Mason & Associates Inc - Portfolio overview

Mason & Associates Inc has 175 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JQUA - J P MORGAN EXCHANGE TRADED F, 13.96%
2. IWB - ISHARES TR, 9.19%
3. RECS - COLUMBIA ETF TR I, 6.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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