$131 Million is the total value of SATOVSKY ASSET MANAGEMENT LLC's 30 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | New | ISHARES GOLD TRishares new | $1,355,000 | – | 40,188 | +100.0% | 1.03% | – |
| V | New | VISA INC | $1,055,000 | – | 4,512 | +100.0% | 0.80% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $309,000 | – | 4,621 | +100.0% | 0.24% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $207,000 | – | 3,312 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 70.8% |
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 12.2% |
| APPLE INC | 12 | Q3 2023 | 6.7% |
| ISHARES TR | 12 | Q3 2023 | 3.1% |
| MICROSOFT CORP | 12 | Q3 2023 | 1.8% |
| ALPHABET INC | 12 | Q3 2023 | 1.4% |
| ALPHABET INC | 12 | Q3 2023 | 1.1% |
| TESLA INC | 12 | Q3 2023 | 1.2% |
| AMAZON COM INC | 12 | Q3 2023 | 1.3% |
| META PLATFORMS INC | 12 | Q3 2023 | 0.7% |
View SATOVSKY ASSET MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-07 |
View SATOVSKY ASSET MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.