Massachusetts Wealth Management Portfolio Holdings

Massachusetts Wealth Management

  • $177 Billion
  • Q2 2025

Massachusetts Wealth Management has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $10.3B, Jpmorgan Chase & CO with a value of $5.91B, Industrial Sector Spdr with a value of $4.87B, Microsoft Corp with a value of $4.83B, and Financial Sector Spdr with a value of $4.83B.

Examining the 13F form we can see an increase of $31.5B in the current position value, from $146B to 177B.

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 $177 Billion
ETFs: $48.1 Billion
Industrials: $31 Billion
Financial Services: $22.5 Billion
Technology: $17.8 Billion
Consumer Defensive: $15.6 Billion
Energy: $13.1 Billion
Healthcare: $12.9 Billion
Consumer Cyclical: $4.76 Billion
Other: $7.23 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$859B
$5.91 Billion 3.33% of portfolio
20,379
Q2 2025 Reduced 2.14%
$3.95T
$4.83 Billion 2.73% of portfolio
9,720
Q1 2025 Reduced 0.91%
$3.69T
$4.45 Billion 2.51% of portfolio
21,693
Q2 2025 New
$185B
$4.27 Billion 2.41% of portfolio
50,197
Q2 2025 Added 0.54%
$442B
$3.97 Billion 2.24% of portfolio
36,796
Q2 2025 Reduced 0.88%
$306B
$3.75 Billion 2.12% of portfolio
14,575
Q2 2025 Reduced 0.14%
$456B
$3.39 Billion 1.91% of portfolio
21,452
Q2 2025 Reduced 1.03%
$381B
$3.37 Billion 1.9% of portfolio
71,237
Q2 2025 New
$302B
$2.9 Billion 1.64% of portfolio
20,253
Q2 2025 Reduced 0.05%
$281B
$2.79 Billion 1.57% of portfolio
28,504
Q2 2025 Added 3.3%
$102B
$2.68 Billion 1.51% of portfolio
6,135
Q1 2025 Reduced 3.99%
$452B
$2.64 Billion 1.49% of portfolio
17,297
Q2 2025 Added 0.73%
$120B
$2.61 Billion 1.47% of portfolio
29,086
Q2 2025 Reduced 0.01%
$78.6B
$2.6 Billion 1.47% of portfolio
19,483
Q2 2025 Added 2.48%
$439B
$2.6 Billion 1.46% of portfolio
2,622
Q2 2025 Reduced 2.78%
$302B
$2.59 Billion 1.46% of portfolio
32,317
Q2 2025 Added 0.62%
$621B
$2.56 Billion 1.45% of portfolio
5,277
Q2 2025 New
$306B
$2.48 Billion 1.4% of portfolio
35,121
Q2 2025 Added 1.2%
$218B
$2.43 Billion 1.37% of portfolio
6,262
Q2 2025 Added 1.87%
$31.6B
$2.3 Billion 1.3% of portfolio
27,683
Q2 2025 Reduced 0.2%
$87.3B
$2.29 Billion 1.29% of portfolio
15,049
Q2 2025 Reduced 0.5%
$40.9B
$2.26 Billion 1.27% of portfolio
21,209
Q2 2025 Added 0.83%
$138B
$2.24 Billion 1.26% of portfolio
92,498
Q2 2025 Added 0.33%
$608B
$2.06 Billion 1.16% of portfolio
2,640
Q2 2025 Added 1.34%
$405B
$1.98 Billion 1.12% of portfolio
5,400
Q2 2025 Added 1.41%
$2.26T
$1.92 Billion 1.08% of portfolio
8,735
Q2 2025 New
$80B
$1.89 Billion 1.06% of portfolio
7,634
Q2 2025 Added 1.13%
$152B
$1.82 Billion 1.03% of portfolio
6,518
Q2 2025 New
$351B
$1.79 Billion 1.01% of portfolio
9,656
Q2 2025 Reduced 1.78%
$202B
$1.78 Billion 1.0% of portfolio
13,493
Q2 2025 Added 1.41%
$203B
$1.74 Billion 0.98% of portfolio
21,974
Q2 2025 Added 0.34%
$1.78T
$1.72 Billion 0.97% of portfolio
2,332
Q2 2025 Added 2.64%
$368B
$1.72 Billion 0.97% of portfolio
10,782
Q2 2025 Added 1.65%
$46.7B
$1.68 Billion 0.94% of portfolio
49,567
Q2 2025 Added 0.3%
$56.3B
$1.59 Billion 0.9% of portfolio
4,857
Q2 2025 Added 2.86%
$55B
$1.55 Billion 0.87% of portfolio
21,160
Q2 2025 Added 2.72%
$64.4B
$1.52 Billion 0.86% of portfolio
5,951
Q2 2025 Added 1.36%
$135B
$1.46 Billion 0.82% of portfolio
6,327
Q2 2025 Added 0.96%
$210B
$1.41 Billion 0.8% of portfolio
4,793
Q2 2025 Reduced 1.34%
$38.8B
$1.42 Billion 0.8% of portfolio
5,430
Q2 2025 Reduced 2.95%
$1.24T
$1.32 Billion 0.75% of portfolio
7,456
Q2 2025 Added 2.9%
$92.8B
$1.21 Billion 0.68% of portfolio
3,530
Q2 2025 Added 0.28%
$229B
$1.2 Billion 0.68% of portfolio
8,251
Q2 2025 New
$75.3B
$1.21 Billion 0.68% of portfolio
37,185
Q2 2025 Added 1.29%
$55.6B
$1.21 Billion 0.68% of portfolio
22,950
Q2 2025 Added 1.1%
$70.9B
$1.17 Billion 0.66% of portfolio
12,822
Q2 2025 Added 1.79%
$139B
$1.13 Billion 0.64% of portfolio
9,198
Q2 2025 Added 0.22%
$42.6B
$1.09 Billion 0.62% of portfolio
28,525
Q2 2025 Reduced 2.89%
$27.3B
$1.08 Billion 0.61% of portfolio
13,533
Q2 2025 Added 0.74%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $177 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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