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Home > Institutional Investor > Matrix Asset Advisors Inc > Profile

Instuitional Investor - Matrix Asset Advisors Inc

Fund Profile
Filing Period:
Fund Name: Matrix Asset Advisors Inc
Portfolio Value $988,330,426
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 142,135 $70,699,474 7.15%
2.
Ea Series Trust
 412,454 $44,053,098 4.46%
3.
Jpmorgan Chase & Co
 JPM 139,183 $40,350,410 4.08%
4.
Morgan Stanley
 MS 269,515 $37,963,931 3.84%
5.
Pnc Financial Services Group Inc.
 PNC 190,265 $35,469,247 3.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)