Mason Investment Advisory Services, Inc. Portfolio Holdings by Sector

Mason Investment Advisory Services, Inc.

$1.71 Trillion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Consumer Electronics \| Technology AAPL 1 stocks	$1.76 Million 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive ACI 1 stocks	$1.52 Million 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.05 Million 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$1.03 Million 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$880,447 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$843,070 0.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$570,414 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$505,068 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$504,384 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$490,087 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$447,100 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$380,920 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy HES 1 stocks	$336,943 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive INGR 1 stocks	$256,453 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$208,192 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs VLUE AVUV VSS AVDV MINT VBR CGDV CGXU 51 stocks	$0 99.18% of portfolio	32	12	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mason Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mason Investment Advisory Services, Inc. with notifications on news.