Mason Investment Advisory Services, Inc. Portfolio Holdings

Mason Investment Advisory Services, Inc.

  • $1.66 Trillion
  • Q1 2025

Mason Investment Advisory Services, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.66 Trillion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Value Factor with a value of $492B, American Centy ETF Tr Avantis with a value of $237B, Vanguard Intl Eqty Ftse All Wo with a value of $224B, T Rowe Price ETF Inc with a value of $186B, and American Centy ETF Tr Avantis with a value of $170B.

Examining the 13F form we can see an decrease of $48.7B in the current position value, from $1.71T to 1.66T.

Mason Investment Advisory Services, Inc. is based out at Reston, VA

Below you can find more details about Mason Investment Advisory Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.66 Trillion
Consumer Defensive: $2.64 Billion
Technology: $2.28 Billion
Energy: $2.24 Billion
Utilities: $1.01 Billion
ETFs: $900 Million
Consumer Cyclical: $690 Million
Communication Services: $524 Million
Financial Services: $405 Million
Other: $273 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $1.66 Trillion
  • Prior Value $1.71 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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