Mason Investment Advisory Services, Inc. holdings history

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176 is the total number of securities Mason Investment Advisory Services, Inc. has owned. The longest Mason Investment Advisory Services, Inc. has owned a single stock is 22 quarters.

Mason Investment Advisory Services, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VSS VANGUARD INTL EQUITY I...222213.43%21.21%40.01%Q1 2019Q2 202422
VBR VANGUARD INDEX FDS22223.22%6.75%15.89%Q1 2019Q2 202422
MINT PIMCO ETF TR22224.24%5.92%10.60%Q1 2019Q2 202422
GNR SPDR INDEX SHS FDS22220.05%0.99%7.45%Q1 2019Q2 202422
VNQI VANGUARD INTL EQUITY I...22220.14%0.40%1.39%Q1 2019Q2 202422
SPY SPDR S&P 500 ETF TR22220.18%0.30%0.64%Q1 2019Q2 202422
GWX SPDR INDEX SHS FDS22220.02%0.28%2.03%Q1 2019Q2 202422
GOOG ALPHABET INC22220.02%0.20%0.49%Q1 2019Q2 202422
SPYV SPDR SER TR22220.05%0.20%1.07%Q1 2019Q2 202422
MSFT MICROSOFT CORP22220.03%0.19%0.40%Q1 2019Q2 202422
PG PROCTER & GAMBLE CO22220.03%0.16%0.40%Q1 2019Q2 202422
AAPL APPLE INC22220.07%0.13%0.27%Q1 2019Q2 202422
IWD ISHARES TR22220.04%0.11%0.27%Q1 2019Q2 202422
IWO ISHARES TR22220.03%0.10%0.37%Q1 2019Q2 202422
V VISA INC22220.03%0.10%0.25%Q1 2019Q2 202422
EZM WISDOMTREE TR22220.06%0.10%0.18%Q1 2019Q2 202422
AMZN MAZON COM INC22220.02%0.08%0.28%Q1 2019Q2 202422
DLN WISDOMTREE TR22220.02%0.07%0.19%Q1 2019Q2 202422
IWF ISHARES TR22220.03%0.06%0.13%Q1 2019Q2 202422
VTV VANGUARD INDEX FDS22220.03%0.06%0.15%Q1 2019Q2 202422
VNQ VANGUARD INDEX FDS22220.04%0.06%0.18%Q1 2019Q2 202422
VUG VANGUARD INDEX FDS22220.03%0.05%0.09%Q1 2019Q2 202422
IJH ISHARES TR22220.03%0.04%0.09%Q1 2019Q2 202422
HD HOME DEPOT INC22220.03%0.04%0.06%Q1 2019Q2 202422
VLUE ISHARES TR212128.76%44.12%57.08%Q2 2019Q2 202421
VAW VANGUARD WORLD FDS21210.03%0.04%0.08%Q2 2019Q2 202421
INTU INTUIT1740.03%0.04%0.06%Q1 2019Q2 202421
VIG VANGUARD SPECIALIZED F...20200.04%0.08%0.14%Q3 2019Q2 202420
COST COSTCO WHSL CORP NEW1550.02%0.04%0.07%Q1 2019Q2 202420
VTI VANGUARD INDEX FDS19190.06%0.07%0.10%Q4 2019Q2 202419
MSI MOTOROLA SOLUTIONS INC18180.03%0.15%0.53%Q1 2019Q2 202318
DLS WISDOMTREE TR1440.02%0.03%0.06%Q1 2019Q3 202318
ARLP ALLIANCE RES PARTNER L P17170.05%0.55%2.65%Q2 2019Q2 202317
VEA VANGUARD TAX-MANAGED I...620.01%0.25%1.19%Q1 2019Q2 202416
HON HONEYWELL INTL INC16160.04%0.18%0.36%Q1 2019Q4 202216
CMCSA COMCAST CORP NEW16160.02%0.18%0.40%Q1 2019Q4 202216
BAC BK OF AMERICA CORP16160.03%0.18%0.29%Q1 2019Q4 202216
NEE NEXTERA ENERGY INC16160.04%0.18%0.27%Q1 2019Q4 202216
CI CIGNA CORP NEW16160.05%0.17%0.29%Q1 2019Q4 202216
ICE INTERCONTINENTAL EXCHA...16160.03%0.17%0.30%Q1 2019Q4 202216
