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Aryn Sands

@Mason & Associates, Llc

Latest period2024 - Q4ReportedManaged Assets$334.807MTotal holdings39
Assets growth rate2.45%Assets growth rate (2-Q avg)4.88%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Mason & Associates, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Mason & Associates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 334.807M in assets, with a quarterly growth rate of 2.45% and a 2-quarter average growth rate of 4.88%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MUBIshares Tr
Recent Activity
New Position
0.1%
$306,331
2,875 shares@ $106.55 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
0.07%
$203,585
483 shares@ $421.51 avg price