SATOVSKY ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 54K | $13.69M |
 | DRTS | 54K | $241.76K |
 | BRK-B | 47K | $23.62M |
 | GOOGL | 15K | $3.59M |
 | PFE | 13K | $318.49K |
 | GOOG | 12K | $2.99M |
 | T | 12K | $342.78K |
 | MSFT | 9K | $4.90M |
 | AMZN | 9K | $1.98M |
 | CSCO | 8K | $565.25K |
 | EPD | 8K | $252.45K |
 | XOM | 6K | $677.63K |
 | BMY | 5K | $236.52K |
 | BAC | 4K | $207.51K |
 | V | 4K | $1.32M |
 | ED | 4K | $371.79K |
 | SO | 4K | $331.98K |
 | MDLZ | 3K | $203.73K |
 | GILD | 3K | $355.12K |
 | NEE | 3K | $209.99K |
Apple Inc.
AAPL
Shares Held
54K
Value
$13.69M
Alpha Tau Medical Ltd.
DRTS
Shares Held
54K
Value
$241.76K
Berkshire Hathaway Inc.
BRK-B
Shares Held
47K
Value
$23.62M
Alphabet Inc.
GOOGL
Shares Held
15K
Value
$3.59M
Pfizer Inc.
PFE
Shares Held
13K
Value
$318.49K
Alphabet Inc.
GOOG
Shares Held
12K
Value
$2.99M
AT&T Inc.
T
Shares Held
12K
Value
$342.78K
Microsoft Corporation
MSFT
Shares Held
9K
Value
$4.90M
Amazon.com, Inc.
AMZN
Shares Held
9K
Value
$1.98M
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$565.25K
Enterprise Products Partners L.P.
EPD
Shares Held
8K
Value
$252.45K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$677.63K
Bristol-Myers Squibb Company
BMY
Shares Held
5K
Value
$236.52K
Bank of America Corporation
BAC
Shares Held
4K
Value
$207.51K
Visa Inc.
V
Shares Held
4K
Value
$1.32M
Consolidated Edison, Inc.
ED
Shares Held
4K
Value
$371.79K
The Southern Company
SO
Shares Held
4K
Value
$331.98K
Mondelez International, Inc.
MDLZ
Shares Held
3K
Value
$203.73K
Gilead Sciences, Inc.
GILD
Shares Held
3K
Value
$355.12K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$209.99K