MRK MERCK & CO. INC16160.04%0.16%0.39%Q1 2019Q4 202216
AIG AMERICAN INTL GROUP INC16160.05%0.16%0.27%Q1 2019Q4 202216
GD GENERAL DYNAMICS CORP16160.02%0.13%0.38%Q1 2019Q4 202216
EOG EOG RES INC16160.04%0.10%0.28%Q1 2019Q4 202216
RYN RAYONIER INC1110.01%0.03%0.06%Q1 2019Q2 202416
MDLZ MONDELEZ INTL INC15150.03%0.17%0.40%Q1 2019Q3 202215
MDT MEDTRONIC PLC15150.03%0.17%0.31%Q1 2019Q3 202215
COP CONOCOPHILLIPS15150.04%0.09%0.21%Q2 2019Q4 202215
VDE VANGUARD WORLD FDS15150.03%0.05%0.06%Q4 2020Q2 202415
DRW WISDOMTREE TR15150.02%0.04%0.06%Q2 2020Q4 202315
SCZ ISHARES TR950.02%0.40%1.69%Q1 2019Q2 202414
SCHP SCHWAB STRATEGIC TR950.02%0.34%0.66%Q1 2019Q2 202414
NXPI NXP SEMICONDUCTORS N V14140.03%0.16%0.26%Q1 2019Q2 202214
DFAT DIMENSIONAL ETF TRUST13130.38%0.53%0.66%Q2 2021Q2 202413
CVX CHEVRON CORP NEW1210.02%0.15%0.33%Q1 2019Q4 202213
ABT ABBOTT LABS13130.06%0.10%0.20%Q1 2019Q1 202213
DFAC DIMENSIONAL ETF TRUST13130.08%0.09%0.12%Q2 2021Q2 202413
VV VANGUARD INDEX FDS13130.06%0.09%0.12%Q2 2021Q2 202413
VXF VANGUARD INDEX FDS13130.04%0.05%0.06%Q2 2021Q2 202413
VYM VANGUARD WHITEHALL FDS13130.03%0.04%0.05%Q2 2021Q2 202413
GOOGL ALPHABET INC13130.02%0.03%0.03%Q2 2021Q2 202413
IUSV ISHARES TR13130.02%0.03%0.03%Q2 2021Q2 202413
ITOT ISHARES TR13130.02%0.02%0.03%Q2 2021Q2 202413
ALL ALLSTATE CORP1020.04%0.14%0.27%Q1 2019Q4 202212
JPM JPMORGAN CHASE & CO12120.03%0.14%0.21%Q1 2020Q4 202212
ACN ACCENTURE PLC IRELAND930.04%0.12%0.25%Q1 2019Q3 202212
SYK STRYKER CORPORATION12120.02%0.11%0.15%Q1 2020Q4 202212
AVUV AMERICAN CENTY ETF TR111114.32%17.19%19.54%Q4 2021Q2 202411
DLTR DOLLAR TREE INC11110.14%0.19%0.38%Q1 2019Q3 202111
AER AERCAP HOLDINGS NV620.05%0.16%0.32%Q1 2019Q4 202211
VMC VULCAN MATLS CO810.04%0.14%0.32%Q1 2019Q4 202211
AMAT APPLIED MATLS INC11110.09%0.12%0.17%Q1 2019Q3 202111
WM WASTE MGMT INC DEL11110.03%0.12%0.18%Q2 2020Q4 202211
IVV ISHARES TR740.02%0.05%0.07%Q1 2021Q2 202411
QRVO QORVO INC810.02%0.03%0.04%Q4 2019Q2 202311
TDTF FLEXSHARES TR11110.02%0.03%0.03%Q1 2021Q3 202311
GS GOLDMAN SACHS GROUP INC10100.04%0.15%0.24%Q1 2020Q2 202210
LLY LILLY ELI & CO820.01%0.10%0.19%Q1 2019Q2 202410
IQDG WISDOMTREE TR820.02%0.03%0.05%Q4 2021Q2 202410
VYMI VANGUARD WHITEHALL FDS10100.02%0.02%0.02%Q1 2022Q2 202410
CSCO CISCO SYS INC990.13%0.22%0.49%Q1 2019Q1 20219
AAP ADVANCE AUTO PARTS INC990.12%0.20%0.37%Q1 2019Q1 20219
DIS DISNEY WALT CO810.03%0.19%0.29%Q1 2019Q2 20219
VZ VERIZON COMMUNICATIONS...990.11%0.19%0.31%Q1 2019Q1 20219
EFV ISHARES TR990.10%0.13%0.15%Q2 2022Q2 20249
FNDF SCHWAB STRATEGIC TR990.09%0.13%0.16%Q2 2022Q2 20249
FISV FISERV INC720.02%0.13%0.19%Q3 2020Q4 20229
