Thomas Mason Portfolio
Invests via Mason & Associates Inc. | Managed by Thomas Mason, Brent Markey Mason, Charles William Mason, Sun Mi "Anne" Shim, Alexander Santibáñez, Liliana Verduzco, Mitchell Crocker, Allan Moskowitz
Invests via Mason & Associates Inc.
Managed by Thomas Mason, Brent Markey Mason, Charles William Mason, Sun Mi "Anne" Shim, Alexander Santibáñez, Liliana Verduzco, Mitchell Crocker, Allan Moskowitz
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Thomas Mason Profile
Thomas Mason has cultivated a notable presence in the technology sector, driving innovation and growth at several influential startups. With extensive experience as both an entrepreneur and an operating executive, he is renowned for his ability to translate vision into actionable strategies that enhance operational efficiencies. His leadership has been instrumental in launching groundbreaking products that redefine user experiences within their markets. Additionally, Mason's insight into emerging technologies places him at the forefront of discussions about digital transformation and market evolution. This combination of hands-on experience and strategic foresight underscores his relevance to investors seeking opportunities in fast-paced tech environments.
Thomas Mason has cultivated a notable presence in the technology sector, driving innovation and growth at several influential startups. With extensive experience as both an entrepreneur and an operating executive, he is renowned for his ability to translate vision into actionable strategies that enhance operational efficiencies. His leadership has been instrumental in launching groundbreaking products that redefine user experiences within their markets. Additionally, Mason's insight into emerging technologies places him at the forefront of discussions about digital transformation and market evolution. This combination of hands-on experience and strategic foresight underscores his relevance to investors seeking opportunities in fast-paced tech environments.
Investment Philosophy & Strategy
Grounded in the rapidly evolving technology landscape, Thomas Mason leverages his extensive entrepreneurial background to identify and capitalize on innovative market opportunities. His approach centers on harnessing transformative ideas that drive growth while enhancing competitive positioning. With a keen eye for operational efficiency, he aims to establish scalable business models that adapt to shifting consumer demands. By fostering collaboration among talented teams, he seeks to create sustainable value through disruptive advancements that challenge conventional thinking within the sector.
Grounded in the rapidly evolving technology landscape, Thomas Mason leverages his extensive entrepreneurial background to identify and capitalize on innovative market opportunities. His approach centers on harnessing transformative ideas that drive growth while enhancing competitive positioning. With a keen eye for operational efficiency, he aims to establish scalable business models that adapt to shifting consumer demands. By fostering collaboration among talented teams, he seeks to create sustainable value through disruptive advancements that challenge conventional thinking within the sector.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
51.23%
Gain -0.37%
Monthly
0.61%
Yearly
7.64%
Drawdown
16.05%
$610.78M
Equity
Holdings
$610.78M
Investment
$519.22M
$131.78M
Profit -$1.44M
Realized
$24.55M
Unrealized
$107.22M
Dividends
$39.01M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$1.44M
Win %
76%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$5.62M
Win %
76%
This Month
Compared to last month
Gain
-1.39%
Profit
-$8.61M
Win %
76%
This Year
Compared to last year
Gain
-1.39%
Profit
-$8.61M
Win %
76%
AMGN Amgen Inc.
+1.49%
+$12,818.43 
BIIB Biogen Inc.
+1.46%
+$2,989.43 
GLW Corning Incorporated
+1.3%
+$15,410.02 
VRT Vertiv Holdings Co
+0.96%
+$12,254.4 
ETHO Amplify Etho Climate Leadership U.S. ETF
+0.58%
+$1,177.8 
NFLX Netflix, Inc.
+0.53%
+$1,517.76 
DE Deere & Company
+0.44%
+$928.04 
AXON Axon Enterprise, Inc.
+0.08%
+$437.07 
IBO Impact Biomedical Inc.
+0.07%
+$3 
DBP Invesco DB Precious Metals Fund
+0.07%
+$161.13 
ABBV AbbVie Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
ANET Arista Networks, Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVSE Avantis Responsible Emerging Markets Equity ETF
0%
+$1.69 
BAR GraniteShares Gold Trust
0%
$0 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
0%
$0 
BITB Bitwise Bitcoin ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CRSP Crispr Therapeutics AG
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CVBF CVB Financial Corp.
0%
$0 
CVS CVS Health Corporation
0%
$0 
CVSB Calvert Ultra-Short Investment Grade ETF
0%
$0 
CVX Chevron Corporation
0%
$0 
CWS AdvisorShares Focused Equity ETF
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
-$0.05 
DFSU Dimensional US Sustainability Core 1 ETF
0%
-$0.04 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DIS The Walt Disney Company
0%
$0 
DLO DLocal Limited
0%
$0 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
$0 
ECAT BlackRock ESG Capital Allocation Term Trust
0%
$0 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
0%
$0 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
0%
$0 
FCNCA First Citizens BancShares, Inc.
0%
-$0.01 
FEIG FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
0%
+$0.04 
FGDL Franklin Responsibly Sourced Gold ETF
0%
$0 
FIW First Trust Water ETF
0%
$0 
GERN Geron Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPIX S&P 500 Core Premium Income Fund
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
GRNB VanEck Green Bond ETF
0%
$0 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
$0 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
0%
$0 
HODL VanEck Bitcoin ETF
0%
$0 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
0%
$0 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
0%
$0 
HYXF iShares ESG Advanced High Yield Fund
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
IHF iShares U.S. Healthcare Providers ETF
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
+$1.66 
IWP iShares Russell Mid-Cap Growth ETF
0%
-$0.02 
IWV ISHARES RUSSELL 3000 ETF
0%
$0 
IWX iShares Russell Top 200 Value ETF
0%
-$0.01 
IWY iShares Russell Top 200 Growth ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
KLAC KLA Corporation
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NU Nu Holdings Ltd.
