Massachusetts Wealth Management Portfolio Holdings

Massachusetts Wealth Management

  • $146 Billion
  • Q1 2025

Massachusetts Wealth Management has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $8.15B, Jpmorgan Chase & CO with a value of $5.11B, Vanguard Sht Term Corp Bd ETF with a value of $4.78B, Financial Sector Spdr with a value of $4.5B, and Exxon Mobil Corp with a value of $4.41B.

Examining the 13F form we can see an decrease of $16.1B in the current position value, from $162B to 146B.

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 $146 Billion
ETFs: $41.4 Billion
Industrials: $25.1 Billion
Consumer Defensive: $15.7 Billion
Energy: $15.3 Billion
Financial Services: $14.2 Billion
Healthcare: $12.2 Billion
Technology: $10 Billion
Basic Materials: $3.12 Billion
Other: $5.86 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.15 Billion 5.59% of portfolio
39,479
Q1 2025 Added 1.22%
$718B
$5.11 Billion 3.5% of portfolio
20,824
Q1 2025 Reduced 3.12%
$0
$4.78 Billion 3.28% of portfolio
60,592
Q1 2025 Added 1.2%
$0
$4.5 Billion 3.09% of portfolio
90,361
Q1 2025 Added 13.05%
$440B
$4.41 Billion 3.03% of portfolio
37,121
Q1 2025 Reduced 3.19%
$0
$4.1 Billion 2.81% of portfolio
31,276
Q1 2025 Added 13.13%
$2.95T
$3.65 Billion 2.5% of portfolio
9,720
Q1 2025 Reduced 0.91%
$132B
$3.54 Billion 2.43% of portfolio
49,927
Q1 2025 Added 14.76%
$266B
$3.39 Billion 2.32% of portfolio
20,263
Q1 2025 Reduced 1.58%
$0
$3.21 Billion 2.2% of portfolio
34,309
Q1 2025 Added 3.54%
$113B
$3.05 Billion 2.09% of portfolio
29,088
Q1 2025 Reduced 1.42%
$220B
$2.92 Billion 2.0% of portfolio
14,595
Q1 2025 Reduced 5.12%
$409B
$2.85 Billion 1.95% of portfolio
17,172
Q1 2025 Reduced 2.55%
$0
$2.82 Billion 1.93% of portfolio
19,286
Q1 2025 Added 8.46%
$440B
$2.55 Billion 1.75% of portfolio
2,697
Q1 2025 Reduced 2.18%
$314B
$2.49 Billion 1.7% of portfolio
34,706
Q1 2025 Reduced 0.14%
$140B
$2.36 Billion 1.62% of portfolio
5,032
Q1 2025 Reduced 1.85%
$271B
$2.35 Billion 1.61% of portfolio
21,675
Q1 2025 Reduced 2.09%
$137B
$2.34 Billion 1.6% of portfolio
92,198
Q1 2025 Reduced 1.28%
$270B
$2.31 Billion 1.58% of portfolio
32,117
Q1 2025 Reduced 1.11%
$0
$2.23 Billion 1.53% of portfolio
25,090
Q1 2025 New
$76.8B
$2.22 Billion 1.52% of portfolio
15,124
Q1 2025 Added 1.0%
$30.4B
$2.22 Billion 1.52% of portfolio
27,739
Q1 2025 Reduced 1.78%
$0
$2.22 Billion 1.52% of portfolio
28,367
Q1 2025 Added 7.7%
$854B
$2.15 Billion 1.48% of portfolio
2,605
Q1 2025 Added 1.36%
$0
$2.17 Billion 1.48% of portfolio
26,517
Q1 2025 Added 4.43%
$62.2B
$2.08 Billion 1.43% of portfolio
19,011
Q1 2025 Added 2.84%
$47.1B
$2.07 Billion 1.42% of portfolio
49,417
Q1 2025 Reduced 0.65%
$88.8B
$2.07 Billion 1.42% of portfolio
6,135
Q1 2025 Reduced 3.99%
$345B
$2.06 Billion 1.41% of portfolio
9,831
Q1 2025 Reduced 1.35%
$163B
$2.03 Billion 1.39% of portfolio
6,147
Q1 2025 Reduced 4.8%
$187B
$2 Billion 1.37% of portfolio
13,306
Q1 2025 Reduced 2.02%
$216B
$1.97 Billion 1.35% of portfolio
21,899
Q1 2025 Reduced 2.45%
$369B
$1.95 Billion 1.34% of portfolio
5,325
Q1 2025 Reduced 2.56%
$32.3B
$1.88 Billion 1.29% of portfolio
21,034
Q1 2025 Reduced 2.09%
$73.7B
$1.87 Billion 1.28% of portfolio
7,549
Q1 2025 Reduced 2.27%
Ge Vernova Inc
-
$1.83 Billion 1.26% of portfolio
-
Q1 2025 Added 6.74%
$385B
$1.81 Billion 1.24% of portfolio
10,607
Q1 2025 Reduced 2.61%
$133B
$1.48 Billion 1.02% of portfolio
6,267
Q1 2025 Reduced 2.34%
$41.4B
$1.48 Billion 1.01% of portfolio
4,722
Q1 2025 Reduced 1.87%
$51.9B
$1.39 Billion 0.95% of portfolio
5,871
Q1 2025 Reduced 2.08%
$1.25T
$1.31 Billion 0.9% of portfolio
2,272
Q1 2025 Added 2.25%
$34.9B
$1.31 Billion 0.9% of portfolio
5,595
Q1 2025 Reduced 1.84%
$52.3B
$1.31 Billion 0.9% of portfolio
20,600
Q1 2025 Added 9.43%
$35.5B
$1.29 Billion 0.89% of portfolio
29,375
Q1 2025 Reduced 0.34%
$91.5B
$1.23 Billion 0.84% of portfolio
3,520
Q1 2025 Reduced 2.09%
$217B
$1.21 Billion 0.83% of portfolio
4,858
Q1 2025 Added 10.16%
$76.9B
$1.18 Billion 0.81% of portfolio
12,597
Q1 2025 Reduced 1.95%
$0
$1.17 Billion 0.8% of portfolio
7,627
Q1 2025 Reduced 4.57%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $146 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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