David Katz - Matrix Asset Advisors – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by David Katz - Matrix Asset Advisors during the 2025 Q4 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 |
|---|---|---|---|---|---|---|---|
| IVV | 3,278 | $684.87 | Increased | 0.03% | 0.20% | $2.25M | 2025 Q4 |
| VO | 5,062 | $290.2 | Increased | 28.48% | 0.13% | $1.47M | 2025 Q4 |
| EFA | 14,854 | $96 | Increased | 0.20% | 0.13% | $1.43M | 2025 Q4 |
| IWD | 6,305 | $210.31 | Increased | 0.53% | 0.12% | $1.33M | 2025 Q4 |
| VIG | 3,535 | $219.8 | Increased | 0.60% | 0.07% | $776.99K | 2025 Q4 |
| AFL | 6,243 | $110.2 | Increased | 0.11% | 0.06% | $687.98K | 2025 Q4 |
| GLD | 1,075 | $396.28 | Increased | 2.58% | 0.04% | $426K | 2025 Q4 |
| V | 1,149 | $350.74 | Increased | 0.97% | 0.04% | $403K | 2025 Q4 |
| NUE | 2,468 | $163.29 | Increased | 0.73% | 0.04% | $403K | 2025 Q4 |
| VB | 1,148 | $257.84 | Increased | 0.09% | 0.03% | $296K | 2025 Q4 |
| IEMG | 3,837 | $67.24 | Increased | 2.76% | 0.02% | $258K | 2025 Q4 |
| BMY | 3,929 | $53.96 | Buy | 100.00% | 0.02% | $212.01K | 2025 Q4 |
| SCWO | 10,000 | $2 | Buy | 100.00% | 0.00% | $20K | 2025 Q4 |