Mason & Associates Inc Reduced Holdings in Q3 2025

Mason & Associates Inc

  • $471 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.04K
- 6.52%
$459.11 - $506.91 $477K - $526K
14.9K $7.48M
ASML
Asml Holding Nv

Technology
-540
- 26.64%
$689.63 - $968.09 $372K - $523K
1.49K $1.44M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.25K
- 21.45%
$50.81 - $51.07 $165K - $166K
11.9K $607K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-5.97K
- 18.61%
$24.11 - $24.94 $144K - $149K
26.1K $651K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.1K
- 18.71%
$48.5 - $50.19 $150K - $155K
13.5K $674K
CRWD
Crowd Strike Holdings, Inc.

Technology
-75
- 1.47%
$412.46 - $514.1 $30.9K - $38.6K
5.02K $2.46M
DIS
Walt Disney CO

Communication Services
-134
- 1.28%
$112.25 - $124.0 $15K - $16.6K
10.4K $1.19M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-2.16K
- 13.6%
$49.09 - $50.58 $106K - $109K
13.7K $692K
CAH
Cardinal Health Inc

Healthcare
-290
- 16.17%
$146.04 - $167.63 $42.4K - $48.6K
1.5K $235K
JNJ
Johnson & Johnson

Healthcare
-615
- 34.15%
$155.17 - $185.42 $95.4K - $114K
1.19K $219K
AMZN
Amazon Com Inc

Consumer Cyclical
-143
- 0.78%
$211.65 - $238.24 $30.3K - $34.1K
18.3K $4.01M
AMGN
Amgen Inc

Healthcare
-87
- 4.2%
$271.18 - $309.22 $23.6K - $26.9K
1.99K $560K
VIG
Vanguard Dividend Appreciation

ETFs
-72
- 2.26%
N/A
3.12K $568K
PANW
Palo Alto Networks Inc

Technology
-7
- 0.24%
$167.06 - $208.19 $1.17K - $1.46K
2.93K $596K
SCHW
Schwab Charles Corp

Financial Services
-300
- 4.81%
$91.03 - $98.69 $27.3K - $29.6K
5.93K $566K
MCD
Mcdonalds Corp

Consumer Cyclical
-36
- 3.58%
$291.67 - $316.99 $10.5K - $11.4K
970 $294K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-50
- 0.45%
$28.92 - $32.19 $1.45K - $1.61K
11.2K $356K
NOC
Northrop Grumman Corp

Industrials
-176
- 14.08%
$498.9 - $609.32 $87.8K - $107K
1.07K $654K
BX
Blackstone Inc.

Financial Services
-16
- 1.0%
$152.77 - $188.68 $2.44K - $3.02K
1.59K $270K
DAL
Delta Air Lines, Inc.

Industrials
-30
- 0.63%
$49.0 - $61.97 $1.47K - $1.86K
4.77K $270K
IWV
Ishares Russell 3000 ETF

ETFs
-3
- 0.12%
$351.04 - $379.81 $1.05K - $1.14K
2.55K $964K
GLD
Spdr Gold Trust

ETFs
-132
- 2.33%
$300.96 - $355.47 $39.7K - $46.9K
5.53K $1.96M
NVDA
Nvidia Corp

Technology
-635
- 1.15%
$153.3 - $186.58 $97.3K - $118K
54.6K $10.2M
AAPL
Apple Inc.

Technology
-150
- 0.4%
$202.38 - $256.87 $30.4K - $38.5K
37.7K $9.61M
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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