TM
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
Automatically Tracked
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:
39.05%
Gain +2.23%
Monthly
0.4%
Yearly
4.88%
Drawdown
14.09%
$601.21M
Equity
Holdings
$601.21M
Investment
$478.8M
$133.9M
Profit +$14.2M
Realized
$11.5M
Unrealized
$122.41M
Dividends
$37.14M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.23%
Profit
$14.2M
Win %
78%
This Week
Compared To Last Week
Gain
-2.01%
Profit
-$12.36M
Win %
78%
This Month
Compared to last month
Gain
-2.02%
Profit
-$12.4M
Win %
78%
This Year
Compared to last year
Gain
6.25%
Profit
$37.69M
Win %
77%
KLAC KLA Corporation
+13.16%
+$61,853.02 
AMAT Applied Materials, Inc.
+11.35%
+$70,988.93 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+11.1%
+$85,924.8 
ASML ASML Holding N.V. New York Registry Shares
+9.5%
+$241,285.59 
VICR Vicor Corporation
+8.27%
+$402,402.85 
AMD Advanced Micro Devices, Inc.
+8.13%
+$1.04M 
DAL Delta Air Lines, Inc.
+6.96%
+$21,056.56 
CRWD CrowdStrike Holdings, Inc.
+6.89%
+$224,550.53 
SMH VanEck Semiconductor ETF
+6.87%
+$2.19M 
PANW Palo Alto Networks, Inc.
+5.88%
+$47,693.71 
AFRM Affirm Holdings, Inc.
+5.72%
+$35,070.71 
URA Global X Uranium ETF
+5.63%
+$578,245.64 
VRT Vertiv Holdings Co
+5.49%
+$63,602.25 
GLW Corning Incorporated
+5.35%
+$53,913.03 
AMGN Amgen Inc.
+5.31%
+$40,360.41 
VST Vistra Corp
+5.2%
+$29,894.4 
DLO DLocal Limited
+5.18%
+$8,671.15 
XCEM Columbia EM Core ex-China ETF
+5.04%
+$227,227.27 
ITA iShares U.S. Aerospace & Defense ETF
+4.8%
+$12,106.38 
SPMO Invesco S&P 500 Momentum ETF
+4.77%
+$836,564.32 
AVEM Avantis Emerging Markets Equity ETF
+4.62%
+$589,770.48 
CAT Caterpillar Inc.
+4.61%
+$22,407.62 
TSLA Tesla, Inc.
+4.48%
+$317,942.36 
LMT Lockheed Martin Corporation
+4.41%
+$18,157.42 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+4.34%
+$34,348.92 
AVSE Avantis Responsible Emerging Markets Equity ETF
+4.33%
+$47,661.92 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+4.26%
+$15,645.74 
GERN Geron Corporation
+4.09%
+$5,431.5 
SHW The Sherwin-Williams Company
+3.93%
+$38,255.76 
OSCR Oscar Health, Inc.
+3.86%
+$52,524.5 
XLK State Street Technology Select Sector SPDR ETF
+3.78%
+$40,773.71 
SBUX Starbucks Corporation
+3.72%
+$36,794.1 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
+3.71%
+$886,732.65 
AVGO Broadcom Inc.
+3.64%
+$112,600.42 
DBP Invesco DB Precious Metals Fund
+3.46%
+$8,193.09 
NU Nu Holdings Ltd.
+3.44%
+$12,313.2 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$13,258.2 
RXRX Recursion Pharmaceuticals, Inc.
+3.29%
+$3,330 
GLD SPDR Gold Shares
+3.21%
+$78,872.92 
BAR GraniteShares Gold Trust
+3.16%
+$244,998.24 
GPIQ Nasdaq 100 Core Premium Income ETF
+3%
+$173,108.88 
AVSD Avantis Responsible International Equity ETF
+2.95%
+$65,226.18 
AVDE Avantis International Equity ETF
+2.93%
+$690,173.46 
NLY Annaly Capital Management, Inc.
