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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
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 3.2%
0.39%
$1.648M
32,880 shares@ $50.13 avg price
HYMBSpdr Ser Tr
Recent Activity
Increased 23.51%
0.38%
$1.589M
62,111 shares@ $25.58 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 20.05%
0.34%
$1.431M
5,912 shares@ $242.12 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 19.26%
0.32%
$1.346M
17,797 shares@ $75.63 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 7.52%
0.32%
$1.33M
7,027 shares@ $189.32 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.92%
0.32%
$1.328M
12,341 shares@ $107.58 avg price
AVGOBroadcom Inc
Recent Activity
Increased 22.09%
0.31%
$1.281M
5,527 shares@ $231.85 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 30.69%
0.25%
$1.031M
8,534 shares@ $120.8 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 200.06%
0.24%
$981,509
43,238 shares@ $22.71 avg price
METAMeta Platforms Inc
Recent Activity
Increased 28.47%
0.19%
$803,328
1,372 shares@ $585.52 avg price