Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Mattson Financial Services, Llc > Profile

Instuitional Investor - Mattson Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Mattson Financial Services, Llc
Portfolio Value $314,592,551
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 20,088 $8,643,999 2.75%
2.
Neos Etf Trust - NEOS S&P 500 HI
 168,173 $8,615,503 2.74%
3.
Amazon Com Inc
 AMZN 45,841 $8,541,553 2.72%
4.
Spdr Series Trust
 120,916 $8,163,034 2.59%
5.
Apple Inc.
 AAPL 34,955 $8,144,602 2.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)