Massachusetts Wealth Management Portfolio Holdings

Massachusetts Wealth Management

  • $162 Billion
  • Q4 2024

Massachusetts Wealth Management has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $162 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $9.07B, Apple Inc. with a value of $5.79B, Jpmorgan Chase & CO with a value of $5.15B, Vanguard Sht Term Corp Bd ETF with a value of $4.67B, and Microsoft Corp with a value of $4.13B.

Examining the 13F form we can see an increase of $3.38B in the current position value, from $159B to 162B.

Massachusetts Wealth Management is based out at North Andover, MA

Below you can find more details about Massachusetts Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $162 Billion
ETFs: $40.1 Billion
Industrials: $27.5 Billion
Financial Services: $19.1 Billion
Technology: $16.9 Billion
Consumer Defensive: $15.6 Billion
Energy: $14.3 Billion
Healthcare: $13.7 Billion
Consumer Cyclical: $4.72 Billion
Other: $7.02 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.07 Billion 5.6% of portfolio
39,004
Q4 2024 Added 4.27%
$3.85T
$5.79 Billion 3.58% of portfolio
23,127
Q4 2024 Reduced 0.86%
$782B
$5.15 Billion 3.18% of portfolio
21,494
Q4 2024 Reduced 0.92%
$0
$4.67 Billion 2.88% of portfolio
59,872
Q4 2024 Added 0.84%
$3.3T
$4.13 Billion 2.55% of portfolio
9,809
Q4 2024 Reduced 0.78%
$453B
$4.12 Billion 2.55% of portfolio
38,345
Q4 2024 Added 6.45%
$0
$3.86 Billion 2.38% of portfolio
79,931
Q4 2024 Added 20.41%
$0
$3.64 Billion 2.25% of portfolio
27,646
Q4 2024 Added 22.04%
$375B
$3.17 Billion 1.96% of portfolio
72,062
Q4 2024 Added 3.45%
$156B
$3.06 Billion 1.89% of portfolio
43,507
Q4 2024 Added 6.29%
$305B
$2.98 Billion 1.84% of portfolio
20,588
Q4 2024 Reduced 0.96%
$308B
$2.97 Billion 1.84% of portfolio
22,137
Q4 2024 Added 0.23%
$129B
$2.93 Billion 1.81% of portfolio
29,508
Q4 2024 Reduced 1.34%
$0
$2.84 Billion 1.75% of portfolio
33,136
Q4 2024 Added 0.52%
$36.8B
$2.55 Billion 1.58% of portfolio
28,243
Q3 2024 Added 0.89%
$218B
$2.57 Billion 1.58% of portfolio
15,382
Q4 2024 Added 4.41%
$427B
$2.53 Billion 1.56% of portfolio
2,757
Q3 2024 Reduced 1.43%
$265B
$2.49 Billion 1.54% of portfolio
27,604
Q4 2024 Added 2.98%
$149B
$2.48 Billion 1.53% of portfolio
93,398
Q4 2024 Reduced 2.94%
$0
$2.45 Billion 1.52% of portfolio
4,802
Q4 2024 Reduced 0.31%
$0
$2.45 Billion 1.51% of portfolio
17,781
Q4 2024 Added 8.27%
$84.3B
$2.36 Billion 1.46% of portfolio
6,390
Q4 2024 Added 2.0%
$208B
$2.34 Billion 1.45% of portfolio
6,457
Q3 2024 Added 1.25%
$297B
$2.28 Billion 1.41% of portfolio
32,477
Q4 2024 Added 3.92%
$76.2B
$2.29 Billion 1.41% of portfolio
18,486
Q4 2024 Added 2.64%
$249B
$2.23 Billion 1.38% of portfolio
22,449
Q4 2024 Reduced 0.11%
$611B
$2.21 Billion 1.36% of portfolio
4,870
Q4 2024 Added 1.04%
$144B
$2.17 Billion 1.34% of portfolio
5,127
Q4 2024 Added 0.49%
$272B
$2.16 Billion 1.34% of portfolio
34,756
Q4 2024 Added 0.36%
$423B
$2.13 Billion 1.31% of portfolio
5,465
Q4 2024 Reduced 1.35%
$37B
$2.11 Billion 1.3% of portfolio
21,484
Q4 2024 Reduced 0.12%
$207B
$2.07 Billion 1.27% of portfolio
13,581
Q4 2024 Added 0.74%
$0
$2.04 Billion 1.26% of portfolio
26,339
Q4 2024 Reduced 1.79%
$0
$2 Billion 1.23% of portfolio
25,392
Q4 2024 Added 5.95%
$764B
$1.98 Billion 1.22% of portfolio
2,570
Q4 2024 Added 0.39%
$78.8B
$1.96 Billion 1.21% of portfolio
7,724
Q4 2024 Added 0.65%
$83.8B
$1.93 Billion 1.19% of portfolio
14,974
Q4 2024 Added 1.87%
$58.1B
$1.91 Billion 1.18% of portfolio
49,742
Q4 2024 Added 0.61%
Ge Vernova Inc
-
$1.85 Billion 1.14% of portfolio
-
Q4 2024 Added 9.77%
$394B
$1.83 Billion 1.13% of portfolio
10,891
Q3 2024 Added 0.23%
$151B
$1.84 Billion 1.13% of portfolio
7,043
Q4 2024 Reduced 0.35%
$2.42T
$1.83 Billion 1.13% of portfolio
8,330
Q4 2024 Added 4.41%
$310B
$1.77 Billion 1.09% of portfolio
9,966
Q4 2024 Reduced 0.5%
$49.9B
$1.68 Billion 1.04% of portfolio
4,812
Q4 2024 Added 0.63%
$36.2B
$1.47 Billion 0.91% of portfolio
5,700
Q4 2024 Reduced 0.87%
$153B
$1.46 Billion 0.9% of portfolio
6,417
Q4 2024 Reduced 0.77%
$59.4B
$1.41 Billion 0.87% of portfolio
5,996
Q4 2024 Reduced 0.42%
$1.2T
$1.33 Billion 0.82% of portfolio
6,976
Q4 2024 Added 12.5%
$1.53T
$1.3 Billion 0.8% of portfolio
2,222
Q4 2024 Added 0.68%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $162 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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