S.A. Mason LLC Q1 2025 Filing

Filed April 23, 2025

Portfolio Value

$189.3B

Holdings

348

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (348 positions)

#StockSharesValue% PortfolioType
201
DFATDFA Tax-Managed US Targeted Value
2,829$145.7M0.08%
202
BNDXVanguard Total International B
2,971$145.0M0.08%
203
XLGInvesco Exchange-Traded Fund T
3,100$142.7M0.08%
204
DDominion Energy Inc
2,498$140.1M0.07%
205
SPIPSPDR Portfolio TIPS ETF
5,240$138.2M0.07%
206
FBNDFidelity Total Bond ETF
3,011$137.5M0.07%
207
MARMarriott International Inc/MD
571$136.0M0.07%
208
EFViShares MSCI EAFE Value ETF
2,291$135.0M0.07%
209
HWMHowmet Aerospace Inc
1,035$134.3M0.07%
210
CNHICNH Industrial NV
10,750$132.0M0.07%
211
PWRQuanta Services Inc
504$128.1M0.07%
212
IPInternational Paper Co
2,400$128.0M0.07%
213
RPVInvesco Exchange-Traded Fund T
1,355$125.1M0.07%
214
TRVTravelers Cos Inc/The
470$124.3M0.07%
215
POWAInvesco Defensive Equity ETF
1,450$119.1M0.06%
216
SYYSysco Corp
1,583$118.8M0.06%
217
MIGAMicroStrategy Inc
392$113.0M0.06%
218
KDPKeurig Dr Pepper Inc
3,300$112.9M0.06%
219
IJKiShares S&P Mid-Cap 400 Growth
1,336$111.3M0.06%
220
COWZPacer US Cash Cows 100 ETF
2,030$111.2M0.06%
221
PYPLPayPal Holdings Inc
1,685$109.9M0.06%
222
VCITVanguard Intermediate-Term Cor
1,310$107.1M0.06%
223
VCSHVanguard Short-Term Corporate
1,335$105.4M0.06%
224
IJJiShares S&P Mid-Cap 400 Value
880$105.4M0.06%
225
SPSMSPDR Portfolio S&P 600 Small C
2,562$104.4M0.06%
226
CHKPCheck Point Software Technologies Ltd
450$102.6M0.05%
227
MUMicron Technology Inc
1,175$102.1M0.05%
228
OMCOmnicom Group Inc
1,230$102.0M0.05%
229
VGTVanguard Information Technolog
187$101.4M0.05%
230
HONHoneywell International Inc
478$101.2M0.05%
231
RIORio Tinto PLC
1,626$97.7M0.05%
232
QTUMDefiance Quantum ETF
1,303$97.1M0.05%
233
GVIiShares Intermediate Governmen
900$95.4M0.05%
234
MOAltria Group Inc
1,565$93.9M0.05%
235
ELEstee Lauder Cos Inc/The
1,393$91.9M0.05%
236
PGXInvesco Preferred ETF
8,155$91.5M0.05%
237
SMLFiShares U.S. Small-Cap Equity Factor ETF
1,465$91.1M0.05%
238
DFUSDimensional U.S. Equity ETF
1,491$90.2M0.05%
239
ILMNIllumina Inc
1,125$89.3M0.05%
240
MDTMedtronic PLC
993$89.2M0.05%
241
ALCAlcon Inc
923$87.6M0.05%
242
DFLVDimensional US Large Cap Value ETF
2,853$87.2M0.05%
243
EDConsolidated Edison Inc
770$85.2M0.04%
244
IBITiShares Bitcoin Trust ETF
1,800$84.3M0.04%
245
BNDWVanguard Total World Bond ETF
1,223$84.2M0.04%
246
ATOAtmos Energy Corp
543$83.9M0.04%
247
HIGHartford Financial Services Gr
646$79.9M0.04%
