other: $28.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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.
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