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:
59.03%
Gain -0.31%
Monthly
0.66%
Yearly
8.26%
Drawdown
16.05%
$621.86M
Equity
Holdings
$621.86M
Investment
$503.55M
$147.51M
Profit -$1.38M
Realized
$29.2M
Unrealized
$118.31M
Dividends
$40.51M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$1.38M
Win %
78%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$5.01M
Win %
78%
This Month
Compared to last month
Gain
-0.41%
Profit
-$2.57M
Win %
78%
This Year
Compared to last year
Gain
0.35%
Profit
$2.14M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$673,829.89 
GOOG Alphabet Inc
+6.88%
+$238,750.18 
GOOGL Alphabet Inc
+6.73%
+$413,245.77 
VRT Vertiv Holdings Co
+6.18%
+$59,867.89 
ANET Arista Networks, Inc.
+5.46%
+$21,990.82 
META Meta Platforms Inc Class A
+3.28%
+$103,569.39 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$86,269.44 
MSFT Microsoft Corp.
+3.02%
+$246,113.22 
NVDA NVIDIA Corporation
+2.93%
+$331,494.46 
CVX Chevron Corporation
+2.37%
+$10,164.24 
GLW Corning Incorporated
+2.24%
+$23,346.15 
SKYY First Trust Cloud Computing ETF
+2.12%
+$9,108.99 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$11,323.38 
PANW Palo Alto Networks, Inc.
+1.89%
+$4,655.55 
CWS AdvisorShares Focused Equity ETF
+1.57%
+$53,331.94 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$11,701.82 
LMT Lockheed Martin Corporation
+1.5%
+$6,765.92 
NOC Northrop Grumman Corporation
+1.43%
+$10,376.8 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$3,680.81 
KLAC KLA Corporation
+1.38%
+$5,460.59 
CAH Cardinal Health Inc.
+1.3%
+$7,897.26 
PL PLANET LABS PBC
+1.29%
+$2,007.2 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$5,217.66 
AMAT Applied Materials, Inc.
+1.18%
+$7,316.02 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,012.8 
VOX Vanguard Communication Services ETF
+1.12%
+$117,514.65 
VUG Vanguard Growth ETF
+1.1%
+$6,963.84 
NOW ServiceNow, Inc.
+1.05%
+$10,430.72 
XLE Energy Select Sector SPDR Fund
+1%
+$7,720.74 
SNPE Xtrackers S&P 500 ESG ETF
+0.99%
+$10,001.09 
UNP Union Pacific Corporation
+0.92%
+$4,781.99 
SCHW Charles Schwab Corporation
+0.87%
+$5,172.44 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$35,819.6 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$2,281.08 
TSLA Tesla, Inc.
+0.76%
+$44,398.3 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$6,820.2 
DLO DLocal Limited
+0.73%
+$1,563.65 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$2,620.86 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,736.29 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,065.33 
CAT Caterpillar Inc.
+0.7%
+$3,135.5 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$269,660.08 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$11,334.46 
PLTR Palantir Technologies Inc.
+0.65%
+$24,507.94 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,566.32 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$1,716.66 
IWB iShares Russell 1000 ETF
+0.64%
+$428,640.28 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$76,276.4 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$5,803.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,041.94 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$33,724.8 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$18,857.54 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$4,838.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,875.5 
AXON Axon Enterprise, Inc.
+0.47%
+$2,622.36 
AVGO Broadcom Inc.
+0.37%
+$12,964.32 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$25,712.64 
BAC Bank of America Corporation
+0.36%
+$3,903.02 
VICR Vicor Corporation
+0.34%
+$10,289.3 
SMH VanEck Semiconductor ETF
+0.3%
+$63,956.7 
JPM JPMorgan Chase & Co.
+0.27%
+$7,234.24 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$10,187.1 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.23%
+$6,249.2 
SLF Sun Life Financial Inc.
+0.22%
+$3,612.24 
FIW First Trust Water ETF
+0.2%
+$569.8 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$594.6 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$5,182.24 
PWV Invesco Large Cap Value ETF
+0.12%
+$346 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$4,176.15 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$12,778.11 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.1%
+$1,280.89 
WMT Walmart Inc.
