Mason & Associates Inc Incresed Positions in Q4 2024

Mason & Associates Inc

  • $408 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
495K
+ 57.45%
$55.86 - $60.21 $27.6M - $29.8M
1.36M $77.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
391K
+ 54.99%
$61.52 - $66.5 $24.1M - $26M
1.1M $70.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
106K
+ 55.56%
$50.23 - $50.46 $5.32M - $5.35M
297K $14.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
102K
+ 34.79%
$50.62 - $50.97 $5.18M - $5.22M
397K $20.1M
AGZ
Ishares Agency Bond ETF

ETFs
37.9K
+ 30.35%
$107.68 - $110.37 $4.09M - $4.19M
163K $17.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
35.5K
+ 31.77%
$115.08 - $119.55 $4.08M - $4.24M
147K $17M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
46K
+ 26.66%
$77.86 - $79.27 $3.58M - $3.64M
218K $17M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
80.4K
+ 148.78%
$38.37 - $42.82 $3.09M - $3.44M
134K $5.16M
TSLA
Tesla, Inc.

Consumer Cyclical
2.47K
+ 26.24%
$213.65 - $479.86 $527K - $1.18M
11.9K $4.79M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
7.28K
+ 15.29%
$238.25 - $261.28 $1.73M - $1.9M
54.8K $13.3M
PLTR
Palantir Technologies Inc.

Technology
2.87K
+ 19.25%
$36.46 - $82.38 $105K - $237K
17.8K $1.35M
NVDA
Nvidia Corp

Technology
2.03K
+ 5.37%
$117.0 - $148.88 $237K - $302K
39.8K $5.34M
AMZN
Amazon Com Inc

Consumer Cyclical
1.04K
+ 7.46%
$180.88 - $232.93 $189K - $243K
15K $3.3M
AAPL
Apple Inc.

Technology
389
+ 1.16%
$221.69 - $259.02 $86.2K - $101K
34K $8.52M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.67K
+ 28.64%
$63.58 - $71.15 $615K - $688K
43.4K $2.83M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.14K
+ 30.49%
$275.15 - $388.2 $314K - $443K
4.89K $1.67M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7.59K
+ 16.29%
$98.47 - $109.35 $748K - $830K
54.2K $5.34M
AVGO
Broadcom Inc.

Technology
1K
+ 22.09%
$159.67 - $250.0 $160K - $250K
5.53K $1.28M
JPM
Jpmorgan Chase & CO

Financial Services
1.11K
+ 17.57%
$205.18 - $250.29 $227K - $277K
7.4K $1.77M
GOOG
Alphabet Inc.

Communication Services
144
+ 0.93%
$163.08 - $198.16 $23.5K - $28.5K
15.6K $2.96M
VO
Vanguard Mid Cap ETF

ETFs
1.07K
+ 13.17%
$261.5 - $284.63 $279K - $304K
9.18K $2.42M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
11.8K
+ 23.5%
$25.3 - $26.31 $299K - $311K
62.1K $1.59M
GOOGL
Alphabet Inc.

Communication Services
491
+ 7.51%
$161.86 - $196.66 $79.5K - $96.6K
7.03K $1.33M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
33.3K
+ 8.36%
$25.79 - $27.56 $859K - $918K
432K $11.3M
GLD
Spdr Gold Trust

ETFs
987
+ 20.04%
$236.59 - $257.5 $234K - $254K
5.91K $1.43M
ABBV
Abb Vie Inc.

Healthcare
1.5K
+ 49.85%
$164.99 - $203.87 $247K - $306K
4.51K $800K
META
Meta Platforms, Inc.

Communication Services
304
+ 28.46%
$554.08 - $632.68 $168K - $192K
1.37K $809K
HD
Home Depot, Inc.

Consumer Cyclical
302
+ 18.61%
$385.02 - $431.37 $116K - $130K
1.93K $748K
V
Visa Inc.

Financial Services
50
+ 2.71%
$273.87 - $320.91 $13.7K - $16K
1.9K $598K
MS
Morgan Stanley

Financial Services
90
+ 2.92%
$104.42 - $134.99 $9.4K - $12.1K
3.18K $399K
DAL
Delta Air Lines, Inc.

Industrials
160
+ 3.25%
$47.46 - $65.77 $7.59K - $10.5K
5.09K $307K
MSFT
Microsoft Corp

Technology
332
+ 3.4%
$406.35 - $454.46 $135K - $151K
10.1K $4.25M
VUG
Vanguard Growth ETF

ETFs
53
+ 4.46%
$378.79 - $428.11 $20.1K - $22.7K
1.24K $509K
VIG
Vanguard Dividend Appreciation

ETFs
244
+ 7.72%
N/A
3.4K $620K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 3.58%
$873.59 - $994.69 $21.8K - $24.9K
723 $662K
MA
Mastercard Inc

Financial Services
16
+ 2.14%
$491.3 - $536.15 $7.86K - $8.58K
765 $402K
PANW
Palo Alto Networks Inc

Technology
1.42K
+ 100.0%
$181.96 - $405.9 $258K - $576K
2.84K $516K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
28.8K
+ 200.06%
$22.01 - $66.82 $635K - $1.93M
43.2K $981K
XLK
Technology Sector Spdr

ETFs
2
+ 0.06%
$220.26 - $241.44 $441 - $483
3.18K $739K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.43K
+ 299.72%
$25.93 - $105.3 $219K - $887K
11.2K $313K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.02K
+ 3.2%
$49.79 - $51.14 $50.7K - $52.1K
32.9K $1.65M
CVX
Chevron Corp

Energy
171
+ 7.72%
$141.15 - $162.53 $24.1K - $27.8K
2.39K $345K
IHDG
Wisdomtree Tr

ETFs
12.6K
+ 5.3%
$43.38 - $46.0 $549K - $582K
251K $10.9M
MCD
Mcdonalds Corp

Consumer Cyclical
99
+ 10.29%
$288.47 - $316.54 $28.6K - $31.3K
1.06K $307K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
3.91K
+ 3.48%
$43.6 - $47.2 $170K - $184K
116K $5.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
175
+ 2.5%
$61.68 - $67.87 $10.8K - $11.9K
7.16K $446K
FIW
First Trust Water ETF

ETFs
232
+ 8.96%
$102.02 - $110.91 $23.7K - $25.7K
2.82K $287K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
773
+ 2.38%
$50.02 - $51.24 $38.7K - $39.6K
33.3K $1.67M
LOW
Lowes Companies Inc

Consumer Cyclical
61
+ 6.46%
$244.52 - $284.07 $14.9K - $17.3K
1.01K $248K
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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