Mason & Associates, LLC Portfolio Holdings

Mason & Associates, LLC

  • $305 Billion
  • Q2 2024

Mason & Associates, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $305 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $108B, Vanguard Large Cap ETF with a value of $103B, Vanguard Mid Cap ETF with a value of $16.5B, Ishares Tr Core Intl Aggregate with a value of $13.9B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $11.5B.

Examining the 13F form we can see an increase of $173B in the current position value, from $131B to 305B.

Mason & Associates, LLC is based out at Newport News, VA

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

Portfolio value $305 Billion
ETFs: $301 Billion
Technology: $1.47 Billion
Utilities: $958 Million
Industrials: $822 Million
Financial Services: $279 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $305 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 29 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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