SATOVSKY ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 54K | $14.61M |
 | DRTS | 54K | $265.35K |
 | GOOGL | 15K | $4.63M |
 | GOOG | 12K | $3.76M |
 | MSFT | 10K | $4.68M |
 | AMZN | 9K | $2.08M |
 | EPD | 8K | $263.25K |
 | BMY | 5K | $286.69K |
 | BAC | 4K | $222.33K |
 | ED | 4K | $372.34K |
 | NEE | 3K | $224.86K |
 | HSY | 3K | $471.97K |
 | MAR | 2K | $757.75K |
 | JNJ | 2K | $493.60K |
 | AEM | 2K | $292.52K |
 | META | 2K | $993.48K |
 | ORCL | 1K | $279.78K |
 | JPM | 1K | $379.80K |
 | LH | 1K | $284.89K |
 | AMAT | 1K | $283.85K |
Apple Inc.
AAPL
Shares Held
54K
Value
$14.61M
Alpha Tau Medical Ltd.
DRTS
Shares Held
54K
Value
$265.35K
Alphabet Inc.
GOOGL
Shares Held
15K
Value
$4.63M
Alphabet Inc.
GOOG
Shares Held
12K
Value
$3.76M
Microsoft Corporation
MSFT
Shares Held
10K
Value
$4.68M
Amazon.com, Inc.
AMZN
Shares Held
9K
Value
$2.08M
Enterprise Products Partners L.P.
EPD
Shares Held
8K
Value
$263.25K
Bristol-Myers Squibb Company
BMY
Shares Held
5K
Value
$286.69K
Bank of America Corporation
BAC
Shares Held
4K
Value
$222.33K
Consolidated Edison, Inc.
ED
Shares Held
4K
Value
$372.34K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$224.86K
The Hershey Company
HSY
Shares Held
3K
Value
$471.97K
Marriott International, Inc.
MAR
Shares Held
2K
Value
$757.75K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$493.60K
Agnico Eagle Mines Limited
AEM
Shares Held
2K
Value
$292.52K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$993.48K
Oracle Corporation
ORCL
Shares Held
1K
Value
$279.78K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$379.80K
Labcorp Holdings Inc.
LH
Shares Held
1K
Value
$284.89K
Applied Materials, Inc.
AMAT
Shares Held
1K
Value
$283.85K