Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: S.A. Mason LLC
  City: HOLLAND
  State: MI
  Zip: 49423
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $166,361,000
  Total Value Change : $17,242,000
  Securities Held Change : -1
   
All Securities Held : 314
  New Positions : 9
  Closed Positions : 10
  Increased Positions : 116
  Unchanged Positions : 137
  Decreased Positions : 52

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 196 New $0.00 $121,000 2,470 0.07% 121,000 2,470 0.002    N/A
   (TRV)1 Year Chart         TRV Travelers Companies Inc 209 New $214.35 $107,000 465 0.06% 107,000 465 0    Property & Casualty I...
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 224 New $57.69 $85,000 1,491 0.05% 85,000 1,491 0    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 244 New $0.00 $58,000 1,005 0.03% 58,000 1,005 0    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 245 New $93.91 $56,000 590 0.03% 56,000 590 0    Closed - End Fund - E...
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 277 New $32.13 $27,000 830 0.02% 27,000 830 0    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 280 New $40.41 $25,000 603 0.02% 25,000 603 0    N/A
   (AIQ)1 Year Chart         AIQ Alliance Healthcare Services 290 New $34.46 $17,000 500 0.01% 17,000 500 0    Medical Laboratories ...
   (SPRX)1 Year Chart         SPRX Spear Alpha Etf 291 New $0.00 $16,000 675 0.01% 16,000 675 0.014    N/A

      9 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results