Matrix Asset Advisors as of Sept. 30, 2015
Portfolio Holdings for Matrix Asset Advisors
Matrix Asset Advisors holds 74 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 4.3 | $30M | 495k | 60.97 | |
| Wells Fargo & Company (WFC) | 4.2 | $29M | 565k | 51.35 | |
| Microsoft Corporation (MSFT) | 4.0 | $28M | 633k | 44.26 | |
| MetLife (MET) | 3.6 | $26M | 542k | 47.15 | |
| Procter & Gamble Company (PG) | 3.3 | $23M | 320k | 71.94 | |
| Cisco Systems (CSCO) | 3.2 | $23M | 861k | 26.25 | |
| Johnson & Johnson (JNJ) | 3.2 | $23M | 241k | 93.35 | |
| Te Connectivity Ltd for | 3.2 | $22M | 371k | 59.89 | |
| McDonald's Corporation (MCD) | 3.1 | $22M | 223k | 98.53 | |
| BB&T Corporation | 3.1 | $22M | 617k | 35.60 | |
| Eaton (ETN) | 3.0 | $21M | 413k | 51.30 | |
| Qualcomm (QCOM) | 2.9 | $20M | 374k | 53.73 | |
| Teva Pharmaceutical Industries (TEVA) | 2.8 | $20M | 348k | 56.46 | |
| Capital One Financial (COF) | 2.8 | $19M | 267k | 72.52 | |
| State Street Corporation (STT) | 2.7 | $19M | 283k | 67.21 | |
| Zimmer Holdings (ZBH) | 2.6 | $18M | 195k | 93.93 | |
| Schlumberger (SLB) | 2.6 | $18M | 262k | 68.97 | |
| Johnson Controls | 2.5 | $18M | 429k | 41.36 | |
| Pepsi (PEP) | 2.5 | $18M | 187k | 94.30 | |
| Morgan Stanley (MS) | 2.5 | $18M | 559k | 31.50 | |
| Gilead Sciences (GILD) | 2.4 | $17M | 172k | 98.19 | |
| Occidental Petroleum Corporation (OXY) | 2.4 | $17M | 250k | 66.15 | |
| Thermo Fisher Scientific (TMO) | 2.3 | $16M | 132k | 122.28 | |
| Chevron Corporation (CVX) | 2.3 | $16M | 203k | 78.88 | |
| CVS Caremark Corporation (CVS) | 2.2 | $15M | 159k | 96.48 | |
| Hewlett-Packard Company | 2.2 | $15M | 590k | 25.61 | |
| ConocoPhillips (COP) | 2.1 | $15M | 310k | 47.96 | |
| Via | 2.1 | $15M | 340k | 43.15 | |
| Symantec Corporation | 2.1 | $15M | 748k | 19.47 | |
| Caterpillar (CAT) | 2.0 | $14M | 217k | 65.36 | |
| American Express Company (AXP) | 1.9 | $14M | 185k | 74.13 | |
| Devon Energy Corporation (DVN) | 1.9 | $13M | 362k | 37.09 | |
| E.I. du Pont de Nemours & Company | 1.2 | $8.5M | 176k | 48.20 | |
| General Electric Company | 0.8 | $5.8M | 231k | 25.22 | |
| Ace Limited Cmn | 0.8 | $5.7M | 56k | 103.39 | |
| Verizon Communications (VZ) | 0.6 | $4.4M | 102k | 43.51 | |
| Pfizer (PFE) | 0.6 | $4.3M | 136k | 31.41 | |
| Merck & Co (MRK) | 0.6 | $4.2M | 86k | 49.39 | |
| Target Corporation (TGT) | 0.6 | $4.1M | 53k | 78.66 | |
| Harley-Davidson (HOG) | 0.6 | $3.9M | 71k | 54.90 | |
| General Mills (GIS) | 0.5 | $3.6M | 64k | 56.14 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $3.5M | 32k | 109.03 | |
| Royal Dutch Shell | 0.5 | $3.4M | 71k | 47.48 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $3.3M | 116k | 28.56 | |
| At&t (T) | 0.5 | $3.3M | 101k | 32.58 | |
| United Parcel Service (UPS) | 0.4 | $2.9M | 29k | 98.68 | |
| Unilever (UL) | 0.4 | $2.8M | 69k | 40.78 | |
| Duke Energy (DUK) | 0.4 | $2.5M | 35k | 71.95 | |
| United Technologies Corporation | 0.3 | $2.4M | 26k | 89.00 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $2.3M | 31k | 74.35 | |
| Southern Company (SO) | 0.3 | $2.3M | 52k | 44.70 | |
| International Business Machines (IBM) | 0.3 | $2.1M | 15k | 144.99 | |
| Consolidated Edison (ED) | 0.3 | $1.8M | 28k | 66.85 | |
| Coca-Cola Company (KO) | 0.2 | $1.7M | 42k | 40.12 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $538k | 2.2k | 248.73 | |
| Comcast Corporation | 0.1 | $500k | 8.7k | 57.27 | |
| Apple (AAPL) | 0.1 | $458k | 4.2k | 110.31 | |
| Compugen (CGEN) | 0.1 | $442k | 86k | 5.17 | |
| Wal-Mart Stores (WMT) | 0.1 | $357k | 5.5k | 64.85 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $257k | 2.0k | 130.32 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $279k | 2.6k | 109.15 | |
| AFLAC Incorporated (AFL) | 0.0 | $226k | 3.9k | 58.02 | |
| Sorrento Therapeutics (SRNE) | 0.0 | $194k | 23k | 8.39 | |
| California Resources | 0.0 | $183k | 70k | 2.60 | |
| Chemours (CC) | 0.0 | $227k | 35k | 6.47 | |
| pSivida | 0.0 | $110k | 30k | 3.67 | |
| Environmental Energy Services (EESV) | 0.0 | $0 | 10k | 0.00 | |
| Comdisco Holding Co-rts | 0.0 | $1.0k | 12k | 0.09 | |
| Cyclone Power Technologies (CYPW) | 0.0 | $0 | 25k | 0.00 | |
| Tiger X Med | 0.0 | $18k | 226k | 0.08 | |
| Itracker System | 0.0 | $0 | 110k | 0.00 | |
| Trunity Holdings | 0.0 | $2.1k | 71k | 0.03 | |
| Amper Sa Madrid Ord F | 0.0 | $23k | 155k | 0.15 | |
| Senesco Technologies | 0.0 | $12k | 20k | 0.60 |