Matrix Asset Advisors Inc
$1.1B Assets Reported
113 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 171,359 | $63M | 5.8% |
| MAVF | EA SERIES TRUST | 410,346 | $48M | 4.4% |
| GOOG | ALPHABET INC | 143,865 | $41M | 3.8% |
| PNC | PNC FINL SVCS GROUP INC | 191,401 | $40M | 3.7% |
| JPM | JPMORGAN CHASE & CO | 134,535 | $40M | 3.6% |
| MS | MORGAN STANLEY | 238,060 | $39M | 3.6% |
| AAPL | APPLE INC | 153,271 | $39M | 3.6% |
| PEP | PEPSICO INC | 241,281 | $37M | 3.4% |
| QCOM | QUALCOMM INC | 287,239 | $37M | 3.4% |
| USB | US BANCORP | 709,170 | $37M | 3.4% |
Track Matrix Asset Advisors Inc's 13F portfolio: $1.1B in reported holdings, 113 positions. Top holdings, AUM, and quarterly changes on SentiSense.