+2.92%
+$37,077.5 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+2.79%
+$92,985.08 
HODL VanEck Bitcoin ETF
+2.77%
+$18,151.12 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+2.76%
+$26,270.1 
BITB Bitwise Bitcoin ETF
+2.75%
+$22,068.65 
IWP iShares Russell Mid-Cap Growth ETF
+2.63%
+$6,066 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.58%
+$13,450.4 
ONEQ Fidelity Nasdaq Composite Index Fund
+2.51%
+$10,562.58 
IJH iShares Core S&P Mid-Cap ETF
+2.42%
+$12,387.9 
NVDA NVIDIA Corporation
+2.42%
+$285,471 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
+2.36%
+$19,442.3 
HD The Home Depot, Inc.
+2.36%
+$13,731.5 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$84,433.8 
LLY Eli Lilly and Company
+2.31%
+$24,800.9 
CAH Cardinal Health Inc.
+2.31%
+$15,415 
LOW Lowe's Companies Inc.
+2.22%
+$5,096.56 
CRSP Crispr Therapeutics AG
+2.06%
+$7,192.02 
XMHQ Invesco S&P MidCap Quality ETF
+2%
+$73,548.84 
DIS The Walt Disney Company
+1.95%
+$18,978.58 
NOC Northrop Grumman Corporation
+1.92%
+$14,133.59 
IWX iShares Russell Top 200 Value ETF
+1.89%
+$16,334.8 
SCHB Schwab U.S. Broad Market ETF
+1.89%
+$18,089.93 
DFUS Dimensional U.S. Equity Market ETF
+1.88%
+$732,877.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$40,807.59 
IWV ISHARES RUSSELL 3000 ETF
+1.83%
+$15,891.14 
VO Vanguard Mid-Cap ETF
+1.81%
+$118,250.42 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$21,543.02 
SNPE Xtrackers S&P 500 ESG ETF
+1.76%
+$17,539.22 
VUG Vanguard Growth ETF
+1.76%
+$11,044.8 
VOO Vanguard S&P 500 ETF
+1.76%
+$14,376.38 
TEI Templeton Emerging Markets Income Fund
+1.75%
+$9,238.46 
SUSA iShares MSCI USA ESG Select ETF
+1.73%
+$5,201.5 
IWB iShares Russell 1000 ETF
+1.72%
+$1.12M 
DFSU Dimensional US Sustainability Core 1 ETF
+1.71%
+$25,975.67 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.7%
+$53,706.9 
RAFE PIMCO RAFI ESG U.S. ETF
+1.69%
+$15,808.33 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.68%
+$56,765.51 
GPIX S&P 500 Core Premium Income Fund
+1.66%
+$204,132.18 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.61%
+$5,596.8 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.46%
+$2,902.5 
IWY iShares Russell Top 200 Growth ETF
+1.44%
+$4,699.74 
RECS Columbia Research Enhanced Core ETF
+1.41%
+$620,260.8 
AMZN Amazon.com Inc
+1.37%
+$61,077.25 
JPM JPMorgan Chase & Co.
+1.35%
+$32,310.64 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$9,615.21 
FIW First Trust Water ETF
+1.3%
+$3,483.55 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+1.28%
+$81,374.57 
SLF Sun Life Financial Inc.
+1.23%
+$18,462.56 
NUDV Nuveen ESG Dividend ETF
+1.17%
+$6,226.54 
AAPL Apple Inc.
+1.16%
+$142,577.04 
AQWA Global X Clean Water ETF
+1.11%
+$5,972.47 
CWS AdvisorShares Focused Equity ETF
+1.03%
+$34,026.97 
BAC Bank of America Corporation
+0.95%
+$9,245.08 
MCD McDonald's Corporation
+0.92%
+$1,887.61 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.77%
+$6,356 
BKR Baker Hughes Company
+0.73%
+$1,609.54 
VOX Vanguard Communication Services ETF
+0.7%
+$76,477.8 
UNP Union Pacific Corporation
+0.7%
+$3,331.26 
GOOG Alphabet Inc
+0.64%
+$23,641.32 
PWV Invesco Large Cap Value ETF
+0.62%
+$1,608.9 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.58%
+$4,537.23 
PLTR Palantir Technologies Inc.
