Massachusetts Wealth Management Portfolio Holdings

Massachusetts Wealth Management

  • $202 Billion
  • Q3 2025

Massachusetts Wealth Management has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $202 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $12.1B, Jpmorgan Chase & CO with a value of $6.43B, Industrial Sector Spdr with a value of $5.81B, Apple Inc. with a value of $5.54B, and Financial Sector Spdr with a value of $5.52B.

Examining the 13F form we can see an increase of $24.2B in the current position value, from $177B to 202B.

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 $202 Billion
ETFs: $57.5 Billion
Industrials: $33.4 Billion
Financial Services: $25.1 Billion
Technology: $21 Billion
Consumer Defensive: $15.6 Billion
Healthcare: $14.7 Billion
Energy: $14.1 Billion
Consumer Cyclical: $7.19 Billion
Other: $7.97 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$881B
$6.43 Billion 3.19% of portfolio
20,379
Q2 2025 Reduced 2.14%
$4.3T
$5.54 Billion 2.75% of portfolio
21,758
Q3 2025 Added 0.3%
$190B
$5.18 Billion 2.57% of portfolio
51,072
Q3 2025 Added 1.74%
$3.78T
$4.97 Billion 2.47% of portfolio
9,605
Q3 2025 Reduced 1.18%
$328B
$4.43 Billion 2.2% of portfolio
14,725
Q3 2025 Added 1.03%
$490B
$4.2 Billion 2.08% of portfolio
37,211
Q3 2025 Added 1.13%
$465B
$4.03 Billion 2.0% of portfolio
21,602
Q3 2025 Added 0.7%
$413B
$3.87 Billion 1.92% of portfolio
74,962
Q3 2025 Added 5.23%
$522B
$3.28 Billion 1.63% of portfolio
17,672
Q3 2025 Added 2.17%
$303B
$3.14 Billion 1.56% of portfolio
20,243
Q3 2025 Reduced 0.05%
$291B
$3.09 Billion 1.53% of portfolio
6,482
Q3 2025 Added 3.51%
$279B
$3.06 Billion 1.52% of portfolio
29,704
Q3 2025 Added 4.21%
$317B
$2.74 Billion 1.36% of portfolio
32,717
Q3 2025 Added 1.24%
$113B
$2.75 Billion 1.36% of portfolio
29,061
Q3 2025 Reduced 0.09%
$662B
$2.68 Billion 1.33% of portfolio
5,327
Q3 2025 Added 0.95%
$75.4B
$2.61 Billion 1.29% of portfolio
19,883
Q3 2025 Added 2.05%
$141B
$2.56 Billion 1.27% of portfolio
100,648
Q3 2025 Added 8.81%
$42.9B
$2.5 Billion 1.24% of portfolio
21,584
Q3 2025 Added 1.77%
$404B
$2.42 Billion 1.2% of portfolio
2,617
Q3 2025 Reduced 0.19%
$91.4B
$2.36 Billion 1.17% of portfolio
15,224
Q3 2025 Added 1.16%
$306B
$2.34 Billion 1.16% of portfolio
35,346
Q3 2025 Added 0.64%
$144B
$2.35 Billion 1.16% of portfolio
5,132
Q3 2025 Added 1.28%
$30.4B
$2.27 Billion 1.13% of portfolio
27,533
Q3 2025 Reduced 0.54%
$414B
$2.2 Billion 1.09% of portfolio
9,506
Q3 2025 Reduced 1.55%
$367B
$2.2 Billion 1.09% of portfolio
5,425
Q3 2025 Added 0.46%
$3.98B
$2.19 Billion 1.08% of portfolio
27,410
Q3 2025 Added 592.17%
$971B
$2.16 Billion 1.07% of portfolio
2,835
Q3 2025 Added 7.39%
$65.2B
$2.09 Billion 1.03% of portfolio
4,937
Q3 2025 Added 1.65%
$74.9B
$2.05 Billion 1.02% of portfolio
7,874
Q3 2025 Added 3.14%
$2.39T
$1.95 Billion 0.97% of portfolio
8,885
Q3 2025 Added 1.72%
$69.4B
$1.92 Billion 0.95% of portfolio
23,400
Q3 2025 Added 1.96%
$1.74T
$1.91 Billion 0.95% of portfolio
7,831
Q3 2025 Added 5.03%
$204B
$1.91 Billion 0.95% of portfolio
13,568
Q3 2025 Added 0.56%
$235B
$1.86 Billion 0.92% of portfolio
22,199
Q3 2025 Added 1.02%
$1.37T
$1.81 Billion 0.9% of portfolio
2,467
Q3 2025 Added 5.79%
$65.7B
$1.8 Billion 0.89% of portfolio
5,986
Q3 2025 Added 0.59%
$183B
$1.76 Billion 0.88% of portfolio
6,249
Q3 2025 Reduced 4.13%
$52.4B
$1.69 Billion 0.84% of portfolio
49,167
Q3 2025 Reduced 0.81%
$37.3B
$1.68 Billion 0.83% of portfolio
5,470
Q3 2025 Added 0.74%
$346B
$1.64 Billion 0.81% of portfolio
10,647
Q3 2025 Reduced 1.25%
$268B
$1.57 Billion 0.78% of portfolio
9,373
Q3 2025 Added 1.9%
$136B
$1.51 Billion 0.75% of portfolio
6,387
Q3 2025 Added 0.95%
$266B
$1.39 Billion 0.69% of portfolio
4,943
Q3 2025 Added 3.13%
$258B
$1.37 Billion 0.68% of portfolio
8,201
Q3 2025 Reduced 0.61%
$45.2B
$1.35 Billion 0.67% of portfolio
22,610
Q3 2025 Added 6.85%
$73.4B
$1.35 Billion 0.67% of portfolio
37,985
Q3 2025 Added 2.15%
$48.8B
$1.36 Billion 0.67% of portfolio
27,825
Q3 2025 Reduced 2.45%
$114B
$1.29 Billion 0.64% of portfolio
5,960
Q3 2025 Added 27.21%
$86.1B
$1.23 Billion 0.61% of portfolio
3,555
Q3 2025 Added 0.71%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $202 Billion
  • Prior Value $177 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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