SATOVSKY ASSET MANAGEMENT LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$437M
Signature - Title
Christine Lucero - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by SATOVSKY ASSET MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SATOVSKY ASSET MANAGEMENT LLC reported 53 stock holdings with total value $437M as of Q4 2024. Top holdings included IVV, VTIP, AVUV, DUHP, and DIHP.
Holdings Value