Mason Investment Advisory Services, Inc. Purchases in Q1 2025

Mason Investment Advisory Services, Inc.

  • $1.66 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VLUE
Ishares Msci Usa Value Factor

ETFs
27.6K
+ 0.6%
$104.89 - $113.56 $2.89M - $3.13M
4.62M $492B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
6.14K
+ 0.32%
$110.75 - $119.78 $680K - $735K
1.94M $224B
CGDV
Capital Group Divid Value ETF

ETFs
55.3K
+ 17.05%
$34.95 - $37.36 $1.93M - $2.06M
379K $13.5B
DTE
Dte Energy CO

Utilities
7.29K
New
$117.6 - $138.27 $857K - $1.01M
7.29K $1.01B
CGGR
Capital Group Growth ETF Shs C

ETFs
36.7K
+ 24.57%
$33.98 - $39.84 $1.25M - $1.46M
186K $6.37B
DTM
Dt Midstream, Inc.

Energy
4.12K
New
$86.95 - $113.75 $358K - $468K
4.12K $397M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.89K
+ 3.59%
$38.22 - $41.19 $225K - $242K
170K $6.87B
AOA
Ishares Tr Core Aggressive All

ETFs
4.91K
New
$75.7 - $80.01 $372K - $393K
4.91K $376M
CVX
Chevron Corp

Energy
1.83K
New
$146.71 - $167.97 $268K - $307K
1.83K $306M
ACI
Albertsons Companies, Inc.

Consumer Defensive
568
+ 0.73%
$19.58 - $22.02 $11.1K - $12.5K
78.1K $1.72B
HES
Hess Corp

Energy
5
+ 0.2%
$135.42 - $160.52 $677 - $803
2.54K $405M
LLY
Eli Lilly & CO

Healthcare
60
+ 22.22%
$725.72 - $929.72 $43.5K - $55.8K
330 $273M
VDE
Vanguard Energy ETF

ETFs
69
+ 1.11%
$119.14 - $132.76 $8.22K - $9.16K
6.3K $817M
VEA
Vanguard Ftse Developed Market

ETFs
353
+ 7.5%
$47.4 - $52.99 $16.7K - $18.7K
5.06K $257M
VNQ
Vanguard Specialized Funds Van

ETFs
121
+ 1.69%
$85.55 - $94.34 $10.4K - $11.4K
7.3K $661M
ITOT
Ishares Core S&P Total U.S. St

ETFs
255
+ 11.4%
$120.29 - $134.6 $30.7K - $34.3K
2.49K $304M
IWD
Ishares Russell 1000 Val ETF

ETFs
15
+ 0.43%
$182.82 - $196.21 $2.74K - $2.94K
3.48K $655M
VCIT
Vanguard Intermediate Term Cor

ETFs
24
+ 0.55%
$79.17 - $82.04 $1.9K - $1.97K
4.36K $356M
VAW
Vanguard Materials ETF

ETFs
30
+ 1.07%
$185.71 - $202.46 $5.57K - $6.07K
2.83K $535M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.06%
$126.11 - $135.06 $378 - $405
4.94K $637M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
19
+ 0.12%
$49.78 - $53.19 $946 - $1.01K
16.5K $844M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
67
+ 0.54%
$49.25 - $50.66 $3.3K - $3.39K
12.5K $620M
INGR
Ingredion Inc

Consumer Defensive
6
+ 0.32%
$125.6 - $137.36 $754 - $824
1.87K $253M
VIG
Vanguard Dividend Appreciation

ETFs
13
+ 0.27%
N/A
4.74K $920M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.22%
$507.05 - $563.67 $1.01K - $1.13K
898 $461M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17
+ 0.23%
$57.21 - $65.8 $973 - $1.12K
7.28K $425M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.26%
$554.06 - $615.85 $1.66K - $1.85K
1.15K $646M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
96
+ 0.25%
$32.42 - $36.13 $3.11K - $3.47K
38.9K $1.28B
VUG
Vanguard Growth ETF

ETFs
2
+ 0.13%
$369.1 - $427.61 $738 - $855
1.6K $592M
MSFT
Microsoft Corp

Technology
1
+ 0.05%
$375.39 - $447.2 $375 - $447
2.09K $785M
DFAT
Dimensional ETF Tr U S Target

ETFs
261
+ 0.22%
$50.44 - $58.1 $13.2K - $15.2K
119K $6.13B
VBR
Vanguard Small Cap Value ETF

ETFs
310
+ 0.11%
$183.02 - $207.75 $56.7K - $64.4K
283K $52.7B
AVSC
American Centy ETF Tr Avantis
57.5K
+ 1.71%
$48.08 - $56.12 $2.76M - $3.23M
3.42M $165B
AVUV
American Centy ETF Tr Avantis

ETFs
18.9K
+ 0.7%
$84.95 - $100.62 $1.6M - $1.9M
2.71M $237B
Activity Summary
Buys All Purchases 35 New Holdings 4 Increased Positions 31 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mason Investment Advisory Services, Inc. Portfolio

Follow Mason Investment Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email