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Mattson Financial Services, LLC 13F Holdings
Holdings from the most recent 13F from Mattson Financial Services, LLC
Filed: 2025-05-22 (Q1 2025) | Holdings: 1176 | Value: $332.7M | 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 |
| AMZN - AMAZON COM INC | Add 14% ($1.2M) | 2.81% | $9.3M | +8.65% | |||
| DMBS - DOUBLELINE ETF TRUST | Add 85% ($4.1M) | 2.70% | $9.0M | +1.09% | |||
| MSFT - MICROSOFT CORP | Add 27% ($1.9M) | 2.70% | $9.0M | +6.48% | |||
| NVDA - NVIDIA CORPORATION | Add 26% ($1.6M) | 2.39% | $7.9M | +11.31% | |||
| AAPL - APPLE INC | Add 4% ($326.5K) | 2.28% | $7.6M | +2.46% | |||
| GOOG - ALPHABET INC | Add 1% ($76.9K) | 1.99% | $6.6M | ||||
| META - META PLATFORMS INC | Add 40% ($1.8M) | 1.86% | $6.2M | +12.61% | |||
| SPLG - SPDR SER TR | Reduce 4% $(213.1K) | 1.66% | $5.5M | +4.66% | |||
| XFIV - BONDBLOXX ETF TRUST | New Purchase | 1.27% | $4.2M | +0.31% | |||
| MBS - ANGEL OAK FUNDS TRUST | Add 130% ($1.8M) | 0.98% | $3.3M | ||||
| SPYI - NEOS ETF TRUST | Reduce 52% $(3.4M) | 0.94% | $3.1M | +3.39% | |||
| XBJL - INNOVATOR ETFS TRUST | Reduce 46% $(2.4M) | 0.85% | $2.8M | +2.85% | |||
| UNH - UNITEDHEALTH GROUP INC | Add 9% ($202.2K) | 0.76% | $2.5M | +4.64% | |||
| V - VISA INC | Add 12% ($238.3K) | 0.68% | $2.3M | ||||
| MDT - MEDTRONIC PLC | 0.67% | $2.2M | |||||
| GS - GOLDMAN SACHS GROUP INC | Reduce 3% $(67.7K) | 0.60% | $2.0M | +7.86% | |||
| CVX - CHEVRON CORP NEW | Reduce 2% $(30.9K) | 0.59% | $2.0M | ||||
| CRPT - FIRST TR EXCHNG TRADED FD VI | Add 38% ($538.8K) | 0.59% | $1.9M | ||||
| TJUL - INNOVATOR ETFS TRUST | Reduce 50% $(1.9M) | 0.57% | $1.9M | +1.03% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 4% $(76.8K) | 0.56% | $1.9M | ||||
| BBBS - BONDBLOXX ETF TRUST | Reduce 57% $(2.4M) | 0.53% | $1.8M | +0.42% | |||
| MS - MORGAN STANLEY | Reduce 6% $(105.9K) | 0.51% | $1.7M | ||||
| MCD - MCDONALDS CORP | Reduce 9% $(170.6K) | 0.50% | $1.7M | -5.43% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 12% $(219.4K) | 0.49% | $1.6M | +2.32% | |||
| ARKW - ARK ETF TR | Reduce 11% $(202.0K) | 0.49% | $1.6M | +15.75% | |||
| PG - PROCTER AND GAMBLE CO | Add 1% ($14.5K) | 0.48% | $1.6M | -2.39% | |||
| XSVN - BONDBLOXX ETF TRUST | New Purchase | 0.48% | $1.6M | +0.45% | |||
| BLOK - AMPLIFY ETF TR | New Purchase | 0.47% | $1.6M | +10.34% | |||
| EXR - EXTRA SPACE STORAGE INC | Add 8% ($116.6K) | 0.47% | $1.6M | +3.77% | |||
| KO - COCA COLA CO | Add 3% ($46.6K) | 0.46% | $1.5M | -0.72% | |||
| JAAA - JANUS DETROIT STR TR | New Purchase | 0.46% | $1.5M | +0.53% | |||
| ABT - ABBOTT LABS | Reduce 8% $(130.1K) | 0.45% | $1.5M | +1.77% | |||
| SBUX - STARBUCKS CORP | Reduce 11% $(195.4K) | 0.45% | $1.5M | +13.20% | |||
| XTRE - BONDBLOXX ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| LMBS - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| HELO - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SPDW - SPDR INDEX SHS FDS | Reduce 100% | 0.00% | $0.00 | ||||