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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
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.2%
$662,508
28,581 shares@ $23.19 avg price
MGCVanguard World Fd
Recent Activity
Increased 0.11%
0.19%
$614,587
2,890 shares@ $212.66 avg price
CSXCsx Corp
Recent Activity
Increased 9.23%
0.16%
$532,971
16,516 shares@ $32.27 avg price
AOMIshares Tr
Recent Activity
Increased 11.62%
0.16%
$515,372
11,864 shares@ $43.44 avg price
VUGVanguard Index Fds
Recent Activity
Increased 1.24%
0.16%
$505,662
1,232 shares@ $410.44 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 1.03%
0.14%
$450,536
3,835 shares@ $117.49 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 10.22%
0.11%
$342,226
755 shares@ $453.28 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 12.86%
0.1%
$302,642
2,809 shares@ $107.75 avg price