S.A. Mason LLC Incresed Positions in Q1 2025

S.A. Mason LLC

  • $185 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
5.5K
+ 999.64%
N/A
6.05K $524K
PEP
Pepsico Inc

Consumer Defensive
3.16K
+ 31.78%
$142.64 - $156.42 $451K - $494K
13.1K $1.97M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.87K
+ 77.02%
$71.17 - $73.66 $347K - $359K
11.2K $822K
PANW
Palo Alto Networks Inc

Technology
2.27K
+ 46.08%
$167.82 - $208.28 $381K - $472K
7.19K $1.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
65
+ 1.83%
$442.66 - $534.52 $28.8K - $34.7K
3.62K $1.93M
VO
Vanguard Mid Cap ETF

ETFs
1.49K
+ 8.12%
$251.87 - $277.95 $374K - $413K
19.8K $5.11M
IAU
Ishares Gold Trust

ETFs
352
+ 1.3%
$49.74 - $58.96 $17.5K - $20.8K
27.4K $1.61M
PLTR
Palantir Technologies Inc.

Technology
975
+ 4.41%
$64.98 - $124.62 $63.4K - $122K
23.1K $1.95M
ABT
Abbott Laboratories

Healthcare
49
+ 0.41%
$111.1 - $140.22 $5.44K - $6.87K
11.9K $1.57M
CVX
Chevron Corp

Energy
171
+ 1.88%
$146.71 - $167.97 $25.1K - $28.7K
9.29K $1.55M
V
Visa Inc.

Financial Services
110
+ 2.34%
$306.92 - $362.71 $33.8K - $39.9K
4.81K $1.69M
CI
Cigna Corp

Healthcare
110
+ 4.18%
$274.49 - $329.0 $30.2K - $36.2K
2.74K $901K
JNJ
Johnson & Johnson

Healthcare
51
+ 0.69%
$142.06 - $167.7 $7.25K - $8.55K
7.45K $1.24M
RTX
Raytheon Technologies Corp

Industrials
262
+ 3.8%
$114.1 - $135.66 $29.9K - $35.5K
7.16K $948K
PAYX
Paychex Inc

Industrials
229
+ 2.88%
$136.06 - $154.52 $31.2K - $35.4K
8.19K $1.26M
FIS
Fidelity National Information Services, Inc.

Technology
1.9K
+ 316.67%
$68.12 - $83.42 $129K - $158K
2.5K $186K
NEM
Newmont Corp

Basic Materials
1.41K
+ 24.16%
$37.79 - $48.39 $53.4K - $68.3K
7.26K $350K
KO
Coca Cola CO

Consumer Defensive
500
+ 5.75%
$60.81 - $72.32 $30.4K - $36.2K
9.2K $659K
GOLD
Barrick Gold Corp

Basic Materials
21
+ 0.07%
$15.45 - $19.56 $324 - $411
29.1K $565K
KGC
Kinross Gold Corp

Basic Materials
1.25K
+ 5.95%
$9.69 - $12.61 $12.1K - $15.8K
22.3K $280K
PSX
Phillips 66

Energy
260
+ 5.68%
$113.93 - $131.55 $29.6K - $34.2K
4.84K $597K
PG
Procter & Gamble CO

Consumer Defensive
210
+ 1.48%
$158.56 - $176.26 $33.3K - $37K
14.4K $2.46M
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 0.08%
$124.46 - $147.4 $622 - $737
6.26K $890K
SLV
I Shares Silver Trust

ETFs
75
+ 0.55%
$26.93 - $31.32 $2.02K - $2.35K
13.7K $423K
ADP
Automatic Data Processing Inc

Industrials
111
+ 4.67%
$286.85 - $318.64 $31.8K - $35.4K
2.49K $760K
META
Meta Platforms, Inc.

Communication Services
147
+ 8.75%
$576.36 - $736.67 $84.7K - $108K
1.83K $1.05M
VZ
Verizon Communications Inc

Communication Services
526
+ 8.11%
$37.81 - $46.49 $19.9K - $24.5K
7.01K $318K
GD
General Dynamics Corp

Industrials
150
+ 8.14%
$241.94 - $272.58 $36.3K - $40.9K
1.99K $543K
RSP
Invesco S&P 500 Equal Weight E

ETFs
338
+ 33.7%
$169.43 - $182.84 $57.3K - $61.8K
1.34K $232K
IBM
International Business Machines Corp

Technology
135
+ 16.94%
$217.4 - $264.74 $29.3K - $35.7K
932 $231K
FCX
Freeport Mcmoran Inc

Basic Materials
1.38K
+ 23.09%
$34.5 - $43.01 $47.5K - $59.2K
7.34K $277K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
786
+ 19.39%
$42.5 - $46.71 $33.4K - $36.7K
4.84K $219K
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.8%
$117.15 - $158.79 $937 - $1.27K
1.01K $159K
COP
Conocophillips

Energy
1
+ 0.02%
$88.6 - $105.85 $88.6 - $106
6.49K $681K
SJM
J M Smucker CO

Consumer Defensive
26
+ 0.7%
$100.41 - $118.41 $2.61K - $3.08K
3.73K $441K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
8
+ 0.12%
$24.11 - $28.41 $193 - $227
6.74K $191K
CSCO
Cisco Systems, Inc.

Technology
60
+ 0.57%
$58.74 - $64.87 $3.52K - $3.89K
10.6K $653K
BMY
Bristol Myers Squibb CO

Healthcare
181
+ 4.61%
$53.9 - $63.11 $9.76K - $11.4K
4.11K $250K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
274
+ 5.04%
$78.12 - $83.7 $21.4K - $22.9K
5.71K $460K
DTE
Dte Energy CO

Utilities
5
+ 0.44%
$117.6 - $138.27 $588 - $691
1.14K $156K
WY
Weyerhaeuser CO

Real Estate
408
+ 5.64%
$27.29 - $31.39 $11.1K - $12.8K
7.64K $223K
PEAK
Healthpeak Properties, Inc.

Real Estate
925
+ 160.87%
N/A
1.5K $28K
ECL
Ecolab Inc.

Basic Materials
5
+ 0.65%
$229.72 - $269.82 $1.15K - $1.35K
770 $195K
OXY
Occidental Petroleum Corp

Energy
320
+ 6.82%
$45.45 - $52.7 $14.5K - $16.9K
5.01K $247K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
315
+ 18.37%
$53.6 - $58.97 $16.9K - $18.6K
2.03K $111K
APA
Apa Corp

Energy
1.5K
+ 17.29%
$18.54 - $25.45 $27.8K - $38.2K
10.2K $213K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 1.08%
$232.43 - $265.13 $1.16K - $1.33K
470 $124K
PRGO
Perrigo CO PLC

Healthcare
318
+ 46.36%
$23.5 - $29.47 $7.47K - $9.37K
1K $28K
KMI
Kinder Morgan, Inc.

Energy
25
+ 0.31%
$26.1 - $31.22 $653 - $781
8.09K $230K
Activity Summary
Buys All Purchases 142 New Holdings 17 Increased Positions 125 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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