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 Market Cap. of $200 Billions or more
