Mason Investment Advisory Services, Inc. Incresed Positions in Q3 2025

Mason Investment Advisory Services, Inc.

  • $2.01 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VLUE
Ishares Msci Usa Value Factor

ETFs
38.9K
+ 0.83%
$111.55 - $125.05 $4.34M - $4.86M
4.7M $588B
AVUV
American Centy ETF Tr Avantis

ETFs
6.35K
+ 0.23%
$90.37 - $102.12 $574K - $649K
2.77M $275B
CGXU
Capital Group Intl Focus Equit

ETFs
321K
+ 105.56%
$26.49 - $29.62 $8.49M - $9.5M
624K $18.5B
VBR
Vanguard Small Cap Value ETF

ETFs
363
+ 0.13%
$195.41 - $212.37 $70.9K - $77.1K
281K $58.7B
CGDV
Capital Group Divid Value ETF

ETFs
32.4K
+ 7.3%
$39.59 - $42.21 $1.28M - $1.37M
476K $20B
CGGR
Capital Group Growth ETF Shs C

ETFs
16.5K
+ 6.88%
$40.2 - $44.58 $665K - $737K
257K $11.3B
CVX
Chevron Corp

Energy
9.15K
+ 493.9%
$145.57 - $161.83 $1.33M - $1.48M
11K $1.71B
AAPL
Apple Inc.

Technology
1.2K
+ 23.82%
$202.38 - $256.87 $243K - $308K
6.24K $1.59B
GOOG
Alphabet Inc.

Communication Services
1.77K
+ 105.93%
$175.16 - $255.24 $310K - $452K
3.44K $838M
DFAT
Dimensional ETF Tr U S Target

ETFs
407
+ 0.34%
$53.36 - $59.69 $21.7K - $24.3K
120K $6.98B
GOOGL
Alphabet Inc.

Communication Services
705
+ 47.8%
$174.36 - $254.72 $123K - $180K
2.18K $530M
MSFT
Microsoft Corp

Technology
425
+ 20.33%
$491.09 - $535.64 $209K - $228K
2.52K $1.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.11%
$617.65 - $666.84 $3.71K - $4K
5.29K $3.53B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.41K
+ 0.29%
$100.16 - $100.7 $141K - $142K
486K $49B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.77K
+ 70.11%
$92.26 - $97.51 $163K - $172K
4.29K $414M
COST
Costco Wholesale Corp

Consumer Defensive
211
+ 50.6%
$915.95 - $994.57 $193K - $210K
628 $581M
FNDF
Schwab Fundamental Intl Large

ETFs
195
+ 0.45%
$39.84 - $43.15 $7.77K - $8.41K
43.8K $1.88B
VUG
Vanguard Growth ETF

ETFs
109
+ 6.86%
$433.97 - $484.08 $47.3K - $52.8K
1.7K $815M
VTV
Vanguard Value ETF

ETFs
441
+ 13.3%
$175.51 - $186.57 $77.4K - $82.3K
3.76K $701M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
107
+ 0.27%
$36.04 - $38.78 $3.86K - $4.15K
39.1K $1.51B
XOM
Exxon Mobil Corp

Energy
56
+ 0.35%
$105.83 - $117.22 $5.93K - $6.56K
16.2K $1.83B
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.31%
$303.93 - $329.86 $3.04K - $3.3K
3.29K $1.08B
VNQ
Vanguard Specialized Funds Van

ETFs
666
+ 8.75%
$88.47 - $93.24 $58.9K - $62.1K
8.28K $757M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.26%
$620.67 - $670.08 $1.86K - $2.01K
1.16K $774M
XLE
Energy Sector Spdr

ETFs
414
+ 10.45%
$84.25 - $91.99 $34.9K - $38.1K
4.38K $391M
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.19%
N/A
4.75K $1.03B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
25
+ 0.15%
$52.12 - $55.33 $1.3K - $1.38K
16.6K $918M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
748
+ 5.94%
$48.5 - $50.19 $36.3K - $37.5K
13.4K $668M
VDE
Vanguard Energy ETF

ETFs
41
+ 0.63%
$118.37 - $129.65 $4.85K - $5.32K
6.53K $821M
TIP
Ishares Tr Tips Bd ETF

ETFs
163
+ 0.85%
$109.11 - $111.88 $17.8K - $18.2K
19.4K $2.15B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.12%
$567.77 - $614.76 $568 - $615
858 $526M
IWD
Ishares Russell 1000 Val ETF

ETFs
14
+ 0.4%
$192.76 - $203.86 $2.7K - $2.85K
3.51K $715M
AOA
Ishares Tr Core Aggressive All

ETFs
29
+ 0.49%
$82.71 - $88.14 $2.4K - $2.56K
5.96K $525M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.04%
$135.0 - $146.02 $135 - $146
2.49K $363M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20
+ 0.27%
$62.09 - $66.51 $1.24K - $1.33K
7.32K $477M
VEA
Vanguard Ftse Developed Market

ETFs
25
+ 0.49%
$56.02 - $60.3 $1.4K - $1.51K
5.12K $307M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.04%
$94.17 - $99.95 $94.2 - $100
2.62K $262M
VCIT
Vanguard Intermediate Term Cor

ETFs
40
+ 0.91%
$81.75 - $84.54 $3.27K - $3.38K
4.44K $373M
SCHP
Schwab Strategic Us Tips ETF

ETFs
32
+ 0.26%
$26.44 - $27.1 $846 - $867
12.3K $333M
INGR
Ingredion Inc

Consumer Defensive
5
+ 0.27%
$121.01 - $138.21 $605 - $691
1.88K $230M
ACI
Albertsons Companies, Inc.

Consumer Defensive
602
+ 0.77%
$17.45 - $22.74 $10.5K - $13.7K
79.2K $1.39B
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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