+0.09%
+$493.3 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$14,824.62 
DIS The Walt Disney Company
+0.06%
+$567.82 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.04%
+$299.17 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$201.46 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,385.92 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
IBO Impact Biomedical Inc.
0%
$0 
TEI Templeton Emerging Markets Income Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.05M 
MU Micron Technology, Inc.
-5.9%
-$38,515.94 
GERN Geron Corporation
-3.73%
-$10,015.6 
HODL VanEck Bitcoin ETF
-2.9%
-$20,477.61 
BITB Bitwise Bitcoin ETF
-2.87%
-$24,733.89 
ABBV AbbVie Inc.
-2.54%
-$21,630.85 
BIIB Biogen Inc.
-2.4%
-$5,169.23 
AFRM Affirm Holdings, Inc.
-2.37%
-$14,123.58 
NFLX Netflix, Inc.
-2%
-$6,155.36 
AMD Advanced Micro Devices, Inc.
-1.9%
-$225,484.21 
UNH UnitedHealth Group Incorporated
-1.68%
-$16,020.64 
URA Global X Uranium ETF
-1.64%
-$154,513.45 
NLY Annaly Capital Management, Inc.
-1.56%
-$23,473.44 
DBP Invesco DB Precious Metals Fund
-1.56%
-$3,644.13 
BAR GraniteShares Gold Trust
-1.51%
-$125,850.32 
GLD SPDR Gold Shares
-1.49%
-$36,906.54 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$32,470.68 
CVBF CVB Financial Corp.
-1.32%
-$19,812 
DAL Delta Air Lines, Inc.
-1.3%
-$4,551.7 
SHW The Sherwin-Williams Company
-1.16%
-$12,783.93 
FGDL Franklin Responsibly Sourced Gold ETF
-1.15%
-$5,661.81 
DE Deere & Company
-1.13%
-$2,346 
NU Nu Holdings Ltd.
-1.1%
-$4,633.12 
EW Edwards Lifesciences Corporation
-0.98%
-$6,698 
XOM Exxon Mobil Corporation
-0.97%
-$20,827.89 
CRSP Crispr Therapeutics AG
-0.93%
-$3,171.6 
O Realty Income Corporation
-0.87%
-$3,245.2 
VGSR Vert Global Sustainable Real Estate ETF
-0.87%
-$8,573.81 
CVS CVS Health Corporation
-0.75%
-$1,975 
MA Mastercard Incorporated
-0.74%
-$4,479.5 
ICLN iShares Global Clean Energy ETF
-0.68%
-$3,242.76 
IHF iShares U.S. Healthcare Providers ETF
-0.65%
-$2,029.45 
AMGN Amgen Inc.
-0.64%
-$5,832.98 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,099.52 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$13,690.65 
SBUX Starbucks Corporation
-0.57%
-$5,194.8 
LLY Eli Lilly and Company
-0.53%
-$5,903.19 
ECAT BlackRock ESG Capital Allocation Term Trust
-0.47%
-$25,031.51 
AVDE Avantis International Equity ETF
-0.46%
-$114,492 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$201,696.4 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$1,137.12 
HD The Home Depot, Inc.
-0.42%
-$2,657.72 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.37%
-$91,488.6 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,787.47 
UYLD Angel Oak UltraShort Income Fund
-0.34%
-$46,989.78 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$63,345.4 
CVSB Calvert Ultra-Short Investment Grade ETF
-0.34%
-$3,305.65 
CL Colgate-Palmolive Company
-0.33%
-$2,562.3 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$741.41 
RAFE PIMCO RAFI ESG U.S. ETF
-0.31%
-$2,432.01 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$2,033.44 
OWNS CCM Affordable Housing MBS ETF
-0.3%
-$1,566.45 
VST Vistra Corp
-0.29%
-$1,496.83 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
-0.26%
-$2,335.97 
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.26%
-$535.6 
COST Costco Wholesale Corporation
-0.24%
-$2,311.89 
BLDX Impax Global Infrastructure ETF
-0.23%
-$1,442.04 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,305.02 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$1,253.6 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$1,986.6 
FEIG FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
-0.19%
-$1,424.4 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$6,407.29 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$1,631.79 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.16%
-$1,218.14 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$507.68 
HYXF iShares ESG Advanced High Yield Fund
-0.15%
-$1,142.75 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.14%
-$9,705.01 
OZ Belpointe PREP LLC
-0.13%
-$1,478.42 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$277.53 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$577.23 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$392.7 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$544.4 
GRNB VanEck Green Bond ETF
-0.1%
-$280.37 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$324.6 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$610.7 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$10,420.16 
VO Vanguard Mid-Cap ETF
-0.05%
-$3,367.32 
V Visa Inc. Class A
-0.04%
-$283.1 
OSCR Oscar Health, Inc.
