Satovsky Asset Management as of Dec. 31, 2020
Portfolio Holdings for Satovsky Asset Management
Satovsky Asset Management holds 25 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 68.7 | $73M | 194k | 376.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.3 | $12M | 52k | 232.98 | |
| Apple (AAPL) | 6.6 | $7.0M | 53k | 132.69 | |
| Ishares Tr Cohen Steer Reit (ICF) | 1.6 | $1.7M | 31k | 53.88 | |
| Ishares Gold Trust Ishares | 1.5 | $1.6M | 88k | 18.13 | |
| Microsoft Corporation (MSFT) | 1.4 | $1.5M | 6.8k | 222.47 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.3 | $1.4M | 16k | 86.20 | |
| Tesla Motors (TSLA) | 1.2 | $1.2M | 1.7k | 705.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.2M | 683.00 | 1752.56 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $926k | 529.00 | 1750.47 | |
| Facebook Cl A (META) | 0.5 | $536k | 2.0k | 273.33 | |
| Johnson & Johnson (JNJ) | 0.4 | $408k | 2.6k | 157.59 | |
| Amazon (AMZN) | 0.4 | $397k | 122.00 | 3254.10 | |
| UnitedHealth (UNH) | 0.4 | $386k | 1.1k | 350.91 | |
| Pfizer (PFE) | 0.3 | $368k | 10k | 36.85 | |
| Consolidated Edison (ED) | 0.3 | $350k | 4.8k | 72.25 | |
| Cisco Systems (CSCO) | 0.3 | $318k | 7.1k | 44.76 | |
| Marriott Intl Cl A (MAR) | 0.3 | $311k | 2.4k | 131.78 | |
| Omnicell (OMCL) | 0.2 | $262k | 2.2k | 119.91 | |
| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.2 | $259k | 8.5k | 30.53 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $246k | 1.4k | 178.65 | |
| McDonald's Corporation (MCD) | 0.2 | $227k | 1.1k | 214.15 | |
| Nextera Energy (NEE) | 0.2 | $224k | 2.9k | 77.24 | |
| Laboratory Corp Amer Hldgs Com New | 0.2 | $218k | 1.1k | 203.17 | |
| Medtronic SHS (MDT) | 0.2 | $200k | 1.7k | 117.10 |
