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Matrix Private Capital Group LLC

All holdings · as of Dec 31, 2025

133 positions

CompanyClassValueShares% of portfolio
ISHARES TR$244.2K2,1440.1%
SPDR INDEX SHS FDS$244.3K6,8000.1%
BANK OF AMERICA CORP /DE$252.4K4,5890.1%
ETFIS SER TR I$254.3K11,8000.1%
VANGUARD WHITEHALL FDS$255.9K1,7830.1%
Duke Energy Corp$258.0K2,2010.1%
abrdn Healthcare InvestorsHQHClosed-End Fund$261.4K13,8000.1%
ISHARES INC$270.2K4,0190.1%
iShares MSCI UAE ETF$280.8K4,5770.1%
iShares MSCI UAE ETF$298.6K5,5240.2%
CVS HEALTH Corp$315.8K3,9800.2%
VANGUARD WORLD FD$318.3K1,1060.2%
VERIZON COMMUNICATIONS INC$318.5K7,8210.2%
ONEOK Inc$332.4K4,5220.2%
ISHARES TR$334.1K1,5880.2%
Marriott International Inc/MD$346.5K1,1170.2%
FIFTH THIRD BANCORP$366.1K7,7550.2%
AbbVie Inc.$367.4K1,6080.2%
ISHARES TR$372.8K6,8150.2%
ISHARES TR$374.9K3,5000.2%
Cigna Group$384.5K1,3970.2%
Palantir Technologies Inc$417.7K2,3500.2%
MPLX LPMPLXMLP$427.0K8,0000.2%
HCA Healthcare, Inc.$441.2K9450.2%
SPDR SERIES TRUST$452.4K3,2510.2%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$468.2K14,6020.2%
WELLS FARGO & COMPANY/MN$485.5K5,2090.2%
FIRST TR EXCHANGE-TRADED FD$503.2K13,2880.3%
LINDE PLC$510.8K1,1980.3%
3M CO$513.9K3,2100.3%
ALLSTATE CORP$514.7K2,4610.3%
OLD REPUBLIC INTERNATIONAL CORP$579.0K12,6860.3%
Alphabet Inc.$603.6K1,9280.3%
EMERSON ELECTRIC CO$609.8K4,5950.3%
FIRST TR EXCH TRADED FD III$621.5K34,1090.3%
ISHARES TR$626.2K9140.3%
Energy Transfer LPETMLP$660.3K40,0430.3%
VANGUARD WORLD FD$668.7K8870.3%
REAVES UTILITY INCOME FUNDUTGClosed-End Fund$735.9K20,0070.4%
BERKSHIRE HATHAWAY INC DEL$754.8K10.4%
SPDR INDEX SHS FDS$835.5K18,5590.4%
VANGUARD INDEX FDS$850.5K3,2970.4%
Alphabet Inc.$882.8K2,8130.4%
VANGUARD INDEX FDS$890.2K10,0600.5%
Merck & Co., Inc.$896.0K8,4450.5%
ISHARES TR$962.6K4,5390.5%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$966.3K3,1720.5%
Warren E. Buffett$984.7K1,9590.5%
VANGUARD INDEX FDS$1.02M3,5230.5%
ISHARES TR$1.30M5,2610.7%
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