Satovsky Asset Management LLC Top Holdings and 13F Report (2025) About Satovsky Asset Management LLCInvestment ActivitySatovsky Asset Management LLC has $436.96 million in total holdings as of December 31, 2024.Satovsky Asset Management LLC owns shares of 53 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.26% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Satovsky Asset Management LLC has purchased 52 new stocks and bought additional shares in 32 stocks.Satovsky Asset Management LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $99,650,628Vanguard Short-Term Inflation-Protected Securities ETF $71,950,039Avantis U.S. Small Cap Value ETF $59,321,193Dimensional US High Profitability ETF $43,634,802Dimensional International High Profitability ETF $42,031,333 Largest New Holdings this Quarter AECOM $211,577 HoldingSPDR S&P 500 ETF Trust $203,578 HoldingiShares Russell 1000 ETF $201,681 HoldingSprott Gold Miners ETF $201,488 Holding Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 50,538 shares (about $2.45M)Dimensional International High Profitability ETF 40,015 shares (about $1.01M)Apple 1,020 shares (about $256.93K)Vanguard Total Stock Market ETF 804 shares (about $233.01K)AECOM 1,981 shares (about $211.58K) Largest Sales this Quarter iShares Core S&P 500 ETF 3,348 shares (about $1.97M)Avantis U.S. Small Cap Value ETF 7,184 shares (about $693.47K)iShares Core S&P Total U.S. Stock Market ETF 4,458 shares (about $573.39K)Berkshire Hathaway 600 shares (about $270.08K)Visa 563 shares (about $177.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSatovsky Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$99,650,628$1,965,109 ▼-1.9%169,77722.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$71,950,039$2,449,003 ▲3.5%1,484,77216.5%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$59,321,193$693,472 ▼-1.2%614,53613.6%ETFDUHPDimensional US High Profitability ETF$43,634,802$86,638 ▼-0.2%1,291,35310.0%ETFDIHPDimensional International High Profitability ETF$42,031,333$1,009,578 ▲2.5%1,665,9279.6%ETFBRK.BBerkshire Hathaway$23,636,966$270,075 ▼-1.1%52,5125.4%FinanceVTIVanguard Total Stock Market ETF$19,934,864$233,007 ▲1.2%68,7864.6%ETFAAPLApple$14,288,844$256,926 ▲1.8%56,7273.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$10,869,587$573,390 ▼-5.0%84,5092.5%ETFDFARDimensional US Real Estate ETF$9,029,149$48,611 ▲0.5%388,0172.1%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$7,638,042$65,656 ▲0.9%57,7021.7%ETFGNRSPDR S&P Global Natural Resources ETF$6,855,434$144,005 ▲2.1%137,7701.6%ETFMSFTMicrosoft$4,187,206$199,548 ▲5.0%10,1561.0%Computer and TechnologyGOOGLAlphabet$2,786,282$61,667 ▼-2.2%14,3680.6%Computer and TechnologyGOOGAlphabet$2,319,581$11,894 ▼-0.5%12,0910.5%Computer and TechnologyAMZNAmazon.com$2,189,732$74,419 ▲3.5%9,7100.5%Retail/WholesaleTSLATesla$2,070,8920.0%5,1280.5%Auto/Tires/TrucksIAUiShares Gold Trust$1,576,497$76,740 ▼-4.6%31,8420.4%FinanceVVisa$1,213,158$177,913 ▼-12.8%3,8390.3%Business ServicesAVREAvantis Real Estate ETF$907,802$17,899 ▲2.0%21,6560.2%ETFMETAMeta Platforms$876,188$1,171 ▲0.1%1,4960.2%Computer and TechnologyNVDANVIDIA$760,722$134 ▲0.0%5,6650.2%Computer and TechnologyMARMarriott International$674,691$3,347 ▲0.5%2,4190.2%Consumer DiscretionaryCSCOCisco Systems$485,982$5,091 ▲1.1%8,2090.1%Computer and TechnologyXOMExxon Mobil$457,624$2,367 ▲0.5%4,2540.1%Oils/EnergyUNHUnitedHealth Group$451,493$3,539 ▲0.8%8930.1%MedicalJNJJohnson & Johnson$355,785$8,034 ▲2.3%2,4800.1%MedicalMCDMcDonald's$343,959$1,159 ▲0.3%1,1870.1%Retail/WholesaleEDConsolidated Edison$335,299$15,703 ▼-4.5%3,7580.1%UtilitiesPFEPfizer$334,945$5,916 ▲1.8%12,6250.1%MedicalIEFAiShares Core MSCI EAFE ETF$328,923$6,466 ▲2.0%4,6800.1%ETFWBDWarner Bros. Discovery$318,920$32 ▼0.0%30,1720.1%Consumer DiscretionaryBMYBristol-Myers Squibb$303,856$6,957 ▲2.3%5,3720.1%MedicalGILDGilead Sciences$289,227$4,988 ▲1.8%3,1310.1%MedicalSOSouthern$281,419$4,609 ▲1.7%3,4190.1%UtilitiesSTIPiShares 0-5 Year TIPS Bond ETF$280,747$4,828 ▲1.7%2,7910.1%ETFGLDSPDR Gold Shares$279,322$7,261 ▲2.7%1,1540.1%FinanceJPMJPMorgan Chase & Co.$277,995$6,363 ▼-2.2%1,1360.1%FinanceTAT&T$276,596$2,163 ▲0.8%12,1470.1%Computer and TechnologySCHFSchwab International Equity ETF$268,589$98,163 ▲57.6%14,5180.1%ETFVTVVanguard Value ETF$267,597$19,465 ▼-6.8%1,5810.1%ETFLABCORP HOLDINGS INC$255,029$1,605 ▲0.6%1,1120.1%COM SHSORCLOracle$249,915$13,320 ▲5.6%1,5010.1%Computer and TechnologyEPDEnterprise Products Partners$240,872$14,331 ▲6.3%7,6810.1%Oils/EnergyDFAIDimensional International Core Equity Market ETF$236,590$2,833 ▲1.2%8,1020.1%ETFVEAVanguard FTSE Developed Markets ETF$225,338$1,674 ▲0.7%4,7120.1%ETFMDLZMondelez International$213,488$2,807 ▼-1.3%3,5740.0%Consumer StaplesVBRVanguard Small-Cap Value ETF$212,615$7,728 ▼-3.5%1,0730.0%ETFACMAECOM$211,577$211,577 ▲New Holding1,9810.0%ConstructionSPYSPDR S&P 500 ETF Trust$203,578$203,578 ▲New Holding3470.0%FinanceIWBiShares Russell 1000 ETF$201,681$201,681 ▲New Holding6260.0%ETFSGDMSprott Gold Miners ETF$201,488$201,488 ▲New Holding7,2580.0%ETFDRTSAlpha Tau Medical$166,1790.0%53,6060.0%MedicalAMATApplied Materials$0$256,939 ▼-100.0%00.0%Computer and TechnologyNVONovo Nordisk A/S$0$235,904 ▼-100.0%00.0%MedicalSIRISirius XM$0$29,192 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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