0%
$0 
ONEQ Fidelity Nasdaq Composite Index Fund
0%
$0 
OSCR Oscar Health, Inc.
0%
$0 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
0%
$0 
OWNS CCM Affordable Housing MBS ETF
0%
+$0.03 
OZ Belpointe PREP LLC
0%
$0 
PL PLANET LABS PBC
0%
$0 
PWV Invesco Large Cap Value ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RAFE PIMCO RAFI ESG U.S. ETF
0%
$0 
RECS Columbia Research Enhanced Core ETF
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
+$0.01 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
+$0.08 
SHW The Sherwin-Williams Company
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SLF Sun Life Financial Inc.
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$1.18 
SNPE Xtrackers S&P 500 ESG ETF
0%
+$0.03 
SUSA iShares MSCI USA ESG Select ETF
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
TEI Templeton Emerging Markets Income Fund
0%
$0 
TSLA Tesla, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UNP Union Pacific Corporation
0%
$0 
URA Global X Uranium ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
UYLD Angel Oak UltraShort Income Fund
0%
+$27.39 
V Visa Inc. Class A
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VGSR Vert Global Sustainable Real Estate ETF
0%
$0 
VICR Vicor Corporation
0%
-$0.15 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.03 
VO Vanguard Mid-Cap ETF
0%
$0 
VOX Vanguard Communication Services ETF
0%
$0 
VST Vistra Corp
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
WMT Walmart Inc.
0%
$0 
XCEM Columbia EM Core ex-China ETF
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0%
-$0.02 
GOOGL Alphabet Inc
-7.13%
-$448,740.33 
AMZN Amazon.com Inc
-4.57%
-$208,984.63 
AFRM Affirm Holdings, Inc.
-3.66%
-$21,956.49 
META Meta Platforms Inc Class A
-3.36%
-$123,427.94 
PANW Palo Alto Networks, Inc.
-2.88%
-$7,305.05 
SKYY First Trust Cloud Computing ETF
-2.6%
-$10,642.49 
GS The Goldman Sachs Group, Inc.
-2.14%
-$7,607.5 
HD The Home Depot, Inc.
-2.03%
-$12,886.9 
GLD SPDR Gold Shares
-2%
-$49,909.2 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.71%
-$102,228.3 
NVDA NVIDIA Corporation
-1.56%
-$191,581.38 
AAPL Apple Inc.
-1.3%
-$181,416.24 
SPY SPDR S&P 500 ETF Trust
-1.24%
-$15,100.23 
VOO Vanguard S&P 500 ETF
-1.23%
-$10,508.2 
AVGO Broadcom Inc.
-1.09%
-$39,073.02 
PLTR Palantir Technologies Inc.
-0.96%
-$36,762 
EW Edwards Lifesciences Corporation
-0.65%
-$4,334 
BAC Bank of America Corporation
-0.55%
-$6,031.94 
O Realty Income Corporation
-0.48%
-$1,796.44 
MA Mastercard Incorporated
-0.32%
-$1,781.24 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$1,633.2 
COST Costco Wholesale Corporation
-0.14%
-$1,267.5 
AVSD Avantis Responsible International Equity ETF
-0.09%
-$1,878.04 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.08%
-$524.76 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
-0.06%
-$519.11 
CSHI Neos Enhanced Income Cash Alternative ETF
-0.04%
-$402.92 
BLDX Impax Global Infrastructure ETF
-0.02%
-$120.17 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.01%
-$34.8 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
0%
-$74.03 Events
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Dividends
Dividend Analysis
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| Trades 1655 | Longs Won 1026/1655 61% | Profit Factor 3.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $638,217.08 |
| Average Win $180,503.53 | Best Trade (Dec 31) $9.49M | Sharpe Ratio -9.07 |
| Average Loss -$84,930.98 | Worst Trade (Jun 30) -$6.3M | Z-Score 2.48 (98.7%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 6d | Expectancy $79,622.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Thomas Mason?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Equity Market ETF - $14.36M, JPMorgan U.S. Quality Factor ETF - $12.25M, FT Vest U.S. Equity Buffer ETF - $9.89M, VanEck Semiconductor ETF - $9.09M, and WisdomTree Floating Rate Treasury Fund - $6.26M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares Russell Top 200 Growth ETF - $6.29M, Innovator U.S. Equity Buffer ETF - $3.42M, Vanguard Growth ETF - $2.42M, iShares Russell Mid-Cap Growth ETF - $2.34M, and First Trust NASDAQ Cybersecurity ETF - $2.12M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Mason's portfolio generate?
The portfolio generates substantial dividend income, with a total of $39.01M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $6.27M, Invesco Senior Loan ETF - $2.64M, Janus Henderson AAA CLO ETF - $1.82M, S&P 500 Core Premium Income Fund - $1.5M, and JPMorgan U.S. Quality Factor ETF - $1.47M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Mason's monthly returns?
Thomas Mason's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Thomas Mason's strategy be considered aggressive or moderate?
Thomas Mason's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Thomas Mason's strategy?
Thomas Mason's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
