Mattson Financial Services, LLC New Holdings in Q3 2025

Mattson Financial Services, LLC

  • $418 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MLM
Martin Marietta Materials Inc

Basic Materials
4.06K
New
$546.36 - $631.12 $2.22M - $2.56M
4.06K $2.56B
Ssga Active Tr
77.5K
New
N/A
77.5K $1.98B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.57K
New
$225.11 - $247.9 $1.7M - $1.88M
7.57K $1.87B
MUB
Ishares National Muni Bond ETF

ETFs
15.4K
New
$103.24 - $106.68 $1.59M - $1.64M
15.4K $1.64B
Aim ETF Products Trust
56K
New
N/A
56K $1.6B
James Hardie Inds PLC
75.7K
New
N/A
75.7K $1.45B
XLF
Financial Sector Spdr

ETFs
26.2K
New
$51.37 - $54.25 $1.34M - $1.42M
26.2K $1.41B
UYLD
Angel Oak Fds Tr Ultrashort In
27.4K
New
N/A
27.4K $1.4B
MO
Altria Group, Inc.

Consumer Defensive
17.9K
New
$57.75 - $67.68 $1.04M - $1.21M
17.9K $1.19B
WELL
Welltower Inc.

Real Estate
6.39K
New
$150.71 - $178.14 $963K - $1.14M
6.39K $1.14B
USB
Us Bancorp \De\

Financial Services
21.4K
New
$43.94 - $50.41 $941K - $1.08M
21.4K $1.04B
SJM
J M Smucker CO

Consumer Defensive
9.51K
New
$102.24 - $113.2 $973K - $1.08M
9.51K $1.03B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
22.6K
New
$44.22 - $45.74 $998K - $1.03M
22.6K $1.03B
KMI
Kinder Morgan, Inc.

Energy
35.4K
New
$26.23 - $28.5 $929K - $1.01M
35.4K $1B
PZZA
Papa Johns International Inc

Consumer Cyclical
20.2K
New
$40.08 - $50.41 $810K - $1.02M
20.2K $973M
CME
Cme Group Inc.

Financial Services
3.58K
New
$258.83 - $287.1 $927K - $1.03M
3.58K $967M
WFC
Wells Fargo & Company

Financial Services
11.5K
New
$77.05 - $85.16 $884K - $977K
11.5K $962M
DIS
Walt Disney CO

Communication Services
8.31K
New
$112.25 - $124.0 $932K - $1.03M
8.31K $951M
GIS
General Mills Inc

Consumer Defensive
18.8K
New
$48.44 - $53.83 $911K - $1.01M
18.8K $948M
MOS
Mosaic CO

Basic Materials
27.3K
New
$30.93 - $37.81 $844K - $1.03M
27.3K $947M
MCO
Moodys Corp

Financial Services
1.89K
New
$472.69 - $521.32 $891K - $983K
1.89K $898M
TXN
Texas Instruments Inc

Technology
4.71K
New
N/A
4.71K $864M
IBM
International Business Machines Corp

Technology
3.02K
New
$234.77 - $292.47 $709K - $883K
3.02K $852M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
11.7K
New
$50.81 - $51.07 $595K - $598K
11.7K $597M
ITM
Vaneck Intermediate Muni ETF

ETFs
9.82K
New
$45.2 - $46.71 $444K - $459K
9.82K $458M
Ea Series Trust
3.76K
New
N/A
3.76K $428M
GOOGL
Alphabet Inc.

Communication Services
1.54K
New
$174.36 - $254.72 $269K - $393K
1.54K $375M
ET
Energy Transfer LP

Energy
20.6K
New
$17.11 - $18.16 $353K - $375K
20.6K $354M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.54K
New
$50.9 - $52.37 $333K - $342K
6.54K $342M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.15K
New
$243.93 - $275.62 $281K - $318K
1.15K $316M
CMS
Cms Energy Corp

Utilities
4.18K
New
$69.37 - $74.67 $290K - $312K
4.18K $306M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.64K
New
$62.09 - $66.51 $288K - $308K
4.64K $303M
Innovator Etfs Trust
14K
New
N/A
14K $287M
Innovator Etfs Trust
9.31K
New
N/A
9.31K $269M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
465
New
$473.44 - $553.71 $220K - $257K
465 $254M
WFRD
Weatherford International PLC

Energy
3.56K
New
$52.14 - $69.61 $185K - $248K
3.56K $243M
HYD
Vaneck High Yield Muni ETF

ETFs
4.52K
New
$48.85 - $50.94 $221K - $230K
4.52K $230M
CHK
Chesapeake Energy Corp

Energy
2.16K
New
N/A
2.16K $230M
HQY
Healthequity, Inc.

Healthcare
2.4K
New
$87.42 - $103.12 $210K - $248K
2.4K $228M
LPLA
Lpl Financial Holdings Inc.

Financial Services
658
New
$332.69 - $399.0 $219K - $263K
658 $219M
DT
Dynatrace, Inc.

Technology
4.3K
New
$46.04 - $56.64 $198K - $244K
4.3K $208M
FTNT
Fortinet, Inc.

Technology
2.47K
New
$74.39 - $107.65 $184K - $266K
2.47K $208M
INVH
Invitation Homes Inc.

Real Estate
7.04K
New
$28.9 - $32.78 $203K - $231K
7.04K $206M
GPN
Global Payments Inc

Industrials
2.47K
New
$77.61 - $90.01 $192K - $222K
2.47K $205M
SAIA
Saia Inc

Industrials
685
New
$281.49 - $333.61 $193K - $229K
685 $205M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.01K
New
$50.09 - $50.73 $201K - $203K
4.01K $203M
Activity Summary
Buys All Purchases 141 New Holdings 47 Increased Positions 94 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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