Top 50 Mattson Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DMBS | DOUBLELINE ETF TRUST | 3.87% | 328.0K | $16.2M | +9.95%(+29.68K) | $48.88(-0.02%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.36% | 183.7K | $14.1M | -7.92%(-15.81K) | $67.19(+30.48%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.88% | 69.1K | $12.0M | -4.53%(-3.28K) | $112.62(+73.00%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.82% | 56.7K | $11.8M | +2.51%(+1.39K) | $192.15(+26.30%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.53% | 28.6K | $10.6M | +8.39%(+2.21K) | $427.70(-8.70%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.47% | 36.1K | $10.4M | -7.24%(-2.82K) | $171.18(+108.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.42% | 40.0K | $10.2M | -2.86%(-1.18K) | $197.77(+56.05%) | 2026-03-31 | |
| XFIV | BONDBLOXX ETF TRUST | 1.87% | 159.5K | $7.8M | +11.16%(+16.01K) | $48.74(-0.50%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.8% | 13.1K | $7.5M | -2.10%(-282) | $547.81(+6.41%) | 2026-03-31 | |
| BBBS | BONDBLOXX ETF TRUST | 1.44% | 118.3K | $6.1M | +11.37%(+12.08K) | $50.76(+0.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.12% | +26.41% |
| Top 20 Holdings Unweighted | +8.19% | +26.63% |
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