Fund HoldingsMason & Associates Inc

Total Portfolio Value
$433.18M
Total Bought
$99.81M
Total Sold
$82.38M
Net Transaction
+$17.43M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
COLUMBIA ETF TR I
RESH ENHNC COR
01,029,239+1,029,239037,8668.74%+37,866
AMERICAN CENTY ETF TR0175,439+175,439012,9843.00%+12,984
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
0207,975+207,975010,3612.39%+10,361
AMERICAN CENTY ETF TR087,194+87,19405,9761.38%+5,976
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
01,356,613+1,356,613081,46518.81%+81,465
GOLDMAN SACHS ETF TR
NASDA 100 ETF
091,675+91,67504,5661.05%+4,566
NVIDIA CORPORATION(NVDA)48,70255,201+6,4995,2788,7212.01%+3,443
VANECK ETF TRUST
SEMICONDUCTR ETF
050,512+50,512014,0873.25%+14,087
MICROSOFT CORP(MSFT)14,22714,221-65,3417,0741.63%+1,733
VANGUARD WORLD FD
COMM SRVC ETF
41,32845,089+3,7616,1337,7121.78%+1,579
PALANTIR TECHNOLOGIES INC(PLTR)24,61026,619+2,0092,0773,6290.84%+1,552
META PLATFORMS INC(META)1,6083,052+1,4449272,2520.52%+1,325
DISNEY WALT CO(DIS)010,504+10,50401,3030.30%+1,303
TESLA INC(TSLA)017,223+17,22305,4711.26%+5,471
NEW YORK LIFE INVESTMENTS ET
FTSE INTL EQTY C
436,689439,022+2,33312,01812,9382.99%+920
ADVANCED MICRO DEVICES INC(AMD)22,36222,581+2192,2973,2040.74%+907
CROWDSTRIKE HLDGS INC(CRWD)5,0945,099+51,7962,5970.60%+801
SPDR SERIES TRUST
ST NUVE HIGH ETF
032,102+32,10207950.18%+795
BROADCOM INC(AVGO)6,1056,054-511,0221,6690.39%+647
AMAZON COM INC(AMZN)17,90318,414+5113,4064,0400.93%+634
GRANITESHARES GOLD TR(BAR)107,384120,517+13,1333,3123,9340.91%+622
WISDOMTREE TR(WT)256,225259,948+3,72311,12011,7112.70%+591
COLUMBIA ETF TR II
EM CORE EX ETF
87,98690,514+2,5282,5993,0940.71%+495
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
57,30058,338+1,0385,2455,7311.32%+486
ALPHABET INC(GOOG)15,78816,106+3182,4422,8380.66%+397
JPMORGAN CHASE & CO.(JPM)7,3987,535+1371,8152,1840.50%+370
GOLDMAN SACHS ETF TR23,46724,256+7892,5832,9440.68%+361
SPDR INDEX SHS FDS
ST MARKE CAP ETF
43,20045,226+2,0262,4462,8050.65%+359
CAPITAL ONE FINL CORP(COF)01,511+1,51103210.07%+321
VISTRA CORP(VST)4,1954,192-34938120.19%+320
ADVISORSHARES TR
ADVISORSHS ETF
39,44241,434+1,9922,5822,9010.67%+318
BITWISE BITCOIN ETF TR(BITB)9,44812,220+2,7724247160.17%+292
VANGUARD INDEX FDS9,79610,079+2832,5332,8200.65%+287
ALPS ETF TR
OSHARES US SMLCP
121,542124,832+3,2905,1075,3941.25%+287
ISHARES TR01,420+1,42002680.06%+268
ISHARES TR02,020+2,02002560.06%+256
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
44,64645,692+1,0462,6682,9110.67%+243
ALLSTATE CORP(ALL)4,2775,562+1,2858861,1200.26%+234
ISHARES TR01,685+1,68502340.05%+234
ORACLE CORP(ORCL)2,5542,654+1003575800.13%+223
COREBRIDGE FINL INC(CRBD)06,278+6,27802230.05%+223
ALPHABET INC(GOOG)09,512+9,51201,6870.39%+1,687
SUN LIFE FINANCIAL INC.(SLF)22,00022,00001,2601,4620.34%+202
ASML HOLDING N V
N Y REGISTRY SHS
2,1492,027-1221,4241,6240.38%+200