248
AMDAdvanced Micro Devices
754$77.5M0.04%
249
DLTRDollar Tree Inc
1,018$76.4M0.04%
250
HODLVanEck Bitcoin Trust ETF
3,105$72.4M0.04%
251
ETEnergy Transfer LP
3,873$72.0M0.04%
252
ZBHZimmer Biomet Holdings Inc
625$70.7M0.04%
253
GEHCGE Healthcare Technologies
873$70.5M0.04%
254
TROWT Rowe Price Group Inc
760$69.8M0.04%
255
TPLCTimothy Plan US Large/Mid Cap Core ETF
1,640$69.6M0.04%
256
PFIXSimplify Interest Rate Hedge E
1,431$69.3M0.04%
257
MCXMcCormick & Co Inc
831$68.4M0.04%
258
NTRNutrien Ltd
1,365$67.8M0.04%
259
WBAWalgreens Boots Alliance Inc
6,045$67.5M0.04%
260
QSRRestaurant Brands Internationa
1,000$66.6M0.04%
261
NTRSNorthern Trust Corp
650$64.1M0.03%
262
LRCXLam Research Corp
830$60.3M0.03%
263
DEODiageo PLC
575$60.3M0.03%
264
TLTiShares 20 YR TR BD ETF
658$59.9M0.03%
265
GILDGilead Sciences Inc
525$58.8M0.03%
266
DTDynatrace Inc
1,220$57.5M0.03%
267
CWBSPDR Bloomberg Convertible Sec
725$55.5M0.03%
268
GSLCGoldman Sachs ActiveBeta U.S.
500$55.0M0.03%
269
STXSeagate Technology PLC
640$54.4M0.03%
270
CGGOCapital Group Global Growth Equity ETF
1,900$53.8M0.03%
271
SHOPShopify Inc
535$51.1M0.03%
272
HSTHost Hotels & Resort
3,555$50.5M0.03%
273
CELHCelsius Holdings Inc
1,400$49.9M0.03%
274
STTState Street Corp
550$49.2M0.03%
275
NFGNational Fuel Gas Co
619$49.0M0.03%
276
VGSHVanguard Short-Term Treasury E
820$48.1M0.03%
277
FHLCFidelity MSCI Health Care Inde
679$46.4M0.02%
278
DGRSWisdomTree U.S. SmallCap Quali
990$46.0M0.02%
279
KLGWK Kellogg Co
2,289$45.6M0.02%
280
ELDWisdomTree Emerging Markets Lo
1,695$45.4M0.02%
281
VKTXViking Therapeutics Inc
1,800$43.5M0.02%
282
VGKVanguard FTSE Europe ETF
600$42.1M0.02%
283
SOLVSolventum Corp
548$41.7M0.02%
284
MCHPMicrochip Technology Inc
855$41.4M0.02%
285
BF/BBrown-Forman Corp
1,217$41.3M0.02%
286
SCHPSchwab US TIPS ETF
1,520$40.9M0.02%
287
MGAMagna International Inc
1,180$40.1M0.02%
288
CSMProShares Large Cap Core Plus
619$39.4M0.02%
289
CFCF Industries Holdings Inc
500$39.1M0.02%
290
GRALGrail Inc
1,499$38.3M0.02%
291
SIVRAberdeen Standard Physical Sil
1,155$37.5M0.02%
292
WMBWilliams Cos Inc/The
615$36.8M0.02%
293
FTVFortive Corp
500$36.6M0.02%
294
YUMCYum China Holdings Inc
700$36.4M0.02%
295
MLPXGlobal X MLP & Energy Infrastr
570$36.4M0.02%
296
FUNCedar Fair LP
993$35.4M0.02%
297
FHIFederated Hermes Inc
850$34.6M0.02%
298
ACVFAmerican Conservative Values ETF
805$34.5M0.02%
299
NWENorthWestern Energy Group Inc
567$32.8M0.02%
300
UGIUGI Corp
976$32.3M0.02%
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