David Katz - Matrix Asset Advisors – Largest Buy Additions (2025 Q3)
A detailed view of the stocks most significantly increased by David Katz - Matrix Asset Advisors during the 2025 Q3 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| MAVF | 414,268 | $116.82 | Increased | 0.44% | 4.48% | $48.39M | 2025 Q3 |
| PNC | 190,412 | $200.93 | Increased | 0.08% | 3.54% | $38.26M | 2025 Q3 |
| QCOM | 217,037 | $166.36 | Increased | 4.48% | 3.34% | $36.11M | 2025 Q3 |
| MDT | 370,609 | $95.24 | Increased | 0.39% | 3.27% | $35.3M | 2025 Q3 |
| USB | 715,764 | $48.33 | Increased | 0.26% | 3.20% | $34.59M | 2025 Q3 |
| AMGN | 106,231 | $282.2 | Increased | 4.56% | 2.78% | $29.98M | 2025 Q3 |
| CMCSA | 846,697 | $31.42 | Increased | 2.90% | 2.46% | $26.6M | 2025 Q3 |
| AEP | 191,116 | $112.5 | Increased | 0.14% | 1.99% | $21.5M | 2025 Q3 |
| NEE | 271,710 | $75.49 | Increased | 2.13% | 1.90% | $20.51M | 2025 Q3 |
| TSN | 362,906 | $54.3 | Increased | 81.67% | 1.82% | $19.71M | 2025 Q3 |
| HD | 48,054 | $405.19 | Increased | 0.92% | 1.80% | $19.47M | 2025 Q3 |
| SBUX | 222,347 | $84.6 | Increased | 8.61% | 1.74% | $18.81M | 2025 Q3 |
| TXN | 102,326 | $183.73 | Increased | 1.08% | 1.74% | $18.8M | 2025 Q3 |
| MTB | 87,269 | $197.62 | Increased | 0.50% | 1.60% | $17.25M | 2025 Q3 |
| PYPL | 251,490 | $67.06 | Increased | 3.65% | 1.56% | $16.86M | 2025 Q3 |
| VOO | 27,302 | $612.37 | Increased | 11.69% | 1.55% | $16.72M | 2025 Q3 |
| TGT | 177,721 | $89.7 | Increased | 12.32% | 1.48% | $15.94M | 2025 Q3 |
| LOW | 60,625 | $251.32 | Increased | 0.58% | 1.41% | $15.24M | 2025 Q3 |
| AMAT | 72,513 | $204.74 | Increased | 41.98% | 1.37% | $14.85M | 2025 Q3 |
| VEA | 220,304 | $59.92 | Increased | 5.51% | 1.22% | $13.2M | 2025 Q3 |
| FDX | 55,499 | $235.81 | Increased | 1.49% | 1.21% | $13.09M | 2025 Q3 |
| VYM | 89,436 | $140.95 | Increased | 3.92% | 1.17% | $12.61M | 2025 Q3 |
| LMT | 22,990 | $499.22 | Buy | 100.00% | 1.06% | $11.48M | 2025 Q3 |
| GNRC | 66,890 | $167.39 | Increased | 0.18% | 1.04% | $11.2M | 2025 Q3 |
| IWF | 23,358 | $468.45 | Increased | 1.58% | 1.01% | $10.94M | 2025 Q3 |
| TMO | 21,511 | $485.01 | Increased | 0.63% | 0.97% | $10.43M | 2025 Q3 |
| FISV | 78,306 | $128.93 | Increased | 706.36% | 0.93% | $10.1M | 2025 Q3 |
| ABBV | 38,813 | $231.55 | Increased | 0.78% | 0.83% | $8.99M | 2025 Q3 |
| IJR | 57,706 | $118.83 | Increased | 5.27% | 0.63% | $6.86M | 2025 Q3 |
| BRK.B | 11,601 | $502.72 | Increased | 0.09% | 0.54% | $5.83M | 2025 Q3 |
| IWR | 58,017 | $96.56 | Increased | 0.16% | 0.52% | $5.6M | 2025 Q3 |
| STZ | 38,878 | $134.68 | Buy | 100.00% | 0.48% | $5.24M | 2025 Q3 |
| VTV | 20,847 | $186.5 | Increased | 46.07% | 0.36% | $3.89M | 2025 Q3 |
| TCHP | 76,275 | $48.88 | Increased | 18.00% | 0.35% | $3.73M | 2025 Q3 |
| ACN | 9,345 | $246.55 | Increased | 1075.47% | 0.21% | $2.3M | 2025 Q3 |
| VWO | 40,942 | $54.17 | Increased | 1.11% | 0.21% | $2.22M | 2025 Q3 |
| IVV | 3,277 | $669.51 | Increased | 1.24% | 0.20% | $2.19M | 2025 Q3 |
| VUG | 3,145 | $479.81 | Increased | 0.45% | 0.14% | $1.51M | 2025 Q3 |
| IWD | 6,272 | $203.6 | Increased | 1.16% | 0.12% | $1.28M | 2025 Q3 |
| VO | 3,940 | $293.65 | Increased | 42.75% | 0.11% | $1.16M | 2025 Q3 |
| GOOGL | 3,947 | $243.22 | Increased | 1.52% | 0.09% | $959.99K | 2025 Q3 |
| QQQ | 1,452 | $600.55 | Increased | 5.91% | 0.08% | $872K | 2025 Q3 |
| VIG | 3,514 | $215.71 | Increased | 1.09% | 0.07% | $758K | 2025 Q3 |
| AFL | 6,236 | $111.77 | Increased | 0.23% | 0.06% | $697K | 2025 Q3 |
| SDY | 4,064 | $140.01 | Increased | 0.05% | 0.05% | $569K | 2025 Q3 |
| PLTR | 2,316 | $182.21 | Increased | 0.13% | 0.04% | $422K | 2025 Q3 |
| V | 1,138 | $340.95 | Increased | 0.44% | 0.04% | $388K | 2025 Q3 |
| GLD | 1,048 | $355.92 | Increased | 9.74% | 0.03% | $373K | 2025 Q3 |
| AVGO | 1,119 | $329.76 | Increased | 2.47% | 0.03% | $369K | 2025 Q3 |
| IJH | 5,617 | $65.34 | Increased | 1.92% | 0.03% | $367.01K | 2025 Q3 |