Mason Investment Advisory Services, Inc. Portfolio Holdings by Sector

Mason Investment Advisory Services, Inc.

$1.66 Trillion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Grocery Stores \| Consumer Defensive ACI 1 stocks	$1.72 Million 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.44 Million 0.11% of portfolio	2	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.12 Million 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DTE 1 stocks	$1.01 Million 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$900,135 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$784,669 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$524,016 0.04% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy HES 1 stocks	$405,320 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$404,683 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy DTM 1 stocks	$397,305 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$393,621 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$376,345 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$374,181 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$315,832 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$275,911 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$272,820 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive INGR 1 stocks	$252,819 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs VLUE AVUV VSS AVDV MINT VBR CGDV VNQI 51 stocks	$0 99.16% of portfolio	25	12	1	-	0 Calls 0 Puts

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