S.A. Mason LLC Purchases in Q2 2025

S.A. Mason LLC

  • $200 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCS
Steelcase Inc

Industrials
99.5K
+ 294.5%
$9.42 - $11.46 $937K - $1.14M
133K $1.39M
VTI
Vanguard Total Stock Market Et

ETFs
297
+ 1.14%
$243.75 - $303.93 $72.4K - $90.3K
26.4K $8.02M
IVV
Ishares Core S&P 500 ETF

ETFs
241
+ 2.36%
$498.8 - $620.9 $120K - $150K
10.5K $6.49M
DSI
Ishares Msci Kld 400 Social Et

ETFs
4.65K
New
$91.62 - $116.16 $426K - $540K
4.65K $540K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.03%
$496.48 - $617.85 $1.49K - $1.85K
9.13K $5.64M
VO
Vanguard Mid Cap ETF

ETFs
57
+ 0.29%
$228.54 - $279.83 $13K - $16K
19.8K $5.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
65
+ 0.93%
$456.74 - $568.03 $29.7K - $36.9K
7.05K $4M
META
Meta Platforms, Inc.

Communication Services
75
+ 4.11%
$484.66 - $738.09 $36.3K - $55.4K
1.9K $1.4M
VB
Vanguard Small Cap ETF

ETFs
15
+ 0.07%
$193.73 - $237.37 $2.91K - $3.56K
20.3K $4.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
148
+ 6.9%
$416.06 - $551.64 $61.6K - $81.6K
2.29K $1.26M
TOST
Toast, Inc.

Technology
810
+ 5.83%
$30.03 - $45.23 $24.3K - $36.6K
14.7K $651K
AMZN
Amazon Com Inc

Consumer Cyclical
216
+ 4.49%
$167.32 - $223.3 $36.1K - $48.2K
5.03K $1.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
25
+ 0.04%
$19.1 - $23.83 $478 - $596
66.7K $1.59M
EMR
Emerson Electric CO

Industrials
19
+ 0.33%
$94.15 - $133.33 $1.79K - $2.53K
5.86K $780K
WMT
Walmart Inc.

Consumer Defensive
62
+ 0.47%
$81.79 - $99.98 $5.07K - $6.2K
13.2K $1.29M
SPMD
Spdr Portfolio

ETFs
503
+ 1.48%
$44.89 - $54.38 $22.6K - $27.4K
34.5K $1.88M
IEFA
Ishares Tr

ETFs
1.49K
New
$67.83 - $84.09 $101K - $126K
1.49K $124K
GOOG
Alphabet Inc.

Communication Services
39
+ 0.73%
$146.58 - $180.01 $5.72K - $7.02K
5.41K $959K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.18K
New
$100.35 - $100.71 $119K - $119K
1.18K $119K
NOW
Service Now, Inc.

Technology
111
New
$721.65 - $1040.18 $80.1K - $115K
111 $114K
LHX
L3 Harris Technologies, Inc.

Industrials
451
New
$200.21 - $256.99 $90.3K - $116K
451 $113K
CRWD
Crowd Strike Holdings, Inc.

Technology
216
New
$321.63 - $509.31 $69.5K - $110K
216 $110K
CSCO
Cisco Systems, Inc.

Technology
402
+ 3.8%
$53.19 - $69.38 $21.4K - $27.9K
11K $762K
CASY
Caseys General Stores Inc

Consumer Cyclical
208
New
$415.82 - $510.91 $86.5K - $106K
208 $106K
FOUR
Shift4 Payments, Inc.

Technology
102
+ 1.93%
$72.5 - $99.11 $7.4K - $10.1K
5.38K $532K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
80
+ 0.17%
$22.92 - $28.05 $1.83K - $2.24K
46.3K $1.3M
NEM
Newmont Corp

Basic Materials
155
+ 2.14%
$44.18 - $59.46 $6.85K - $9.22K
7.41K $431K
SCHA
Schwab Strategic Tr Us Small C

ETFs
341
+ 0.95%
$20.42 - $25.3 $6.96K - $8.63K
36.3K $919K
CAT
Caterpillar Inc

Industrials
6
+ 0.48%
$273.94 - $388.21 $1.64K - $2.33K
1.24K $482K
SYK
Stryker Corp

Healthcare
1
+ 0.03%
$337.37 - $395.63 $337 - $396
3.16K $1.25M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
59
+ 0.5%
$65.41 - $79.66 $3.86K - $4.7K
11.9K $950K
BAC
Bank Of America Corp

Financial Services
5
+ 0.04%
$34.39 - $47.46 $172 - $237
11.9K $564K
WFC
Wells Fargo & Company

Financial Services
33
+ 0.46%
$60.98 - $80.12 $2.01K - $2.64K
7.14K $571K
HWM
Howmet Aerospace Inc.

Industrials
1
+ 0.1%
$112.33 - $186.13 $112 - $186
1.04K $192K
MRVL
Marvell Technology, Inc.

Technology
744
New
$49.38 - $79.97 $36.7K - $59.5K
744 $57K
FCX
Freeport Mcmoran Inc

Basic Materials
297
+ 4.05%
$29.15 - $44.46 $8.66K - $13.2K
7.64K $331K
IBM
International Business Machines Corp

Technology
15
+ 1.61%
$221.03 - $294.78 $3.32K - $4.42K
947 $279K
ABT
Abbott Laboratories

Healthcare
4
+ 0.03%
$123.95 - $138.08 $496 - $552
11.9K $1.61M
IEMG
Ishares Inc

ETFs
725
New
N/A
725 $38K
CI
Cigna Corp

Healthcare
101
+ 3.68%
$301.89 - $340.04 $30.5K - $34.3K
2.84K $939K
SJW
Sjw Group

Utilities
703
New
$50.1 - $56.8 $35.2K - $39.9K
703 $36K
AMD
Advanced Micro Devices Inc

Technology
36
+ 4.77%
$78.21 - $143.81 $2.82K - $5.18K
790 $112K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
50
+ 0.99%
$41.45 - $54.46 $2.07K - $2.72K
5.12K $266K
DFAS
Dimensional ETF Tr U S Small C

ETFs
38
+ 0.5%
$52.31 - $63.72 $1.99K - $2.42K
7.57K $482K
T
At&T Inc.

Communication Services
1.02K
+ 19.12%
$26.33 - $28.94 $26.9K - $29.5K
6.36K $184K
TJX
Tjx Companies Inc

Consumer Cyclical
15
+ 0.09%
$119.13 - $135.03 $1.79K - $2.03K
17.1K $2.11M
PHYS
Sprott Physical Gold Trust

Financial Services
200
+ 1.04%
$22.82 - $26.29 $4.56K - $5.26K
19.4K $492K
POR
Portland General Electric CO

Utilities
719
New
$39.96 - $44.75 $28.7K - $32.2K
719 $29K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.18K
New
$19.6 - $24.44 $23.2K - $28.9K
1.18K $28K
Activity Summary
Buys All Purchases 111 New Holdings 19 Increased Positions 92 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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