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
1
NVDANVIDIA Corp
82,905$9.0B4.75%
2
VTIVanguard Total Stock Market ETF
26,107$7.2B3.79%
3
MSFTMicrosoft Corp
16,245$6.1B3.22%
4
IVViShares Core S&P 500 ETF
10,215$5.7B3.03%
5
VOVanguard Mid-Cap ETF
19,776$5.1B2.70%
6
SPYSPDR S&P 500 ETF Trust
9,131$5.1B2.70%
7
AAPLApple Inc
21,701$4.8B2.55%
8
COSTCostco Wholesale Corp
5,054$4.8B2.53%
9
VBVanguard Small-Cap ETF
20,291$4.5B2.38%
10
VOOVanguard S&P 500 ETF
6,984$3.6B1.90%
11
INTUIntuit Inc
5,158$3.2B1.67%
12
MAMastercard Inc
4,980$2.7B1.44%
13
ABBVAbbVie Inc
12,289$2.6B1.36%
14
PGProcter & Gamble Co/The
14,411$2.5B1.30%
15
STRVStrive 500 ETF
59,834$2.2B1.14%
16
TJXTJX Cos Inc/The
17,094$2.1B1.10%
17
ORLYO'Reilly Automotive Inc
1,439$2.1B1.09%
18
PEPPepsiCo Inc
13,106$2.0B1.04%
19
AMGNAmgen Inc
6,298$2.0B1.04%
20
PLTRPalantir Technologies Inc
23,075$1.9B1.03%
21
BRK/BBerkshire Hathaway Inc
3,618$1.9B1.02%
22
GQ9SPDR Gold Shares
6,503$1.9B0.99%
23
VVVanguard Large-Cap ETF
6,794$1.7B0.92%
24
SPMDSPDR Portfolio S&P 400 Mid Cap
33,985$1.7B0.92%
25
VVisa Inc
4,810$1.7B0.89%
26
GOOGLAlphabet Inc
10,519$1.6B0.86%
27
IAU*iShares Gold Trust
27,386$1.6B0.85%
28
LLYEli Lilly & Co
1,944$1.6B0.85%
29
VTIPVanguard Short-Term Inflation-
31,864$1.6B0.84%
30
ABTAbbott Laboratories
11,866$1.6B0.83%
31
CVXChevron Corp
9,285$1.6B0.82%
32
GEGeneral Electric Co
7,684$1.5B0.81%
33
IWFiShares Russell 1000 Growth ET
4,144$1.5B0.79%
34
SCHBSchwab US Broad Market ETF
66,675$1.4B0.76%
35
ACNAccenture PLC
4,595$1.4B0.76%
36
AXPAmerican Express Co
5,206$1.4B0.74%
37
ORCLOracle Corp
9,538$1.3B0.70%
38
PAYXPaychex Inc
8,193$1.3B0.67%
39
JNJJohnson & Johnson
7,454$1.2B0.65%
40
PANWPalo Alto Networks Inc
7,190$1.2B0.65%
41
SCHMSchwab U.S. Mid-Cap ETF
46,237$1.2B0.64%
42
ROLRollins Inc
22,364$1.2B0.64%
43
IJHiShares Core S&P Mid-Cap ETF
20,678$1.2B0.64%
44
SYKStryker Corp
3,155$1.2B0.62%
45
WMTWalmart Inc
13,181$1.2B0.61%
46
HDHome Depot Inc/The
3,090$1.1B0.60%
47
ADBEAdobe Inc
2,903$1.1B0.59%
48
METAMeta Platforms Inc
1,827$1.1B0.56%
49
JPMJPMorgan Chase & Co
4,164$1.0B0.54%
50
NDQInvesco QQQ Trust Series 1
2,144$1.0B0.53%
51
LOWLowe's Cos Inc
4,194$978.2M0.52%
52
MCDMcDonald's Corp
3,089$964.9M0.51%
53
RTXRaytheon Technologies Corp
7,159$948.3M0.50%
54
AMZNAmazon.com Inc
4,809$915.0M0.48%
55
CICigna Corp
2,741$901.9M0.48%
56
KMBKimberly-Clark Corp
6,264$890.9M0.47%
57
IMCBiShares Morningstar Mid-Cap ET
11,871$879.4M0.46%
58
NEENextEra Energy Inc
12,052$854.4M0.45%
59
SCHASchwab US Small-Cap ETF
36,008$843.7M0.45%
60
GOOGAlphabet Inc
5,370$839.0M0.44%
61
BNDVanguard Total Bond Market ETF
11,193$822.1M0.43%
62
XOMExxon Mobil Corp
6,733$800.8M0.42%
63
BABoeing Co/The
4,545$775.1M0.41%
64
PKWInvesco BuyBack Achievers ETF
6,841$770.7M0.41%
65
ADPAutomatic Data Processing Inc
2,489$760.5M0.40%
66
VEAVanguard FTSE Developed Market
14,846$754.6M0.40%
67
VTEBVanguard Tax-Exempt Bond Index
14,270$708.1M0.37%
68
VUGVanguard Growth ETF
1,879$696.8M0.37%
69
COPConocoPhillips
6,491$681.6M0.36%
70
NVONovo Nordisk A/S ADR
9,628$668.6M0.35%
71
KOCoca-Cola Co/The
9,202$659.1M0.35%
72
CSCOCisco Systems Inc/Delaware
10,582$653.0M0.34%
73
EMREmerson Electric Co
5,836$639.9M0.34%
74
NSCNorfolk Southern Corp
2,700$639.5M0.34%
75
PHParker-Hannifin Corp
1,005$610.9M0.32%
76
SAPSAP SE ADR
2,274$610.4M0.32%
77
NSRGYNestle S A Reg B Adr
5,990$606.0M0.32%
78
PSXPhillips 66
4,839$597.5M0.32%
79
ZTSZoetis Inc
3,605$593.6M0.31%
80
MCKMcKesson Corp
850$572.0M0.30%
81
ABXBarrick Gold Corp
29,064$565.0M0.30%
82
VOEVanguard Mid-Cap Value ETF
3,481$558.8M0.30%
83
GDGeneral Dynamics Corp
1,993$543.3M0.29%
84
MRKMerck & Co Inc
6,024$540.7M0.29%
85
XYLXylem Inc/NY
4,496$537.1M0.28%
86
VYMVanguard High Dividend Yield E
4,013$517.5M0.27%
87
VNQVanguard Real Estate ETF
5,667$513.1M0.27%
88
WFCWells Fargo & Co
7,103$509.9M0.27%
89
BACBank of America Corp
11,917$497.3M0.26%
90
VIGVanguard Dividend Appreciation
2,549$494.4M0.26%
91
MDLZMondelez International Inc
7,006$475.4M0.25%
92
IJRiShares Core S&P Small-Cap ETF
4,478$468.3M0.25%
93
GNTXGentex Corp
20,032$466.7M0.25%
94
LHLaboratory Crp Of Amer Hldgs
2,000$465.5M0.25%
95
PHYS/USprott Physical Gold Trust
19,232$462.7M0.24%
96
EESWisdomTree US SmallCap Fund
9,450$461.5M0.24%
97
TOSTToast Inc
13,905$461.2M0.24%
98
REGLProShares S&P MidCap 400 Dividend Aristocrats
5,709$460.4M0.24%
99
GRMNGarmin Ltd
2,100$456.0M0.24%
100
CAVACava Group Inc
5,224$451.4M0.24%
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