Satovsky Asset Management LLC Top Holdings and 13F Report (2025) About Satovsky Asset Management LLCInvestment ActivitySatovsky Asset Management LLC has $446.89 million in total holdings as of March 31, 2025.Satovsky Asset Management LLC owns shares of 55 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.79% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Satovsky Asset Management LLC has purchased 53 new stocks and bought additional shares in 24 stocks.Satovsky Asset Management LLC sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $92,305,377Vanguard Short-Term Inflation-Protected Securities ETF $75,760,276Avantis U.S. Small Cap Value ETF $53,402,494Dimensional International High Profitability ETF $45,346,871Dimensional US High Profitability ETF $42,626,969 Largest New Holdings this Quarter 464288323 - iShares New York Muni Bond ETF $17,466,374 Holding78463X475 - SPDR Portfolio MSCI Global Stock Market ETF $368,590 Holding922908363 - Vanguard S&P 500 ETF $221,685 HoldingG5960L103 - Medtronic $205,245 Holding Largest Purchases this Quarter iShares New York Muni Bond ETF 331,745 shares (about $17.47M)Vanguard Short-Term Inflation-Protected Securities ETF 32,287 shares (about $1.61M)Vanguard Total Stock Market ETF 3,148 shares (about $865.20K)Dimensional International High Profitability ETF 17,327 shares (about $466.79K)SPDR Portfolio MSCI Global Stock Market ETF 5,905 shares (about $368.59K) Largest Sales this Quarter iShares Core S&P 500 ETF 5,031 shares (about $2.82M)Apple 2,923 shares (about $653.64K)Berkshire Hathaway 849 shares (about $448.27K)Dimensional US High Profitability ETF 5,084 shares (about $168.48K)Avantis U.S. Small Cap Value ETF 1,911 shares (about $166.58K) 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$92,305,377$2,818,814 ▼-3.0%164,74620.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$75,760,276$1,612,378 ▲2.2%1,517,05917.0%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$53,402,494$166,582 ▼-0.3%612,62511.9%ETFDIHPDimensional International High Profitability ETF$45,346,871$466,789 ▲1.0%1,683,25410.1%ETFDUHPDimensional US High Profitability ETF$42,626,969$168,484 ▼-0.4%1,286,2699.5%ETFBRK.BBerkshire Hathaway$27,277,949$448,270 ▼-1.6%51,6636.1%FinanceVTIVanguard Total Stock Market ETF$19,770,407$865,199 ▲4.6%71,9344.4%ETFNYFiShares New York Muni Bond ETF$17,466,374$17,466,374 ▲New Holding331,7453.9%ETFAAPLApple$12,031,639$653,641 ▼-5.2%53,8042.7%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$10,190,344$120,545 ▼-1.2%83,5212.3%ETFDFARDimensional US Real Estate ETF$9,249,536$26,361 ▲0.3%389,1262.1%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$7,463,331$136,583 ▼-1.8%56,6651.7%ETFGNRSPDR S&P Global Natural Resources ETF$7,176,305$159,963 ▼-2.2%134,7661.6%ETFMSFTMicrosoft$3,737,294$9,222 ▼-0.2%10,1310.8%Computer and TechnologyGOOGLAlphabet$2,278,796$2,699 ▼-0.1%14,3510.5%Computer and TechnologyGOOGAlphabet$1,905,097$3,315 ▼-0.2%12,0700.4%Computer and TechnologyIAUiShares Gold Trust$1,903,111$25,707 ▲1.4%32,2780.4%FinanceAMZNAmazon.com$1,817,173$90,161 ▼-4.7%9,2510.4%Retail/WholesaleVVisa$1,347,471$2,103 ▲0.2%3,8450.3%Business ServicesTSLATesla$1,328,9720.0%5,1280.3%Auto/Tires/TrucksAVREAvantis Real Estate ETF$936,546$5,118 ▲0.5%21,7750.2%ETFMETAMeta Platforms$863,217$1,152 ▲0.1%1,4980.2%Computer and TechnologyNVDANVIDIA$613,9480.0%5,6650.1%Computer and TechnologyMARMarriott International$577,675$1,429 ▲0.2%2,4250.1%Consumer DiscretionaryCSCOCisco Systems$509,825$3,270 ▲0.6%8,2620.1%Computer and TechnologyXOMExxon Mobil$491,480$14,389 ▼-2.8%4,1330.1%EnergyUNHUnitedHealth Group$469,441$1,572 ▲0.3%8960.1%MedicalTAT&T$407,060$63,545 ▲18.5%14,3940.1%Computer and TechnologyEDConsolidated Edison$402,231$13,382 ▼-3.2%3,6370.1%UtilitiesJNJJohnson & Johnson$390,898$13,367 ▼-3.3%2,3980.1%MedicalMCDMcDonald's$372,827$2,186 ▲0.6%1,1940.1%Retail/WholesaleSPGMSPDR Portfolio MSCI Global Stock Market ETF$368,590$368,590 ▲New Holding5,9050.1%ETFIEFAiShares Core MSCI EAFE ETF$354,0560.0%4,6800.1%ETFGILDGilead Sciences$353,345$2,465 ▲0.7%3,1530.1%MedicalGLDSPDR Gold Shares$332,3990.0%1,1540.1%FinancePFEPfizer$322,605$2,686 ▲0.8%12,7310.1%MedicalSOSouthern$316,880$2,483 ▲0.8%3,4460.1%UtilitiesBMYBristol-Myers Squibb$311,529$16,101 ▼-4.9%5,1080.1%MedicalWBDWarner Bros. Discovery$303,307$20,441 ▼-6.3%28,2670.1%Consumer DiscretionarySTIPiShares 0-5 Year TIPS Bond ETF$289,165$414 ▲0.1%2,7950.1%ETFSCHFSchwab International Equity ETF$287,1720.0%14,5180.1%ETFJPMJPMorgan Chase & Co.$285,502$2,491 ▲0.9%1,1460.1%FinanceSGDMSprott Gold Miners ETF$275,3700.0%7,2580.1%ETFEPDEnterprise Products Partners$266,463$4,233 ▲1.6%7,8050.1%EnergyLABCORP HOLDINGS INC$259,604$698 ▲0.3%1,1150.1%COM SHSDFAIDimensional International Core Equity Market ETF$253,815$781 ▲0.3%8,1270.1%ETFVEAVanguard FTSE Developed Markets ETF$240,589$1,067 ▲0.4%4,7330.1%ETFVTVVanguard Value ETF$230,918$42,142 ▼-15.4%1,3370.1%ETFSPYSPDR S&P 500 ETF Trust$222,871$28,559 ▲14.7%3980.0%FinanceVOOVanguard S&P 500 ETF$221,685$221,685 ▲New Holding4310.0%ETFMDLZMondelez International$218,194$24,289 ▼-10.0%3,2160.0%Consumer StaplesORCLOracle$210,082$3,414 ▼-1.6%1,4770.0%Computer and TechnologyMDTMedtronic$205,245$205,245 ▲New Holding2,2840.0%MedicalVBRVanguard Small-Cap Value ETF$201,070$1,118 ▲0.6%1,0790.0%ETFDRTSAlpha Tau Medical$134,5510.0%53,6060.0%MedicalACMAECOM$0$211,577 ▼-100.0%00.0%ConstructionIWBiShares Russell 1000 ETF$0$201,681 ▼-100.0%00.0%ETFShowing 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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