Mas Advisors LLC Reduced Holdings in Q1 2025

Mas Advisors LLC

  • $63.3 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-12K
- 26.95%
$16.57 - $18.85 $200K - $227K
32.7K $542K
AVGO
Broadcom Inc.

Technology
-349
- 11.04%
$167.43 - $244.7 $58.4K - $85.4K
2.81K $470K
MSFT
Microsoft Corp

Technology
-270
- 9.15%
$375.39 - $447.2 $101K - $121K
2.68K $1.01M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-4.41K
- 23.98%
$39.02 - $42.89 $172K - $189K
14K $551K
VOT
Vanguard Mid Cap Growth Index

ETFs
-791
- 37.45%
$237.72 - $276.98 $188K - $219K
1.32K $323K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-4.91K
- 23.89%
$42.38 - $43.28 $208K - $212K
15.6K $664K
VO
Vanguard Mid Cap ETF

ETFs
-527
- 20.17%
$251.87 - $277.95 $133K - $146K
2.09K $539K
VOE
Vanguard Mid Cap Value Index F

ETFs
-863
- 30.85%
$156.61 - $168.02 $135K - $145K
1.93K $310K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-5.54K
- 17.11%
$14.93 - $16.85 $82.6K - $93.3K
26.8K $404K
VB
Vanguard Small Cap ETF

ETFs
-286
- 11.11%
$217.89 - $252.64 $62.3K - $72.3K
2.29K $507K
DNP
Dnp Select Income Fund Inc

Financial Services
-14.6K
- 19.54%
$8.93 - $9.92 $130K - $144K
59.9K $592K
PDI
Pimco Dynamic Income Fund

Financial Services
-6.94K
- 13.65%
$18.51 - $20.05 $129K - $139K
43.9K $869K
GUT
Gabelli Utility Trust

Financial Services
-16.2K
- 19.88%
$5.11 - $5.55 $82.9K - $90K
65.3K $348K
EFC
Ellington Financial Inc.

Real Estate
-6.15K
- 21.74%
$12.08 - $14.35 $74.3K - $88.3K
22.1K $293K
DVN
Devon Energy Corp

Energy
-2.44K
- 24.22%
$33.15 - $38.55 $80.8K - $93.9K
7.62K $285K
NRP
Natural Resource Partners LP

Energy
-46
- 1.4%
$95.01 - $111.0 $4.37K - $5.11K
3.24K $336K
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 6.6%
$890.62 - $1076.86 $33K - $39.8K
524 $495K
UNH
Unitedhealth Group Inc

Healthcare
-44
- 8.75%
$461.52 - $548.18 $20.3K - $24.1K
459 $240K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-270
- 3.74%
$128.74 - $138.67 $34.8K - $37.4K
6.94K $941K
META
Meta Platforms, Inc.

Communication Services
-3
- 0.48%
$576.36 - $736.67 $1.73K - $2.21K
617 $355K
BSM
Black Stone Minerals, L.P.

Energy
-433
- 1.69%
$14.48 - $15.59 $6.27K - $6.75K
25.1K $383K
MMM
3 M CO

Industrials
-170
- 5.95%
$129.7 - $155.12 $22K - $26.4K
2.69K $394K
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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