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 Market Cap. of $300 Millions to $2 Billions

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

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
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