Mason & Associates Inc

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$401M
Signature - Title
Thomas Mason - CCO
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by Mason & Associates Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mason & Associates Inc reported 109 stock holdings with total value $401M as of Q3 2024. Top holdings included FMAR, JQUA, DFUS, JAAA, and AGZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 109 $401M +$86.9M -$77.3M +$9.62M FMAR, JQUA, DFUS, JAAA, AGZ 13F-HR 10/22/2024, 06:38 PM
Q2 2024 107 $376M +$93.1M -$91.4M +$1.73M FMAR, JQUA, DFUS, BKLN, USFR 13F-HR 7/18/2024, 06:53 PM
Q1 2024 112 $375M +$187M -$163M +$23.8M FDEC, JQUA, DFUS, USFR, BKLN 13F-HR 4/23/2024, 05:11 PM
Q4 2023 81 $340M +$120M -$109M +$10.6M FJUN, USFR, DFUS, BKLN, VIG 13F-HR 1/16/2024, 07:18 PM
Q3 2023 83 $312M +$38.2M -$61.3M -$23.1M USFR, FAPR, IWX, VIG, FAUG 13F-HR 10/19/2023, 06:16 PM
Q2 2023 90 $339M +$26.7M -$23.7M +$3.02M USFR, FAPR, VIG, IWX, RSPG 13F-HR 7/20/2023, 06:27 PM
Q1 2023 84 $327M +$15.2M -$6.15M +$9.07M USFR, FAPR, VIG, IWX, RSPG 13F-HR 4/20/2023, 06:25 PM
Q4 2022 81 $313M +$51.8M -$36.8M +$15M USFR, FAPR, VIG, IWX, RSPG 13F-HR 1/12/2023, 06:24 PM
Q3 2022 81 $282M +$50.1M -$40.9M +$9.28M USFR, FAPR, VIG, IWX, RSPG 13F-HR 10/20/2022, 05:27 PM
Q2 2022 86 $285M +$121M -$128M -$6.49M USFR, BAUG, VIG, IWX, USMV 13F-HR 7/26/2022, 05:28 PM
Q1 2022 108 $327M +$96.9M -$74.5M +$22.4M BAUG, VIG, IWY, GLD, IWX 13F-HR 4/19/2022, 12:12 PM
Q4 2021 97 $329M $0 $0 VIG, VUG, IWY, IWP, IWX 13F-HR 3/18/2022, 01:19 PM