Massachusetts Wealth Management Incresed Positions in Q1 2025

Massachusetts Wealth Management

  • $146 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
10.4K
+ 13.05%
$47.32 - $52.19 $494K - $544K
90.4K $4.5B
C
Citigroup Inc

Financial Services
6.42K
+ 14.76%
$67.23 - $84.63 $432K - $543K
49.9K $3.54B
XLI
Industrial Sector Spdr

ETFs
3.63K
+ 13.13%
$128.78 - $141.67 $467K - $514K
31.3K $4.1B
XLV
Select Sector Spdr Fund Health

ETFs
1.51K
+ 8.46%
$137.61 - $149.68 $207K - $225K
19.3K $2.82B
XLE
Energy Sector Spdr

ETFs
1.17K
+ 3.54%
$85.7 - $93.96 $101K - $110K
34.3K $3.21B
MMM
3 M CO

Industrials
150
+ 1.0%
$129.7 - $155.12 $19.5K - $23.3K
15.1K $2.22B
IBM
International Business Machines Corp

Technology
448
+ 10.16%
$217.4 - $264.74 $97.4K - $119K
4.86K $1.21B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.03K
+ 7.7%
$76.94 - $78.28 $156K - $159K
28.4K $2.22B
XLP
Consumer Staples Sector Spdr

ETFs
1.13K
+ 4.43%
N/A
26.5K $2.17B
LLY
Eli Lilly & CO

Healthcare
35
+ 1.36%
$725.72 - $929.72 $25.4K - $32.5K
2.61K $2.15B
IHE
Ishares Tr

ETFs
935
+ 6.47%
$65.36 - $72.85 $61.1K - $68.1K
15.4K $1.09B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
720
+ 1.2%
$77.7 - $78.94 $55.9K - $56.8K
60.6K $4.78B
IBB
Ishares Biotechnology ETF

ETFs
445
+ 21.76%
$127.9 - $140.56 $56.9K - $62.5K
2.49K $318M
MU
Micron Technology Inc

Technology
225
+ 2.51%
$86.89 - $109.38 $19.6K - $24.6K
9.18K $797M
QCOM
Qualcomm Inc

Technology
175
+ 3.67%
$151.94 - $175.86 $26.6K - $30.8K
4.95K $760M
CARR
Carrier Global Corp

Industrials
1.78K
+ 9.43%
$62.07 - $70.55 $110K - $125K
20.6K $1.31B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
110
+ 4.92%
$120.5 - $145.97 $13.3K - $16.1K
2.35K $309M
META
Meta Platforms, Inc.

Communication Services
50
+ 2.25%
$576.36 - $736.67 $28.8K - $36.8K
2.27K $1.31B
MS
Morgan Stanley

Financial Services
150
+ 9.36%
$111.68 - $141.08 $16.8K - $21.2K
1.75K $204M
Ge Vernova Inc
379
+ 6.74%
N/A
6K $1.83B
BIIB
Biogen Inc.

Healthcare
19
+ 0.69%
$133.43 - $153.27 $2.54K - $2.91K
2.76K $378M
GOOG
Alphabet Inc.

Communication Services
270
+ 3.87%
$156.06 - $207.71 $42.1K - $56.1K
7.25K $1.13B
EMR
Emerson Electric CO

Industrials
525
+ 2.84%
$108.64 - $131.17 $57K - $68.9K
19K $2.08B
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.32%
$222.15 - $428.22 $1.33K - $2.57K
1.91K $494M
XLK
Technology Sector Spdr

ETFs
475
+ 1.22%
$206.38 - $242.18 $98K - $115K
39.5K $8.15B
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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