Mason Investment Advisory Services, Inc. Portfolio Holdings by Sector

Mason Investment Advisory Services, Inc.

$1.83 Trillion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$2.01 Million 0.14% of portfolio	2	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive ACI 1 stocks	$1.69 Million 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.04 Million 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.03 Million 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$995,409 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DTE 1 stocks	$942,320 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$556,133 0.04% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$482,777 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy DTM 1 stocks	$452,609 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$412,540 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$409,985 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$372,261 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$364,187 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy HES 1 stocks	$352,230 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$257,841 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive INGR 1 stocks	$254,371 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$201,672 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs VLUE VSS AVUV AVDV VBR MINT CGDV CGGR 51 stocks	$0 99.17% of portfolio	29	13	-	-	0 Calls 0 Puts

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