Mason & Associates Inc Incresed Positions 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
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
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
META
Meta Platforms, Inc.

Communication Services
600
+ 19.66%
$695.21 - $791.73 $417K - $475K
3.65K $2.68M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.62K
+ 7.36%
$35.42 - $38.65 $199K - $217K
82K $3.12M
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
JPM
Jpmorgan Chase & CO

Financial Services
188
+ 2.5%
$282.78 - $316.06 $53.2K - $59.4K
7.72K $2.44M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
132
+ 0.54%
$121.46 - $130.92 $16K - $17.3K
24.4K $3.18M
LLY
Eli Lilly & CO

Healthcare
299
+ 33.86%
$625.65 - $812.69 $187K - $243K
1.18K $901K
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
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.03%
$184.85 - $231.54 $185 - $232
3.42K $790K
CWS
Advisorshares Tr Advisorshares

ETFs
3.02K
+ 7.3%
$67.59 - $70.83 $204K - $214K
44.5K $3.04M
UNH
Unitedhealth Group Inc

Healthcare
85
+ 3.05%
$237.77 - $353.61 $20.2K - $30.1K
2.87K $990K
XLK
Technology Sector Spdr

ETFs
2
+ 0.06%
$250.97 - $282.66 $502 - $565
3.17K $892K
SKYY
First Trust Cloud Computing Et

ETFs
300
+ 10.84%
$118.24 - $138.53 $35.5K - $41.6K
3.07K $412K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9
+ 0.03%
$23.82 - $25.84 $214 - $233
34.1K $877K
ITA
Ishares Tr

ETFs
146
+ 10.28%
$184.73 - $209.26 $27K - $30.6K
1.57K $327K
LMT
Lockheed Martin Corp

Industrials
51
+ 6.96%
$410.74 - $499.21 $20.9K - $25.5K
784 $391K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.56%
$617.65 - $666.84 $3.09K - $3.33K
904 $602K
CVX
Chevron Corp

Energy
81
+ 3.68%
$145.57 - $161.83 $11.8K - $13.1K
2.28K $354K
VRT
Vertiv Holdings CO

Industrials
423
+ 14.37%
N/A
3.37K $291K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.09%
$243.93 - $275.62 $244 - $276
1.16K $316K
USFR
Wisdomtree Floating Rate Treas

ETFs
732
+ 0.43%
$50.23 - $50.48 $36.8K - $37K
172K $8.66M
IHF
Ishares Tr

ETFs
522
+ 9.52%
$40.81 - $49.43 $21.3K - $25.8K
6.01K $296K
ETN
Eaton Corp PLC

Industrials
25
+ 2.66%
$342.99 - $392.76 $8.57K - $9.82K
965 $361K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.03%
$94.4 - $104.27 $94.4 - $104
3.5K $360K
EUSB
Ishares Tr Esg Advanced Total

Technology
267
+ 3.81%
$42.97 - $44.2 $11.5K - $11.8K
7.27K $319K
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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