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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

S.A. Mason LLC

Quarter ended Q3 2024 · Filed October 25, 2024 · Accession 0001800911-24-000005

Total Value
$188.6M
Positions
324
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (324)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CorpNVDA91,230$11.1M5.87%
2Vanguard Total Stock Market ETF92290876926,630$7.5M4.00%
3Microsoft CorpMSFT16,197$7.0M3.70%
4iShares Core S&P 500 ETF46428720010,139$5.8M3.10%
5SPDR S&P 500 ETF TrustSPY9,428$5.4M2.87%
6Apple IncAAPL22,478$5.2M2.78%
7Vanguard Mid-Cap ETF92290862918,331$4.8M2.56%
8Vanguard Small-Cap ETF92290875119,363$4.6M2.44%
9Costco Wholesale Corp22160K1055,116$4.5M2.40%
10Vanguard S&P 500 ETF9229083636,623$3.5M1.85%
11Intuit IncINTU5,387$3.3M1.77%
12Mastercard IncMA5,184$2.6M1.36%
13AbbVie IncABBV12,641$2.5M1.32%
14Procter & Gamble Co/The74271810914,096$2.4M1.29%
15Amgen IncAMGN6,441$2.1M1.10%
16TJX Cos Inc/The87254010917,478$2.1M1.09%
17Strive 500 ETF02072L68054,410$2.0M1.06%
18O'Reilly Automotive Inc67103H1071,694$2.0M1.03%
19Vanguard Large-Cap ETF9229086377,065$1.9M0.99%
20SPDR Portfolio S&P 400 Mid Cap78464A84732,802$1.8M0.95%
21Eli Lilly & CoLLY1,944$1.7M0.91%
22PepsiCo IncPEP9,880$1.7M0.89%
23Alphabet IncGOOG10,068$1.7M0.89%
24Berkshire Hathaway IncBRK-A3,538$1.6M0.86%
25SPDR Gold SharesGLD6,503$1.6M0.84%
26Vanguard Short-Term Inflation-92202080531,896$1.6M0.83%
27Oracle CorpORCL-PD9,181$1.6M0.83%
28iShares Russell 1000 Growth ET4642876144,144$1.6M0.82%
29Accenture PLCACN4,390$1.6M0.82%
30Schwab US Broad Market ETF80852410223,175$1.5M0.82%
31Adobe IncADBE2,864$1.5M0.79%
32General Electric Co3696043017,684$1.4M0.77%
33American Express CoAXP5,280$1.4M0.76%
34Abbott LaboratoriesABLZF11,796$1.3M0.71%
35iShares Gold TrustIAU26,929$1.3M0.71%
36Chevron CorpCVX9,033$1.3M0.71%
37Schwab U.S. Mid-Cap ETF80852450815,604$1.3M0.69%
38Visa IncV4,705$1.3M0.69%
39Home Depot Inc/TheHD3,173$1.3M0.68%
40iShares Core S&P Mid-Cap ETF46428750719,706$1.2M0.65%
41Johnson & JohnsonJNJ7,435$1.2M0.64%
42Rollins IncROL23,199$1.2M0.62%
43Novo Nordisk A/S ADRNONOF9,628$1.1M0.61%
44Stryker CorpSYK3,155$1.1M0.60%
45Lowe's Cos Inc5486611074,004$1.1M0.57%
46Paychex IncPAYX8,029$1.1M0.57%
47Invesco QQQ Trust Series 1IVZ2,114$1.0M0.55%
48Walmart IncWMT12,346$996,9690.53%
49Cigna Corp1255231002,830$980,4300.52%
50NextEra Energy IncNEE-PW11,575$978,4350.52%
51Schwab US Small-Cap ETF80852460717,984$926,1760.49%
52McDonald's CorpMCD3,032$923,2570.49%
53iShares Morningstar Mid-Cap ET46428820811,724$891,2580.47%
54Alphabet IncGOOG5,325$890,3270.47%
55Meta Platforms IncMETA1,545$884,4200.47%
56JPMorgan Chase & CoVYLD4,169$879,0750.47%
57Kimberly-Clark CorpKMB6,135$872,8610.46%
58Invesco BuyBack Achievers ETFIVZ7,551$864,7410.46%
59Raytheon Technologies CorpRTX6,895$835,3780.44%
60Exxon Mobil CorpXOM7,033$824,3850.44%
61Palantir Technologies IncPLTR22,100$822,1200.44%
62Vanguard FTSE Developed Market92194385814,876$785,6020.42%
63Zoetis IncZTS3,974$776,3630.41%
64Gentex CorpGNTX26,037$773,0400.41%
65Amazon.com IncAMZN4,087$761,5310.40%
