Massachusetts Wealth Management Portfolio Holdings

Massachusetts Wealth Management

  • $149 Billion
  • Q2 2024

Massachusetts Wealth Management has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $8.39B, Apple Inc. with a value of $4.72B, Vanguard Sht Term Corp Bd ETF with a value of $4.71B, Jpmorgan Chase & CO with a value of $4.44B, and Exxon Mobil Corp with a value of $4.3B.

Examining the 13F form we can see an increase of $7.06B in the current position value, from $142B to 149B.

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 $149 Billion
ETFs: $35 Billion
Industrials: $24.7 Billion
Financial Services: $19.1 Billion
Healthcare: $16.3 Billion
Energy: $15.1 Billion
Consumer Defensive: $14.6 Billion
Technology: $12.3 Billion
Basic Materials: $4.27 Billion
Other: $5.73 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $149 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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