Mason & Associates Inc Purchases in Q3 2025

Mason & Associates Inc

  • $471 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
90.8K
+ 51.73%
$73.24 - $79.04 $6.65M - $7.17M
266K $21M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
211K
+ 48.12%
$29.19 - $31.2 $6.17M - $6.59M
650K $20.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
111K
+ 48.27%
$50.53 - $50.82 $5.62M - $5.66M
342K $17.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
25K
+ 1.84%
$59.61 - $63.09 $1.49M - $1.58M
1.38M $86.9M
AVEM
American Centy ETF Tr Avantis

ETFs
51.2K
+ 58.7%
$68.33 - $75.41 $3.5M - $3.86M
138K $10.4M
RECS
Columbia ETF Tr I

ETFs
14K
+ 1.36%
$36.82 - $40.35 $515K - $564K
1.04M $42.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.98K
+ 1.17%
$67.01 - $72.84 $400K - $435K
517K $37.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
638
+ 1.26%
$275.84 - $326.36 $176K - $208K
51.2K $16.7M
TSLA
Tesla, Inc.

Consumer Cyclical
752
+ 4.37%
$293.94 - $444.72 $221K - $334K
18K $7.99M
SJNK
Spdr Bloomberg Short Term High

ETFs
82.9K
+ 29.84%
$25.28 - $25.63 $2.1M - $2.13M
361K $9.24M
BAR
Granite Shares Gold Trust

ETFs
26.5K
+ 21.97%
$32.23 - $38.06 $854K - $1.01M
147K $5.59M
GOOGL
Alphabet Inc.

Communication Services
2.4K
+ 14.91%
$174.36 - $254.72 $419K - $612K
18.5K $4.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.2K
+ 10.23%
$78.96 - $80.04 $1.52M - $1.54M
207K $16.6M
VOX
Vanguard Communication Service

ETFs
2.97K
+ 6.59%
$169.0 - $192.17 $502K - $571K
48.1K $9.02M
AGZ
Ishares Agency Bond ETF

ETFs
11K
+ 8.92%
$108.74 - $110.41 $1.2M - $1.22M
135K $14.9M
AMD
Advanced Micro Devices Inc

Technology
3.79K
+ 16.78%
$134.8 - $184.42 $511K - $699K
26.4K $4.27M
AFRM
Affirm Holdings, Inc.

Technology
12.1K
New
$64.05 - $92.18 $776K - $1.12M
12.1K $885K
BAC
Bank Of America Corp

Financial Services
17K
New
$44.92 - $52.42 $763K - $891K
17K $876K
GOOG
Alphabet Inc.

Communication Services
494
+ 5.19%
$175.16 - $255.24 $86.5K - $126K
10K $2.44M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.19K
+ 5.46%
$98.53 - $107.1 $314K - $341K
61.5K $6.46M
OSCR
Oscar Health, Inc.

Healthcare
38.1K
New
$13.42 - $20.45 $512K - $780K
38.1K $721K
CL
Colgate Palmolive CO

Consumer Defensive
8.27K
New
$79.36 - $93.33 $657K - $772K
8.27K $661K
VTI
Vanguard Total Stock Market Et

ETFs
1.34K
+ 27.18%
$303.93 - $329.86 $407K - $442K
6.27K $2.06M
AVGO
Broadcom Inc.

Technology
651
+ 10.75%
$264.74 - $369.57 $172K - $241K
6.71K $2.21M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
7.7K
+ 6.17%
$42.79 - $45.73 $329K - $352K
133K $5.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
810
New
$567.77 - $614.76 $460K - $498K
810 $496K
NU
Nu Holdings Ltd.

Financial Services
30.3K
New
$11.92 - $16.3 $361K - $493K
30.3K $484K
META
Meta Platforms, Inc.

Communication Services
600
+ 19.66%
$695.21 - $791.73 $417K - $475K
3.65K $2.68M
NOW
Service Now, Inc.

Technology
464
New
$850.86 - $1044.69 $395K - $485K
464 $427K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.62K
+ 7.36%
$35.42 - $38.65 $199K - $217K
82K $3.12M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.35K
New
$79.52 - $89.63 $346K - $390K
4.35K $387K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.87K
+ 4.09%
$63.41 - $69.69 $119K - $130K
47.6K $3.26M
XCEM
Columbia ETF Tr Ii

ETFs
3.31K
+ 3.65%
$33.85 - $36.86 $112K - $122K
93.8K $3.41M
MSFT
Microsoft Corp

Technology
1
+ 0.01%
$491.09 - $535.64 $491 - $536
14.2K $7.37M
VO
Vanguard Mid Cap ETF

ETFs
473
+ 4.69%
$279.83 - $293.74 $132K - $139K
10.6K $3.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
458
New
$546.99 - $602.2 $251K - $276K
458 $274K
CAT
Caterpillar Inc

Industrials
541
New
$390.92 - $477.15 $211K - $258K
541 $258K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
655
New
$366.54 - $479.53 $240K - $314K
655 $256K
JPM
Jpmorgan Chase & CO

Financial Services
188
+ 2.5%
$282.78 - $316.06 $53.2K - $59.4K
7.72K $2.44M
KLAC
Kla Corp

Technology
217
New
$843.9 - $1078.6 $183K - $234K
217 $234K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
132
+ 0.54%
$121.46 - $130.92 $16K - $17.3K
24.4K $3.18M
DBP
Invesco Db Precious Metals Fund

ETFs
2.48K
New
$74.64 - $88.5 $185K - $219K
2.48K $218K
BIIB
Biogen Inc.

Healthcare
1.56K
New
$122.68 - $148.84 $192K - $233K
1.56K $218K
MBLY
Mobileye Global Inc.
15.4K
New
$13.5 - $19.08 $208K - $294K
15.4K $217K
AMAT
Applied Materials Inc

Technology
1.05K
New
$156.25 - $204.95 $164K - $215K
1.05K $215K
LLY
Eli Lilly & CO

Healthcare
299
+ 33.86%
$625.65 - $812.69 $187K - $243K
1.18K $901K
NUDM
Nuveen Esg International Devel

ETFs
5.34K
New
$34.72 - $37.63 $185K - $201K
5.34K $200K
ORCL
Oracle Corp

Technology
106
+ 3.99%
$218.96 - $328.33 $23.2K - $34.8K
2.76K $776K
XOM
Exxon Mobil Corp

Energy
1.17K
+ 9.54%
$105.83 - $117.22 $124K - $137K
13.5K $1.52M
Activity Summary
Buys All Purchases 78 New Holdings 20 Increased Positions 58 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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