Mattson Financial Services, LLC Incresed Positions in Q1 2025

Mattson Financial Services, LLC

  • $333 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
LPLA
Lpl Financial Holdings Inc.

Financial Services
78
+ 15.12%
$308.87 - $383.33 $24.1K - $29.9K
594 $194M
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
INVH
Invitation Homes Inc.

Real Estate
1.14K
+ 27.98%
$30.28 - $34.85 $34.5K - $39.7K
5.21K $182M
HON
Honeywell International Inc

Industrials
63
+ 1.46%
$202.75 - $226.52 $12.8K - $14.3K
4.39K $930M
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
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
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
83
+ 25.38%
$314.47 - $431.35 $26.1K - $35.8K
410 $150M
CLOI
Vaneck ETF Tr

ETFs
440
+ 17.85%
$52.68 - $53.16 $23.2K - $23.4K
2.91K $153M
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
SYY
Sysco Corp

Consumer Defensive
705
+ 5.73%
$70.0 - $77.13 $49.4K - $54.4K
13K $977M
MET
Metlife Inc

Financial Services
191
+ 489.74%
$77.7 - $87.0 $14.8K - $16.6K
230 $18.5M
DT
Dynatrace, Inc.

Technology
649
+ 25.49%
$47.15 - $62.42 $30.6K - $40.5K
3.2K $151M
WFRD
Weatherford International PLC

Energy
799
+ 78.26%
$51.89 - $74.8 $41.5K - $59.8K
1.82K $97.5M
NEE
Nextera Energy Inc

Utilities
5.8K
+ 19.7%
$66.96 - $76.16 $388K - $441K
35.2K $2.5B
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
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
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
51
+ 8.46%
$52.53 - $58.51 $2.68K - $2.98K
654 $35M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
8
+ 9.64%
$189.39 - $204.09 $1.52K - $1.63K
91 $17.4M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
42
+ 7.12%
$23.29 - $23.38 $978 - $982
632 $14.8M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
18
+ 6.67%
$78.45 - $87.45 $1.41K - $1.57K
288 $22.9M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
87
+ 11.48%
$37.84 - $44.02 $3.29K - $3.83K
845 $32.5M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
5
+ 6.94%
$111.29 - $123.42 $556 - $617
77 $8.79M
JPRE
J P Morgan Exchange Traded Fd

ETFs
89
+ 5.95%
$45.34 - $49.96 $4.04K - $4.45K
1.58K $76.3M
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 1.45%
$222.15 - $428.22 $444 - $856
140 $36.3M
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
6
+ 300.0%
$13.81 - $14.82 $82.9 - $88.9
8 $114K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5
+ 250.0%
$27.01 - $28.54 $135 - $143
7 $199K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.18K
+ 2.63%
$64.88 - $72.1 $206K - $229K
124K $8.16B
SAIA
Saia Inc

Industrials
57
+ 17.54%
$349.29 - $508.47 $19.9K - $29K
382 $133M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
4.74K
+ 15.41%
$25.93 - $29.28 $123K - $139K
35.5K $964M
WEN
Wendy'S CO

Consumer Cyclical
9.31K
+ 18.4%
$14.17 - $16.17 $132K - $151K
59.9K $877M
LHX
L3 Harris Technologies, Inc.

Industrials
361
+ 9.34%
$194.65 - $222.86 $70.3K - $80.5K
4.23K $885M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.21K
+ 34.81%
$161.05 - $222.93 $194K - $269K
4.67K $857M
QUAL
Ishares Msci Usa Quality Facto

ETFs
337
+ 2.81%
$168.16 - $186.21 $56.7K - $62.8K
12.3K $2.1B
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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