S.A. Mason LLC Incresed Positions in Q3 2025

S.A. Mason LLC

  • $218 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
100
+ 7.58%
$181.56 - $190.33 $18.2K - $19K
1.42K $269K
DLTR
Dollar Tree, Inc.

Consumer Defensive
350
+ 38.13%
$94.03 - $117.16 $32.9K - $41K
1.27K $119K
BA
Boeing CO

Industrials
7
+ 0.16%
$209.79 - $237.38 $1.47K - $1.66K
4.52K $975K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
70
+ 1.22%
$81.61 - $86.58 $5.71K - $6.06K
5.79K $494K
TTC
Toro CO

Industrials
55
+ 1.42%
$72.64 - $82.54 $4K - $4.54K
3.92K $299K
MRK
Merck & Co., Inc.

Healthcare
11
+ 0.22%
$77.6 - $87.37 $854 - $961
4.96K $416K
D
Dominion Energy, Inc

Utilities
200
+ 7.27%
$56.32 - $62.1 $11.3K - $12.4K
2.95K $180K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
345
+ 15.3%
$55.15 - $58.11 $19K - $20K
2.6K $149K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
341
+ 13.41%
$42.26 - $47.16 $14.4K - $16.1K
2.88K $133K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5
+ 0.08%
$39.37 - $44.24 $197 - $221
5.91K $258K
FNDB
Schwab Fundamental U S Broad M

ETFs
1
+ 0.02%
$23.83 - $25.77 $23.8 - $25.8
6.55K $168K
DTE
Dte Energy CO

Utilities
4
+ 0.38%
$130.26 - $141.49 $521 - $566
1.04K $147K
WY
Weyerhaeuser CO

Real Estate
600
+ 7.57%
$24.1 - $26.83 $14.5K - $16.1K
8.53K $211K
SO
Southern CO

Utilities
25
+ 1.46%
$90.83 - $96.0 $2.27K - $2.4K
1.73K $164K
VZ
Verizon Communications Inc

Communication Services
19
+ 0.28%
$40.84 - $45.06 $776 - $856
6.79K $298K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
5
+ 0.11%
$41.17 - $43.65 $206 - $218
4.64K $199K
MMM
3 M CO

Industrials
2
+ 0.11%
$144.41 - $160.2 $289 - $320
1.76K $272K
Van Eck Bitcoin Trust ETF
105
+ 3.27%
N/A
3.32K $0
Cava Group Inc
375
+ 7.13%
N/A
5.64K $0
STRV
Ea Ser Tr Strive 500 ETF
5.69K
+ 9.13%
N/A
68K $0
PSA
Public Storage

Real Estate
1
+ 0.16%
$271.94 - $298.09 $272 - $298
625 $180K
PANW
Palo Alto Networks Inc

Technology
15
+ 0.21%
$167.06 - $208.19 $2.51K - $3.12K
7.21K $1.47M
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.06%
$43.31 - $48.98 $86.6 - $98
3.61K $162K
KMI
Kinder Morgan, Inc.

Energy
26
+ 0.37%
$26.23 - $28.5 $682 - $741
7.14K $202K
NOW
Service Now, Inc.

Technology
5
+ 4.5%
$850.86 - $1044.69 $4.25K - $5.22K
116 $106K
EMR
Emerson Electric CO

Industrials
22
+ 0.38%
$128.6 - $149.63 $2.83K - $3.29K
5.88K $770K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.49%
$157.77 - $183.27 $789 - $916
1.02K $164K
OTIS
Otis Worldwide Corp

Industrials
1
+ 0.04%
$84.93 - $101.07 $84.9 - $101
2.82K $257K
ABT
Abbott Laboratories

Healthcare
5
+ 0.04%
$120.51 - $136.62 $603 - $683
11.9K $1.59M
FCX
Freeport Mcmoran Inc

Basic Materials
148
+ 1.94%
$35.34 - $47.21 $5.23K - $6.99K
7.79K $305K
CL
Colgate Palmolive CO

Consumer Defensive
130
+ 3.86%
$79.36 - $93.33 $10.3K - $12.1K
3.5K $279K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.04%
$288.69 - $310.94 $289 - $311
2.49K $731K
KO
Coca Cola CO

Consumer Defensive
7
+ 0.08%
$65.67 - $71.67 $460 - $502
9.24K $612K
V
Visa Inc.

Financial Services
31
+ 0.66%
$332.09 - $358.86 $10.3K - $11.1K
4.74K $1.62M
SYK
Stryker Corp

Healthcare
19
+ 0.6%
$368.57 - $403.53 $7K - $7.67K
3.18K $1.17M
CARR
Carrier Global Corp

Industrials
1
+ 0.02%
$58.75 - $80.73 $58.8 - $80.7
5.98K $357K
FOUR
Shift4 Payments, Inc.

Technology
375
+ 6.97%
$77.4 - $106.81 $29K - $40.1K
5.75K $445K
CI
Cigna Corp

Healthcare
1
+ 0.04%
$262.23 - $334.39 $262 - $334
2.84K $819K
ACN
Accenture PLC

Technology
100
+ 2.16%
$232.56 - $304.78 $23.3K - $30.5K
4.72K $1.16M
Activity Summary
Buys All Purchases 98 New Holdings 8 Increased Positions 90 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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