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:
63.18%
Gain -0.11%
Monthly
0.62%
Yearly
7.73%
Drawdown
16.05%
$609.8M
Equity
Holdings
$609.8M
Investment
$500.45M
$138.94M
Profit -$559,419.13
Realized
$29.59M
Unrealized
$109.35M
Dividends
$41.7M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$559,419.13
Win %
77%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$1.64M
Win %
77%
This Month
Compared to last month
Gain
-1.65%
Profit
-$10.22M
Win %
77%
This Year
Compared to last year
Gain
-1.02%
Profit
-$6.3M
Win %
76%
FCNCA First Citizens BancShares, Inc. Class A Common Stock
+8.43%
+$22,417.67 
PANW Palo Alto Networks, Inc.
+6.21%
+$16,676.71 
CRWD CrowdStrike Holdings, Inc.
+5.72%
+$208,025.6 
MU Micron Technology Inc.
+3.26%
+$20,820.86 
XLE State Street Energy Select Sector SPDR ETF
+3%
+$26,564.58 
CVX Chevron Corporation
+2.91%
+$14,711.4 
XOM ExxonMobil Holdings Corporation
+2.84%
+$68,881.78 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.65%
+$17,016.32 
AMD Advanced Micro Devices Inc.
+2.09%
+$259,362.4 
SKYY First Trust Cloud Computing ETF
+1.76%
+$8,863.63 
ANET Arista Networks Inc.
+1.74%
+$7,000.27 
AMAT Applied Materials Inc.
+1.35%
+$6,272.66 
PL Planet Labs PBC
+1.22%
+$1,235.2 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+1.13%
+$11,720.94 
LMT Lockheed Martin Corporation
+1.12%
+$5,174.42 
SMH VanEck Semiconductor ETF
+1.09%
+$223,651.68 
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF
+0.99%
+$29,612.8 
GLW Corning Incorporated
+0.85%
+$8,090.25 
AVGO Broadcom Inc.
+0.84%
+$24,450.35 
XLK State Street Technology Select Sector SPDR ETF
+0.78%
+$8,674.38 
ASML ASML Holding N.V. NY Registered Shares
+0.77%
+$17,306.26 
MSFT Microsoft Corporation Common Stock
+0.68%
+$64,309.32 
NU Nu Holdings Ltd. Class A Ordinary Shares
+0.65%
+$2,750.91 
XCEM Columbia EM Core ex-China ETF
+0.37%
+$15,671.08 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$1,439.24 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+0.35%
+$20,551.05 
IHI iShares U.S. Medical Devices ETF
+0.26%
+$692.16 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.21%
+$715.57 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.19%
+$571.14 
VGSR Vert Global Sustainable Real Estate ETF
+0.18%
+$1,681.14 
AXON Axon Enterprise, Inc.
+0.18%
+$810.15 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.16%
+$2,020.79 
AVEM Avantis Emerging Markets Equity ETF
+0.16%
+$19,877.06 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$486.9 
HODL VanEck Bitcoin ETF
+0.13%
+$1,159.11 
ONEQ Fidelity Nasdaq Composite Index ETF
+0.12%
+$509.04 
JMUB JPMorgan Municipal ETF
+0.09%
+$321.3 
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF
+0.04%
+$402.92 
IWY iShares Russell Top 200 Growth ETF
+0.04%
+$97.9 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$3,578.88 
CVSB Calvert Ultra-Short Investment Grade ETF
+0.02%
+$192.51 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$3,726.2 
UYLD Angel Oak UltraShort Income ETF
+0.02%
+$2,685.13 
DE Deere & Company
+0.02%
+$41.4 
ABBV AbbVie Inc.
+0.01%
+$132.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.01%
+$52.8 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.01%
+$29.14 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.01%
+$37.4 
NVDA NVIDIA Corporation
0%
+$0.58 
CWS AdvisorShares Focused Equity ETF
0%
$0 
ETHO Amplify Etho Climate Leadership U.S. ETF
0%
$0 
DAL Delta Air Lines, Inc.
