$269 Million is the total value of SATOVSKY ASSET MANAGEMENT LLC's 40 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SGDM | New | SPROTT ETF TRUSTgold miners etf | $226,785 | – | 8,031 | +100.0% | 0.08% | – |
| GLD | New | SPDR GOLD TR | $210,263 | – | 1,148 | +100.0% | 0.08% | – |
| NVDA | New | NVIDIA CORPORATION | $209,468 | – | 754 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-27
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.