+0.58%
+$23,798.33 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.54%
+$4,160.44 
HYXF iShares ESG Advanced High Yield Fund
+0.52%
+$4,010.95 
FEIG FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
+0.52%
+$3,915.66 
ECAT BlackRock ESG Capital Allocation Term Trust
+0.49%
+$24,915.3 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.46%
+$72,535.21 
GRNB VanEck Green Bond ETF
+0.46%
+$1,283 
OWNS CCM Affordable Housing MBS ETF
+0.43%
+$1,003.65 
VGSR Vert Global Sustainable Real Estate ETF
+0.36%
+$3,744.07 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.34%
+$2,570.32 
GOOGL Alphabet Inc
+0.33%
+$23,362.4 
ABBV AbbVie Inc.
+0.28%
+$2,189.44 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.28%
+$50,584.82 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.27%
+$7,184.97 
CVBF CVB Financial Corp.
+0.26%
+$3,632.2 
FCNCA First Citizens BancShares, Inc.
+0.24%
+$608.02 
IHF iShares U.S. Healthcare Providers ETF
+0.23%
+$658.2 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.22%
+$816.64 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.17%
+$2,537.42 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$625.2 
SKYY First Trust Cloud Computing ETF
+0.1%
+$429.38 
JMUB JPMorgan Municipal Bond ETF
+0.08%
+$374.56 
CVSB Calvert Ultra-Short Investment Grade ETF
+0.07%
+$826.39 
O Realty Income Corporation
+0.05%
+$149.49 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.04%
+$452.9 
IHI iShares U.S. Medical Devices ETF
+0.03%
+$82.16 
UYLD Angel Oak UltraShort Income Fund
+0.02%
+$483.22 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$1,704.49 
FGLD Franklin Responsibly Sourced Gold ETF
0%
$0 
FSSL
0%
$0 
NOW ServiceNow, Inc.
-2.88%
-$18,503.81 
XOM Exxon Mobil Corporation
-2.7%
-$57,522.08 
IBO Impact Biomedical Inc.
-2.27%
-$129 
CVX Chevron Corporation
-2%
-$8,565.4 
XLE Energy Select Sector SPDR Fund
-1.92%
-$14,264.32 
MSFT Microsoft Corp.
-1.72%
-$119,142.35 
V Visa Inc. Class A
-0.99%
-$6,025.89 
NFLX Netflix, Inc.
-0.89%
-$3,071.11 
COST Costco Wholesale Corporation
-0.83%
-$9,548.23 
SCHW Charles Schwab Corporation
-0.72%
-$3,701.76 
IGV iShares Expanded Tech-Software Sector ETF
-0.68%
-$1,829.62 
META Meta Platforms Inc Class A
-0.47%
-$15,549.18 
CL Colgate-Palmolive Company
-0.45%
-$3,439.66 
KGRN KraneShares MSCI China Clean Technology Index ETF
-0.39%
-$1,971.5 
EW Edwards Lifesciences Corporation
-0.34%
-$2,569.98 
AXON Axon Enterprise, Inc.
-0.34%
-$1,599 
MA Mastercard Incorporated
-0.32%
-$1,829.62 
UNH UnitedHealth Group Incorporated
-0.32%
-$3,658.3 
T AT&T Inc.
-0.3%
-$517.02 
OZ Belpointe PREP LLC
-0.26%
-$3,040.8 
WMT Walmart Inc.
-0.23%
-$1,380.96 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.03%
-$75.86 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$1,586.97 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$546.68 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1519 | Longs Won 938/1519 61% | Profit Factor 3.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $653,683.87 |
| Average Win $197,092.49 | Best Trade (Dec 31) $9.49M | Sharpe Ratio -9.46 |
| Average Loss -$87,727.51 | Worst Trade (Jun 30) -$6.3M | Z-Score 2.99 (99.72%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 2d | Expectancy $88,152.12 |
| 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 | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