-3.85%
-$12,071.9 
OSCR Oscar Health, Inc. Class A Common Stock
-3.5%
-$55,805.83 
CL Colgate-Palmolive Co.
-3.13%
-$26,007.35 
HD The Home Depot, Inc.
-2.86%
-$17,944.14 
IBO Impact BioMedical Inc.
-2.63%
-$83 
CAT Caterpillar Inc.
-2.49%
-$9,688.55 
GERN Geron Corporation
-2.21%
-$5,007.8 
SHW The Sherwin-Williams Company
-1.99%
-$22,027.5 
CRSP CRISPR Therapeutics AG
-1.96%
-$6,907.04 
LLY Eli Lilly and Company
-1.96%
-$24,662.37 
SLF Sun Life Financial Inc.
-1.96%
-$31,707.44 
MA Mastercard Inc. Class A Common Stock
-1.92%
-$12,795.56 
AFRM Affirm Holdings, Inc. Class A Common Stock
-1.89%
-$11,120.29 
ITA iShares U.S. Aerospace & Defense ETF
-1.6%
-$3,680.16 
BIIB Biogen Inc.
-1.57%
-$4,131.24 
UNP Union Pacific Corp.
-1.56%
-$8,328.14 
V Visa Inc. Class A
-1.36%
-$11,373.75 
VICR Vicor Corp.
-1.34%
-$35,424.74 
ICLN iShares Global Clean Energy ETF
-1.33%
-$5,809.94 
TEI Templeton Emerging Markets Income Fund
-1.32%
-$13,968.53 
JPM JPMorgan Chase & Co.
-1.24%
-$32,092.4 
NOC Northrop Grumman Corporation
-1.24%
-$9,309.2 
SCHW The Charles Schwab Corporation
-1.1%
-$5,740.84 
GS The Goldman Sachs Group, Inc.
-1.05%
-$3,043.98 
CAH Cardinal Health, Inc.
-1.02%
-$6,936.8 
COST Costco Wholesale Corp
-0.99%
-$10,177.21 
AMGN Amgen Inc. Common Stock
-0.96%
-$10,066.56 
OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend ETF
-0.95%
-$64,469 
DBP Invesco DB Precious Metals Fund
-0.95%
-$2,144.34 
SBUX Starbucks Corp.
-0.86%
-$7,575.75 
URA Global X Uranium ETF
-0.85%
-$68,936.77 
VOX Vanguard Communication Services ETF
-0.84%
-$90,036.1 
NLY Annaly Capital Management, Inc.
-0.82%
-$9,780.6 
WMT Walmart Inc.
-0.8%
-$4,800.8 
DLO dLocal Limited
-0.78%
-$1,634.72 
EW Edwards Lifesciences Corporation
-0.77%
-$5,476.57 
FGDL Franklin Responsibly Sourced Gold ETF
-0.76%
-$3,639.74 
GLD SPDR Gold Shares
-0.74%
-$17,895.08 
BAR GraniteShares Gold Trust
-0.71%
-$57,767.36 
OZ Belpointe PREP LLC
-0.67%
-$6,160 
RAFE PIMCO RAFI ESG U.S. ETF
-0.67%
-$5,476.04 
CVS CVS Health Corporation Common Stock
-0.66%
-$1,550 
META Meta Platforms Inc Class A
-0.63%
-$24,017.68 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$4,635.36 
CVMC Calvert US Mid-Cap Core Responsible Index ETF
-0.58%
-$5,178.14 
BAC Bank of America Corporation
-0.56%
-$5,056.19 
AVSD Avantis Responsible International Equity ETF
-0.56%
-$11,937.27 
AVDE Avantis International Equity Fund Institutional Class
-0.54%
-$132,211 
XMHQ Invesco S&P MidCap Quality ETF
-0.53%
-$21,053.34 
AMZN Amazon.com Inc
-0.53%
-$24,558.94 
IWX iShares Russell Top 200 Value ETF
-0.52%
-$4,967.8 
DFSU Dimensional US Sustainability Core 1 ETF
-0.5%
-$8,663.28 
O Realty Income Corp.
