SATOVSKY ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HSY | 3K | $485.12K |
 | MAR | 2K | $634.76K |
 | JNJ | 2K | $442.99K |
 | MDT | 2K | $220.70K |
 | TSLA | 2K | $977.94K |
 | ACM | 2K | $258.42K |
 | META | 2K | $1.10M |
 | ORCL | 1K | $403.05K |
 | RTX | 1K | $205.14K |
 | MCD | 1K | $366.96K |
 | JPM | 1K | $370.09K |
 | LH | 1K | $321.93K |
 | AMAT | 1K | $225.76K |
 | UNH | 909 | $313.81K |
 | GE | 710 | $213.47K |
 | PWR | 493 | $204.11K |
 | GS | 318 | $253.31K |
The Hershey Company
HSY
Shares Held
3K
Value
$485.12K
Marriott International, Inc.
MAR
Shares Held
2K
Value
$634.76K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$442.99K
Medtronic plc
MDT
Shares Held
2K
Value
$220.70K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$977.94K
Aecom
ACM
Shares Held
2K
Value
$258.42K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.10M
Oracle Corporation
ORCL
Shares Held
1K
Value
$403.05K
RTX Corporation
RTX
Shares Held
1K
Value
$205.14K
McDonald's Corporation
MCD
Shares Held
1K
Value
$366.96K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$370.09K
Labcorp Holdings Inc.
LH
Shares Held
1K
Value
$321.93K
Applied Materials, Inc.
AMAT
Shares Held
1K
Value
$225.76K
UnitedHealth Group Incorporated
UNH
Shares Held
909
Value
$313.81K
GE Aerospace
GE
Shares Held
710
Value
$213.47K
Quanta Services, Inc.
PWR
Shares Held
493
Value
$204.11K
The Goldman Sachs Group, Inc.
GS
Shares Held
318
Value
$253.31K