-0.03%
-$479.02 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$58.29 Events
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Dividends
Dividend Analysis
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| Trades 1655 | Longs Won 1057/1655 63% | Profit Factor 3.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $664,589.14 |
| Average Win $190,780.55 | Best Trade (Dec 31) $9.49M | Sharpe Ratio -9.59 |
| Average Loss -$89,987.09 | Worst Trade (Jun 30) -$6.3M | Z-Score 10.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 3d | Expectancy $89,128.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,888 | $8.27M | $13.25M | - | $4.98M | 60.14% | -7.354% |
| ABBV AbbVie Inc. | 3,310 | $571,581.47 | $830,396.25 | - | $258,814.78 | 45.28% | -2.539% |
| AFRM Affirm Holdings, Inc. | 8,117 | $593,190.36 | $580,446.67 | - | -$12,743.69 | -2.15% | -2.375% |
| AMAT Applied Materials, Inc. | 1,240 | $267,253.6 | $629,510.81 | - | $362,257.21 | 135.55% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 24,403 | $3.13M | $11.62M | - | $8.48M | 270.66% | -1.904% |
| AMGN Amgen Inc. | 2,352 | $641,282.53 | $905,896.32 | - | $264,613.79 | 41.26% | -0.64% |
| AMZN Amazon.com Inc | 18,676 | $3.22M | $5.07M | - | $1.86M | 57.69% | +15.321% |
| ANET Arista Networks, Inc. | 2,357 | $400,407.16 | $425,084.97 | - | $24,677.81 | 6.16% | +5.456% |
| ASML ASML Holding N.V. New York Registry Shares | 1,447 | $983,318.48 | $2.36M | - | $1.37M | 139.72% | -1.359% |
| AVDE Avantis International Equity ETF | 272,600 | $20.73M | $24.86M | - | $4.13M | 19.92% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 141,979 | $10.22M | $12.71M | - | $2.49M | 24.34% | +0.101% |
| AVGO Broadcom Inc. | 9,003 | $2.09M | $3.5M | - | $1.42M | 67.81% | +0.371% |
| AVSD Avantis Responsible International Equity ETF | 27,218 | $2.02M | $2.21M | - | $190,076.23 | 9.41% | -0.616% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 16,854 | $1.13M | $1.27M | - | $130,761.07 | 11.53% | +0.101% |
| AXON Axon Enterprise, Inc. | 1,066 | $605,413.38 | $562,592.16 | - | -$42,821.22 | -7.07% | +0.468% |
| BAC Bank of America Corporation | 17,741 | $920,898.33 | $1.1M | - | $178,156.62 | 19.35% | +0.356% |
| BAR GraniteShares Gold Trust | 206,312 | $6.97M | $8.22M | - | $1.25M | 18% | -1.508% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 39,732 | $978,996.48 | $950,786.76 | - | -$28,209.72 | -2.88% | -0.209% |
| BIIB Biogen Inc. | 1,038 | $224,270.28 | $210,662.1 | - | -$13,608.18 | -6.07% | -2.395% |
| BITB Bitwise Bitcoin ETF | 24,489 | $1.38M | $835,809.57 | - | -$542,064.59 | -39.34% | -2.874% |
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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 - $6.3M. 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 - $2.36M, 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 $40.51M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $6.31M, Invesco Senior Loan ETF - $2.64M, Janus Henderson AAA CLO ETF - $1.97M, S&P 500 Core Premium Income Fund - $1.67M, and Vanguard Short-Term Corporate Bond ETF - $1.54M. 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.
