MASON & ASSOCIATES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | D | 18K | $1.01M |
 | CSX | 17K | $539.08K |
 | AAPL | 7K | $1.52M |
 | DUK | 3K | $353.41K |
 | UPS | 3K | $271.53K |
 | IBM | 932 | $274.74K |
 | BRK-B | 755 | $366.76K |
 | JPM | 715 | $207.29K |
 | MSFT | 425 | $211.40K |
Dominion Energy, Inc.
D
Shares Held
18K
Value
$1.01M
CSX Corporation
CSX
Shares Held
17K
Value
$539.08K
Apple Inc.
AAPL
Shares Held
7K
Value
$1.52M
Duke Energy Corporation
DUK
Shares Held
3K
Value
$353.41K
United Parcel Service, Inc.
UPS
Shares Held
3K
Value
$271.53K
International Business Machines Corporation
IBM
Shares Held
932
Value
$274.74K
Berkshire Hathaway Inc.
BRK-B
Shares Held
755
Value
$366.76K
JPMorgan Chase & Co.
JPM
Shares Held
715
Value
$207.29K
Microsoft Corporation
MSFT
Shares Held
425
Value
$211.40K