-0.49%
-$1,622.61 
VST Vistra Corp.
-0.48%
-$2,332.27 
FIW First Trust Water ETF
-0.47%
-$1,333.85 
DFAS Dimensional U.S. Small Cap ETF
-0.44%
-$16,018.1 
CVBF CVB Financial Corp.
-0.43%
-$6,603.93 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.42%
-$15,034.14 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.41%
-$874.06 
IJH iShares Core S&P Mid-Cap ETF
-0.41%
-$2,041.5 
DIS The Walt Disney Company
-0.4%
-$4,645.8 
PWV Invesco Large Cap Value ETF
-0.37%
-$1,038 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.36%
-$24,833.99 
BLDX Impax Global Infrastructure ETF
-0.36%
-$2,163.06 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.36%
-$11,958.44 
NFLX Netflix Inc.
-0.35%
-$990.76 
BRK-B Berkshire Hathaway Inc.
-0.35%
-$26,127.36 
RECS Columbia Research Enhanced Core ETF
-0.34%
-$156,314.71 
SNPE Xtrackers S&P 500 Scored & Screened ETF
-0.34%
-$3,507.84 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.33%
-$3,172.93 
FEIG FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
-0.33%
-$2,404.87 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.33%
-$2,288.54 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.29%
-$1,933.74 
VRT Vertiv Holdings Co Class A Common Stock
-0.26%
-$2,148.78 
TSLA Tesla, Inc.
-0.24%
-$17,119.83 
VOO Vanguard S&P 500 ETF
-0.24%
-$2,096.63 
GOOGL Alphabet Inc
-0.23%
-$13,945.9 
SPY State Street SPDR S&P 500 ETF Trust
-0.23%
-$2,895.75 
DFUS Dimensional U.S. Equity Market ETF
-0.22%
-$89,083.98 
IHF iShares U.S. Healthcare Providers ETF
-0.22%
-$740.48 
VTI Vanguard Total Stock Market ETF
-0.22%
-$3,751.45 
IWV iShares Russell 3000 ETF
-0.22%
-$1,864 
HYXF iShares ESG Advanced High Yield Corporate Bond ETF
-0.2%
-$1,469.25 
IWB iShares Russell 1000 ETF
-0.2%
-$136,233.98 
GPIX Goldman Sachs S&P 500 Premium Income ETF
-0.19%
-$23,556.01 
ECAT BlackRock ESG Capital Allocation Term Trust
-0.19%
-$8,939.83 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.19%
-$659.35 
GOOG Alphabet Inc
-0.18%
-$6,176.01 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
-0.18%
-$1,374.08 
GRNB VanEck Green Bond ETF
-0.18%
-$471.03 
EUSB iShares ESG Advanced Universal USD Bond ETF
-0.15%
-$1,131.13 
AAPL Apple Inc.
-0.15%
-$22,730.64 
SUSA iShares ESG Optimized MSCI USA ETF
-0.15%
-$465.77 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.14%
-$22,215.03 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.14%
-$814.84 
HFXI NYLI FTSE International Equity Currency Neutral ETF
-0.14%
-$32,674.5 
SCHB Schwab U.S. Broad Market ETF
-0.14%
-$1,365.6 
UNH UnitedHealth Group Inc.
-0.13%
-$1,268.98 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.12%
-$20,840.31 
VUG Vanguard Morningstar Growth ETF
-0.12%
-$748.8 
NOW ServiceNow Inc.
