Massachusetts Wealth Management Portfolio Holdings

Massachusetts Wealth Management

  • $159 Billion
  • Q3 2024

Massachusetts Wealth Management has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $159 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $8.45B, Apple Inc. with a value of $5.44B, Vanguard Sht Term Corp Bd ETF with a value of $4.72B, Jpmorgan Chase & CO with a value of $4.57B, and Microsoft Corp with a value of $4.25B.

Examining the 13F form we can see an increase of $9.63B in the current position value, from $149B to 159B.

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 $159 Billion
ETFs: $37.4 Billion
Industrials: $28.5 Billion
Financial Services: $16.7 Billion
Consumer Defensive: $16.4 Billion
Technology: $16.3 Billion
Healthcare: $16.2 Billion
Energy: $13.3 Billion
Consumer Cyclical: $4.11 Billion
Other: $7.17 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.45 Billion 5.32% of portfolio
37,408
Q3 2024 Added 0.85%
$0
$4.72 Billion 2.97% of portfolio
59,372
Q3 2024 Reduced 2.66%
$0
$3.07 Billion 1.93% of portfolio
22,654
Q3 2024 Added 6.78%
$0
$3.01 Billion 1.9% of portfolio
66,381
Q3 2024 Added 3.34%
$0
$2.89 Billion 1.82% of portfolio
32,966
Q3 2024 Added 3.26%
$0
$2.53 Billion 1.59% of portfolio
16,423
Q3 2024 Added 9.22%
$0
$2.35 Billion 1.48% of portfolio
4,817
Q3 2024 Added 3.21%
$0
$2.11 Billion 1.33% of portfolio
26,820
Q3 2024 Reduced 1.67%
$0
$1.99 Billion 1.25% of portfolio
23,965
Q3 2024 Added 6.8%
$0
$1.27 Billion 0.8% of portfolio
18,184
Q3 2024 Added 7.32%
$0
$1.22 Billion 0.77% of portfolio
2,125
Q2 2024 Reduced 4.19%
$0
$1.05 Billion 0.66% of portfolio
15,233
Q3 2024 Added 2.32%
$0
$1.03 Billion 0.65% of portfolio
14,550
Q3 2024 Reduced 1.92%
$0
$1 Billion 0.63% of portfolio
6,682
Q3 2024 Added 13.89%
$0
$511 Million 0.32% of portfolio
2,851
Q3 2024 Added 38.47%
$0
$259 Million 0.16% of portfolio
2,690
Q3 2024 Added 0.94%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $159 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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