Mason & Associates Inc Purchases in Q1 2025

Mason & Associates Inc

  • $384 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SJNK
Spdr Bloomberg Short Term High

ETFs
515K
New
$25.08 - $25.64 $12.9M - $13.2M
515K $13M
VOX
Vanguard Communication Service

ETFs
41.3K
New
$147.73 - $169.24 $6.11M - $6.99M
41.3K $6.12M
BAR
Granite Shares Gold Trust

ETFs
38.6K
+ 56.03%
$26.01 - $30.84 $1M - $1.19M
107K $3.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
392
+ 2.64%
$442.66 - $534.52 $174K - $210K
15.3K $8.13M
AMD
Advanced Micro Devices Inc

Technology
13.8K
+ 162.03%
$96.63 - $129.55 $1.34M - $1.79M
22.4K $2.3M
GOOGL
Alphabet Inc.

Communication Services
8.76K
+ 124.68%
$154.33 - $206.19 $1.35M - $1.81M
15.8K $2.44M
MSFT
Microsoft Corp

Technology
4.14K
+ 40.97%
$375.39 - $447.2 $1.55M - $1.85M
14.2K $5.34M
IQLT
Ishares Msci Intl Quality Fact

ETFs
7.22K
+ 2.49%
$36.91 - $41.03 $266K - $296K
296K $11.8M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
4.91K
+ 1.14%
$25.98 - $28.41 $128K - $140K
437K $12.1M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
15K
New
$49.54 - $55.15 $742K - $826K
15K $755K
VST
Vistra Corp.

Utilities
4.2K
New
$108.49 - $191.89 $455K - $805K
4.2K $492K
ASML
Asml Holding Nv

Technology
754
+ 54.05%
$662.63 - $776.99 $500K - $586K
2.15K $1.42M
ORCL
Oracle Corp

Technology
2.55K
New
$139.81 - $186.47 $357K - $476K
2.55K $357K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
12.2K
New
$24.6 - $24.99 $299K - $304K
12.2K $304K
FEIG
Flexshares Tr Esg & Climate In

ETFs
7.44K
New
$39.94 - $41.23 $297K - $307K
7.44K $304K
EUSB
Ishares Tr Esg Advanced Total

Technology
7.01K
New
$42.05 - $43.43 $295K - $305K
7.01K $303K
IHDG
Wisdomtree Tr

ETFs
5.05K
+ 2.01%
$43.4 - $47.51 $219K - $240K
256K $11.2M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
6.47K
New
$46.06 - $46.94 $298K - $304K
6.47K $299K
ETN
Eaton Corp PLC

Industrials
940
New
$271.83 - $371.23 $256K - $349K
940 $255K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.4K
+ 1.78%
$37.07 - $40.63 $88.9K - $97.4K
137K $5.4M
DELL
Dell Technologies Inc.

Technology
2.6K
New
$90.34 - $124.66 $234K - $323K
2.6K $236K
PWV
Invesco Exchange Traded Fd Tr

ETFs
3.46K
New
$56.58 - $60.89 $196K - $211K
3.46K $205K
SO
Southern CO

Utilities
2.21K
New
$80.96 - $92.96 $179K - $206K
2.21K $203K
CRSP
Crispr Therapeutics Ag

Healthcare
5.9K
New
$34.03 - $53.02 $201K - $313K
5.9K $200K
CWS
Advisorshares Tr Advisorshares

ETFs
2.3K
+ 6.18%
$63.1 - $68.75 $145K - $158K
39.4K $2.58M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
33.2K
New
$5.29 - $10.87 $175K - $361K
33.2K $175K
CRWD
Crowd Strike Holdings, Inc.

Technology
207
+ 4.24%
$308.86 - $455.36 $63.9K - $94.3K
5.09K $1.8M
META
Meta Platforms, Inc.

Communication Services
236
+ 17.2%
$576.36 - $736.67 $136K - $174K
1.61K $926K
AMGN
Amgen Inc

Healthcare
42
+ 2.07%
$258.59 - $327.36 $10.9K - $13.7K
2.07K $645K
AMZN
Amazon Com Inc

Consumer Cyclical
2.86K
+ 18.98%
$190.26 - $242.06 $543K - $691K
17.9K $3.41M
VO
Vanguard Mid Cap ETF

ETFs
616
+ 6.71%
$251.87 - $277.95 $155K - $171K
9.8K $2.52M
V
Visa Inc.

Financial Services
66
+ 3.48%
$306.92 - $362.71 $20.3K - $23.9K
1.96K $687K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
5.55K
+ 4.78%
$41.26 - $44.98 $229K - $250K
122K $5.11M
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 2.35%
$890.62 - $1076.86 $15.1K - $18.3K
740 $699K
MA
Mastercard Inc

Financial Services
21
+ 2.75%
$504.67 - $576.31 $10.6K - $12.1K
786 $430K
EWX
Spdr S&P Emerging Markets Smal

ETFs
1.63K
+ 3.92%
$55.48 - $59.47 $90.5K - $97K
43.2K $2.46M
VRT
Vertiv Holdings CO

Industrials
233
+ 7.71%
N/A
3.26K $282K
NFLX
Netflix Inc

Communication Services
2
+ 0.67%
$828.4 - $1058.6 $1.66K - $2.12K
300 $279K
ISRG
Intuitive Surgical Inc

Healthcare
30
+ 6.94%
$476.63 - $610.45 $14.3K - $18.3K
462 $228K
Goldman Sachs ETF Tr
28.6K
+ 14.89%
N/A
221K $0
Goldman Sachs ETF Tr
3.86K
+ 4.12%
N/A
97.6K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
2.25K
+ 6.05%
N/A
39.4K $0
Bitwise Bitcoin ETF Tr
9.45K
New
N/A
9.45K $0
PANW
Palo Alto Networks Inc

Technology
95
+ 3.35%
$167.82 - $208.28 $15.9K - $19.8K
2.94K $500K
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.79%
$551.42 - $612.93 $3.86K - $4.29K
892 $498K
MS
Morgan Stanley

Financial Services
25
+ 0.79%
$111.68 - $141.08 $2.79K - $3.53K
3.2K $373K
NVDA
Nvidia Corp

Technology
8.91K
+ 22.4%
$106.98 - $149.43 $954K - $1.33M
48.7K $5.28M
XLK
Technology Sector Spdr

ETFs
2
+ 0.06%
$206.38 - $242.18 $413 - $484
3.18K $656K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.09K
+ 5.71%
$89.18 - $104.04 $276K - $322K
57.3K $5.24M
Activity Summary
Buys All Purchases 56 New Holdings 16 Increased Positions 40 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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