-0.1%
-$1,393.76 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$384.82 
OWNS CCM Affordable Housing MBS ETF
-0.07%
-$340.95 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.06%
-$3,369.85 
IWP iShares Russell Mid-Cap Growth ETF
-0.05%
-$109.53 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.05%
-$1,249.84 
BITB Bitwise Bitcoin ETF
-0.02%
-$244.89 
KLAC KLA Corporation
-0.01%
-$44.3 
JQUA JPMorgan U.S. Quality Factor ETF
-0.01%
-$2,470.77 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$553.67 Events
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Dividends
Dividend Analysis
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| Trades 1655 | Longs Won 1050/1655 63% | Profit Factor 3.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $664,433.63 |
| Average Win $188,736.98 | Best Trade (Dec 31) $9.49M | Sharpe Ratio -10.69 |
| Average Loss -$97,908.09 | Worst Trade (Jun 30) -$6.3M | Z-Score 4.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 5d | Expectancy $83,951.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,211 | 5,590 | 4,969 | 4,348 | 3,727 | 3,106 | 2,484 | 1,863 | 1,242 | 621 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,888 | $8.27M | $14.91M | - | $6.64M | 80.24% | -0.152% |
| ABBV AbbVie Inc. | 3,310 | $571,581.47 | $944,111.3 | - | $372,529.83 | 65.18% | +0.014% |
| AFRM Affirm Holdings, Inc. Class A Common Stock | 8,117 | $593,190.36 | $576,550.51 | - | -$16,639.85 | -2.81% | -1.892% |
| AMAT Applied Materials Inc. | 1,240 | $267,253.6 | $471,991.86 | - | $204,738.26 | 76.61% | +1.347% |
| AMD Advanced Micro Devices Inc. | 24,403 | $3.13M | $12.65M | - | $9.52M | 303.67% | +2.092% |
| AMGN Amgen Inc. Common Stock | 2,352 | $641,282.53 | $1.04M | - | $400,653.47 | 62.48% | -0.957% |
| AMZN Amazon.com Inc | 18,676 | $3.22M | $4.65M | - | $1.44M | 44.62% | -0.525% |
| ANET Arista Networks Inc. | 2,357 | $400,407.16 | $410,212.28 | - | $9,805.12 | 2.45% | +1.736% |
| ASML ASML Holding N.V. NY Registered Shares | 1,447 | $983,318.48 | $2.28M | - | $1.29M | 131.4% | +0.766% |
| AVDE Avantis International Equity Fund Institutional Class | 272,600 | $20.73M | $24.19M | - | $3.46M | 16.69% | -0.543% |
| AVEM Avantis Emerging Markets Equity ETF | 141,979 | $10.22M | $12.41M | - | $2.19M | 21.38% | +0.16% |
| AVGO Broadcom Inc. | 9,003 | $2.09M | $2.93M | - | $846,123.36 | 40.51% | +0.84% |
| AVSD Avantis Responsible International Equity ETF | 27,218 | $2.02M | $2.13M | - | $109,222.98 | 5.41% | -0.558% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 16,854 | $1.13M | $1.24M | - | $105,343.56 | 9.29% | +0.163% |
| AXON Axon Enterprise, Inc. | 1,066 | $605,413.38 | $442,773.76 | - | -$162,639.62 | -26.86% | +0.183% |
| BAC Bank of America Corporation | 17,741 | $920,898.33 | $901,154.09 | - | -$19,744.24 | -2.14% | -0.558% |
| BAR GraniteShares Gold Trust | 206,312 | $6.97M | $8.11M | - | $1.14M | 16.4% | -0.707% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 39,732 | $978,996.48 | $1.05M | - | $66,153.78 | 6.76% | +1.134% |
| BIIB Biogen Inc. | 1,038 | $224,270.28 | $259,354.68 | - | $35,084.4 | 15.64% | -1.568% |
| BITB Bitwise Bitcoin ETF | 24,489 | $1.38M | $1.08M | - | -$296,929.7 | -21.55% | -0.023% |
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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 - $14.46M, JPMorgan U.S. Quality Factor ETF - $12.29M, FT Vest U.S. Equity Buffer ETF - April - $9.89M, VanEck Semiconductor ETF - $9.09M, and WisdomTree Floating Rate Treasury Fund - $6.37M. 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 - August - $3.42M, Vanguard Morningstar 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 $41.7M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $6.39M, Invesco Senior Loan ETF - $2.64M, Janus Henderson AAA CLO ETF - $2.04M, Goldman Sachs S&P 500 Premium Income ETF - $1.67M, and Vanguard Short-Term Corporate Bond ETF - $1.61M. 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.
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