The Analysis of Mason & Associates, LLC's Holdings

Currently, Mason & Associates, LLC holds 41 types of securities in its portfolio with a total value $398.3M. In the most recent quarter, they have increased their positions in VO (+8 shares, valued at $2.2K), VB (+4 shares, valued at $947.9199821461177), VV (+2 shares, valued at $570.5999987281157).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV VANGUARD INDEX FDS471.7K shares0.00%2025-09-302025-11-04

IUSB ISHARES TR2.4M shares0.00%2025-09-302025-11-04

VO VANGUARD INDEX FDS80.4K shares0.01%2025-09-302025-11-04

DYNF BLACKROCK ETF TRUST393.1K shares0.00%2025-09-302025-11-04

PYLD PIMCO ETF TR806.0K shares0.00%2025-09-302025-11-04

SPDW SPDR INDEX SHS FDS402.4K shares0.00%2025-09-302025-11-04

IAGG ISHARES TR299.5K shares0.00%2025-09-302025-11-04

VB VANGUARD INDEX FDS49.3K shares0.01%2025-09-302025-11-04

Sponsored

SPEM SPDR INDEX SHS FDS130.2K shares0.01%2025-09-302025-11-04

IVW ISHARES TR37.7K shares0.00%2025-09-302025-11-04

VTEB VANGUARD MUN BD FDS75.7K shares0.00%2025-09-302025-11-04

SPY SPDR S&P 500 ETF TR5.9K shares0.00%2025-09-302025-11-04

IVV ISHARES TR5.8K shares0.00%2025-09-302025-11-04

IWL ISHARES TR19.0K shares0.00%2025-09-302025-11-04

SCHB SCHWAB STRATEGIC TR103.2K shares0.00%2025-09-302025-11-04

MINO PIMCO ETF TR46.2K shares0.00%2025-09-302025-11-04

Sponsored

IWY ISHARES TR7.4K shares0.00%2025-09-302025-11-04

AAPL APPLE INC7.4K shares0.00%2025-09-302025-11-04

IVE ISHARES TR7.2K shares0.00%2025-09-302025-11-04

IWR ISHARES TR11.3K shares0.00%2025-09-302025-11-04

D DOMINION ENERGY INC17.8K shares0.00%2025-09-302025-11-04

SCHX SCHWAB STRATEGIC TR28.5K shares0.00%2025-09-302025-11-04

IWV ISHARES TR1.8K shares0.00%2025-09-302025-11-04

VTI VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-11-04

Sponsored

VUG VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-11-04

CSX CSX CORP16.5K shares0.00%2025-09-302025-11-04

MGC VANGUARD WORLD FD2.0K shares0.00%2025-09-302025-11-04

IWP ISHARES TR3.1K shares0.00%2025-09-302025-11-04

VTV VANGUARD INDEX FDS2.2K shares0.00%2025-09-302025-11-04

AOM ISHARES TR8.3K shares0.00%2025-09-302025-11-04

BRK.B BERKSHIRE HATHAWAY INC DEL755 shares0.00%2025-09-302025-11-04

DUK DUKE ENERGY CORP NEW3.0K shares0.00%2025-09-302025-11-04

Sponsored

MGK VANGUARD WORLD FD855 shares0.00%2025-09-302025-11-04

IBM INTERNATIONAL BUSINESS MACHS932 shares0.00%2025-09-302025-11-04

UPS UNITED PARCEL SERVICE INC2.7K shares0.00%2025-09-302025-11-04

VT VANGUARD INTL EQUITY INDEX F2.1K shares0.00%2025-09-302025-11-04

MSFT MICROSOFT CORP425 shares0.00%2025-09-302025-11-04

AOR ISHARES TR3.4K shares0.00%2025-09-302025-11-04

JPM JPMORGAN CHASE & CO.715 shares0.00%2025-09-302025-11-04

IWM ISHARES TR959 shares0.00%2025-09-302025-11-04

Sponsored

VOO VANGUARD INDEX FDS353 shares0.00%2025-09-302025-11-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available