66Vanguard Growth ETF9229087361,928$740,2170.39%
67Vanguard Tax-Exempt Bond Index92290774613,770$703,9220.37%
68Boeing Co/TheBA-PA4,550$691,7820.37%
69Merck & Co IncMRK6,008$682,2590.36%
70Norfolk Southern Corp6558441082,700$670,9500.36%
71Bank of America Corp06050510416,606$658,9130.35%
72Automatic Data Processing IncADP2,328$644,2270.34%
73Parker-Hannifin CorpPH1,005$634,9790.34%
74Xylem Inc/NYXYL4,596$620,5980.33%
75Emerson Electric CoEMR5,674$620,5650.33%
76Vanguard Dividend Appreciation9219088443,068$607,6100.32%
77Nestle S A Reg B Adr6410694065,990$603,0130.32%
78Phillips 66PSX4,579$601,9100.32%
79Coca-Cola Co/TheKO8,368$601,3000.32%
80Toro Co/TheTORO6,827$592,1060.31%
81Vanguard Mid-Cap Value ETF9229085123,481$583,6590.31%
82Vanguard Total Bond Market ETF9219378357,758$582,7030.31%
83Barrick Gold Corp06790110828,543$567,7200.30%
84Marathon Oil CorpMARA21,170$563,7480.30%
85Vanguard Real Estate ETF9229085535,767$561,8210.30%
86Cisco Systems Inc/DelawareCSCO10,522$559,9810.30%
87NIKE IncNKE6,315$558,2570.30%
88WisdomTree US SmallCap FundWT10,450$551,2380.29%
89General Dynamics CorpGD1,798$543,3560.29%
90Mondelez International Inc6092071057,274$535,9080.28%
91United Parcel Service IncUPS3,916$533,9070.28%
92Vanguard High Dividend Yield E9219464064,023$515,7190.27%
93DFA Tax-Managed US Small Cap25434V5007,701$499,4870.26%
94Steelcase Inc85815520336,358$490,4690.26%
95Carrier Global CorpCARR6,033$485,5680.26%
96iShares Core S&P Small-Cap ETF4642878044,007$468,6590.25%
97Novartis AGNVSEF4,040$464,6810.25%
98Caterpillar IncCAT1,186$463,8680.25%
99Vanguard Total International S9219097687,160$463,5380.25%
100Shift4 Payments Inc82452J1095,100$451,8600.24%
101Laboratory Crp Of Amer HldgsLH2,000$446,9600.24%
102McKesson CorpMCK900$444,9780.24%
103WisdomTree US MidCap FundWT7,079$441,3050.23%
104ProShares S&P MidCap 400 Dividend Aristocrats74347B6805,345$437,1140.23%
105J M Smucker Co/The8326964053,544$429,1780.23%
106SPDR S&P MidCap 400 ETF TrustMDY706$402,1800.21%
107Wells Fargo & Co9497461017,103$401,2480.21%
108EOG Resources IncEOG3,231$397,1870.21%
109Sprott Physical Gold TrustSII19,232$391,9480.21%
110Invesco S&P Smallcap 600 RevenIVZ8,455$386,4780.20%
111Vanguard Small-Cap Growth ETF9229085951,434$383,4090.20%
112iShares Russell 2000 ETF4642876551,715$378,8260.20%
113Fastenal CoFAST5,266$376,0980.20%
114Garmin LtdGRMN2,100$369,6630.20%
115Vanguard Short-Term Bond ETF9219378274,635$364,7280.19%
116Vanguard Value ETF9229087442,078$362,7560.19%
117iShares MSCI EAFE ETF4642874654,224$353,2530.19%
118Toast IncTOST12,420$351,6100.19%
119Invesco S&P MidCap 400 Pure VaIVZ2,965$351,2070.19%
120iShares Silver TrustSLV12,101$343,7890.18%
121Deere & CoDE820$342,2110.18%
122Cummins IncCMI1,050$339,9800.18%
123ProShares S&P 500 Dividend Ari74348A4673,180$339,4970.18%
124Cintas CorpCTAS1,648$339,2900.18%
125Tesla IncTSLA1,295$338,8110.18%
126Colgate-Palmolive CoCL3,231$335,4430.18%
127Yum! Brands IncYUM2,400$335,3040.18%
128Becton Dickinson and CoBDX1,364$328,8600.17%
129Danaher Corp2358511021,166$324,1710.17%
130Otis Worldwide CorpOTIS2,991$310,9270.16%
131Vanguard FTSE All-World ex-US9220427754,866$306,5580.16%
132iShares Russell 1000 ETF464287622975$306,5300.16%
133Verizon Communications IncVZ6,764$303,7830.16%
1343M CoMMM2,212$302,3850.16%
135Ross Stores IncROST2,000$301,0200.16%
136Public StoragePSA-PS825$300,1930.16%
137iShares TIPS Bond ETF4642871762,691$297,2750.16%
138Quest Diagnostics IncDGX1,900$294,9750.16%
139Air Products and Chemicals IncAIIR942$280,4710.15%
140Intel CorpINTC11,729$275,1640.15%
141Vanguard Intermediate-Term Bon9219378193,471$272,0220.14%
142Xtrackers MSCI EAFE Hedged Equ2330512006,470$271,8690.14%
143Illinois Tool Works Inc4523081091,019$267,0490.14%
144Target CorpTGT1,700$264,9620.14%
145Broadcom LtdAVGO1,520$262,2000.14%
146Pacer US Small Cap Cash Cows 100 ETF69374H8575,545$257,9530.14%
147Unilever PLCUNLYF3,883$252,2400.13%
148Eaton Corp PLCETN750$248,5800.13%
149Enterprise Products Partners L2937921078,432$245,4560.13%
150Vanguard Mid-Cap Growth ETF9229085381,000$243,4700.13%
151iShares Russell 1000 Value ETF4642875981,277$242,3750.13%
152Northrop Grumman CorpNOC455$240,2720.13%
153Pfizer IncPFE8,300$240,1900.13%
154Wintrust Financial Corp97650W1082,205$239,3090.13%
155Thermo Fisher Scientific IncTMO386$238,7680.13%
156Weyerhaeuser CoWY7,029$238,0020.13%
157ITT IncITT1,575$235,4780.12%
158Intuitive Surgical IncISRG475$233,3530.12%
159Tractor Supply CoTSCO780$226,9250.12%
160Freeport-McMoRan IncFCX4,413$220,2970.12%
161Envestnet Inc29404K1063,500$219,1700.12%
162Walt Disney Co/The2546871062,251$216,5240.11%
163Bristol-Myers Squibb CoCELG-RI4,086$211,4120.11%
164iShares Russell 2000 Value ETF4642876301,263$210,6940.11%
165VanEck Gold Miners ETF/USA92189F1065,065$201,6880.11%
166Kinder Morgan IncEP-PC9,039$199,6620.11%
167Boston Scientific CorpBSX2,335$195,6730.10%
168Vanguard FTSE Emerging Markets9220428584,078$195,1320.10%
169iShares MSCI USA Small-Cap Min46435G4334,663$190,2500.10%
170QUALCOMM IncQCOM1,100$187,0550.10%
171Goldman Sachs Physical Gold ET38150K1037,040$183,2160.10%
172Ecolab IncECL705$180,0080.10%
173Invesco S&P 500 Equal Weight EIVZ975$174,6810.09%
174Cameco CorpCCJ3,655$174,5630.09%
175Apache CorpAPA7,075$173,0550.09%
176Dollar Tree IncDLTR2,406$169,1900.09%
177Occidental Petroleum Corp6745991053,271$168,5870.09%
178Vanguard Extended Market ETF922908652900$163,7910.09%
179Illumina IncILMN1,250$163,0130.09%
180Sprott Physical Gold and SilveSII6,645$162,7360.09%
181Kellanova CoBEKE1,987$160,3710.09%
182Vanguard Health Care ETF92204A504564$159,1610.08%
183Newmont CorpNEMCL2,960$158,2120.08%
184DFA Tax-Managed US Targeted Value25434V6092,829$157,3770.08%
185Vanguard Mega Cap Growth ETF921910816485$156,1460.08%
186IBMINTR697$154,0930.08%
187Schwab Fundamental U.S. Broad8085247892,183$153,6290.08%
188American Electric Power Co Inc0255371011,465$150,3090.08%
189Vanguard Total International B92203J4072,971$149,3820.08%
190Quanta Services Inc74762E102500$149,0750.08%
191iShares Global Infrastructure4642883722,732$148,7030.08%
192Invesco Exchange-Traded Fund TIVZ3,100$147,3430.08%
193DTE Energy CoDTK1,125$144,4510.08%
194Dominion Energy IncD2,498$144,3590.08%
195Southern Co/TheSOMN1,583$142,7550.08%
196Linde PLCLIN299$142,5810.08%
197Broadridge Financial Solutions11133T103650$139,7700.07%
198Duke Energy CorpDUKB1,203$138,7060.07%
199Estee Lauder Cos Inc/The5184391041,391$138,6690.07%
200SPDR Portfolio TIPS ETF78464A6565,240$137,7070.07%
201ConocoPhillipsCOP1,300$136,8640.07%
202Marriott International Inc/MD571903202544$135,2380.07%
203iShares MSCI EAFE Value ETF4642888772,291$131,8010.07%
204PayPal Holdings IncPYPL1,686$131,5590.07%
205Omnicom Group IncOMC1,230$127,1700.07%
206Vanguard Short-Term Corporate92206C4091,600$127,0720.07%
207Wingstop IncWING300$124,8240.07%
208Keurig Dr Pepper IncKDP3,300$123,6840.07%
209Darden Restaurants IncDRI750$123,0980.07%
210Invesco Defensive Equity ETFIVZ1,450$123,0920.07%
211iShares S&P Mid-Cap 400 Growth4642876061,336$122,8180.07%
212Goldman Sachs ActiveBeta U.S.NVGLF1,075$121,4110.06%
213Invesco Exchange-Traded Fund TIVZ1,355$120,4870.06%
214Philip Morris International In718172109991$120,2970.06%
215AT&T IncT-PC5,368$118,0940.06%
216International Paper Co4601461032,400$117,2400.06%
217Rio Tinto PLCRTNTF1,620$115,2950.06%
218SPDR Portfolio S&P 600 Small C78468R8532,500$113,7750.06%
219Vanguard Intermediate-Term Cor92206C8701,310$109,7130.06%
220Vanguard Information Technolog92204A702187$109,6790.06%
221Sysco CorpSYY1,396$108,9720.06%
222Travelers Cos Inc/TheTRV465$108,8660.06%
223iShares S&P Mid-Cap 400 Value464287705880$108,7860.06%
224L3Harris Technologies IncLHX451$107,2790.06%
225GE Vernova IncGEV415$105,8170.06%
226Howmet Aerospace IncHWM1,035$103,8010.06%
227Advanced Micro DevicesAMD624$102,3860.05%
228Palo Alto Networks IncPANW298$101,8560.05%
229Invesco Preferred ETFIVZ8,155$100,7140.05%
230iShares U.S. Small-Cap Equity Factor ETF46434V2901,465$97,2030.05%
231iShares Intermediate Governmen464288612900$96,3900.05%
232Viking Therapeutics IncVKTX1,500$94,9650.05%
233Dimensional U.S. Equity ETF25434V4011,491$92,7400.05%
234Pacer US Cash Cows 100 ETF69374H8811,600$92,5280.05%
235Alcon IncALC923$92,3650.05%
236iShares 5-10 Year Investment G4642886381,710$91,8610.05%
237Dimensional US Large Cap Value ETF25434V6662,853$87,9010.05%
238Wendy's Co/The95058W1005,000$87,6000.05%
239Vanguard Total World Bond ETF92206C5651,223$86,3560.05%
240GE Healthcare TechnologiesGEHC873$81,9310.04%
241Defiance Quantum ETF26922A4201,300$81,1200.04%
242Diageo PLCDGEAF575$80,6960.04%
243Altria Group IncMO1,565$79,8780.04%
244Consolidated Edison IncED758$78,9370.04%
245Hartford Financial Services GrHIG-PG646$75,9760.04%
246Medtronic PLCMDT818$73,6450.04%
247Timothy Plan US Large/Mid Cap Core ETF8874323591,640$72,1490.04%
248Restaurant Brands Internationa76131D1031,000$72,1200.04%
249Microchip Technology IncMCHPP855$68,6480.04%
250Ford Motor Co3453708606,438$67,9830.04%
251Zimmer Biomet Holdings IncZBH620$66,9290.04%
252Simplify Interest Rate Hedge E82889N8551,625$66,8200.04%
253Energy Transfer LPET-PI4,105$65,8850.03%
254Nutrien LtdNTR1,365$65,6020.03%
255Stanley Black & Decker IncSWK576$63,4350.03%
256iShares Russell Mid-Cap Growth464287481515$60,4040.03%
257Host Hotels & ResortHST3,391$59,6820.03%
258Northern Trust CorpNTRSO650$58,5200.03%
259Capital Group Global Growth Equity ETF14020X1041,900$57,2850.03%
260Kinross Gold CorpKGCRF6,000$56,1600.03%
261Walgreens Boots Alliance Inc9314271086,220$55,7310.03%
262SPDR Bloomberg Convertible Sec78464A359700$53,6130.03%
263Energy Select Sector SPDR Fund81369Y506580$50,9240.03%
264Fidelity National Information31620M106600$50,2500.03%
265WisdomTree U.S. SmallCap QualiWT975$50,2420.03%
266Fidelity MSCI Health Care Inde316092600679$49,4310.03%
267State Street CorpSTT-PG550$48,6590.03%
268Magna International Inc5592224011,180$48,4270.03%
269Vanguard Short-Term Treasury E92206C102820$48,3960.03%
270Rocket Companies Inc77311W1012,500$47,9750.03%
271WisdomTree Emerging Markets LoWT1,695$47,3580.03%
272Shopify IncSHOP570$45,6800.02%
273Gilead Sciences IncGILD525$44,0160.02%
274CF Industries Holdings Inc125269100500$42,9000.02%
275Vanguard FTSE Europe ETF922042874600$42,6600.02%
276Schwab US TIPS ETF808524870760$40,7590.02%
277Cedar Fair LP150185106993$40,0220.02%
278Fortive CorpFTV500$39,4650.02%
279WK Kellogg Co92942W1072,272$38,8740.02%
280Solventum CorpSOLV548$38,2070.02%
281Devon Energy Corp25179M103904$35,3640.02%
282Invesco California AMT-Free MuIVZ1,400$35,1120.02%
283Aberdeen Standard Physical SilSIVR1,155$34,3610.02%
284Brown-Forman CorpBF-B692$34,0460.02%
285Viatris IncVTRS2,849$33,0730.02%
286Flaherty & Crumrine Preferred33848E1063,500$32,9350.02%
287Yum China Holdings IncYUMC700$31,5140.02%
288Global X MLP & Energy Infrastr37954Y293570$31,0250.02%
289Federated Hermes IncFHI841$30,9250.02%
290American Conservative Values ETF26923N108695$30,3350.02%
291Dimensional U.S. Core Equity 2 ETF25434V708830$28,4610.02%
292Williams Cos Inc/The969457100615$28,0750.01%
293GlaxoSmithKline PLC ADRGLAXF640$26,1630.01%
294Healthpeak Properties IncDOC1,120$25,6140.01%
295Dimensional US Marketwide Value ETF25434V724603$25,1390.01%
296iShares Preferred & Income Sec464288687740$24,5900.01%
297Sandoz Group AG ADR799926100548$22,8000.01%
298MFS Municipal Income5527381063,898$22,2970.01%
299Kraft Heinz Co/TheKHC633$22,2250.01%
300Celsius Holdings IncCELH700$21,9520.01%
301Vestis CorpVSTS1,450$21,6050.01%
302Snap IncSNAP2,000$21,4000.01%
303Blackstone Secured Lending FundBX682$19,9760.01%
304Alerian Energy Infrastructure00162Q676680$19,2240.01%
305Hewlett Packard Enterprise CoHPE-PC917$18,7620.01%
306Global X Artificial Intelligence & Technology ET37954Y632500$18,5850.01%
307Spear Alpha ETF53656F383675$15,3560.01%
308Sprott Physical Silver TrustSII1,400$14,6300.01%
309Cleveland-Cliffs IncCLF1,058$13,5110.01%
310Woodside Petroleum LtdWOPEF700$12,0680.01%
311Warner Bros. Discovery IncWBD1,177$9,7100.01%
312Grail IncGRAL703$9,6730.01%
313Leggett & Platt IncLEG650$8,8530.00%
314Plains All American Pipeline L726503105504$8,7540.00%
315Haleon PLC ADRHLNCF800$8,4640.00%
316B&G Foods IncBGS700$6,2160.00%
317Lucid Group IncLCID1,500$5,2950.00%
318PureCycle Technologies Inc OrdPCTTW550$5,2250.00%
319Santos Ltd803021807980$4,6650.00%
320Rockwell Medical IncRMTI1,000$3,9700.00%
3213D Systems Corp88554D2051,000$2,8400.00%
322Nordic American Tankers LtdNAT500$1,8350.00%
323Ambev SAABEV500$1,2200.00%
324Acutus Medical Inc0051111093,000$2520.00%