Mason & Associates Inc has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $367 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Tr Fd Viii Ft Cboe with a value of $70.6M, J P Morgan ETF Tr U S Quality with a value of $33.9M, Dimensional ETF Tr U S Equity with a value of $31.8M, Wisdomtree Floating Rate Treas with a value of $28.7M, and Invesco ETF Tr Ii Sr Ln ETF with a value of $27.4M.
Examining the 13F form we can see an increase of $27M in the current position value, from $340M to 367M.
Below you can find more details about Mason & Associates Inc portfolio as well as his latest detailed transactions.