Mason & Associates, LLC Portfolio Holdings by Sector
Mason & Associates, LLC
- $347 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IUSB VV VO IAGG SPDW VB VTEB SPEM 30 stocks |
$326 Million
98.48% of portfolio
|
  5  
|
  20  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.64 Million
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
D DUK 2 stocks |
$1.36 Million
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$578,538
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
CSX 1 stocks |
$486,213
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$402,098
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$332,500
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$233,492
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|