Satovsky Asset Management LLC Incresed Positions in Q3 2025

Satovsky Asset Management LLC

  • $500 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
58.6K
+ 3.81%
$49.78 - $50.75 $2.92M - $2.97M
1.6M $80.8M
VTI
Vanguard Total Stock Market Et

ETFs
4.87K
+ 6.39%
$303.93 - $329.86 $1.48M - $1.61M
81.1K $26.6M
AAPL
Apple Inc.

Technology
117
+ 0.22%
$202.38 - $256.87 $23.7K - $30.1K
53.8K $13.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
18.3K
+ 1.08%
$28.69 - $30.59 $525K - $560K
1.72M $52.2M
GOOGL
Alphabet Inc.

Communication Services
13
+ 0.09%
$174.36 - $254.72 $2.27K - $3.31K
14.8K $3.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
74
+ 0.16%
$459.11 - $506.91 $34K - $37.5K
47K $23.6M
GOOG
Alphabet Inc.

Communication Services
10
+ 0.08%
$175.16 - $255.24 $1.75K - $2.55K
12.3K $2.99M
GNR
Spdr S&P Global Natural Resour

ETFs
1.84K
+ 1.33%
$54.23 - $59.34 $99.9K - $109K
140K $8.28M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.88K
+ 3.25%
$121.81 - $137.24 $229K - $258K
59.6K $7.88M
DFAR
Dimensional ETF Tr Dimensional

ETFs
14.2K
+ 3.55%
$22.9 - $24.1 $324K - $341K
413K $9.85M
ORCL
Oracle Corp

Technology
3
+ 0.21%
$218.96 - $328.33 $657 - $985
1.43K $403K
JNJ
Johnson & Johnson

Healthcare
16
+ 0.67%
$155.17 - $185.42 $2.48K - $2.97K
2.39K $442K
DFAI
Dimensional ETF Tr

ETFs
1.09K
+ 13.25%
$34.05 - $36.55 $37.1K - $39.9K
9.32K $338K
XOM
Exxon Mobil Corp

Energy
51
+ 0.86%
$105.83 - $117.22 $5.4K - $5.98K
6.01K $677K
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.66%
$237.77 - $353.61 $1.43K - $2.12K
909 $313K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
+ 7.44%
$567.77 - $614.76 $15.3K - $16.6K
390 $238K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.34%
$282.78 - $316.06 $1.13K - $1.26K
1.17K $369K
AMAT
Applied Materials Inc

Technology
3
+ 0.27%
$156.25 - $204.95 $469 - $615
1.1K $225K
PFE
Pfizer Inc

Healthcare
214
+ 1.74%
$23.29 - $25.88 $4.98K - $5.54K
12.5K $318K
MDT
Medtronic PLC

Healthcare
16
+ 0.7%
$87.67 - $95.74 $1.4K - $1.53K
2.32K $220K
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.58%
$291.67 - $316.99 $2.04K - $2.22K
1.21K $367K
VEA
Vanguard Ftse Developed Market

ETFs
21
+ 0.45%
$56.02 - $60.3 $1.18K - $1.27K
4.73K $283K
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.19%
$195.41 - $212.37 $391 - $425
1.03K $214K
AVRE
American Centy ETF Tr Avantis
141
+ 0.65%
$43.53 - $45.34 $6.14K - $6.39K
21.9K $974K
SO
Southern CO

Utilities
28
+ 0.81%
$90.83 - $96.0 $2.54K - $2.69K
3.5K $331K
EPD
Enterprise Products Partners L.P.

Energy
137
+ 1.73%
$30.74 - $32.14 $4.21K - $4.4K
8.07K $252K
ED
Consolidated Edison Inc

Utilities
32
+ 0.87%
$95.57 - $105.36 $3.06K - $3.37K
3.7K $371K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
31
+ 1.09%
$102.4 - $103.88 $3.17K - $3.22K
2.87K $296K
GILD
Gilead Sciences, Inc.

Healthcare
22
+ 0.69%
$108.22 - $120.47 $2.38K - $2.65K
3.2K $355K
Labcorp Holdings Inc
2
+ 0.18%
N/A
1.12K $0
BWZ
Spdr Bloomberg Short Term Inte

ETFs
107
+ 0.54%
$27.17 - $28.04 $2.91K - $3K
20K $557K
BMY
Bristol Myers Squibb CO

Healthcare
73
+ 1.41%
$43.31 - $48.98 $3.16K - $3.58K
5.24K $236K
CSCO
Cisco Systems, Inc.

Technology
48
+ 0.58%
$66.2 - $71.79 $3.18K - $3.45K
8.26K $565K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.07%
$695.21 - $791.73 $695 - $792
1.5K $1.1M
BWX
Spdr Bloomberg International T

ETFs
108
+ 0.56%
$22.58 - $23.5 $2.44K - $2.54K
19.4K $445K
T
At&T Inc.

Communication Services
40
+ 0.33%
$26.94 - $29.62 $1.08K - $1.18K
12.1K $342K
MDLZ
Mondelez International, Inc.

Consumer Defensive
23
+ 0.71%
$60.9 - $70.75 $1.4K - $1.63K
3.26K $203K
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.25%
$255.35 - $282.87 $1.53K - $1.7K
2.44K $634K
V
Visa Inc.

Financial Services
6
+ 0.16%
$332.09 - $358.86 $1.99K - $2.15K
3.86K $1.32M
Activity Summary
Buys All Purchases 48 New Holdings 8 Increased Positions 40 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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