Satovsky Asset Management LLC Reduced Holdings in Q4 2024

Satovsky Asset Management LLC

  • $437 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAR
Dimensional ETF Tr Dimensional

ETFs
-3.29K
- 0.84%
$22.72 - $25.76 $74.7K - $84.8K
388K $9.03M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-14K
- 1.07%
$33.62 - $35.69 $470K - $499K
1.29M $43.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-629
- 1.18%
$442.29 - $483.08 $278K - $304K
52.5K $23.8M
MSFT
Microsoft Corp

Technology
-933
- 8.41%
$406.35 - $454.46 $379K - $424K
10.2K $4.28M
AVUV
American Centy ETF Tr Avantis

ETFs
-7.53K
- 1.21%
$94.37 - $106.41 $710K - $801K
615K $59.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.09K
- 4.62%
$124.26 - $134.12 $508K - $548K
84.5K $10.9M
IAU
Ishares Gold Trust

ETFs
-1.6K
- 4.8%
$48.37 - $52.65 $77.6K - $84.5K
31.8K $1.58M
ED
Consolidated Edison Inc

Utilities
-206
- 5.2%
$88.87 - $107.38 $18.3K - $22.1K
3.76K $335K
UNH
Unitedhealth Group Inc

Healthcare
-10
- 1.11%
$485.52 - $625.25 $4.86K - $6.25K
893 $451K
JNJ
Johnson & Johnson

Healthcare
-116
- 4.47%
$143.34 - $165.86 $16.6K - $19.2K
2.48K $358K
IEFA
Ishares Tr

ETFs
-260
- 5.26%
$70.06 - $77.43 $18.2K - $20.1K
4.68K $328K
VTV
Vanguard Value ETF

ETFs
-272
- 14.68%
$168.32 - $181.87 $45.8K - $49.5K
1.58K $267K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-63
- 1.73%
$59.25 - $72.99 $3.73K - $4.6K
3.57K $213K
PFE
Pfizer Inc

Healthcare
-814
- 6.06%
$24.8 - $30.19 $20.2K - $24.6K
12.6K $334K
VEA
Vanguard Ftse Developed Market

ETFs
-129
- 2.66%
$47.57 - $52.44 $6.14K - $6.76K
4.71K $225K
JPM
Jpmorgan Chase & CO

Financial Services
-286
- 20.11%
$205.18 - $250.29 $58.7K - $71.6K
1.14K $272K
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.75%
$288.47 - $316.54 $2.6K - $2.85K
1.19K $344K
ORCL
Oracle Corp

Technology
-70
- 4.46%
$165.41 - $192.43 $11.6K - $13.5K
1.5K $250K
V
Visa Inc.

Financial Services
-630
- 14.1%
$273.87 - $320.91 $173K - $202K
3.84K $1.21M
VBR
Vanguard Small Cap Value ETF

ETFs
-53
- 4.71%
$197.36 - $217.3 $10.5K - $11.5K
1.07K $212K
T
At&T Inc.

Communication Services
-215
- 1.74%
$21.22 - $23.88 $4.56K - $5.13K
12.1K $276K
NVDA
Nvidia Corp

Technology
-316
- 5.28%
$117.0 - $148.88 $37K - $47K
5.67K $760K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-116
- 0.2%
$125.5 - $148.67 $14.6K - $17.2K
57.7K $7.64M
CSCO
Cisco Systems, Inc.

Technology
-48
- 0.58%
$52.45 - $60.02 $2.52K - $2.88K
8.21K $485K
AMZN
Amazon Com Inc

Consumer Cyclical
-561
- 5.46%
$180.88 - $232.93 $101K - $131K
9.71K $2.13M
GOOGL
Alphabet Inc.

Communication Services
-510
- 3.43%
$161.86 - $196.66 $82.5K - $100K
14.4K $2.72M
GOOG
Alphabet Inc.

Communication Services
-77
- 0.63%
$163.08 - $198.16 $12.6K - $15.3K
12.1K $2.3M
VTI
Vanguard Total Stock Market Et

ETFs
-578
- 0.83%
$280.04 - $302.45 $162K - $175K
68.8K $19.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.25K
- 1.31%
$570.51 - $610.59 $1.29M - $1.38M
170K $99.9M
AAPL
Apple Inc.

Technology
-423
- 0.74%
$221.69 - $259.02 $93.8K - $110K
56.7K $14.2M
Activity Summary
Buys All Purchases 18 New Holdings 2 Increased Positions 16 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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