David Katz - Matrix Asset Advisors

History Stock Activity ▼ Share change % change to portfolio
Q1  2024
≡ DUK - Duke Energy Add 339.26% 50,380 0.58
≡ SKYX - Skyx Platforms Corp Add 333.33% 50,000 0.01
≡ IJR - Ishares Core S&P Small Cap E Add 47.65% 7,473 0.10
≡ AEP - American Electric Power Add 42.82% 69,976 0.72
≡ IWD - Ishares Russell 1000 Value E Add 33.82% 1,213 0.03
≡ PFE - Pfizer Inc. Add 33.25% 69,339 0.23
≡ UNH - United Health Group Inc. Add 32.55% 6,135 0.36
≡ IWR - Ishares Russell Mid Cap ETF Add 30.27% 9,302 0.09
≡ RTX - RTX Corp. Add 28.97% 15,941 0.19
≡ FDX - FedEx Corp. Add 28.10% 11,046 0.38
≡ VOO - Vanguard S&P 500 ETF Add 26.79% 3,902 0.22
≡ SBUX - Starbucks Corp. Add 25.46% 27,819 0.30
≡ NEE - NextEra Energy Inc. Add 23.50% 44,151 0.34
≡ TXN - Texas Instruments Add 18.59% 13,975 0.29
≡ TCHP - T Rowe Price Blue Chip Growth ETF Add 15.67% 7,508 0.03
≡ VEA - Vanguard FTSE Developed ETF Add 14.86% 18,154 0.11
≡ PYPL - PayPal Holdings Inc. Add 14.34% 28,328 0.23
≡ IWF - iShares Russell 1000 Growth ETF Add 9.48% 1,450 0.06
≡ VWO - Vanguard FTSE Emerging Marke Add 8.47% 2,813 0.01
≡ USB - U.S. Bancorp Add 8.13% 46,923 0.25
≡ MDT - Medtronic plc Add 7.88% 13,312 0.14
≡ CMCSA - Comcast Corp. Add 5.19% 33,008 0.17
≡ GILD - Gilead Sciences Add 4.78% 14,200 0.12
≡ PNC - PNC Financial Services Add 2.54% 4,412 0.09
≡ VYM - Vanguard High Dvd Yield ETF Add 2.53% 1,374 0.02
≡ PARA - Paramount Global CL B Add 2.10% 7,330 0.01
≡ BMY - Bristol-Myers Squibb Add 2.00% 109 0.00
≡ CSCO - Cisco Systems Add 1.55% 7,733 0.05
≡ QQQ - Invesco Qqq Trust Series 1 Add 1.40% 15 0.00
≡ VIG - Vanguard Dividend Apprec ETF Add 0.86% 31 0.00
≡ EFA - iShares MSCI EAFE ETF Add 0.62% 93 0.00
≡ IVV - Ishares Core S&P 500 ETF Add 0.38% 8 0.00
≡ UNP - Union Pacific Add 0.35% 206 0.01
≡ AAPL - Apple Inc. Add 0.31% 432 0.01
≡ MTB - M&T Bank Corp. Add 0.19% 172 0.00
≡ BRK.B - Berkshire Hathaway CL B Add 0.18% 5 0.00
≡ V - Visa Inc. Add 0.10% 1 0.00
≡ TSN - Tyson Foods Buy 53,484 0.38
≡ PEP - PepsiCo Inc. Buy 8,686 0.18
≡ LLY - Eli Lilly & Co. Buy 297 0.03
≡ IWB - Ishares Russell 1000 ETF Buy 721 0.02
Q4  2023
≡ NVDA - NVIDIA Corp. Add 32.64% 187 0.01
≡ PYPL - PayPal Holdings Inc. Add 30.20% 45,811 0.36
≡ ZBH - Zimmer Biomet Holdings Add 26.59% 21,459 0.33
≡ NEE - NextEra Energy Inc. Add 19.99% 31,305 0.24
≡ MTB - M&T Bank Corp. Add 15.75% 12,590 0.22
≡ IWD - Ishares Russell 1000 Value E Add 15.75% 488 0.01
≡ MS - Morgan Stanley Add 12.63% 34,351 0.41
≡ IJR - Ishares Core S&P Small Cap E Add 11.33% 1,596 0.02
