David Katz – Matrix Asset Advisors Portfolio | DataHeimdall

David Katz

Matrix Asset Advisors·CIK 1016287

1

Positions

$300K

Portfolio Value

19

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2021

IWF

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2022 Q1 2022 Q1 2021 Q3 2020 Q2 2019 Q1 2018

#	Ticker	Company	Weight	Shares	Value	Change
1	SHV	ISHARES TR	0.10%	4,865	$539,000	SOLD
2	IVV	ISHARES TR	0.10%	1,557	$523,000