Massachusetts Wealth Management Portfolio Holdings

Massachusetts Wealth Management

  • $162 Billion
  • Q4 2024

Massachusetts Wealth Management has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $162 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $9.07B, Apple Inc. with a value of $5.79B, Jpmorgan Chase & CO with a value of $5.15B, Vanguard Sht Term Corp Bd ETF with a value of $4.67B, and Microsoft Corp with a value of $4.13B.

Examining the 13F form we can see an increase of $3.38B in the current position value, from $159B to 162B.

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 $162 Billion
ETFs: $40.1 Billion
Industrials: $27.5 Billion
Financial Services: $19.1 Billion
Technology: $16.9 Billion
Consumer Defensive: $15.6 Billion
Energy: $14.3 Billion
Healthcare: $13.7 Billion
Consumer Cyclical: $4.72 Billion
Other: $7.02 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 90
  • Current Value $162 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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