Mattson Financial Services, LLC Purchases in Q4 2024

Mattson Financial Services, LLC

  • $315 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYI
Shp ETF Tr Neos S&P 500 High I
160K
+ 1948.64%
N/A
168K $8.62B
XBJL
Innovator Etfs Tr Us Equity Ac
239K
New
$33.29 - $34.41 $7.96M - $8.23M
239K $8.01B
Innovator Etfs Trust
208K
New
N/A
208K $5.72B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
75.7K
New
$48.48 - $49.47 $3.67M - $3.74M
75.7K $3.74B
J P Morgan Exchange Traded F
48.1K
+ 117.82%
N/A
88.9K $5.44B
Bondbloxx ETF Trust
58.3K
+ 188.11%
N/A
89.3K $4.46B
SIXJ
Aim ETF Prods Tr Allianzim U S
84K
New
$29.24 - $30.42 $2.46M - $2.56M
84K $2.47B
META
Meta Platforms, Inc.

Communication Services
3.34K
+ 45.03%
$554.08 - $632.68 $1.85M - $2.11M
10.8K $6.16B
Bondbloxx ETF Trust
35.9K
+ 49.21%
N/A
109K $5.6B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
36.1K
New
$51.54 - $52.55 $1.86M - $1.9M
36.1K $1.9B
EXR
Extra Space Storage Inc.

Real Estate
7.7K
+ 74.37%
$142.35 - $178.32 $1.1M - $1.37M
18K $3.25B
Angel Oak Funds Trust
127K
+ 42.82%
N/A
424K $3.77B
PFE
Pfizer Inc

Healthcare
40.2K
+ 95.74%
$24.8 - $30.19 $997K - $1.21M
82.2K $2.38B
SHW
Sherwin Williams CO

Basic Materials
2.69K
New
$338.75 - $399.71 $910K - $1.07M
2.69K $1.03B
NOC
Northrop Grumman Corp

Industrials
1.94K
New
$466.52 - $543.88 $904K - $1.05M
1.94K $1.02B
NVDA
Nvidia Corp

Technology
8.94K
+ 16.81%
$117.0 - $148.88 $1.05M - $1.33M
62.1K $7.54B
CRM
Salesforce, Inc.

Technology
3.49K
+ 43625.0%
$270.87 - $367.87 $945K - $1.28M
3.5K $957M
HON
Honeywell International Inc

Industrials
4.33K
New
$202.84 - $236.0 $878K - $1.02M
4.33K $895M
SLB
Schlumberger Limited

Energy
24.1K
+ 73.47%
$36.83 - $45.59 $887K - $1.1M
56.9K $2.39B
AAPL
Apple Inc.

Technology
188
+ 0.54%
$221.69 - $259.02 $41.7K - $48.7K
35K $8.14B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
16.1K
+ 37.61%
$50.62 - $50.97 $816K - $821K
59K $3B
SBUX
Starbucks Corp

Consumer Cyclical
2.41K
+ 8.14%
$87.44 - $102.5 $210K - $247K
32K $3.12B
V
Visa Inc.

Financial Services
2.42K
+ 27.77%
$273.87 - $320.91 $661K - $775K
11.1K $3.06B
LOW
Lowes Companies Inc

Consumer Cyclical
1.06K
+ 11.95%
$244.52 - $284.07 $260K - $302K
9.97K $2.7B
URI
United Rentals, Inc.

Industrials
325
+ 12.06%
$704.44 - $880.32 $229K - $286K
3.02K $2.45B
AVGO
Broadcom Inc.

Technology
16K
+ 1110.82%
$159.67 - $250.0 $2.56M - $4M
17.5K $3.01B
MCD
Mcdonalds Corp

Consumer Cyclical
487
+ 4.56%
$288.47 - $316.54 $140K - $154K
11.2K $3.4B
MDT
Medtronic PLC

Healthcare
2.49K
+ 6.27%
$79.61 - $92.24 $198K - $230K
42.2K $3.8B
Vaneck Bitcoin ETF
9.25K
New
N/A
9.25K $664M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
726
+ 12.16%
$442.29 - $483.08 $321K - $351K
6.7K $3.08B
ARKW
Ark Next Generation Internet E

ETFs
6.31K
+ 38.67%
$82.66 - $120.04 $521K - $757K
22.6K $1.93B
AOS
Smith A O Corp

Industrials
6.84K
New
$68.02 - $88.94 $465K - $608K
6.84K $614M
Janus Detroit Str Tr
10.5K
+ 26.82%
N/A
49.7K $2.63B
XFIV
Bondbloxx ETF Tr 5 Yr Target D
8.05K
+ 15.59%
N/A
59.7K $2.98B
EQIX
Equinix Inc

Real Estate
312
+ 19.87%
$865.69 - $985.0 $270K - $307K
1.88K $1.67B
BLOK
Amplify ETF Tr Trnsformational

ETFs
9.32K
+ 30.16%
$36.5 - $53.22 $340K - $496K
40.2K $1.51B
AMZN
Amazon Com Inc

Consumer Cyclical
3.65K
+ 8.65%
$180.88 - $232.93 $660K - $850K
45.8K $8.54B
BA
Boeing CO

Industrials
2.55K
New
$138.14 - $180.72 $352K - $460K
2.55K $387M
MA
Mastercard Inc

Financial Services
509
+ 20.93%
$491.3 - $536.15 $250K - $273K
2.94K $1.45B
IQV
Iqvia Holdings Inc.

Healthcare
1.01K
+ 20.92%
$190.97 - $236.63 $193K - $239K
5.84K $1.38B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3.35K
+ 22.84%
$101.77 - $113.02 $341K - $379K
18K $1.95B
PWR
Quanta Services, Inc.

Industrials
348
+ 6.21%
$296.05 - $346.6 $103K - $121K
5.95K $1.78B
LUV
Southwest Airlines CO

Industrials
10.1K
+ 22.33%
$28.99 - $34.84 $293K - $353K
55.5K $1.64B
KO
Coca Cola CO

Consumer Defensive
81
+ 0.2%
$61.74 - $71.71 $5K - $5.81K
41.2K $2.96B
ROK
Rockwell Automation, Inc

Industrials
1.2K
+ 5000.0%
$264.65 - $302.92 $318K - $364K
1.22K $329M
TGT
Target Corp

Consumer Defensive
1.09K
+ 6.08%
$121.59 - $160.69 $133K - $176K
19.1K $2.97B
CL
Colgate Palmolive CO

Consumer Defensive
2.9K
New
$90.22 - $102.31 $262K - $297K
2.9K $301M
ABT
Abbott Laboratories

Healthcare
386
+ 1.59%
$111.93 - $119.39 $43.2K - $46.1K
24.7K $2.82B
ROBT
First Tr Exchange Traded Fd Vi

ETFs
5.39K
+ 47.39%
$42.89 - $48.05 $231K - $259K
16.8K $734M
Activity Summary
Buys All Purchases 187 New Holdings 114 Increased Positions 73 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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