test

Thomas Mason

@Mason & Associates Inc

Latest period2024 - Q4ReportedManaged Assets$425.021MTotal holdings105
Assets growth rate6.04%Assets growth rate (2-Q avg)6.33%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mason & Associates Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Mason & Associates Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 425.021M in assets, with a quarterly growth rate of 6.04% and a 2-quarter average growth rate of 6.33%. The portfolio is managed by Thomas Mason, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EWXSpdr Index Shs Fds
Recent Activity
Increased 6.08%
0.58%
$2.436M
41,569 shares@ $58.61 avg price
VOVanguard Index Fds
Recent Activity
Increased 13.17%
0.58%
$2.425M
9,180 shares@ $264.13 avg price
CWSAdvisorshares Tr
Recent Activity
Increased 3.96%
0.57%
$2.406M
37,145 shares@ $64.78 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.42%
0.49%
$2.074M
4,101 shares@ $505.83 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -7.34%
0.44%
$1.845M
36,387 shares@ $50.72 avg price
BARGraniteshares Gold Tr
Recent Activity
New Position
0.42%
$1.782M
68,822 shares@ $25.9 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 17.57%
0.42%
$1.774M
7,401 shares@ $239.73 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 30.5%
0.4%
$1.672M
4,887 shares@ $342.17 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Increased 2.38%
0.4%
$1.668M
33,259 shares@ $50.16 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 3.2%
0.39%
$1.648M
32,880 shares@ $50.13 avg price