Mason Investment Advisory Services, Inc. Purchases in Q4 2024

Mason Investment Advisory Services, Inc.

  • $1.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGXU
Capital Group Intl Focus Equit

ETFs
298K
+ 3525.76%
$24.67 - $26.94 $7.35M - $8.02M
306K $7.55B
CGDV
Capital Group Divid Value ETF

ETFs
203K
+ 166.82%
$35.16 - $37.12 $7.12M - $7.52M
324K $11.4B
CGGR
Capital Group Growth ETF Shs C

ETFs
106K
+ 247.17%
$34.49 - $39.24 $3.67M - $4.17M
149K $5.55B
AVSC
American Centy ETF Tr Avantis
24.8K
+ 0.74%
$52.7 - $59.57 $1.3M - $1.47M
3.36M $183B
XOM
Exxon Mobil Corp

Energy
9.55K
New
$105.51 - $125.37 $1.01M - $1.2M
9.55K $1.03B
Arista Networks Inc
5.94K
New
N/A
5.94K $657M
NVBW
Aim ETF Prods Tr Allianzim U S
9.15K
New
N/A
9.15K $283M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.6K
+ 51.69%
$106.33 - $110.69 $170K - $177K
4.68K $499M
AAPL
Apple Inc.

Technology
115
+ 1.66%
$221.69 - $259.02 $25.5K - $29.8K
7.05K $1.76B
VTI
Vanguard Total Stock Market Et

ETFs
209
+ 6.12%
$280.04 - $302.45 $58.5K - $63.2K
3.63K $1.05B
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.13%
$567.81 - $607.81 $3.97K - $4.25K
5.42K $3.18B
VDE
Vanguard Energy ETF

ETFs
369
+ 6.3%
$116.67 - $136.78 $43.1K - $50.5K
6.23K $755M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
910
+ 7.9%
$49.79 - $51.14 $45.3K - $46.5K
12.4K $623M
VXF
Vanguard Extended Market ETF

ETFs
5
+ 0.14%
$179.17 - $207.15 $896 - $1.04K
3.6K $685M
DFAT
Dimensional ETF Tr U S Target

ETFs
297
+ 0.25%
$54.54 - $61.04 $16.2K - $18.1K
119K $6.61B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
111
+ 0.29%
$33.92 - $36.6 $3.77K - $4.06K
38.8K $1.34B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
7
+ 0.38%
$278.19 - $315.36 $1.95K - $2.21K
1.85K $532M
INTU
Intuit Inc

Technology
2
+ 0.25%
$602.01 - $706.25 $1.2K - $1.41K
804 $505M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
26
+ 0.36%
$61.68 - $67.87 $1.6K - $1.76K
7.26K $452M
INGR
Ingredion Inc

Consumer Defensive
5
+ 0.27%
$132.76 - $154.86 $664 - $774
1.86K $256M
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.07%
$87.25 - $95.52 $175 - $191
2.7K $238M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.06%
$126.68 - $134.74 $380 - $404
4.93K $629M
XLE
Energy Sector Spdr

ETFs
18
+ 0.54%
$83.32 - $97.27 $1.5K - $1.75K
3.33K $286M
HES
Hess Corp

Energy
5
+ 0.2%
$127.66 - $148.65 $638 - $743
2.53K $337M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.04%
$91.94 - $100.02 $91.9 - $100
2.72K $252M
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.11%
N/A
4.73K $926M
VCIT
Vanguard Intermediate Term Cor

ETFs
49
+ 1.14%
$80.13 - $83.77 $3.93K - $4.1K
4.33K $348M
IWD
Ishares Russell 1000 Val ETF

ETFs
17
+ 0.49%
$183.23 - $199.79 $3.11K - $3.4K
3.47K $642M
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.6K
+ 100.32%
$25.74 - $53.78 $196K - $409K
15.2K $392M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.04%
$161.05 - $179.7 $161 - $180
2.67K $447M
VEA
Vanguard Ftse Developed Market

ETFs
70
+ 1.51%
$47.57 - $52.44 $3.33K - $3.67K
4.71K $225M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
36
+ 0.22%
$51.09 - $55.27 $1.84K - $1.99K
16.5K $845M
VNQ
Vanguard Specialized Funds Van

ETFs
316
+ 4.61%
$87.85 - $98.6 $27.8K - $31.2K
7.18K $639M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.37%
$727.2 - $932.06 $727 - $932
270 $208M
VAW
Vanguard Materials ETF

ETFs
75
+ 2.75%
$186.91 - $215.32 $14K - $16.1K
2.8K $526M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
270
+ 2.03%
$60.13 - $67.31 $16.2K - $18.2K
13.5K $823M
EFV
Msci Eafe Value ETF

ETFs
564
+ 1.8%
$51.78 - $57.15 $29.2K - $32.2K
32K $1.68B
FNDF
Schwab Fundamental Intl Large

ETFs
1.06K
+ 2.49%
$32.92 - $37.15 $34.9K - $39.4K
43.6K $1.45B
VNQI
Vanguard Global Ex U.S. Real

ETFs
17.5K
+ 11.94%
$39.22 - $47.52 $686K - $831K
164K $6.48B
VBR
Vanguard Small Cap Value ETF

ETFs
330
+ 0.12%
$197.36 - $217.3 $65.1K - $71.7K
283K $56B
VLUE
Ishares Msci Usa Value Factor

ETFs
78.9K
+ 1.75%
$104.01 - $115.38 $8.21M - $9.11M
4.59M $485B
AVDV
American Centy ETF Tr Avantis

ETFs
85.9K
+ 3.66%
$63.85 - $70.4 $5.48M - $6.05M
2.43M $158B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
72.7K
+ 3.92%
$114.08 - $125.68 $8.3M - $9.14M
1.93M $221B
Activity Summary
Buys All Purchases 44 New Holdings 3 Increased Positions 41 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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