≡ APD - Air Products & Chemicals Add 10.35% 5,730 0.20
≡ VOO - Vanguard S&P 500 ETF Add 9.35% 1,246 0.07
≡ RTX - RTX Corp. Add 7.57% 3,875 0.04
≡ PFE - Pfizer Inc. Add 7.36% 14,305 0.05
≡ LHX - L3Harris Technologies Inc. Add 6.60% 3,877 0.10
≡ IWR - Ishares Russell Mid Cap ETF Add 5.54% 1,614 0.02
≡ TXN - Texas Instruments Add 5.08% 3,638 0.08
≡ PNC - PNC Financial Services Add 4.18% 6,972 0.14
≡ VYM - Vanguard High Dvd Yield ETF Add 4.16% 2,165 0.03
≡ TCHP - T Rowe Price Blue Chip Growth ETF Add 4.13% 1,902 0.01
≡ PG - Procter & Gamble Add 3.49% 79 0.00
≡ VEA - Vanguard FTSE Developed ETF Add 2.91% 3,458 0.02
≡ VWO - Vanguard FTSE Emerging Marke Add 2.61% 846 0.00
≡ HD - Home Depot Add 2.26% 957 0.04
≡ ABBV - AbbVie Inc. Add 1.94% 3,125 0.06
≡ SBUX - Starbucks Corp. Add 1.55% 1,663 0.02
≡ IWF - iShares Russell 1000 Growth ETF Add 1.26% 191 0.01
≡ V - Visa Inc. Add 1.12% 11 0.00
≡ BRK.B - Berkshire Hathaway CL B Add 1.11% 30 0.00
≡ MRK - Merck & Co. Add 0.95% 31 0.00
≡ MDT - Medtronic plc Add 0.88% 1,468 0.02
≡ CSCO - Cisco Systems Add 0.55% 2,747 0.02
≡ IVV - Ishares Core S&P 500 ETF Add 0.53% 11 0.00
≡ XOM - Exxon Mobil Corp. Add 0.44% 20 0.00
≡ TSLA - Tesla Inc. Add 0.36% 3 0.00
≡ VUG - Vanguard Growth ETF Add 0.36% 11 0.00
≡ CMCSA - Comcast Corp. Add 0.35% 2,243 0.01
≡ AMGN - Amgen Add 0.33% 140 0.01
≡ MCD - McDonald's Corp. Add 0.27% 3 0.00
≡ IWM - iShares Russell 2000 ETF Add 0.15% 16 0.00
≡ VB - Vanguard Small Cap ETF Add 0.09% 1 0.00
≡ BAC - Bank of America Corp. Add 0.01% 1 0.00
≡ DUK - Duke Energy Buy 14,850 0.18
≡ CL - Colgate-Palmolive Buy 2,650 0.03
≡ ETN - Eaton Corp. Buy 842 0.03
≡ IBM - International Business Machines Buy 1,455 0.03
≡ SPYG - SPDR Portfolio S&P 500 Growt Buy 3,212 0.03
≡ VO - Vanguard Mid Cap ETF Buy 888 0.03
≡ VTV - Vanguard Value ETF Buy 1,382 0.03
Q3  2023
≡ UNH - United Health Group Inc. Add 168.82% 11,915 0.85
≡ PFE - Pfizer Inc. Add 71.17% 80,761 0.38
≡ LHX - L3Harris Technologies Inc. Add 61.64% 22,406 0.56
≡ AEP - American Electric Power Add 55.00% 76,285 0.82
≡ IJR - Ishares Core S&P Small Cap E Add 50.80% 4,746 0.06
≡ TCHP - T Rowe Price Blue Chip Growth ETF Add 37.16% 12,463 0.05
≡ PARA - Paramount Global CL B Add 33.60% 140,395 0.26
≡ ZBH - Zimmer Biomet Holdings Add 32.78% 19,928 0.32
≡ IWR - Ishares Russell Mid Cap ETF Add 31.63% 6,997 0.07
≡ IWD - Ishares Russell 1000 Value E Add 27.74% 673 0.02
≡ VYM - Vanguard High Dvd Yield ETF Add 22.24% 9,479 0.14
≡ TXN - Texas Instruments Add 19.76% 11,806 0.27