Satovsky Asset Management

Satovsky Asset Management as of June 30, 2021

Portfolio Holdings for Satovsky Asset Management

Satovsky Asset Management holds 30 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 69.0 $90M 210k 430.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 11.1 $15M 52k 279.48
Apple (AAPL) 5.9 $7.7M 56k 136.96
Microsoft Corporation (MSFT) 1.6 $2.1M 7.7k 270.91
Amazon (AMZN) 1.3 $1.8M 699.00 2515.02
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.7M 683.00 2442.17
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $1.6M 16k 98.79
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.4M 569.00 2504.39
Ishares Gold Tr Ishares New (IAU) 1.0 $1.4M 40k 33.72
Tesla Motors (TSLA) 0.8 $1.1M 1.6k 679.46
Visa Com Cl A (V) 0.8 $1.1M 4.5k 233.82
Facebook Cl A (META) 0.7 $888k 2.6k 347.55
Johnson & Johnson (JNJ) 0.3 $431k 2.6k 164.88
Pfizer (PFE) 0.3 $402k 10k 39.19
Cisco Systems (CSCO) 0.3 $382k 7.2k 53.03
Nike CL B (NKE) 0.3 $364k 2.4k 154.43
Consolidated Edison (ED) 0.3 $355k 4.9k 71.76
Ishares Tr Cohen Steer Reit (ICF) 0.3 $354k 5.4k 65.31
UnitedHealth (UNH) 0.3 $340k 849.00 400.47
Omnicell (OMCL) 0.3 $331k 2.2k 151.49
Marriott Intl Cl A (MAR) 0.2 $322k 2.4k 136.44
Bristol Myers Squibb (BMY) 0.2 $309k 4.6k 66.87
Laboratory Corp Amer Hldgs Com New 0.2 $296k 1.1k 275.86
McDonald's Corporation (MCD) 0.2 $248k 1.1k 231.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $236k 551.00 428.31
Sprott Etf Trust Gold Miners Etf (SGDM) 0.2 $231k 8.2k 28.28
Spdr Gold Tr Gold Shs (GLD) 0.2 $228k 1.4k 165.58
Medtronic SHS (MDT) 0.2 $214k 1.7k 124.06
Mondelez Intl Cl A (MDLZ) 0.2 $207k 3.3k 62.50
AECOM Technology Corporation (ACM) 0.2 $207k 3.3k 63.32