Massachusetts Wealth Management has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $10.3B, Jpmorgan Chase & CO with a value of $5.91B, Industrial Sector Spdr with a value of $4.87B, Microsoft Corp with a value of $4.83B, and Financial Sector Spdr with a value of $4.83B.
Examining the 13F form we can see an increase of $31.5B in the current position value, from $146B to 177B.
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
$177 Billion
ETFs: $48.1 Billion
Industrials: $31 Billion
Financial Services: $22.5 Billion
Technology: $17.8 Billion
Consumer Defensive: $15.6 Billion
Energy: $13.1 Billion
Healthcare: $12.9 Billion
Consumer Cyclical: $4.76 Billion
Other: $7.23 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
