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
KO
Coca Cola CO

Consumer Defensive
5.16K
+ 12.53%
$60.81 - $72.32 $314K - $373K
46.4K $3.32B
Pimco ETF Tr
6.63K
+ 66.1%
N/A
16.7K $843M
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
10.9K
New
$29.36 - $31.01 $319K - $337K
10.9K $324M
SPTS
Spdr Portfolio Short Term Trea

ETFs
10.5K
New
$28.92 - $29.24 $302K - $306K
10.5K $306M
SPTL
Spdr Portfolio Long Term Treas

ETFs
10.9K
New
$25.54 - $27.64 $279K - $302K
10.9K $298M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
10.2K
+ 66.59%
$27.64 - $28.58 $281K - $291K
25.5K $728M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.62K
+ 8.97%
$98.98 - $113.18 $160K - $183K
19.6K $2.22B
BAC
Bank Of America Corp

Financial Services
3.43K
+ 5.66%
$39.61 - $47.74 $136K - $164K
64K $2.67B
SCHX
Schwab Strategic Tr Us Large C

ETFs
12K
+ 3222.31%
$21.75 - $24.28 $261K - $291K
12.4K $273M
PG
Procter & Gamble CO

Consumer Defensive
1.73K
+ 9.02%
$158.56 - $176.26 $274K - $305K
20.9K $3.56B
ECL
Ecolab Inc.

Basic Materials
892
+ 13.05%
$229.72 - $269.82 $205K - $241K
7.73K $1.96B
PANW
Palo Alto Networks Inc

Technology
7.93K
+ 118.94%
$167.82 - $208.28 $1.33M - $1.65M
14.6K $2.49B
PFE
Pfizer Inc

Healthcare
19.2K
+ 23.34%
$25.01 - $27.13 $480K - $521K
101K $2.57B
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.14K
New
$59.61 - $66.71 $187K - $210K
3.14K $190M
ETN
Eaton Corp PLC

Industrials
1.83K
+ 35.0%
$271.83 - $371.23 $497K - $679K
7.05K $1.92B
NOW
Service Now, Inc.

Technology
490
+ 22.96%
$783.83 - $1170.39 $384K - $573K
2.62K $2.09B
BALT
Innovator Etfs Tr
5.6K
New
$31.31 - $31.89 $175K - $179K
5.6K $176M
UNH
Unitedhealth Group Inc

Healthcare
1.37K
+ 15.18%
$461.52 - $548.18 $633K - $752K
10.4K $5.45B
URI
United Rentals, Inc.

Industrials
1.14K
+ 37.62%
$594.17 - $789.56 $675K - $897K
4.16K $2.6B
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.31%
$890.62 - $1076.86 $6.23K - $7.54K
2.28K $2.16B
Innovator Etfs Trust
5.19K
New
N/A
5.19K $137M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.95K
New
$67.03 - $74.61 $131K - $146K
1.95K $133M
IVV
Ishares Core S&P 500 ETF

ETFs
220
New
$554.06 - $615.85 $122K - $135K
220 $124M
GPN
Global Payments Inc

Industrials
2.04K
+ 11.91%
$92.18 - $113.03 $188K - $231K
19.2K $1.88B
AMGN
Amgen Inc

Healthcare
463
+ 16.63%
$258.59 - $327.36 $120K - $152K
3.25K $1.01B
EOCT
Innovator Etfs Tr Emerging Mar
4.21K
New
N/A
4.21K $112M
PWR
Quanta Services, Inc.

Industrials
1.46K
+ 24.54%
$236.71 - $358.03 $346K - $523K
7.42K $1.88B
AAPL
Apple Inc.

Technology
2.2K
+ 6.29%
$209.68 - $247.1 $461K - $544K
37.2K $8.25B
AVUS
American Centy ETF Tr Avantis

ETFs
1.16K
New
$90.7 - $101.57 $105K - $118K
1.16K $107M
KJUL
Innovator U.S. Small Cap Power

Technology
3.67K
New
$27.83 - $30.18 $102K - $111K
3.67K $103M
ABBV
Abb Vie Inc.

Healthcare
201
+ 4.01%
$169.2 - $216.66 $34K - $43.5K
5.21K $1.09B
CI
Cigna Corp

Healthcare
372
+ 14.41%
$274.49 - $329.0 $102K - $122K
2.95K $972M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
1.51K
New
$50.21 - $51.23 $75.8K - $77.3K
1.51K $76M
Global X Fds
3.01K
New
N/A
3.01K $75.5M
LPLA
Lpl Financial Holdings Inc.

Financial Services
78
+ 15.12%
$308.87 - $383.33 $24.1K - $29.9K
594 $194M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.58K
New
$44.81 - $46.22 $70.6K - $72.8K
1.58K $71M
Amplify ETF Tr
2.94K
New
N/A
2.94K $70.3M
Neos ETF Trust
1.5K
New
N/A
1.5K $65.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.91K
+ 11.66%
$24.73 - $25.62 $72K - $74.6K
27.9K $712M
VEA
Vanguard Ftse Developed Market

ETFs
1.14K
+ 708.7%
$47.4 - $52.99 $54.1K - $60.5K
1.3K $66.2M
FTNT
Fortinet, Inc.

Technology
153
+ 7.16%
$92.49 - $114.57 $14.2K - $17.5K
2.29K $220M
Global X Fds
667
New
N/A
667 $52.4M
MUB
Ishares National Muni Bond ETF

ETFs
387
New
$104.71 - $107.69 $40.5K - $41.7K
387 $40.8M
INVH
Invitation Homes Inc.

Real Estate
1.14K
+ 27.98%
$30.28 - $34.85 $34.5K - $39.7K
5.21K $182M
PM
Philip Morris International Inc.

Consumer Defensive
235
New
$117.15 - $158.79 $27.5K - $37.3K
235 $37.3M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
411
New
$88.44 - $101.55 $36.3K - $41.7K
411 $37M
HON
Honeywell International Inc

Industrials
63
+ 1.46%
$202.75 - $226.52 $12.8K - $14.3K
4.39K $930M
HQY
Healthequity, Inc.

Healthcare
267
+ 15.51%
$84.32 - $114.51 $22.5K - $30.6K
1.99K $176M
ITM
Vaneck Intermediate Muni ETF

ETFs
693
New
$45.21 - $46.67 $31.3K - $32.3K
693 $31.5M
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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