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  Name: SATOVSKY ASSET MANAGEMENT LLC
  City: NEW YORK
  State: NY
  Zip: 10016
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $341,790,000
  Total Value Change : $20,482,000
  Securities Held Change : 2
   
All Securities Held : 50
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 26
  Unchanged Positions : 2
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 43 New $220.89 $224,000 1,087 0.07% 224,000 1,087 0    Semiconductor Equipme...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 46 New $136.04 $211,000 1,644 0.06% 211,000 1,644 0    Drug Manufacturers - ...
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 47 New $28.21 $207,000 7,097 0.06% 207,000 7,097 0    Independent Oil & Gas
   (KBWB)1 Year Chart         KBWB Invesco KBW Bank ETF 48 New $53.90 $203,000 3,784 0.06% 203,000 3,784 0.009    N/A
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 50 New $2.75 $40,000 10,216 0.01% 40,000 10,216 0    Broadcasting - Radio

      5 Records Found
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