Mason & Associates, LLC Reduced Holdings in Q2 2025

Mason & Associates, LLC

  • $398 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-258K
- 9.56%
$45.12 - $46.23 $11.6M - $11.9M
2.44M $113B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-32.7K
- 30.15%
$48.13 - $49.85 $1.57M - $1.63M
75.7K $3.71B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-16.8K
- 5.32%
$50.09 - $51.09 $843K - $860K
300K $15.3B
IWM
Ishares Russell 2000 ETF

ETFs
-745
- 43.72%
$174.82 - $215.79 $130K - $161K
959 $207M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-2.89K
- 25.89%
$41.55 - $46.04 $120K - $133K
8.27K $381M
VT
Vanguard Total World Stk Index

ETFs
-962
- 31.57%
$103.16 - $128.52 $99.2K - $124K
2.09K $268M
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.72K
- 33.44%
$53.36 - $61.57 $91.7K - $106K
3.42K $211M
UPS
United Parcel Service Inc

Industrials
-333
- 11.02%
$91.92 - $110.2 $30.6K - $36.7K
2.69K $272M
IWV
Ishares Russell 3000 ETF

ETFs
-278
- 13.46%
$281.67 - $351.0 $78.3K - $97.6K
1.79K $628M
IVE
Ishares S&P 500 Value ETF

ETFs
-239
- 3.23%
$168.34 - $195.42 $40.2K - $46.7K
7.16K $1.4B
D
Dominion Energy, Inc

Utilities
-260
- 1.44%
$49.66 - $58.0 $12.9K - $15.1K
17.8K $1.01B
IWR
Ishares Russell Mid Cap ETF

ETFs
-853
- 7.0%
$74.88 - $91.97 $63.9K - $78.5K
11.3K $1.04B
IBM
International Business Machines Corp

Technology
-7
- 0.75%
$221.03 - $294.78 $1.55K - $2.06K
932 $275M
MGC
Vanguard Mega Cap ETF

ETFs
-1
- 0.05%
$179.23 - $224.92 $179 - $225
2.04K $459M
VTI
Vanguard Total Stock Market Et

ETFs
-41
- 1.95%
$243.75 - $303.93 $9.99K - $12.5K
2.06K $627M
IWP
Ishares Russell Mid Cap Growth

ETFs
-121
- 3.78%
$104.34 - $138.68 $12.6K - $16.8K
3.08K $427M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-112
- 0.39%
$19.6 - $24.44 $2.2K - $2.74K
28.5K $696M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.8K
- 1.72%
$19.1 - $23.83 $34.4K - $42.9K
103K $2.46B
SPY
Spdr S&P 500 ETF Trust

ETFs
-230
- 3.74%
$496.48 - $617.85 $114K - $142K
5.92K $3.66B
IWY
Ishares Tr Russell 200 Growth

ETFs
-4
- 0.05%
$187.5 - $246.51 $750 - $986
7.43K $1.83B
IVV
Ishares Core S&P 500 ETF

ETFs
-136
- 2.28%
$498.8 - $620.9 $67.8K - $84.4K
5.83K $3.62B
IWL
Ishares Tr Russell 200 ETF

ETFs
-67
- 0.35%
$122.36 - $153.12 $8.2K - $10.3K
19K $2.91B
IVW
Ishares S&P 500 Growth ETF

ETFs
-101
- 0.27%
$82.96 - $110.1 $8.38K - $11.1K
37.7K $4.15B
Activity Summary
Buys All Purchases 13 New Holdings 5 Increased Positions 8 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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