Mattson Financial Services, LLC has filed its 13F form on May 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $333 Billion distributed in 1176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $10.1B, Doubleline ETF Trust with a value of $9.87B, Microsoft Corp with a value of $9.73B, Nvidia Corp with a value of $8.62B, and Apple Inc. with a value of $8.25B.
Examining the 13F form we can see an increase of $18.1B in the current position value, from $315B to 333B.
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
$333 Billion
ETFs: $50.5 Billion
Technology: $43.2 Billion
Financial Services: $31 Billion
Healthcare: $30.1 Billion
Consumer Cyclical: $22.9 Billion
Industrials: $20.7 Billion
Consumer Defensive: $18.9 Billion
Communication Services: $18.4 Billion
Other: $26.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
