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Mattson Financial Services, LLC 13F Holdings
Holdings from the most recent 13F from Mattson Financial Services, LLC
Filed: 2024-09-30 (Q2 2024) | Holdings: 916 | Value: $280.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| MSFT - MICROSOFT CORP | New Purchase | 3.01% | $8.4M | +12.49% | -1.43% | ||
| AMZN - AMAZON COM INC | New Purchase | 2.80% | $7.9M | +16.87% | +18.65% | ||
| SPLG - SPDR SER TR | New Purchase | 2.63% | $7.4M | +5.81% | +2.55% | ||
| GOOG - ALPHABET INC | New Purchase | 2.59% | $7.3M | +5.74% | +12.91% | ||
| AAPL - APPLE INC | New Purchase | 2.51% | $7.1M | -13.25% | +9.23% | ||
| DMBS - DOUBLELINE ETF TRUST | New Purchase | 2.38% | $6.7M | -0.61% | -3.13% | ||
| NVDA - NVIDIA CORPORATION | New Purchase | 2.26% | $6.3M | +18.85% | +10.29% | ||
| ULST - SSGA ACTIVE ETF TR | New Purchase | 1.14% | $3.2M | +2.46% | +0.24% | ||
| GSY - POWERSHARES ACTIVELY MANAGED | New Purchase | 1.13% | $3.2M | +3.31% | +1.09% | ||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.97% | $2.7M | -46.60% | -13.20% | ||
| CVX - CHEVRON CORP NEW | New Purchase | 0.77% | $2.2M | +3.16% | -0.02% | ||
| GS - GOLDMAN SACHS GROUP INC | New Purchase | 0.76% | $2.1M | +28.85% | +16.35% | ||
| JPM - JPMORGAN CHASE & CO. | New Purchase | 0.73% | $2.0M | +31.69% | +15.45% | ||
| SPDW - SPDR INDEX SHS FDS | New Purchase | 0.72% | $2.0M | +9.27% | -7.82% | ||
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.68% | $1.9M | -2.07% | -10.25% | ||
| MS - MORGAN STANLEY | New Purchase | 0.65% | $1.8M | +28.51% | +21.63% | ||
| META - META PLATFORMS INC | New Purchase | 0.64% | $1.8M | +21.78% | +1.38% | ||
| MDT - MEDTRONIC PLC | New Purchase | 0.64% | $1.8M | -0.96% | -10.72% | ||
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.64% | $1.8M | -5.43% | -2.66% | ||
| IGIB - ISHARES TR | New Purchase | 0.63% | $1.8M | +0.53% | -3.03% | ||
| BAC - BANK AMERICA CORP | New Purchase | 0.61% | $1.7M | +14.41% | +11.86% | ||
| BBBS - BONDBLOXX ETF TRUST | New Purchase | 0.61% | $1.7M | +2.37% | -0.46% | ||
| NEE - NEXTERA ENERGY INC | New Purchase | 0.57% | $1.6M | -10.25% | -14.20% | ||
| MCD - MCDONALDS CORP | New Purchase | 0.56% | $1.6M | -0.99% | -4.23% | ||
| CI - THE CIGNA GROUP | New Purchase | 0.55% | $1.6M | -7.84% | -19.85% | ||
| ADP - AUTOMATIC DATA PROCESSING IN | New Purchase | 0.55% | $1.5M | +12.41% | +5.78% | ||
| KO - COCA COLA CO | New Purchase | 0.54% | $1.5M | -0.02% | -12.99% | ||
| PANW - PALO ALTO NETWORKS INC | New Purchase | 0.50% | $1.4M | +15.99% | +6.53% | ||
| ABT - ABBOTT LABS | New Purchase | 0.50% | $1.4M | +19.06% | -0.50% | ||
| PYPL - PAYPAL HLDGS INC | New Purchase | 0.49% | $1.4M | -7.61% | +9.13% | ||
| SBUX - STARBUCKS CORP | New Purchase | 0.48% | $1.4M | -2.31% | -5.82% | ||
| TGT - TARGET CORP | New Purchase | 0.48% | $1.3M | -35.56% | -12.30% | ||
| WMT - WALMART INC | New Purchase | 0.48% | $1.3M | +17.73% | +12.23% | ||
| CRPT - FIRST TR EXCHNG TRADED FD VI | New Purchase | 0.46% | $1.3M | +82.25% | +38.66% | ||