Massachusetts Wealth Management Portfolio Holdings

Massachusetts Wealth Management

  • $202 Billion
  • Q3 2025

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 $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $202 Billion
  • Prior Value $177 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Massachusetts Wealth Management Portfolio

Follow Massachusetts Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Massachusetts Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Massachusetts Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email