Mason Investment Advisory Services, Inc. Reduced Holdings in Q1 2025

Mason Investment Advisory Services, Inc.

  • $1.66 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T Rowe Price ETF Inc
-72.7K
- 1.32%
N/A
5.42M $186B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-45.3K
- 7.84%
$100.32 - $100.76 $4.55M - $4.57M
533K $53.6B
CGXU
Capital Group Intl Focus Equit

ETFs
-93.8K
- 30.63%
$24.48 - $26.59 $2.3M - $2.49M
212K $5.2B
AAPL
Apple Inc.

Technology
-2.01K
- 28.48%
$209.68 - $247.1 $421K - $496K
5.04K $1.12B
AMZN
Amazon Com Inc

Consumer Cyclical
-940
- 36.15%
$190.26 - $242.06 $179K - $228K
1.66K $316M
GOOGL
Alphabet Inc.

Communication Services
-931
- 36.96%
$154.33 - $206.19 $144K - $192K
1.59K $246M
SPY
Spdr S&P 500 ETF Trust

ETFs
-81
- 1.49%
$551.42 - $612.93 $44.7K - $49.6K
5.34K $2.99B
PG
Procter & Gamble CO

Consumer Defensive
-1.05K
- 39.3%
$158.56 - $176.26 $166K - $185K
1.62K $276M
VV
Vanguard Large Cap ETF

ETFs
-456
- 15.27%
$253.32 - $282.66 $116K - $129K
2.53K $651M
VTI
Vanguard Total Stock Market Et

ETFs
-350
- 9.66%
$271.18 - $303.12 $94.9K - $106K
3.28K $900M
HD
Home Depot, Inc.

Consumer Cyclical
-276
- 21.28%
$347.25 - $424.87 $95.8K - $117K
1.02K $374M
INTU
Intuit Inc

Technology
-191
- 23.76%
$555.63 - $630.23 $106K - $120K
613 $376M
GOOG
Alphabet Inc.

Communication Services
-141
- 7.33%
$156.06 - $207.71 $22K - $29.3K
1.78K $278M
V
Visa Inc.

Financial Services
-396
- 25.53%
$306.92 - $362.71 $122K - $144K
1.16K $405M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-17
- 0.95%
$360.07 - $417.26 $6.12K - $7.09K
1.77K $637M
VXF
Vanguard Extended Market ETF

ETFs
-77
- 2.14%
$170.36 - $201.04 $13.1K - $15.5K
3.53K $607M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.83K
- 18.63%
$25.69 - $26.89 $72.7K - $76K
12.4K $332M
XLE
Energy Sector Spdr

ETFs
-708
- 21.24%
$85.7 - $93.96 $60.7K - $66.5K
2.63K $245M
IWR
Ishares Russell Mid Cap ETF

ETFs
-178
- 6.6%
$82.81 - $92.93 $14.7K - $16.5K
2.52K $214M
VTV
Vanguard Value ETF

ETFs
-92
- 2.6%
$167.73 - $179.21 $15.4K - $16.5K
3.44K $595M
AVDV
American Centy ETF Tr Avantis

ETFs
-509
- 0.02%
$63.74 - $71.96 $32.4K - $36.6K
2.43M $170B
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