Massachusetts Wealth Management Portfolio Holdings

Massachusetts Wealth Management

  • $146 Billion
  • Q1 2025

Massachusetts Wealth Management has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $8.15B, Jpmorgan Chase & CO with a value of $5.11B, Vanguard Sht Term Corp Bd ETF with a value of $4.78B, Financial Sector Spdr with a value of $4.5B, and Exxon Mobil Corp with a value of $4.41B.

Examining the 13F form we can see an decrease of $16.1B in the current position value, from $162B to 146B.

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 $146 Billion
ETFs: $41.4 Billion
Industrials: $25.1 Billion
Consumer Defensive: $15.7 Billion
Energy: $15.3 Billion
Financial Services: $14.2 Billion
Healthcare: $12.2 Billion
Technology: $10 Billion
Basic Materials: $3.12 Billion
Other: $5.86 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $146 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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