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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.45 Billion 5.32% of portfolio
37,408
Q3 2024 Added 0.85%
$4.07T
$5.44 Billion 3.43% of portfolio
23,327
Q3 2024 Added 4.05%
$0
$4.72 Billion 2.97% of portfolio
59,372
Q3 2024 Reduced 2.66%
$699B
$4.57 Billion 2.88% of portfolio
21,694
Q3 2024 Reduced 1.09%
$3.39T
$4.25 Billion 2.68% of portfolio
9,886
Q3 2024 Added 2.55%
$450B
$4.22 Billion 2.66% of portfolio
36,020
Q3 2024 Reduced 3.68%
$125B
$3.15 Billion 1.99% of portfolio
29,908
Q3 2024 Reduced 4.7%
$290B
$3.06 Billion 1.93% of portfolio
20,788
Q3 2024 Reduced 7.98%
$0
$3.07 Billion 1.93% of portfolio
22,654
Q3 2024 Added 6.78%
$0
$3.01 Billion 1.9% of portfolio
66,381
Q3 2024 Added 3.34%
$383B
$2.89 Billion 1.82% of portfolio
17,847
Q3 2024 Added 1.13%
$0
$2.89 Billion 1.82% of portfolio
32,966
Q3 2024 Added 3.26%
$148B
$2.78 Billion 1.76% of portfolio
96,232
Q3 2024 Added 34.72%
$181B
$2.78 Billion 1.75% of portfolio
14,732
Q3 2024 Added 0.95%
$40.3B
$2.77 Billion 1.75% of portfolio
28,243
Q3 2024 Added 0.89%
$362B
$2.76 Billion 1.74% of portfolio
69,662
Q3 2024 Reduced 2.74%
$138B
$2.56 Billion 1.62% of portfolio
40,932
Q3 2024 Added 0.06%
$253B
$2.55 Billion 1.61% of portfolio
22,474
Q3 2024 Added 0.45%
$198B
$2.53 Billion 1.59% of portfolio
6,457
Q3 2024 Added 1.25%
$0
$2.53 Billion 1.59% of portfolio
16,423
Q3 2024 Added 9.22%
$274B
$2.49 Billion 1.57% of portfolio
34,631
Q3 2024 Added 5.8%
$90.8B
$2.44 Billion 1.54% of portfolio
6,265
Q3 2024 Reduced 0.08%
$435B
$2.44 Billion 1.54% of portfolio
2,757
Q3 2024 Reduced 1.43%
$0
$2.35 Billion 1.48% of portfolio
4,817
Q3 2024 Added 3.21%
$215B
$2.29 Billion 1.45% of portfolio
13,481
Q3 2024 Added 0.56%
$142B
$2.28 Billion 1.44% of portfolio
7,068
Q3 2024 Reduced 1.96%
$740B
$2.27 Billion 1.43% of portfolio
2,560
Q3 2024 Added 15.58%
$418B
$2.24 Billion 1.42% of portfolio
5,540
Q3 2024 Added 1.37%
$593B
$2.22 Billion 1.4% of portfolio
4,820
Q3 2024 Added 5.01%
$259B
$2.16 Billion 1.36% of portfolio
26,804
Q3 2024 Added 8.72%
$134B
$2.13 Billion 1.34% of portfolio
5,102
Q3 2024 Added 3.13%
$0
$2.11 Billion 1.33% of portfolio
26,820
Q3 2024 Reduced 1.67%
$55.2B
$2.07 Billion 1.31% of portfolio
49,442
Q3 2024 Reduced 13.59%
$70.8B
$2.01 Billion 1.27% of portfolio
14,699
Q3 2024 Added 9.66%
$82.3B
$2.01 Billion 1.27% of portfolio
7,674
Q3 2024 Added 6.52%
$310B
$1.98 Billion 1.25% of portfolio
10,016
Q3 2024 Reduced 1.23%
$0
$1.99 Billion 1.25% of portfolio
23,965
Q3 2024 Added 6.8%
$75.7B
$1.97 Billion 1.24% of portfolio
18,011
Q3 2024 Added 10.35%
$36.2B
$1.9 Billion 1.2% of portfolio
21,509
Q3 2024 Reduced 0.12%
$404B
$1.89 Billion 1.19% of portfolio
10,891
Q3 2024 Added 0.23%
$269B
$1.77 Billion 1.11% of portfolio
31,252
Q3 2024 Reduced 0.79%
$141B
$1.59 Billion 1.01% of portfolio
6,467
Q3 2024 Added 0.47%
$50.9B
$1.55 Billion 0.98% of portfolio
4,782
Q3 2024 Added 2.03%
$2.35T
$1.49 Billion 0.94% of portfolio
7,978
Q3 2024 Added 100.6%
$56.1B
$1.5 Billion 0.94% of portfolio
6,021
Q3 2024 Added 1.35%
$39.1B
$1.46 Billion 0.92% of portfolio
19,759
Q2 2024 Added 1.02%
$36.8B
$1.44 Billion 0.91% of portfolio
5,750
Q3 2024 Reduced 0.86%
$58.8B
$1.41 Billion 0.89% of portfolio
17,550
Q3 2024 Added 7.18%
$94B
$1.39 Billion 0.88% of portfolio
3,645
Q3 2024 Added 1.96%

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
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