SNOWFLAKE INC(SNOW)2,5102,51003675620.13%+195
SAREPTA THERAPEUTICS INC(SRPT)011,170+11,17001910.04%+191
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
75,24276,425+1,1832,5212,6960.62%+176
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,1823,164-186578010.18%+144
VANGUARD INDEX FDS4,9304,93001,3551,4980.35%+143
VERTIV HOLDINGS CO(VRT)3,2562,944-3122353780.09%+143
NETFLIX INC(NFLX)300298-22793980.09%+119
APPLE INC(AAPL)037,877+37,87707,7711.79%+7,771
SPDR GOLD TR(GLD)5,6275,657+301,6211,7240.40%+103
PALO ALTO NETWORKS INC(PANW)2,9352,93505016010.14%+100
CVB FINL CORP(CVBF)66,04066,04001,2191,3070.30%+88
CRISPR THERAPEUTICS AG(CRSP)5,9005,90002012870.07%+86
ISHARES TR2,5482,54808098940.21%+85
VANGUARD INDEX FDS1,2401,24004605440.13%+84
DELL TECHNOLOGIES INC(DELL)2,5952,59502373180.07%+82
SCHWAB CHARLES CORP(SCHW)6,2326,23204885690.13%+81
EATON CORP PLC(ETN)94094002563360.08%+80
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
6,2566,25603944730.11%+79
SCHWAB STRATEGIC TR34,09734,106+97348130.19%+79
MORGAN STANLEY(MS)3,2023,20203744510.10%+77
DBX ETF TR14,97214,927-457558250.19%+70
SPDR S&P 500 ETF TR(SPY)892899+74995560.13%+57
WALMART INC(WMT)3,2613,498+2372863420.08%+56
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
2,7672,76702833370.08%+54
CARDINAL HEALTH INC(CAH)1,8351,793-422533010.07%+48
SCHWAB STRATEGIC TR11,19311,213+202803280.08%+47
JANUS DETROIT STR TR
HENDRSON AAA CL
0230,535+230,535011,7002.70%+11,700
ISHARES TR1,1531,157+42432850.07%+42
VANGUARD SPECIALIZED FUNDS3,1923,19206196530.15%+34
COSTCO WHSL CORP NEW(COST)740737-37007290.17%+29
WISDOMTREE TR(WT)7,9427,94202452740.06%+29
ISHARES TR6,9886,98804084330.10%+26
FIRST TR EXCHANGE-TRADED FD
WTR ETF
2,8222,82202843050.07%+21
ISHARES TR8,4208,42006927090.16%+17
DELTA AIR LINES INC DEL(DAL)5,0884,798-2902222360.05%+14
FIRST CTZNS BANCSHARES INC N(FCNCA)12112102242370.05%+12
ISHARES TR04,944+4,94403100.07%+310
MASTERCARD INCORPORATED(MA)78678604314420.10%+11
ABBVIE INC(ABBV)2,9753,414+4396236340.15%+10
EDWARDS LIFESCIENCES CORP02,890+2,89002260.05%+226
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
3,4603,46002062150.05%+9
BLACKSTONE INC(BX)1,6621,602-602322400.06%+7
ISHARES TR
ESG ADVNCD HY BD
6,4726,458-143003070.07%+7
INTUITIVE SURGICAL INC462434-282292360.05%+7
FLEXSHARES TR
ESG & CLM INVEST
7,4357,533+983043100.07%+6
ISHARES TR
ESG AWRE 1 5 YR
12,17412,302+1283043100.07%+5
ISHARES TR7,0146,999-153043050.07%+1
SOUTHERN CO(SO)2,2112,21102032030.05%-0
REALTY INCOME CORP(O)5,1435,14302982960.07%-2
BELPOINTE PREP LLC7,6007,60004904860.11%-4
RECURSION PHARMACEUTICALS IN(RXRX)33,16533,16501751680.04%-8
HOME DEPOT INC(HD)1,9181,896-227036950.16%-8
LOCKHEED MARTIN CORP(LMT)800733-673573390.08%-18
SHERWIN WILLIAMS CO(SHW)3,1733,17301,1081,0900.25%-18
MCDONALDS CORP(MCD)1,0061,00603142940.07%-20
LOWES COS INC(LOW)1,006957-492352120.05%-22
Page 1 of 1