Mattson Financial Services, LLC Incresed Positions in Q2 2025

Mattson Financial Services, LLC

  • $371 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
2.88K
+ 16.4%
$146.29 - $275.65 $421K - $794K
20.4K $5.63B
CRPT
First Tr ETF Fd Viii Skybridge
14.2K
+ 6.78%
$10.82 - $23.21 $153K - $329K
223K $5.18B
META
Meta Platforms, Inc.

Communication Services
533
+ 4.57%
$484.66 - $738.09 $258K - $393K
12.2K $9B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.2K
+ 15.45%
$58.41 - $72.69 $1.12M - $1.39M
143K $10.4B
AMZN
Amazon Com Inc

Consumer Cyclical
371
+ 0.7%
$167.32 - $223.3 $62.1K - $82.8K
53.7K $11.8B
ARKW
Ark Next Generation Internet E

ETFs
2.17K
+ 9.69%
$82.77 - $147.9 $180K - $321K
24.6K $3.63B
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.49K
+ 9.82%
$32.56 - $57.11 $179K - $313K
61.4K $3.5B
IVV
Ishares Core S&P 500 ETF

ETFs
1.99K
+ 902.73%
$498.8 - $620.9 $991K - $1.23M
2.21K $1.37B
GOOG
Alphabet Inc.

Communication Services
1.25K
+ 2.72%
$146.58 - $180.01 $183K - $225K
47.2K $8.37B
AVUS
American Centy ETF Tr Avantis

ETFs
11.7K
+ 1013.14%
$81.38 - $100.82 $954K - $1.18M
12.9K $1.3B
ALL
Allstate Corp

Financial Services
4.24K
+ 1836.36%
$180.53 - $212.64 $766K - $902K
4.47K $900M
JPM
Jpmorgan Chase & CO

Financial Services
252
+ 1.47%
$210.28 - $289.91 $53K - $73.1K
17.4K $5.06B
Tidal Tr Ii
4.1K
+ 9.5%
N/A
47.2K $2.3B
ETN
Eaton Corp PLC

Industrials
492
+ 6.98%
$246.52 - $356.99 $121K - $176K
7.54K $2.69B
SNPS
Synopsys Inc

Technology
973
+ 29.6%
$380.9 - $517.66 $371K - $504K
4.26K $2.18B
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
3.69K
+ 11.86%
$39.47 - $62.61 $146K - $231K
34.8K $2.18B
Lam Research Corp
1.24K
+ 5.26%
N/A
24.8K $2.41B
PANW
Palo Alto Networks Inc

Technology
791
+ 5.42%
$152.44 - $204.64 $121K - $162K
15.4K $3.15B
IETC
Ishares U S ETF Tr

ETFs
2.13K
+ 10.51%
$67.28 - $94.0 $143K - $200K
22.4K $2.1B
Vaneck Bitcoin ETF
5.07K
+ 8.89%
N/A
62.1K $1.89B
QTUM
ETF Ser Solutions Defiance Qua
2.16K
+ 10.42%
N/A
22.9K $2.1B
Doubleline ETF Trust
9.87K
+ 4.9%
N/A
211K $10.4B
ORCL
Oracle Corp

Technology
2
+ 0.03%
$122.82 - $218.63 $246 - $437
5.73K $1.25B
LOW
Lowes Companies Inc

Consumer Cyclical
2.27K
+ 19.44%
$210.83 - $235.28 $478K - $533K
13.9K $3.09B
WCN
Waste Connections, Inc.

Industrials
2.31K
+ 24.4%
$183.26 - $199.95 $424K - $462K
11.8K $2.2B
ECL
Ecolab Inc.

Basic Materials
787
+ 10.19%
$225.65 - $270.95 $178K - $213K
8.51K $2.29B
XFIV
Bondbloxx ETF Tr 5 Yr Target D
5.84K
+ 5.13%
N/A
120K $5.91B
EQIX
Equinix Inc

Real Estate
451
+ 21.63%
$740.07 - $914.43 $334K - $412K
2.54K $2.02B
SPYI
Shp ETF Tr Neos S&P 500 High I
529
+ 0.47%
N/A
113K $5.7B
ABT
Abbott Laboratories

Healthcare
1.13K
+ 4.53%
$123.95 - $138.08 $140K - $156K
26.1K $3.55B
SPMD
Spdr Portfolio

ETFs
4.24K
+ 1029.61%
$44.89 - $54.38 $190K - $231K
4.65K $253M
SYY
Sysco Corp

Consumer Defensive
2.73K
+ 20.98%
$68.0 - $75.91 $186K - $207K
15.7K $1.19B
ASML
Asml Holding Nv

Technology
258
+ 5160.0%
$595.37 - $815.24 $154K - $210K
263 $211M
XSVN
Bondbloxx ETF Tr 7 Yr Target D
4.04K
+ 4.93%
N/A
86.1K $4.12B
Bondbloxx ETF Trust
3.32K
+ 3.9%
N/A
88.6K $4.55B
Doubleline ETF Trust
3.2K
+ 4.65%
N/A
72K $3.65B
BKR
Baker Hughes CO

Energy
10.3K
+ 28.08%
$35.0 - $44.92 $360K - $463K
47K $1.8B
Angel Oak Funds Trust
23.9K
+ 4.79%
N/A
522K $4.51B
Bondbloxx ETF Trust
2.5K
+ 3.51%
N/A
73.7K $3.67B
Bondbloxx ETF Trust
3.39K
+ 5.7%
N/A
62.8K $3.17B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.55K
+ 3.62%
$49.79 - $50.75 $127K - $130K
73.1K $3.71B
NEE
Nextera Energy Inc

Utilities
2.62K
+ 7.43%
$64.11 - $75.0 $168K - $196K
37.8K $2.63B
XTEN
Bondbloxx ETF Tr Bloomberg 10
3.05K
+ 6.53%
N/A
49.7K $2.29B
BX
Blackstone Inc.

Financial Services
251
+ 4.43%
$120.07 - $151.11 $30.1K - $37.9K
5.92K $885M
FIVE
Five Below, Inc

Consumer Cyclical
6
+ 0.39%
$55.75 - $131.18 $335 - $787
1.54K $202M
BALL
Ball Corp

Consumer Cyclical
98
+ 0.57%
$44.94 - $56.99 $4.4K - $5.59K
17.2K $967M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.34K
+ 8.38%
$24.98 - $25.66 $58.4K - $60K
30.2K $774M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
651
+ 3.85%
$91.43 - $91.74 $59.5K - $59.7K
17.6K $1.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
779
+ 10.95%
$483.48 - $539.8 $377K - $421K
7.9K $3.84B
Activity Summary
Buys All Purchases 91 New Holdings 24 Increased Positions 67 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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