Mattson Financial Services, LLC Purchases in Q4 2024

Mattson Financial Services, LLC

  • $315 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PPG
Ppg Industries Inc

Basic Materials
1.7K
New
$119.09 - $131.37 $203K - $224K
1.7K $226M
AVY
Avery Dennison Corp

Industrials
898
+ 14.06%
$186.26 - $220.48 $167K - $198K
7.28K $1.61B
ECL
Ecolab Inc.

Basic Materials
358
+ 5.53%
$234.32 - $261.43 $83.9K - $93.6K
6.83K $1.74B
MCK
Mckesson Corp

Healthcare
400
New
$482.27 - $628.5 $193K - $251K
400 $198M
Tidal Tr Ii
5.09K
+ 35.02%
N/A
19.6K $734M
CRPT
First Tr ETF Fd Viii Skybridge
23.3K
+ 20.99%
$11.77 - $22.57 $274K - $525K
134K $1.68B
COP
Conocophillips

Energy
3.37K
+ 18.08%
$95.12 - $114.72 $320K - $386K
22K $2.31B
DT
Dynatrace, Inc.

Technology
2.55K
New
$51.09 - $59.6 $130K - $152K
2.55K $136M
CEG
Constellation Energy Corp

Utilities
426
New
$224.28 - $285.52 $95.5K - $122K
426 $111M
CMS
Cms Energy Corp

Utilities
1.45K
+ 811.17%
$65.76 - $71.94 $95.5K - $104K
1.63K $115M
MLPA
Global X Mlp ETF

ETFs
2.13K
+ 44.38%
$47.44 - $52.61 $101K - $112K
6.91K $332M
WCN
Waste Connections, Inc.

Industrials
358
+ 5.15%
$171.06 - $193.25 $61.2K - $69.2K
7.31K $1.31B
WFRD
Weatherford International PLC

Energy
1.02K
New
$67.1 - $94.33 $68.5K - $96.3K
1.02K $86.7M
FITB
Fifth Third Bancorp

Financial Services
1.86K
+ 8866.67%
$41.76 - $48.44 $77.8K - $90.2K
1.88K $80.7M
Pimco ETF Tr
906
+ 9.92%
N/A
10K $519M
GLD
Spdr Gold Trust

ETFs
229
New
$236.59 - $257.5 $54.2K - $59K
229 $55.7M
XOM
Exxon Mobil Corp

Energy
248
+ 2.06%
$105.51 - $125.37 $26.2K - $31.1K
12.3K $1.44B
EXC
Exelon Corp

Utilities
1.28K
New
$36.22 - $40.97 $46.4K - $52.4K
1.28K $51.9M
HY
Hyster Yale Materials Handling, Inc.

Industrials
700
New
$49.77 - $68.77 $34.8K - $48.1K
700 $44.6M
ALL
Allstate Corp

Financial Services
231
New
$181.25 - $208.2 $41.9K - $48.1K
231 $43.8M
SWKS
Skyworks Solutions, Inc.

Technology
421
New
$83.18 - $99.15 $35K - $41.7K
421 $41.6M
CLOI
Vaneck ETF Tr

ETFs
757
+ 44.32%
$52.7 - $53.15 $39.9K - $40.2K
2.47K $131M
PSX
Phillips 66

Energy
300
New
$110.35 - $138.93 $33.1K - $41.7K
300 $39.4M
CAT
Caterpillar Inc

Industrials
100
New
$360.37 - $416.88 $36K - $41.7K
100 $39.1M
BMY
Bristol Myers Squibb CO

Healthcare
730
+ 3318.18%
$51.92 - $59.94 $37.9K - $43.8K
752 $38.9M
DTE
Dte Energy CO

Utilities
293
New
$117.04 - $129.77 $34.3K - $38K
293 $37.6M
CARR
Carrier Global Corp

Industrials
450
New
$66.69 - $82.65 $30K - $37.2K
450 $36.2M
FNDX
Schwab Fundamental U S Large C

ETFs
502
New
$23.49 - $71.77 $11.8K - $36K
502 $36M
Series Portfolios Tr
1.34K
+ 44.09%
N/A
4.36K $117M
RSP
Invesco S&P 500 Equal Weight E

ETFs
194
New
$174.22 - $187.62 $33.8K - $36.4K
194 $34.8M
Choiceone Finl Svcs Inc
945
+ 57.98%
N/A
2.58K $79.6M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
288
New
$105.85 - $112.84 $30.5K - $32.5K
288 $30.5M
SRE
Sempra Energy

Utilities
364
New
$80.81 - $94.77 $29.4K - $34.5K
364 $30.4M
EPI
Wisdomtree Tr India Earnings F

ETFs
589
New
$45.09 - $50.08 $26.6K - $29.5K
589 $29.7M
PARA
Paramount Global

Communication Services
2.68K
New
$10.27 - $11.57 $27.5K - $31K
2.68K $28.4M
DUK
Duke Energy Corp

Utilities
244
New
$105.76 - $120.76 $25.8K - $29.5K
244 $28.1M
JPRE
J P Morgan Exchange Traded Fd

ETFs
397
+ 36.16%
$46.45 - $51.64 $18.4K - $20.5K
1.5K $76.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
463
New
$49.38 - $59.52 $22.9K - $27.6K
463 $27.7M
DFS
Discover Financial Services

Financial Services
194
New
$136.3 - $182.67 $26.4K - $35.4K
194 $27.2M
BP
Bp PLC

Energy
860
New
$28.16 - $33.14 $24.2K - $28.5K
860 $27M
SCHX
Schwab Strategic Tr Us Large C

ETFs
372
New
$22.4 - $68.28 $8.33K - $25.4K
372 $25.2M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
1.7K
+ 40.71%
$10.44 - $11.67 $17.7K - $19.8K
5.87K $70.8M
OTIS
Otis Worldwide Corp

Industrials
225
New
$92.57 - $106.01 $20.8K - $23.9K
225 $23.4M
FNDA
Schwab Fundamental U S Small C

ETFs
383
New
$29.26 - $59.11 $11.2K - $22.6K
383 $22.8M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.12K
+ 42.48%
$17.65 - $18.18 $19.8K - $20.3K
3.75K $67.9M
DD
Du Pont De Nemours, Inc.

Basic Materials
246
New
$75.95 - $88.05 $18.7K - $21.7K
246 $21.9M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
211
+ 43.33%
$93.52 - $95.37 $19.7K - $20.1K
698 $66.7M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
1.32K
+ 44.64%
$14.52 - $15.51 $19.2K - $20.5K
4.28K $65.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
607
New
$32.65 - $33.68 $19.8K - $20.4K
607 $20.5M
Activity Summary
Buys All Purchases 187 New Holdings 114 Increased Positions 73 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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