Mattson Financial Services, LLC Portfolio Holdings
Mattson Financial Services, LLC
- $315 Billion
- Q4 2024
Mattson Financial Services, LLC has filed its 13F form on March 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $315 Billion distributed in 1014 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.64B, Shp ETF Tr Neos S&P 500 High I with a value of $8.62B, Amazon Com Inc with a value of $8.54B, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.16B, and Apple Inc. with a value of $8.14B.
Examining the 13F form we can see an increase of $35.7B in the current position value, from $279B to 315B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,014
- Current Value $315 Billion
- Prior Value $279 Billion
- Filing
- Period Q4 2024
- Filing Date March 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 114 stocks
- Additional Purchases 73 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks