Fund HoldingsS.A. Mason LLC

Total Portfolio Value
$175.86M
Total Bought
$14.28M
Total Sold
$3.20M
Net Transaction
+$11.08M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA Corp(NVDA)8,94889,400+80,4528,08511,0446.28%+2,959
iShares Core S&P 500 ETF8,99610,549+1,5534,7295,7733.28%+1,043
Apple Inc(AAPL)022,594+22,59404,7592.71%+4,759
Vanguard Total Stock Market ETF24,87526,547+1,6726,4657,1024.04%+637
Costco Wholesale Corp(COST)5,2165,106-1103,8214,3402.47%+519
Strive 500 ETF
STRIVE 500 ETF
43,36553,840+10,4751,4601,8831.07%+423
Laboratory Crp Of Amer Hldgs(LH)02,000+2,00004070.23%+407
Shift4 Payments Inc(FOUR)05,100+5,10003740.21%+374
Microsoft Corp(MSFT)16,28316,151-1326,8517,2194.10%+368
Eli Lilly & Co(LLY)1,8071,944+1371,4061,7601.00%+354
GE Vernova Inc(GEV)01,955+1,95503350.19%+335
Alphabet Inc(GOOG)10,58710,607+201,5981,9321.10%+334
Vanguard S&P 500 ETF4,0864,475+3891,9642,2381.27%+274
Alphabet Inc(GOOG)4,6955,245+5507159620.55%+247
Palantir Technologies Inc(PLTR)15,30022,600+7,3003525720.33%+220
SPDR S&P 500 ETF Trust(SPY)9,6149,633+195,0295,2422.98%+214
Broadcom Ltd(AVGO)0127+12702040.12%+204
Vanguard Mid-Cap ETF16,91318,228+1,3154,2264,4132.51%+187
Amgen Inc(AMGN)06,410+6,41002,0031.14%+2,003
TJX Cos Inc/The(TJX)17,47417,476+21,7721,9241.09%+152
Adobe Inc(ADBE)02,800+2,80001,5560.88%+1,556
Novo Nordisk A/S ADR(NVO)9,6289,62801,2361,3740.78%+138
Oracle Corp(ORCL)7,6247,677+539581,0840.62%+126
NextEra Energy Inc(NEE)10,78411,514+7306898150.46%+126
Vanguard FTSE Developed Market012,726+12,72606290.36%+629
iShares MSCI EAFE Value ETF02,291+2,29101220.07%+122
iShares Russell 1000 Growth ET4,3194,31901,4561,5740.90%+119
Walmart Inc(WMT)11,93712,319+3827188340.47%+116
Ford Motor Co(F)027,529+27,52903450.20%+345
Pacer US Small Cap Cash Cows 100 ETF
US SM CAP CA ETF
2,4705,295+2,8251212310.13%+109
Vanguard Information Technolog
INF TECH ETF
0187+18701080.06%+108
L3Harris Technologies Inc(LHX)0451+45101010.06%+101
Meta Platforms Inc(META)1,3281,475+1476457440.42%+99
Kimberly-Clark Corp(KMB)5,8256,130+3057538470.48%+94
iShares Core S&P Small-Cap ETF2,1833,127+9442413340.19%+92
Invesco QQQ Trust Series 11,8041,864+608018930.51%+92
Amazon.com Inc(AMZN)3,2193,462+2435816690.38%+88
Viking Therapeutics Inc(VKTX)01,600+1,6000850.05%+85
Microchip Technology Inc(MCHP)0855+8550780.04%+78
Macatawa Bank Corp016,100+16,10002350.13%+235
Gentex Corp(GNTX)21,53625,236+3,7007788510.48%+73
Vanguard Growth ETF1,9011,928+276547210.41%+67
ProShares S&P MidCap 400 Dividend Aristocrats
S&P MDCP 400 DIV
3,8404,987+1,1473023670.21%+65
iShares Silver Trust(SLV)013,101+13,10103480.20%+348
Sprott Physical Gold Trust(PHYS)019,232+19,23203470.20%+347
SPDR Gold Shares(GLD)6,5036,50301,3381,3980.80%+60
SPDR Portfolio S&P 400 Mid Cap
ST STR P400MID
26,43928,643+2,2041,4101,4690.84%+59
Vanguard Large-Cap ETF7,2937,240-531,7491,8071.03%+59
JPMorgan Chase & Co(JPM)3,9094,155+2467838400.48%+57
Capital Group Global Growth Equity ETF
SHS CREAT UNIT
01,900+1,9000560.03%+56
Rollins Inc(ROL)23,42423,324-1001,0841,1380.65%+54
Chevron Corp(CVX)8,5748,966+3921,3521,4020.80%+50
American Express Co(AXP)5,1585,279+1211,1741,2220.70%+48
Schwab US Broad Market ETF23,10423,165+611,4101,4560.83%+46
Starbucks Corp(SBUX)0558+5580430.02%+43
McKesson Corp(MCK)90090004835260.30%+42
Coca-Cola Co/The(KO)08,360+8,36005320.30%+532
iShares Gold Trust(IAU)27,17426,929-2451,1421,1830.67%+41
Novartis AG(NVS)04,040+4,04004300.24%+430
Thermo Fisher Scientific Inc(TMO)0386+38602130.12%+213
QUALCOMM Inc(QCOM)01,100+1,10002190.12%+219
Defiance Quantum ETF
DEFIA QUANT ETF
01,300+1,3000820.05%+82
Cameco Corp(CCJ)03,449+3,44901700.10%+170
Garmin Ltd(GRMN)2,1502,15003203500.20%+30
Celsius Holdings Inc(CELH)0525+5250300.02%+30
Intuit Inc(INTU)05,375+5,37503,5332.01%+3,533
Carrier Global Corp(CARR)06,031+6,03103800.22%+380
Pfizer Inc(PFE)08,417+8,41702360.13%+236
Xylem Inc/NY(XYL)4,5964,59605946230.35%+29
Solventum Corp(SOLV)0548+5480290.02%+29
Bank of America Corp16,76716,698-696366640.38%+28
Procter & Gamble Co/The(PG)14,15314,091-622,2962,3241.32%+28
Caterpillar Inc(CAT)1,0031,186+1833683950.22%+28
DFA Tax-Managed US Small Cap
US SMALL CAP ETF
6,9217,631+7104314580.26%+27
Air Products and Chemicals Inc0932+93202410.14%+241
Tesla Inc(TSLA)01,213+1,21302400.14%+240
Schwab US Small-Cap ETF16,68417,824+1,1408228460.48%+24
Colgate-Palmolive Co(CL)3,2743,278+42953180.18%+23
Vanguard FTSE All-World ex-US06,866+6,86604030.23%+403
Intuitive Surgical Inc0465+46502070.12%+207
Toro Co/The06,817+6,81706370.36%+637
Raytheon Technologies Corp(RTX)6,8906,892+26726920.39%+20
Newmont Corp(NEM)02,960+2,96001240.07%+124
Vanguard Short-Term Inflation-031,896+31,89601,5480.88%+1,548
Zoetis Inc(ZTS)03,998+3,99806930.39%+693
Goldman Sachs Physical Gold ET(AAAU)08,040+8,04001850.11%+185
Public Storage(PSA)0795+79502290.13%+229
Stryker Corp(SYK)2,9553,155+2001,0581,0740.61%+16
Marathon Oil Corp20,86821,169+3015916070.35%+16
Vanguard Mega Cap Growth ETF0485+48501520.09%+152
Kinder Morgan Inc(KMI)09,007+9,00701790.10%+179
General Dynamics Corp(GD)1,7981,79805085220.30%+14
Sprott Physical Gold and Silve(CEF)06,640+6,64001460.08%+146
Kinross Gold Corp(KGC)06,000+6,0000500.03%+50
Linde PLC(LIN)0294+29401290.07%+129
Snap Inc(SNAP)02,500+2,5000420.02%+42
Boston Scientific Corp(BSX)02,200+2,20001690.10%+169
VanEck Gold Miners ETF/USA
GOLD MINERS ETF
05,085+5,08501730.10%+173
Invesco Exchange-Traded Fund T
S&P 500 TOP 50
03,100+3,10001420.08%+142
SPDR Portfolio S&P 600 Small C
ST STR SP600 SML
02,452+2,45201020.06%+102
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