Mattson Financial Services, LLC Purchases in Q1 2025

Mattson Financial Services, LLC

  • $333 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
480
New
$63.51 - $70.42 $30.5K - $33.8K
480 $31.3M
AMT
American Tower Corp

Real Estate
426
+ 10.1%
$173.46 - $217.6 $73.9K - $92.7K
4.64K $1.01B
EQIX
Equinix Inc

Real Estate
203
+ 10.79%
$803.0 - $959.97 $163K - $195K
2.09K $1.7B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
83
+ 20.8%
$283.06 - $421.16 $23.5K - $35K
482 $136M
VCIT
Vanguard Intermediate Term Cor

ETFs
337
New
$79.17 - $82.04 $26.7K - $27.6K
337 $27.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
710
+ 62.78%
$47.79 - $59.89 $33.9K - $42.5K
1.84K $92.4M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.34K
+ 32.31%
$92.51 - $102.81 $216K - $240K
9.56K $885M
PALL
Abrdn Palladium ETF Trust

ETFs
279
New
$83.55 - $92.52 $23.3K - $25.8K
279 $25.3M
MO
Altria Group, Inc.

Consumer Defensive
415
New
$50.81 - $60.02 $21.1K - $24.9K
415 $24.9M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
462
New
$51.26 - $52.53 $23.7K - $24.3K
462 $23.8M
CLOI
Vaneck ETF Tr

ETFs
440
+ 17.85%
$52.68 - $53.16 $23.2K - $23.4K
2.91K $153M
SPMD
Spdr Portfolio

ETFs
412
New
$50.21 - $57.73 $20.7K - $23.8K
412 $21.1M
BBSC
Jp Morgan Exc Trd Tr Betabuild
347
New
$59.8 - $70.98 $20.8K - $24.6K
347 $21M
LOW
Lowes Companies Inc

Consumer Cyclical
1.69K
+ 16.96%
$222.66 - $268.42 $377K - $454K
11.7K $2.72B
Series Portfolios Tr
779
+ 17.85%
N/A
5.14K $137M
FIVE
Five Below, Inc

Consumer Cyclical
447
+ 41.12%
$72.25 - $103.2 $32.3K - $46.1K
1.53K $115M
SNAP
Snap Inc

Communication Services
4.24K
+ 44.86%
$8.37 - $12.57 $35.5K - $53.3K
13.7K $119M
VGIT
Vanguard Intermediate Term Tre

ETFs
280
New
$57.44 - $59.4 $16.1K - $16.6K
280 $16.6M
HYD
Vaneck High Yield Muni ETF

ETFs
308
New
$50.79 - $52.53 $15.6K - $16.2K
308 $15.8M
SYY
Sysco Corp

Consumer Defensive
705
+ 5.73%
$70.0 - $77.13 $49.4K - $54.4K
13K $977M
IXJ
Ishares Global Healthcare ETF

ETFs
172
New
$86.01 - $94.19 $14.8K - $16.2K
172 $15.7M
MET
Metlife Inc

Financial Services
191
+ 489.74%
$77.7 - $87.0 $14.8K - $16.6K
230 $18.5M
EXI
Ishares Global Industrials ETF

ETFs
104
New
$140.1 - $150.86 $14.6K - $15.7K
104 $15.1M
DT
Dynatrace, Inc.

Technology
649
+ 25.49%
$47.15 - $62.42 $30.6K - $40.5K
3.2K $151M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
288
New
$49.75 - $50.27 $14.3K - $14.5K
288 $14.4M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
621
New
$22.77 - $22.94 $14.1K - $14.2K
621 $14.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
272
New
$42.5 - $46.71 $11.6K - $12.7K
272 $12.3M
IXC
Ishares Tr Global Energy ETF

ETFs
285
New
$38.48 - $42.16 $11K - $12K
285 $12M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
233
New
$50.72 - $50.92 $11.8K - $11.9K
233 $11.8M
Ssga Active Tr
454
New
N/A
454 $11.4M
WFRD
Weatherford International PLC

Energy
799
+ 78.26%
$51.89 - $74.8 $41.5K - $59.8K
1.82K $97.5M
KXI
Ishares Tr Global Consumer Sta

ETFs
155
New
$58.57 - $64.8 $9.08K - $10K
155 $9.93M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
153
New
$60.05 - $72.21 $9.19K - $11K
153 $9.6M
NEE
Nextera Energy Inc

Utilities
5.8K
+ 19.7%
$66.96 - $76.16 $388K - $441K
35.2K $2.5B
Ea Series Trust
83
New
N/A
83 $9.25M
TGT
Target Corp

Consumer Defensive
9.5K
+ 49.79%
$103.65 - $142.5 $985K - $1.35M
28.6K $2.98B
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
830
+ 19.39%
$14.31 - $15.69 $11.9K - $13K
5.11K $73.8M
FPE
First Tr Pfd Secs & Income ETF

ETFs
562
+ 14.97%
$17.53 - $17.87 $9.85K - $10K
4.32K $75.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
108
New
$56.12 - $68.15 $6.06K - $7.36K
108 $7.33M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
174
New
$40.03 - $46.81 $6.97K - $8.14K
174 $7.09M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
86
+ 46.24%
$102.49 - $119.96 $8.81K - $10.3K
272 $28.4M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
1K
+ 17.11%
$10.35 - $11.79 $10.4K - $11.8K
6.87K $76.8M
ETR
Entergy Corp

Utilities
150
+ 100.0%
$75.26 - $87.89 $11.3K - $13.2K
300 $25.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
34
New
$165.25 - $224.62 $5.62K - $7.64K
34 $5.64M
EUFN
Ishares Msci Europe Financials

ETFs
182
New
$23.03 - $29.47 $4.19K - $5.36K
182 $5.19M
SONY
Sony Group Corp

Technology
185
New
$19.88 - $25.64 $3.68K - $4.74K
185 $4.7M
ASML
Asml Holding Nv

Technology
5
New
$662.63 - $776.99 $3.31K - $3.88K
5 $3.31M
HMC
Honda Motor CO LTD

Consumer Cyclical
108
New
$26.9 - $30.41 $2.91K - $3.28K
108 $2.93M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
97
New
$23.19 - $23.5 $2.25K - $2.28K
97 $2.25M
Activity Summary
Buys All Purchases 203 New Holdings 97 Increased Positions 106 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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