Mason & Associates Inc Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$402.4M

Holdings

113

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (113 positions)

StockValue
JQUAJ P MORGAN EXCHANGE TRADED F
$76.5M
DFUSDIMENSIONAL ETF TRUST
$64.7M
VCSHVANGUARD SCOTTSDALE FDS
$16.3M
AGZISHARES TR
$13.8M
SJNKSPDR SER TR
$13.0M
HFXINEW YORK LIFE INVESTMENTS ET
$12.0M
IQLTISHARES TR
$11.8M
JAAAJANUS DETROIT STR TR
$11.7M
USFRWISDOMTREE TR
$11.5M
IHDGWISDOMTREE TR
$11.1M
SMHVANECK ETF TRUST
$10.9M
GPIXGOLDMAN SACHS ETF TR
$10.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$8.1M
AAPLAPPLE INC
$7.7M
VOXVANGUARD WORLD FD
$6.1M
SPEMSPDR INDEX SHS FDS
$5.4M
MSFTMICROSOFT CORP
$5.3M
NVDANVIDIA CORPORATION
$5.3M
XMHQINVESCO EXCHANGE TRADED FD T
$5.2M
OUSMALPS ETF TR
$5.1M
GPIQGOLDMAN SACHS ETF TR
$4.4M
TSLATESLA INC
$4.2M
AMZNAMAZON COM INC
$3.4M
BARGRANITESHARES GOLD TR
$3.3M
RSPGINVESCO EXCHANGE TRADED FD T
$3.2M
DFASDIMENSIONAL ETF TRUST
$2.7M
XCEMCOLUMBIA ETF TR II
$2.6M
GSLCGOLDMAN SACHS ETF TR
$2.6M
CWSADVISORSHARES TR
$2.6M
VOVANGUARD INDEX FDS
$2.5M
SDVYFIRST TR EXCHANGE-TRADED FD
$2.5M
EWXSPDR INDEX SHS FDS
$2.4M
GOOGLALPHABET INC
$2.4M
AMDADVANCED MICRO DEVICES INC
$2.3M
PLTRPALANTIR TECHNOLOGIES INC
$2.1M
JPMJPMORGAN CHASE & CO.
$1.8M
CRWDCROWDSTRIKE HLDGS INC
$1.8M
UNHUNITEDHEALTH GROUP INC
$1.6M
GQ9SPDR GOLD TR
$1.6M
GOOGALPHABET INC
$1.5M
XOMEXXON MOBIL CORP
$1.5M
ASMLASML HOLDING N V
$1.4M
VTIVANGUARD INDEX FDS
$1.4M
LIESUN LIFE FINANCIAL INC.
$1.3M
CVBFCVB FINL CORP
$1.2M
JMUBJ P MORGAN EXCHANGE TRADED F
$1.1M
HYMBSPDR SER TR
$1.1M
SHWSHERWIN WILLIAMS CO
$1.1M
VTEBVANGUARD MUN BD FDS
$1.1M
AVGOBROADCOM INC
$1.0M
JMSTJ P MORGAN EXCHANGE TRADED F
$1.0M
METAMETA PLATFORMS INC
$927K
ALSALLSTATE CORP
$886K
IWVISHARES TR
$809K
SNPEDBX ETF TR
$755K
SCHBSCHWAB STRATEGIC TR
$734K
LLYELI LILLY & CO
$729K
HDHOME DEPOT INC
$703K
COSTCOSTCO WHSL CORP NEW
$700K
IWXISHARES TR
$692K
VVISA INC
$687K
XLKSELECT SECTOR SPDR TR
$657K
NOCNORTHROP GRUMMAN CORP
$655K
AMGNAMGEN INC
$646K
ABBVABBVIE INC
$623K
VIGVANGUARD SPECIALIZED FUNDS
$619K
XLESELECT SECTOR SPDR TR
$609K
PANWPALO ALTO NETWORKS INC
$501K
SPYSPDR S&P 500 ETF TR
$499K
VSTVISTRA CORP
$493K
OZBELPOINTE PREP LLC
$490K
SCHWSCHWAB CHARLES CORP
$488K
VUGVANGUARD INDEX FDS
$460K
MAMASTERCARD INCORPORATED
$431K
BITBBITWISE BITCOIN ETF TR
$424K
IJHISHARES TR
$408K
CIBRFIRST TR EXCHANGE TRADED FD
$394K
CVXCHEVRON CORP NEW
$379K
DWDMORGAN STANLEY
$374K
SNOWSNOWFLAKE INC
$367K
LMTLOCKHEED MARTIN CORP
$357K
ORCLORACLE CORP
$357K
MCDMCDONALDS CORP
$314K
FEIGFLEXSHARES TR
$304K
SUSBISHARES TR
$304K
EUSBISHARES TR
$304K
HYXFISHARES TR
$300K
JNJJOHNSON & JOHNSON
$299K
OREALTY INCOME CORP
$298K
IHIISHARES TR
$298K
AQLTISHARES TR
$290K
WMTWALMART INC
$286K
FIWFIRST TR EXCHANGE-TRADED FD
$284K
SKYYFIRST TR EXCHANGE TRADED FD
$283K
SCHGSCHWAB STRATEGIC TR
$280K
NFLXNETFLIX INC
$279K
ETNEATON CORP PLC
$256K
CAHCARDINAL HEALTH INC
$253K
XSOEWISDOMTREE TR
$245K
IWYISHARES TR
$243K
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