Mason & Associates Inc Portfolio Holdings
Mason & Associates Inc
- $471 Million
- Q3 2025
Mason & Associates Inc has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $471 Million distributed in 133 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 $86.9M, Columbia ETF Tr I with a value of $42.1M, Dimensional ETF Tr U S Equity with a value of $37.5M, American Centy ETF Tr Avantis with a value of $21M, and Indexiq Iq 50 Percent Hedged F with a value of $20.2M.
Examining the 13F form we can see an increase of $57.1M in the current position value, from $414M to 471M.
Below you can find more details about Mason & Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$471 Million
ETFs: $368 Million
Technology: $46.3 Million
Financial Services: $18.2 Million
Consumer Cyclical: $13.3 Million
Communication Services: $11.2 Million
Healthcare: $5.43 Million
Industrials: $2.23 Million
Energy: $1.87 Million
Other: $4.64 Million