Mason & Associates Inc Portfolio Holdings

Mason & Associates Inc has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $398 Million distributed in 109 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 $57.7M, J P Morgan ETF Tr U S Quality with a value of $48.7M, Dimensional ETF Tr U S Equity with a value of $44.3M, Janus Detroit Str Tr Janus Hen with a value of $15M, and Ishares Agency Bond ETF with a value of $13.8M.

Examining the 13F form we can see an increase of $29.6M in the current position value, from $368M to 398M.

Below you can find more details about Mason & Associates Inc portfolio as well as his latest detailed transactions.