Mattson Financial Services, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $279 Billion distributed in 916 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.77B, Amazon Com Inc with a value of $8.15B, Spdr Portfolio S&P 500 ETF (Ma with a value of $7.97B, Alphabet Inc. with a value of $7.54B, and Apple Inc. with a value of $7.32B.

Examining the 13F form we can see an decrease of $1.83B in the current position value, from $281B to 279B.

Mattson Financial Services, LLC is based out at Kentwood, MI

Below you can find more details about Mattson Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $279 Billion
ETFs: $43.8 Billion
Technology: $39.7 Billion
Financial Services: $34.9 Billion
Healthcare: $32.5 Billion
Consumer Cyclical: $22.9 Billion
Communication Services: $16.2 Billion
Consumer Defensive: $16.1 Billion
Industrials: $15.1 Billion
Other: $21.2 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 916
  • Current Value $279 Billion
  • Prior Value $281 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 140 stocks
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