Mattson Financial Services, LLC Reduced Holdings in Q1 2025

Mattson Financial Services, LLC

  • $333 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
-260
- 92.2%
$121.76 - $142.99 $31.7K - $37.2K
22 $2.91M
EOG
Eog Resources Inc

Energy
-267
- 92.07%
$120.54 - $138.05 $32.2K - $36.9K
23 $2.95M
Choiceone Finl Svcs Inc
-945
- 36.7%
N/A
1.63K $46.9M
AR
Antero Resources Corp

Energy
-1.09K
- 90.25%
$33.64 - $41.42 $36.7K - $45.2K
118 $4.77M
WMB
Williams Companies, Inc.

Energy
-663
- 91.83%
$54.02 - $61.09 $35.8K - $40.5K
59 $3.53M
HAL
Halliburton CO

Energy
-941
- 92.8%
$24.15 - $29.9 $22.7K - $28.1K
73 $1.85M
RTX
Raytheon Technologies Corp

Industrials
-972
- 10.6%
$114.1 - $135.66 $111K - $132K
8.2K $1.09B
SBUX
Starbucks Corp

Consumer Cyclical
-421
- 1.32%
$91.75 - $115.81 $38.6K - $48.8K
31.5K $3.09B
LMT
Lockheed Martin Corp

Industrials
-20
- 25.97%
$423.19 - $506.29 $8.46K - $10.1K
57 $25.5M
ROK
Rockwell Automation, Inc

Industrials
-24
- 1.96%
$255.29 - $303.75 $6.13K - $7.29K
1.2K $310M
CSHI
Shp ETF Tr Neos Enhanced Incom
-221
- 2.89%
N/A
7.42K $368M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-243
- 62.15%
$45.92 - $47.58 $11.2K - $11.6K
148 $7.03M
SYK
Stryker Corp

Healthcare
-25
- 33.33%
$355.18 - $399.9 $8.88K - $10K
50 $18.6M
MBB
Ishares Tr

ETFs
-87
- 55.77%
$90.37 - $94.08 $7.86K - $8.18K
69 $6.47M
VTI
Vanguard Total Stock Market Et

ETFs
-22
- 14.67%
$271.18 - $303.12 $5.97K - $6.67K
128 $35.2M
DOW
Dow Inc.

Basic Materials
-16
- 6.5%
$34.36 - $41.92 $550 - $671
230 $8.03M
DD
Du Pont De Nemours, Inc.

Basic Materials
-16
- 6.5%
$72.7 - $84.32 $1.16K - $1.35K
230 $17.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-39
- 8.19%
$57.21 - $65.8 $2.23K - $2.57K
437 $25.5M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-155
- 62.5%
$22.42 - $23.22 $3.48K - $3.6K
93 $2.15M
GOOGL
Alphabet Inc.

Communication Services
-19
- 31.67%
$154.33 - $206.19 $2.93K - $3.92K
41 $6.34M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-138
- 20.32%
$20.64 - $20.73 $2.85K - $2.86K
541 $11.2M
CTVA
Corteva, Inc.

Basic Materials
-16
- 6.5%
$55.94 - $66.15 $895 - $1.06K
230 $14.5M
BMY
Bristol Myers Squibb CO

Healthcare
-100
- 13.3%
$53.9 - $63.11 $5.39K - $6.31K
652 $39.8M
CB
Chubb LTD

Financial Services
-91
- 2.67%
$257.71 - $301.99 $23.5K - $27.5K
3.32K $1B
ICE
Intercontinental Exchange, Inc.

Financial Services
-235
- 3.83%
$142.8 - $176.36 $33.6K - $41.4K
5.9K $1.02B
BA
Boeing CO

Industrials
-19
- 0.75%
$148.15 - $186.25 $2.81K - $3.54K
2.53K $431M
CAH
Cardinal Health Inc

Healthcare
-1.32K
- 14.35%
$118.02 - $137.77 $155K - $181K
7.85K $1.08B
MCD
Mcdonalds Corp

Consumer Cyclical
-53
- 0.47%
$279.74 - $321.29 $14.8K - $17K
11.1K $3.47B
ARKW
Ark Next Generation Internet E

ETFs
-195
- 0.86%
$91.59 - $125.64 $17.9K - $24.5K
22.4K $2.12B
LUV
Southwest Airlines CO

Industrials
-534
- 0.96%
$28.18 - $34.84 $15K - $18.6K
54.9K $1.84B
WMT
Walmart Inc.

Consumer Defensive
-895
- 2.16%
$84.5 - $105.05 $75.6K - $94K
40.6K $3.57B
BSX
Boston Scientific Corp

Healthcare
-344
- 1.53%
$89.38 - $106.18 $30.7K - $36.5K
22.2K $2.23B
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
Track This Portfolio

Track Mattson Financial Services, LLC Portfolio

Follow Mattson Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mattson Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mattson Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email