Mason & Associates Inc Purchases in Q2 2025

Mason & Associates Inc

  • $414 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RECS
Columbia ETF Tr I

ETFs
1.03M
New
$29.4 - $36.79 $30.3M - $37.9M
1.03M $37.9M
AVDE
American Centy ETF Tr Avantis

ETFs
175K
New
$59.32 - $74.36 $10.4M - $13M
175K $13M
AVEM
American Centy ETF Tr Avantis

ETFs
87.2K
New
$53.08 - $68.54 $4.63M - $5.98M
87.2K $5.98M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.03K
+ 0.08%
$50.39 - $60.05 $51.7K - $61.6K
1.36M $81.5M
NVDA
Nvidia Corp

Technology
6.5K
+ 13.34%
$94.31 - $157.99 $613K - $1.03M
55.2K $8.72M
VOX
Vanguard Communication Service

ETFs
3.76K
+ 9.1%
$133.12 - $171.03 $501K - $643K
45.1K $7.71M
PLTR
Palantir Technologies Inc.

Technology
2.01K
+ 8.16%
$74.01 - $144.25 $149K - $290K
26.6K $3.63M
META
Meta Platforms, Inc.

Communication Services
1.44K
+ 89.8%
$484.66 - $738.09 $700K - $1.07M
3.05K $2.25M
DIS
Walt Disney CO

Communication Services
10.5K
New
$81.72 - $124.01 $858K - $1.3M
10.5K $1.3M
TSLA
Tesla, Inc.

Consumer Cyclical
984
+ 6.06%
$221.86 - $362.89 $218K - $357K
17.2K $5.47M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
2.33K
+ 0.53%
$24.57 - $29.72 $57.3K - $69.3K
439K $12.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 0.1%
$321.63 - $509.31 $1.61K - $2.55K
5.1K $2.6M
AMZN
Amazon Com Inc

Consumer Cyclical
511
+ 2.85%
$167.32 - $223.3 $85.5K - $114K
18.4K $4.04M
BAR
Granite Shares Gold Trust

ETFs
13.1K
+ 12.23%
$29.34 - $33.87 $385K - $445K
121K $3.93M
XCEM
Columbia ETF Tr Ii

ETFs
2.53K
+ 2.87%
$26.68 - $34.18 $67.4K - $86.4K
90.5K $3.09M
IHDG
Wisdomtree Tr

ETFs
3.72K
+ 1.45%
$38.54 - $46.0 $143K - $171K
260K $11.7M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.04K
+ 1.81%
$82.17 - $99.96 $85.3K - $104K
58.3K $5.73M
GOOGL
Alphabet Inc.

Communication Services
318
+ 2.01%
$144.7 - $178.6 $46K - $56.8K
16.1K $2.84M
JPM
Jpmorgan Chase & CO

Financial Services
137
+ 1.85%
$210.28 - $289.91 $28.8K - $39.7K
7.54K $2.18M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
789
+ 3.36%
$97.68 - $121.38 $77.1K - $95.8K
24.3K $2.94M
EWX
Spdr S&P Emerging Markets Smal

ETFs
2.03K
+ 4.69%
$49.89 - $62.13 $101K - $126K
45.2K $2.81M
COF
Capital One Financial Corp

Financial Services
1.51K
New
$150.57 - $212.76 $228K - $321K
1.51K $321K
CWS
Advisorshares Tr Advisorshares

ETFs
1.99K
+ 5.05%
$59.37 - $70.0 $118K - $139K
41.4K $2.9M
VO
Vanguard Mid Cap ETF

ETFs
283
+ 2.89%
$228.54 - $279.83 $64.7K - $79.2K
10.1K $2.82M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
3.29K
+ 2.71%
$37.73 - $43.54 $124K - $143K
125K $5.39M
ITA
Ishares Tr

ETFs
1.42K
New
$135.31 - $188.64 $192K - $268K
1.42K $267K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.05K
+ 2.34%
$52.31 - $63.72 $54.7K - $66.7K
45.7K $2.91M
ALL
Allstate Corp

Financial Services
1.29K
+ 30.04%
$180.53 - $212.64 $232K - $273K
5.56K $1.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.69K
New
$104.34 - $138.68 $176K - $234K
1.69K $233K
ORCL
Oracle Corp

Technology
100
+ 3.92%
$122.82 - $218.63 $12.3K - $21.9K
2.65K $580K
CRBG
Corebridge Financial, Inc.

Financial Services
6.28K
New
$25.41 - $35.83 $160K - $225K
6.28K $222K
GOOG
Alphabet Inc.

Communication Services
112
+ 1.19%
$146.58 - $180.01 $16.4K - $20.2K
9.51K $1.69M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
11.2K
New
$17.1 - $63.66 $191K - $711K
11.2K $191K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.18K
+ 1.57%
$29.52 - $35.31 $34.9K - $41.8K
76.4K $2.7M
AAPL
Apple Inc.

Technology
3.4K
+ 9.87%
$172.42 - $223.89 $587K - $762K
37.9K $7.77M
GLD
Spdr Gold Trust

ETFs
30
+ 0.53%
$273.71 - $316.29 $8.21K - $9.49K
5.66K $1.72M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9
+ 0.03%
$19.1 - $23.83 $172 - $214
34.1K $812K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
738
+ 0.32%
$49.79 - $50.75 $36.7K - $37.5K
231K $11.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.78%
$496.48 - $617.85 $3.48K - $4.32K
899 $555K
WMT
Walmart Inc.

Consumer Defensive
237
+ 7.27%
$81.79 - $99.98 $19.4K - $23.7K
3.5K $342K
SCHG
Schwab Strategic Tr Us Large C

ETFs
20
+ 0.18%
$22.27 - $29.21 $445 - $584
11.2K $327K
IWY
Ishares Tr Russell 200 Growth

ETFs
4
+ 0.35%
$187.5 - $246.51 $750 - $986
1.16K $285K
ABBV
Abb Vie Inc.

Healthcare
439
+ 14.76%
$170.16 - $206.27 $74.7K - $90.6K
3.41K $633K
FEIG
Flexshares Tr Esg & Climate In

ETFs
98
+ 1.32%
$39.81 - $41.21 $3.9K - $4.04K
7.53K $310K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
128
+ 1.05%
$24.66 - $25.17 $3.16K - $3.22K
12.3K $309K
RYE
Invesco Exchange Traded Fd Tr

ETFs
976
+ 2.48%
N/A
40.4K $0
Bitwise Bitcoin ETF Tr
2.77K
+ 29.34%
N/A
12.2K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
669
+ 4.38%
$483.48 - $539.8 $323K - $361K
15.9K $7.74M
Activity Summary
Buys All Purchases 49 New Holdings 9 Increased Positions 40 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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