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 Market Cap. of $10 Billions to $200 Billions
