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Mattson Financial Services, LLC 13F Holdings
Holdings from the most recent 13F from Mattson Financial Services, LLC
Filed: 2024-10-08 (Q3 2024) | Holdings: 916 | Value: $278.9M | 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 | Reduce 1% $(66.6K) | 3.00% | $8.4M | +15.89% | +0.94% | ||
| AMZN - AMAZON COM INC | Reduce 1% $(62.4K) | 2.80% | $7.8M | +18.20% | +19.76% | ||
| SPLG - SPDR SER TR | Reduce 1% $(56.3K) | 2.63% | $7.3M | +5.89% | +1.68% | ||
| GOOG - ALPHABET INC | Reduce 1% $(56.1K) | 2.59% | $7.2M | +8.31% | +17.31% | ||
| AAPL - APPLE INC | Reduce 1% $(54.8K) | 2.51% | $7.0M | -11.59% | +5.27% | ||
| DMBS - DOUBLELINE ETF TRUST | 2.39% | $6.7M | +1.01% | -3.01% | |||
| NVDA - NVIDIA CORPORATION | Reduce 1% $(51.0K) | 2.25% | $6.3M | +7.91% | +1.35% | ||
| ULST - SSGA ACTIVE ETF TR | 1.14% | $3.2M | +3.14% | +0.99% | |||
| GSY - POWERSHARES ACTIVELY MANAGED | 1.14% | $3.2M | +3.33% | +1.19% | |||
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(22.9K) | 0.97% | $2.7M | -46.34% | -10.22% | ||
| CVX - CHEVRON CORP NEW | Reduce 1% $(16.3K) | 0.77% | $2.1M | +2.35% | +4.88% | ||
| GS - GOLDMAN SACHS GROUP INC | Reduce 1% $(18.5K) | 0.76% | $2.1M | +27.91% | +12.96% | ||
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(16.4K) | 0.73% | $2.0M | +30.39% | +14.98% | ||
| SPDW - SPDR INDEX SHS FDS | Reduce 2% $(31.0K) | 0.72% | $2.0M | +11.77% | -6.29% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(15.8K) | 0.67% | $1.9M | -0.53% | -10.46% | ||
| MS - MORGAN STANLEY | Reduce 1% $(15.0K) | 0.65% | $1.8M | +24.86% | +16.05% | ||
| META - META PLATFORMS INC | Reduce 1% $(12.1K) | 0.64% | $1.8M | +18.50% | +3.77% | ||
| MDT - MEDTRONIC PLC | Reduce 1% $(15.7K) | 0.64% | $1.8M | +1.62% | -7.51% | ||
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(14.5K) | 0.64% | $1.8M | -2.70% | -5.28% | ||
| IGIB - ISHARES TR | 0.63% | $1.8M | +2.01% | -2.69% | |||
| BAC - BANK AMERICA CORP | Reduce 1% $(15.6K) | 0.61% | $1.7M | +13.38% | +13.77% | ||
| BBBS - BONDBLOXX ETF TRUST | 0.61% | $1.7M | +3.19% | -0.04% | |||
| NEE - NEXTERA ENERGY INC | Reduce 1% $(13.6K) | 0.57% | $1.6M | -5.23% | -14.85% | ||
| MCD - MCDONALDS CORP | Reduce 1% $(13.8K) | 0.56% | $1.6M | -0.48% | -6.25% | ||
| CI - THE CIGNA GROUP | Reduce 1% $(12.9K) | 0.55% | $1.5M | -7.39% | -18.63% | ||
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 1% $(13.1K) | 0.55% | $1.5M | +9.40% | +0.88% | ||
| KO - COCA COLA CO | Reduce 1% $(13.4K) | 0.54% | $1.5M | +4.19% | -11.07% | ||
| PANW - PALO ALTO NETWORKS INC | Reduce 1% $(11.2K) | 0.50% | $1.4M | +11.57% | -2.33% | ||
| ABT - ABBOTT LABS | Reduce 1% $(12.2K) | 0.50% | $1.4M | +18.26% | -1.86% | ||
| PYPL - PAYPAL HLDGS INC | Reduce 1% $(10.7K) | 0.49% | $1.4M | -10.66% | +3.07% | ||
| SBUX - STARBUCKS CORP | Reduce 1% $(11.9K) | 0.48% | $1.3M | -1.29% | -3.79% | ||
| TGT - TARGET CORP | Reduce 1% $(10.1K) | 0.48% | $1.3M | -33.99% | -5.88% | ||
| WMT - WALMART INC | Reduce 1% $(9.2K) | 0.48% | $1.3M | +19.00% | +16.77% | ||
| CRPT - FIRST TR EXCHNG TRADED FD VI | Reduce 2% $(21.2K) | 0.45% | $1.3M | +76.68% | +42.07% | ||