VCIT VANGUARD SCOTTSDALE FDS810.02%0.03%0.04%Q4 2021Q2 20249
ANET ARISTA NETWORKS INC720.02%0.03%0.04%Q4 2021Q2 20249
KLIC KULICKE & SOFFA INDS INC630.02%0.03%0.03%Q1 2021Q2 20239
NOW SERVICENOW INC410.02%0.02%0.04%Q2 2020Q4 20239
TIP ISHARES TR510.02%0.13%0.27%Q1 2019Q2 20248
DHI D R HORTON INC880.03%0.13%0.21%Q1 2021Q4 20228
RTX RAYTHEON TECHNOLOGIES ...880.02%0.11%0.18%Q1 2021Q4 20228
PEP PEPSICO INC880.06%0.09%0.14%Q1 2020Q4 20218
SCHV SCHWAB STRATEGIC TR880.03%0.06%0.12%Q1 2019Q4 20208
XLE SELECT SECTOR SPDR TR410.02%0.05%0.12%Q1 2019Q2 20248
AVDV AMERICAN CENTY ETF TR770.28%9.10%11.86%Q4 2022Q2 20247
TFC TRUIST FINL CORP770.11%0.16%0.19%Q4 2019Q2 20217
CAT CATERPILLAR INC770.03%0.12%0.23%Q2 2021Q4 20227
SCHH SCHWAB STRATEGIC TR430.01%0.11%0.26%Q1 2019Q2 20247
WMT WALMART INC770.05%0.10%0.22%Q2 2021Q4 20227
SBUX STARBUCKS CORP610.02%0.02%0.03%Q4 2020Q4 20227
IWR ISHARES TR430.01%0.02%0.02%Q2 2021Q2 20247
AMERICAN CENTY ETF TR660.02%5.31%11.85%Q1 2023Q2 20246
GM GENERAL MTRS CO420.04%0.18%0.32%Q2 2021Q4 20226
KO COCA COLA CO660.12%0.14%0.16%Q2 2020Q3 20216
KR KROGER CO660.09%0.11%0.14%Q3 2019Q4 20206
VOO VANGUARD INDEX FDS660.02%0.03%0.03%Q1 2023Q2 20246
IGE ISHARES TR550.04%0.61%1.46%Q1 2019Q1 20205
IWN ISHARES TR550.12%0.56%1.11%Q1 2019Q1 20205
USB US BANCORP DEL550.12%0.20%0.30%Q1 2019Q1 20205
CRM SALESFORCE COM INC550.14%0.19%0.23%Q1 2021Q1 20225
CIT CIT GROUP INC550.03%0.18%0.30%Q1 2019Q1 20205
BUD ANHEUSER BUSCH INBEV S...550.10%0.17%0.28%Q1 2019Q1 20205
UPS UNITED PARCEL SERVICE INC550.12%0.16%0.22%Q1 2019Q1 20205
ACI ALBERTSONS COS INC550.10%0.14%0.19%Q2 2023Q2 20245
SWK STANLEY BLACK & DECKER...550.08%0.12%0.14%Q1 2021Q1 20225
LDOS LEIDOS HOLDINGS INC550.07%0.11%0.17%Q3 2021Q3 20225
SPYG SPDR SER TR410.03%0.08%0.12%Q1 2019Q2 20205
SAIC SCIENCE APPLICATIONS I...550.04%0.07%0.10%Q3 2021Q3 20225
KDP KEURIG DR PEPPER INC550.03%0.06%0.11%Q4 2021Q4 20225
EFA ISHARES TR550.04%0.05%0.08%Q1 2019Q1 20205
VTEB VANGUARD MUN BD FDS550.02%0.03%0.04%Q2 2023Q2 20245
VWO VANGUARD INTL EQUITY I...550.02%0.03%0.03%Q2 2021Q2 20225
DY DYCOM INDS INC440.20%0.37%0.59%Q3 2019Q2 20204
GILD GILEAD SCIENCES INC440.19%0.21%0.28%Q1 2019Q4 20194
EXPE EXPEDIA GROUP INC440.15%0.16%0.18%Q1 2021Q4 20214
SYF SYNCHRONY FINL440.09%0.12%0.22%Q1 2019Q4 20194
MMC MARSH & MCLENNAN COS INC440.09%0.12%0.14%Q1 2020Q4 20204
UBS UBS GROUP AG440.10%0.12%0.18%Q1 2019Q4 20194
NOC NORTHROP GRUMMAN CORP440.09%0.12%0.16%Q2 2020Q1 20214
SLB SCHLUMBERGER LTD440.09%0.12%0.17%Q1 2019Q4 20194
INTC INTEL CORP440.08%0.10%0.15%Q1 2019Q4 20194
ON ON SEMICONDUCTOR CORP440.08%0.10%0.12%Q1 2020Q4 20204
