Mason Investment Advisory Services, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$1.71B
Signature - Title
Jack Delaney - Chief Compliance Officer
Location
Reston, VA
Summary
This page shows a list of all the recent 13F filings made by Mason Investment Advisory Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mason Investment Advisory Services, Inc. reported 73 stock holdings with total value $1.71B as of Q3 2024. Top holdings included VLUE, AVUV, VSS, TGRT, and AVSC.
Holdings Value

List of Other Managers Reporting for Mason Investment Advisory Services, Inc.:

Name Holdings Value Location File Number
BlackRock Inc. $4.41T New York, NY 028-12019
Aperio Group, LLC Sausalito, CA 028-11964
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 73 $1.71B +$7.63M -$10M -$2.41M VLUE, AVUV, VSS, TGRT, AVSC 13F-HR 11/12/2024, 11:52 AM
Q2 2024 73 $1.62B +$214M -$1.08M +$213M VLUE, AVUV, VSS, TGRT, AVSC 13F-HR 8/9/2024, 12:43 PM
Q1 2024 67 $1.45B +$39.1M -$15M +$24.1M VLUE, AVUV, VSS, AVSC, AVDV 13F-HR 5/13/2024, 04:13 PM
Q4 2023 64 $1.36B +$159M -$2.26M +$157M VLUE, AVUV, VSS, AVDV, AVSC 13F-HR 2/13/2024, 03:07 PM
Q3 2023 63 $1.09B +$10.3M -$58.6M -$48.3M VLUE, AVUV, VSS, AVDV, MINT 13F-HR 8/8/2024, 02:31 PM
Q2 2023 63 $1.16B +$48.9M -$4.47M +$44.4M VLUE, AVUV, VSS, AVDV, MINT 13F-HR 8/8/2024, 02:24 PM
Q1 2023 59 $1.1B +$128M -$33.8M +$94.7M VLUE, VSS, AVUV, AVDV, MINT 13F-HR 8/8/2024, 02:18 PM
Q4 2022 86 $983M +$39M -$17.1M +$21.9M VLUE, VSS, AVUV, VBR, MINT 13F-HR 8/7/2024, 03:08 PM
Q3 2022 88 $871M +$5.89M -$34M -$28.1M VLUE, VSS, AVUV, MINT, VBR 13F-HR 8/7/2024, 03:04 PM
Q2 2022 86 $971M +$53M -$86.1M -$33M VLUE, VSS, AVUV, MINT, VBR 13F-HR 8/7/2024, 02:59 PM
Q1 2022 95 $1.16B +$24M -$27.5M -$3.52M VLUE, VSS, AVUV, VBR, MINT 13F-HR 8/7/2024, 02:53 PM
Q4 2021 100 $1.21B +$197M -$11.2M +$186M VLUE, VSS, AVUV, VBR, MINT 13F-HR 8/6/2024, 04:14 PM
Q3 2021 94 $969M +$19.7M -$11.2M +$8.5M VLUE, VSS, VBR, MINT, DFAT 13F-HR 8/6/2024, 04:10 PM
Q2 2021 94 $989M +$33.8M -$37.1M -$3.34M VLUE, VSS, VBR, MINT, DFAT 13F-HR 8/6/2024, 04:04 PM
Q1 2021 84 $958M +$30.4M -$14.3M +$16.1M VLUE, VSS, VBR, MINT, SCHP 13F-HR 8/6/2024, 03:56 PM
Q4 2020 81 $833M +$27.9M -$7.73M +$20.1M VLUE, VSS, VBR, MINT, SCHP 13F-HR 8/5/2024, 09:29 AM
Q3 2020 75 $697M +$8.05M -$10.1M -$2.09M VLUE, VSS, VBR, MINT, SCHP 13F-HR 8/5/2024, 09:16 AM
Q2 2020 78 $674M +$18.7M -$32.8M -$14.1M VLUE, VSS, VBR, MINT, DY 13F-HR 8/5/2024, 09:09 AM
Q1 2020 80 $590M +$139M -$40.6M +$98.6M VLUE, VSS, VBR, MINT, SCHP 13F-HR 8/5/2024, 09:02 AM
Q4 2019 90 $680M +$11.4M -$2.74M +$8.63M VLUE, VSS, VBR, MINT, GNR 13F-HR 8/2/2024, 06:03 AM
Q3 2019 84 $624M +$34.3M -$7.63M +$26.7M VLUE, VSS, VBR, MINT, GNR 13F-HR 8/2/2024, 06:03 AM
Q2 2019 84 $601M +$237M -$2.61M +$234M VLUE, VSS, VBR, MINT, GNR 13F-HR 8/2/2024, 06:02 AM
Q1 2019 80 $362M $0 $0 VSS, VBR, MINT, GNR, GWX 13F-HR 8/2/2024, 06:01 AM