Mattson Financial Services, LLC Purchases in Q3 2025

Mattson Financial Services, LLC

  • $418 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
39.7K
+ 27.72%
$72.65 - $78.68 $2.88M - $3.12M
183K $14.3B
GOOG
Alphabet Inc.

Communication Services
1.34K
+ 2.83%
$175.16 - $255.24 $234K - $341K
48.5K $11.8B
Doubleline ETF Trust
49.2K
+ 23.32%
N/A
260K $12.9B
MLM
Martin Marietta Materials Inc

Basic Materials
4.06K
New
$546.36 - $631.12 $2.22M - $2.56M
4.06K $2.56B
AVUS
American Centy ETF Tr Avantis

ETFs
22.1K
+ 171.62%
$101.2 - $109.16 $2.24M - $2.41M
35K $3.8B
AAPL
Apple Inc.

Technology
1K
+ 2.49%
$202.38 - $256.87 $203K - $257K
41.3K $10.5B
NVDA
Nvidia Corp

Technology
221
+ 0.29%
$153.3 - $186.58 $33.9K - $41.2K
76.4K $14.3B
IETC
Ishares U S ETF Tr

ETFs
18.3K
+ 81.81%
$92.7 - $103.65 $1.7M - $1.9M
40.7K $4.15B
Ssga Active Tr
77.5K
New
N/A
77.5K $1.98B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.57K
New
$225.11 - $247.9 $1.7M - $1.88M
7.57K $1.87B
Aim ETF Products Trust
56K
New
N/A
56K $1.6B
James Hardie Inds PLC
75.7K
New
N/A
75.7K $1.45B
XLF
Financial Sector Spdr

ETFs
26.2K
New
$51.37 - $54.25 $1.34M - $1.42M
26.2K $1.41B
UYLD
Angel Oak Fds Tr Ultrashort In
27.4K
New
N/A
27.4K $1.4B
MO
Altria Group, Inc.

Consumer Defensive
17.9K
New
$57.75 - $67.68 $1.04M - $1.21M
17.9K $1.19B
BLOK
Amplify ETF Tr Trnsformational

ETFs
8.34K
+ 13.6%
$56.05 - $67.13 $468K - $560K
69.7K $4.67B
WELL
Welltower Inc.

Real Estate
6.39K
New
$150.71 - $178.14 $963K - $1.14M
6.39K $1.14B
ARKW
Ark Next Generation Internet E

ETFs
2.66K
+ 10.83%
$144.46 - $174.76 $385K - $465K
27.3K $4.76B
XTEN
Bondbloxx ETF Tr Bloomberg 10
23.1K
+ 46.42%
N/A
72.8K $3.39B
AEP
American Electric Power CO Inc

Utilities
9.39K
New
$103.26 - $115.0 $970K - $1.08M
9.39K $1.06B
USB
Us Bancorp \De\

Financial Services
21.4K
New
$43.94 - $50.41 $941K - $1.08M
21.4K $1.04B
SJM
J M Smucker CO

Consumer Defensive
9.51K
New
$102.24 - $113.2 $973K - $1.08M
9.51K $1.03B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
22.6K
New
$44.22 - $45.74 $998K - $1.03M
22.6K $1.03B
ROK
Rockwell Automation, Inc

Industrials
2.85K
+ 237.58%
$328.67 - $358.52 $937K - $1.02M
4.05K $1.42B
KMI
Kinder Morgan, Inc.

Energy
35.4K
New
$26.23 - $28.5 $929K - $1.01M
35.4K $1B
Lam Research Corp
685
+ 2.76%
N/A
25.5K $3.41B
PZZA
Papa Johns International Inc

Consumer Cyclical
20.2K
New
$40.08 - $50.41 $810K - $1.02M
20.2K $973M
ETN
Eaton Corp PLC

Industrials
2.25K
+ 29.84%
$342.99 - $392.76 $772K - $884K
9.79K $3.67B
CME
Cme Group Inc.

Financial Services
3.58K
New
$258.83 - $287.1 $927K - $1.03M
3.58K $967M
WFC
Wells Fargo & Company

Financial Services
11.5K
New
$77.05 - $85.16 $884K - $977K
11.5K $962M
DIS
Walt Disney CO

Communication Services
8.31K
New
$112.25 - $124.0 $932K - $1.03M
8.31K $951M
Tidal Trust Ii
5.66K
+ 11.98%
N/A
52.9K $3.25B
GIS
General Mills Inc

Consumer Defensive
18.8K
New
$48.44 - $53.83 $911K - $1.01M
18.8K $948M
MOS
Mosaic CO

Basic Materials
27.3K
New
$30.93 - $37.81 $844K - $1.03M
27.3K $947M
PRU
Prudential Financial Inc

Financial Services
9.18K
+ 312.77%
$100.68 - $109.89 $925K - $1.01M
12.1K $1.26B
MCO
Moodys Corp

Financial Services
1.89K
New
$472.69 - $521.32 $891K - $983K
1.89K $898M
IVV
Ishares Core S&P 500 ETF

ETFs
1.13K
+ 51.36%
$620.67 - $670.08 $703K - $759K
3.34K $2.23B
TXN
Texas Instruments Inc

Technology
4.71K
New
N/A
4.71K $864M
IBM
International Business Machines Corp

Technology
3.02K
New
$234.77 - $292.47 $709K - $883K
3.02K $852M
UNH
Unitedhealth Group Inc

Healthcare
1.31K
+ 11.0%
$237.77 - $353.61 $311K - $462K
13.2K $4.55B
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
5.74K
+ 16.51%
$61.01 - $75.47 $350K - $433K
40.5K $2.99B
APH
Amphenol Corp

Technology
496
+ 1.7%
$97.39 - $125.4 $48.3K - $62.2K
29.6K $3.66B
JNJ
Johnson & Johnson

Healthcare
560
+ 2.75%
$155.17 - $185.42 $86.9K - $104K
21K $3.89B
QTUM
ETF Ser Solutions Defiance Qua
4.25K
+ 18.55%
N/A
27.2K $2.85B
MSFT
Microsoft Corp

Technology
354
+ 1.38%
$491.09 - $535.64 $174K - $190K
26K $13.5B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
11.7K
New
$50.81 - $51.07 $595K - $598K
11.7K $597M
QQQ
Invesco Qqq Trust, Series 1

ETFs
856
+ 133.75%
$546.99 - $602.2 $468K - $515K
1.5K $898M
SPYI
Shp ETF Tr Neos S&P 500 High I
5.3K
+ 4.68%
N/A
119K $6.2B
SPMD
Spdr Portfolio

ETFs
8.29K
+ 178.02%
$54.43 - $58.29 $451K - $483K
12.9K $740M
Activity Summary
Buys All Purchases 141 New Holdings 47 Increased Positions 94 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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