Mason & Associates Inc Incresed Positions in Q1 2024

Mason & Associates Inc

  • $367 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
XCEM
Columbia ETF Tr Ii

ETFs
120K
+ 156.09%
$28.71 - $31.12 $3.44M - $3.72M
196K $6.11M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
10.4K
+ 44.32%
$164.99 - $234.17 $1.72M - $2.44M
33.9K $7.63M
IQLT
Ishares Msci Intl Quality Fact

ETFs
47.6K
+ 16.62%
$36.14 - $39.86 $1.72M - $1.9M
334K $13.2M
NVDA
Nvidia Corp

Technology
12
+ 0.3%
$475.69 - $950.02 $5.71K - $11.4K
3.98K $3.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.91K
+ 19.99%
$359.29 - $420.52 $687K - $804K
11.5K $4.82M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
8.93K
+ 89.13%
$92.24 - $103.91 $824K - $928K
18.9K $1.97M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17K
+ 110.49%
$49.02 - $54.29 $832K - $921K
32.3K $1.75M
MSFT
Microsoft Corp

Technology
958
+ 12.25%
$367.75 - $429.37 $352K - $411K
8.78K $3.69M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.93K
+ 7.3%
$52.72 - $58.68 $260K - $289K
72.5K $4.25M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.96K
+ 50.91%
$54.75 - $57.86 $381K - $403K
20.6K $1.19M
JPM
Jpmorgan Chase & CO

Financial Services
237
+ 3.89%
$167.09 - $200.3 $39.6K - $47.5K
6.33K $1.27M
GOOGL
Alphabet Inc.

Communication Services
831
+ 15.56%
$131.4 - $153.51 $109K - $128K
6.17K $931K
BA
Boeing CO

Industrials
1.6K
+ 78.24%
$179.84 - $251.76 $288K - $403K
3.65K $703K
GOOG
Alphabet Inc.

Communication Services
538
+ 8.36%
$132.56 - $154.84 $71.3K - $83.3K
6.97K $1.06M
ITA
Ishares Tr

ETFs
738
+ 12.08%
$119.3 - $131.93 $88K - $97.4K
6.85K $903K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.03%
$159.82 - $182.1 $160 - $182
3.4K $618K
V
Visa Inc.

Financial Services
151
+ 6.91%
$257.98 - $290.37 $39K - $43.8K
2.34K $652K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.67K
+ 5.17%
$50.54 - $51.04 $84.6K - $85.4K
34.1K $1.73M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7
+ 0.05%
$54.61 - $61.05 $382 - $427
14.6K $889K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.04%
$268.36 - $300.08 $268 - $300
2.65K $794K
SPY
Spdr S&P 500 ETF Trust

ETFs
27
+ 2.89%
$467.28 - $523.17 $12.6K - $14.1K
962 $503K
BAC
Bank Of America Corp

Financial Services
200
+ 1.7%
$31.73 - $37.92 $6.35K - $7.58K
12K $453K
XLK
Technology Sector Spdr

ETFs
1
+ 0.03%
$184.12 - $211.02 $184 - $211
3.17K $660K
MA
Mastercard Inc

Financial Services
1
+ 0.13%
$418.77 - $488.64 $419 - $489
749 $360K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.18%
$644.69 - $785.59 $645 - $786
562 $411K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.13K
+ 399.87%
$56.98 - $284.98 $350K - $1.75M
7.67K $465K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
126
+ 4.44%
$75.25 - $80.63 $9.48K - $10.2K
2.96K $238K
UNH
Unitedhealth Group Inc

Healthcare
161
+ 5.07%
$472.6 - $545.42 $76.1K - $87.8K
3.34K $1.65M
TSLA
Tesla, Inc.

Consumer Cyclical
1.17K
+ 15.6%
$162.5 - $248.42 $190K - $291K
8.69K $1.53M
AAPL
Apple Inc.

Technology
1.05K
+ 3.52%
$169.0 - $195.18 $177K - $204K
30.8K $5.28M
Activity Summary
Buys All Purchases 67 New Holdings 36 Increased Positions 31 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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