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  Name: Mason Investment Advisory Services Inc.
  City: Reston
  State: VA
  Zip: 20190
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,446,018,000
  Total Value Change : $87,284,000
  Securities Held Change : 3
   
All Securities Held : 67
  New Positions : 5
  Closed Positions : 2
  Increased Positions : 13
  Unchanged Positions : 24
  Decreased Positions : 25

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 19 New $0.00 $1,003,000 30,870 0.07% 1,003,000 30,870 0.003    N/A
   (RYN)1 Year Chart         RYN Rayonier Inc 60 New $30.17 $226,000 6,810 0.02% 226,000 6,810 0.005    Property Management
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 65 New $220.75 $214,000 935 0.01% 214,000 935 0.001    Closed - End Fund - E...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 66 New $831.26 $209,000 269 0.01% 209,000 269 0    Drug Manufacturers - ...
   (SLQT)1 Year Chart         SLQT Selectquote, Inc. 67 New $3.26 $30,000 15,000 0% 30,000 15,000 0.009    N/A

      5 Records Found
  1    
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