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
Vaneck Bitcoin ETF
11.3K
+ 18.28%
N/A
73.4K $2.38B
CRPT
First Tr ETF Fd Viii Skybridge
31.1K
+ 13.91%
$19.92 - $25.22 $619K - $783K
254K $5.67B
ITM
Vaneck Intermediate Muni ETF

ETFs
9.82K
New
$45.2 - $46.71 $444K - $459K
9.82K $458M
CVX
Chevron Corp

Energy
560
+ 1.9%
$145.57 - $161.83 $81.5K - $90.6K
30K $4.66B
Ea Series Trust
3.76K
New
N/A
3.76K $428M
LOW
Lowes Companies Inc

Consumer Cyclical
65
+ 0.47%
$215.01 - $273.02 $14K - $17.7K
14K $3.52B
MDT
Medtronic PLC

Healthcare
294
+ 0.63%
$87.67 - $95.74 $25.8K - $28.1K
46.7K $4.45B
GOOGL
Alphabet Inc.

Communication Services
1.54K
New
$174.36 - $254.72 $269K - $393K
1.54K $375M
ET
Energy Transfer LP

Energy
20.6K
New
$17.11 - $18.16 $353K - $375K
20.6K $354M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.54K
New
$50.9 - $52.37 $333K - $342K
6.54K $342M
AVDE
American Centy ETF Tr Avantis

ETFs
1.63K
+ 4.22%
$73.24 - $79.04 $120K - $129K
40.3K $3.18B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.15K
New
$243.93 - $275.62 $281K - $318K
1.15K $316M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.58K
+ 61.1%
$52.55 - $54.37 $293K - $304K
14.7K $796M
PWR
Quanta Services, Inc.

Industrials
140
+ 2.05%
$372.29 - $421.68 $52.1K - $59K
6.97K $2.89B
CMS
Cms Energy Corp

Utilities
4.18K
New
$69.37 - $74.67 $290K - $312K
4.18K $306M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.64K
New
$62.09 - $66.51 $288K - $308K
4.64K $303M
XFIV
Bondbloxx ETF Tr 5 Yr Target D
5.42K
+ 4.52%
N/A
125K $6.2B
Innovator Etfs Trust
14K
New
N/A
14K $287M
NEE
Nextera Energy Inc

Utilities
700
+ 1.85%
$69.77 - $77.54 $48.8K - $54.3K
38.5K $2.91B
Innovator Etfs Trust
9.31K
New
N/A
9.31K $269M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.91K
+ 16.56%
$91.44 - $91.77 $266K - $267K
20.5K $1.88B
META
Meta Platforms, Inc.

Communication Services
413
+ 3.39%
$695.21 - $791.73 $287K - $327K
12.6K $9.26B
XBJL
Innovator Etfs Tr Us Equity Ac
1.99K
+ 1.61%
$36.0 - $37.45 $71.6K - $74.5K
125K $4.69B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
465
New
$473.44 - $553.71 $220K - $257K
465 $254M
WFRD
Weatherford International PLC

Energy
3.56K
New
$52.14 - $69.61 $185K - $248K
3.56K $243M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
203
+ 2.57%
$459.11 - $506.91 $93.2K - $103K
8.1K $4.07B
HYD
Vaneck High Yield Muni ETF

ETFs
4.52K
New
$48.85 - $50.94 $221K - $230K
4.52K $230M
CHK
Chesapeake Energy Corp

Energy
2.16K
New
N/A
2.16K $230M
HQY
Healthequity, Inc.

Healthcare
2.4K
New
$87.42 - $103.12 $210K - $248K
2.4K $228M
Bondbloxx ETF Trust
3.82K
+ 4.32%
N/A
92.4K $4.78B
LPLA
Lpl Financial Holdings Inc.

Financial Services
658
New
$332.69 - $399.0 $219K - $263K
658 $219M
HD
Home Depot, Inc.

Consumer Cyclical
307
+ 12.55%
$357.4 - $423.42 $110K - $130K
2.75K $1.12B
XOM
Exxon Mobil Corp

Energy
1.38K
+ 12.36%
$105.83 - $117.22 $146K - $162K
12.5K $1.41B
DT
Dynatrace, Inc.

Technology
4.3K
New
$46.04 - $56.64 $198K - $244K
4.3K $208M
FTNT
Fortinet, Inc.

Technology
2.47K
New
$74.39 - $107.65 $184K - $266K
2.47K $208M
INVH
Invitation Homes Inc.

Real Estate
7.04K
New
$28.9 - $32.78 $203K - $231K
7.04K $206M
GPN
Global Payments Inc

Industrials
2.47K
New
$77.61 - $90.01 $192K - $222K
2.47K $205M
SAIA
Saia Inc

Industrials
685
New
$281.49 - $333.61 $193K - $229K
685 $205M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.99K
+ 5.46%
$50.53 - $50.82 $202K - $203K
77K $3.91B
PANW
Palo Alto Networks Inc

Technology
1.07K
+ 6.98%
$167.06 - $208.19 $179K - $223K
16.5K $3.35B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.01K
New
$50.09 - $50.73 $201K - $203K
4.01K $203M
AMZN
Amazon Com Inc

Consumer Cyclical
851
+ 1.59%
$211.65 - $238.24 $180K - $203K
54.5K $12B
ALL
Allstate Corp

Financial Services
623
+ 13.93%
$192.0 - $214.65 $120K - $134K
5.1K $1.09B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
3.35K
+ 3.89%
N/A
89.5K $4.31B
GLDM
World Gold Trust

ETFs
221
+ 1.42%
$64.73 - $76.45 $14.3K - $16.9K
15.8K $1.21B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
419
+ 2.2%
$90.62 - $107.71 $38K - $45.1K
19.5K $1.92B
Bondbloxx ETF Trust
3.3K
+ 5.25%
N/A
66.1K $3.34B
Innovator Etfs Trust
3.44K
+ 3.21%
N/A
111K $3.24B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.72K
+ 33.44%
$59.81 - $60.11 $163K - $164K
10.9K $651M
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
Track This Portfolio

Track Mattson Financial Services, LLC Portfolio

Follow Mattson Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mattson Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mattson Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email