Mason & Associates Inc has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $408 Million distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr U S Quality with a value of $77.6M, Dimensional ETF Tr U S Equity with a value of $70.4M, Janus Detroit Str Tr Janus Hen with a value of $20.1M, Ishares Agency Bond ETF with a value of $17.6M, and Vanguard Sht Term Corp Bd ETF with a value of $17M.
Examining the 13F form we can see an increase of $9.74M in the current position value, from $398M to 408M.
Below you can find more details about Mason & Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$408 Million
ETFs: $340 Million
Technology: $25.6 Million
Financial Services: $14.7 Million
Consumer Cyclical: $9.58 Million
Healthcare: $5.55 Million
Communication Services: $5.37 Million
Industrials: $1.83 Million
Energy: $1.67 Million
Other: $2.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
