Matrix Asset Advisors as of Dec. 31, 2013
Portfolio Holdings for Matrix Asset Advisors
Matrix Asset Advisors holds 77 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 4.2 | $35M | 589k | 58.48 | |
| Wells Fargo & Company (WFC) | 4.0 | $33M | 733k | 45.40 | |
| MetLife (MET) | 3.6 | $30M | 554k | 53.92 | |
| Johnson & Johnson (JNJ) | 3.4 | $28M | 304k | 91.59 | |
| Schlumberger (SLB) | 3.3 | $27M | 298k | 90.11 | |
| Microsoft Corporation (MSFT) | 3.2 | $27M | 708k | 37.41 | |
| BB&T Corporation | 3.1 | $26M | 684k | 37.32 | |
| Occidental Petroleum Corporation (OXY) | 3.1 | $26M | 268k | 95.10 | |
| Procter & Gamble Company (PG) | 3.1 | $25M | 312k | 81.41 | |
| Zimmer Holdings (ZBH) | 3.0 | $25M | 264k | 93.19 | |
| State Street Corporation (STT) | 2.9 | $24M | 328k | 73.39 | |
| Chevron Corporation (CVX) | 2.9 | $24M | 192k | 124.91 | |
| Qualcomm (QCOM) | 2.8 | $23M | 315k | 74.25 | |
| Cisco Systems (CSCO) | 2.8 | $23M | 1.0M | 22.43 | |
| Morgan Stanley (MS) | 2.8 | $23M | 722k | 31.36 | |
| Corning Incorporated (GLW) | 2.7 | $22M | 1.2M | 17.82 | |
| Te Connectivity Ltd for | 2.7 | $22M | 403k | 55.11 | |
| Devon Energy Corporation (DVN) | 2.7 | $22M | 359k | 61.87 | |
| ConocoPhillips (COP) | 2.6 | $21M | 300k | 70.65 | |
| CVS Caremark Corporation (CVS) | 2.5 | $21M | 286k | 71.57 | |
| Thermo Fisher Scientific (TMO) | 2.4 | $20M | 180k | 111.35 | |
| McDonald's Corporation (MCD) | 2.4 | $20M | 202k | 97.03 | |
| American Express Company (AXP) | 2.4 | $19M | 213k | 90.73 | |
| E.I. du Pont de Nemours & Company | 2.3 | $19M | 289k | 64.97 | |
| Caterpillar (CAT) | 2.2 | $18M | 202k | 90.81 | |
| Teva Pharmaceutical Industries (TEVA) | 2.1 | $17M | 426k | 40.08 | |
| Archer Daniels Midland Company (ADM) | 2.0 | $17M | 381k | 43.40 | |
| Capital One Financial (COF) | 2.0 | $16M | 210k | 76.61 | |
| Charles Schwab Corporation (SCHW) | 1.9 | $16M | 605k | 26.00 | |
| Johnson Controls | 1.9 | $15M | 300k | 51.30 | |
| Coca-Cola Company (KO) | 1.8 | $15M | 367k | 41.31 | |
| Pepsi (PEP) | 1.7 | $14M | 168k | 82.94 | |
| Hologic (HOLX) | 1.6 | $14M | 607k | 22.35 | |
| Hewlett-Packard Company | 1.6 | $13M | 475k | 27.98 | |
| Kellogg Company (K) | 1.2 | $10M | 166k | 61.07 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $5.4M | 53k | 101.20 | |
| Eaton Corporation | 0.7 | $5.5M | 72k | 76.13 | |
| General Electric Company | 0.6 | $5.1M | 181k | 28.03 | |
| United Parcel Service (UPS) | 0.6 | $4.8M | 46k | 105.07 | |
| Time Warner | 0.5 | $3.7M | 53k | 69.72 | |
| Merck & Co (MRK) | 0.4 | $3.6M | 72k | 50.05 | |
| Comcast Corporation | 0.4 | $3.6M | 71k | 49.87 | |
| Royal Dutch Shell | 0.4 | $3.3M | 44k | 75.11 | |
| International Business Machines (IBM) | 0.4 | $3.1M | 17k | 187.60 | |
| United Technologies Corporation | 0.4 | $3.0M | 26k | 113.81 | |
| Pfizer (PFE) | 0.3 | $2.7M | 88k | 30.63 | |
| Air Products & Chemicals (APD) | 0.3 | $2.6M | 24k | 111.79 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $2.5M | 24k | 104.46 | |
| 3M Company (MMM) | 0.3 | $2.5M | 18k | 140.25 | |
| Unilever (UL) | 0.3 | $2.5M | 61k | 41.19 | |
| Duke Energy (DUK) | 0.3 | $2.5M | 36k | 69.00 | |
| Consolidated Edison (ED) | 0.3 | $2.4M | 43k | 55.27 | |
| General Mills (GIS) | 0.3 | $2.4M | 48k | 49.91 | |
| Intel Corporation (INTC) | 0.3 | $2.2M | 83k | 25.95 | |
| At&t (T) | 0.2 | $1.8M | 51k | 35.15 | |
| Oracle Corporation (ORCL) | 0.2 | $1.7M | 46k | 38.26 | |
| Southwestern Energy Company | 0.2 | $1.6M | 41k | 39.33 | |
| CSX Corporation (CSX) | 0.2 | $1.4M | 47k | 28.76 | |
| Apache Corporation | 0.2 | $1.3M | 15k | 85.92 | |
| Southern Company (SO) | 0.2 | $1.4M | 33k | 41.10 | |
| Verizon Communications (VZ) | 0.1 | $938k | 19k | 49.16 | |
| Compugen (CGEN) | 0.1 | $761k | 85k | 8.95 | |
| Wal-Mart Stores (WMT) | 0.1 | $478k | 6.1k | 78.75 | |
| Apple (AAPL) | 0.0 | $301k | 537.00 | 560.52 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $219k | 1.9k | 118.38 | |
| AFLAC Incorporated (AFL) | 0.0 | $260k | 3.9k | 66.75 | |
| Amper Sa Madrid Ord F | 0.0 | $227k | 155k | 1.46 | |
| Sorrento Therapeutics (SRNE) | 0.0 | $187k | 23k | 8.09 | |
| pSivida | 0.0 | $79k | 20k | 3.95 | |
| Senesco Technologies Inc Com Par $0.01 equity / small cap | 0.0 | $60k | 10k | 6.00 | |
| Winston Pharmaceuticals (WPHM) | 0.0 | $0 | 10k | 0.00 | |
| MicroIslet (MIIS) | 0.0 | $0 | 39k | 0.00 | |
| E-kong Group | 0.0 | $0 | 13k | 0.00 | |
| Environmental Energy Services (EESV) | 0.0 | $0 | 10k | 0.00 | |
| Itracker System | 0.0 | $0 | 110k | 0.00 | |
| Trunity Holdings | 0.0 | $21k | 71k | 0.29 | |
| Tiger X Medical | 0.0 | $18k | 226k | 0.08 |