PTC PTC INC440.09%0.10%0.10%Q4 2020Q3 20214
CAG CONAGRA BRANDS INC440.08%0.09%0.13%Q1 2019Q4 20194
TFX TELEFLEX INCORPORATED310.03%0.09%0.15%Q3 2021Q3 20224
MDY SPDR S&P MIDCAP 400 ET...440.07%0.08%0.08%Q3 2023Q2 20244
AKAM AKAMAI TECHNOLOGIES INC440.03%0.07%0.12%Q4 2021Q3 20224
SPLG SPDR SER TR440.05%0.06%0.06%Q3 2023Q2 20244
HES HESS CORP440.02%0.03%0.04%Q3 2023Q2 20244
SHY ISHARES TR440.02%0.03%0.03%Q1 2021Q4 20214
BBT BB&T CORP330.19%0.23%0.30%Q1 2019Q3 20193
BA BOEING CO330.07%0.09%0.11%Q4 2020Q2 20213
ST SENSATA TECHNOLOGIES H...330.04%0.07%0.10%Q1 2019Q3 20193
FMC FMC CORP330.05%0.06%0.08%Q3 2021Q1 20223
AVY AVERY DENNISON CORP330.03%0.06%0.11%Q4 2021Q2 20223
PH PARKER-HANNIFIN CORP330.02%0.05%0.11%Q1 2022Q3 20223
UNP UNION PACIFIC CORP210.03%0.04%0.06%Q1 2019Q4 20193
HUM HUMANA INC330.02%0.04%0.07%Q1 2022Q3 20223
XOM EXXON MOBIL CORP330.03%0.03%0.04%Q2 2022Q4 20223
BRKS BROOKS AUTOMATION INC NEW330.02%0.02%0.02%Q2 2021Q4 20213
INGR INGREDION INC330.01%0.01%0.02%Q4 2023Q2 20243
AON AON PLC220.17%0.24%0.30%Q1 2019Q2 20192
AON AON PLC220.17%0.17%0.17%Q3 2019Q4 20192
WEC WEC ENERGY GROUP INC220.12%0.12%0.13%Q1 2021Q2 20212
CAPITAL GROUP DIVIDEND...220.07%0.11%0.15%Q1 2024Q2 20242
VB VANGUARD INDEX FDS220.01%0.01%0.02%Q1 2024Q2 20242
SLQT SELECTQUOTE INC220.00%0.00%0.00%Q1 2024Q2 20242
T ROWE PRICE ETF INC1112.16%12.16%12.16%Q2 2024Q2 20241
IWM ISHARES TR110.04%0.04%0.04%Q4 2019Q4 20191
NATI NATIONAL INSTRS CORP110.04%0.04%0.04%Q3 2023Q3 20231
BMY BRISTOL MYERS SQUIBB CO110.04%0.04%0.04%Q4 2019Q4 20191
MMM 3M CO110.03%0.03%0.03%Q4 2019Q4 20191
UL UNILEVER PLC110.03%0.03%0.03%Q4 2022Q4 20221
NVDA NVIDIA CORPORATION110.02%0.02%0.02%Q2 2024Q2 20241
SLYG SPDR SER TR110.02%0.02%0.02%Q2 2022Q2 20221
CBRE CBRE GROUP INC110.02%0.02%0.02%Q4 2022Q4 20221
VRTX VERTEX PHARMACEUTICALS...110.02%0.02%0.02%Q2 2022Q2 20221
CAPITAL GROUP GROWTH ETF110.02%0.02%0.02%Q2 2024Q2 20241
PFE PFIZER INC110.02%0.02%0.02%Q4 2021Q4 20211
ANNALY CAPITAL MANAGEM...110.02%0.02%0.02%Q3 2022Q3 20221
IUSG ISHARES TR110.02%0.02%0.02%Q4 2021Q4 20211
AIM ETF PRODUCTS TRUST110.02%0.02%0.02%Q2 2024Q2 20241
CAPITAL GROUP INTL FOC...110.01%0.01%0.01%Q2 2024Q2 20241
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The securities at the top of the list , including VANGUARD INTL EQUITY INDEX F, VANGUARD INDEX FDS, and PIMCO ETF TR, are the highest-conviction holdings of Mason Investment Advisory Services, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Mason Investment Advisory Services, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Mason Investment Advisory Services, Inc. owns currently or has owned in the past.