Mason & Associates, LLC Reduced Holdings in Q3 2024

Mason & Associates, LLC

  • $327 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.4K
- 2.92%
$49.93 - $51.15 $269K - $276K
179K $9.16B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-27
- 1.88%
$285.48 - $330.24 $7.71K - $8.92K
1.41K $454M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.23K
- 3.12%
$84.77 - $97.13 $104K - $119K
38.1K $3.65B
IWY
Ishares Tr Russell 200 Growth

ETFs
-154
- 1.79%
$194.66 - $225.97 $30K - $34.8K
8.47K $1.86B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-20
- 0.38%
$57.32 - $62.65 $1.15K - $1.25K
5.2K $324M
MGC
Vanguard Mega Cap ETF

ETFs
-42
- 1.43%
$185.93 - $206.64 $7.81K - $8.68K
2.89K $597M
IWP
Ishares Russell Mid Cap Growth

ETFs
-4
- 0.12%
$103.87 - $117.59 $415 - $470
3.41K $400M
IWM
Ishares Russell 2000 ETF

ETFs
-60
- 2.84%
$200.87 - $224.6 $12.1K - $13.5K
2.05K $454M
DUK
Duke Energy Corp

Utilities
-67
- 2.62%
$99.35 - $117.71 $6.66K - $7.89K
2.49K $287M
VTI
Vanguard Total Stock Market Et

ETFs
-29
- 1.04%
$255.18 - $283.2 $7.4K - $8.21K
2.76K $783M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-674
- 1.76%
$59.93 - $66.52 $40.4K - $44.8K
37.6K $2.5B
IVE
Ishares S&P 500 Value ETF

ETFs
-100
- 1.27%
$181.06 - $197.17 $18.1K - $19.7K
7.76K $1.53B
D
Dominion Energy, Inc

Utilities
-260
- 1.82%
$48.01 - $58.53 $12.5K - $15.2K
14.1K $813M
IWL
Ishares Tr Russell 200 ETF

ETFs
-226
- 1.02%
$126.32 - $140.44 $28.5K - $31.7K
21.9K $3.07B
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 0.32%
$520.18 - $576.82 $10.4K - $11.5K
6.19K $3.57B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.03%
$517.38 - $573.86 $1.03K - $1.15K
6.32K $3.62B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-852
- 0.82%
$36.02 - $41.68 $30.7K - $35.5K
103K $4.26B
VV
Vanguard Large Cap ETF

ETFs
-157
- 0.04%
$236.92 - $263.4 $37.2K - $41.4K
414K $109B
Activity Summary
Buys All Purchases 10 New Holdings 1 Increased Positions 9 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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