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
$78B
$1.39 Billion 0.87% of portfolio
13,347
Q3 2024 Reduced 0.56%
Ge Vernova Inc
-
$1.31 Billion 0.82% of portfolio
-
Q3 2024 Added 7.0%
$69.2B
$1.3 Billion 0.82% of portfolio
37,610
Q3 2024 Added 0.72%
$1.39T
$1.26 Billion 0.8% of portfolio
2,207
Q3 2024 Added 160.87%
$0
$1.27 Billion 0.8% of portfolio
18,184
Q3 2024 Added 7.32%
Ge Healthcare Technologies I
-
$1.25 Billion 0.79% of portfolio
-
Q3 2024 Added 1.11%
$0
$1.22 Billion 0.77% of portfolio
2,125
Q2 2024 Reduced 4.19%
$26.1B
$1.15 Billion 0.73% of portfolio
6,007
Q3 2024 Added 1.26%
$27.4B
$1.1 Billion 0.7% of portfolio
13,658
Q3 2024 Reduced 3.7%
$40.4B
$1.05 Billion 0.66% of portfolio
23,200
Q3 2024 Added 46.84%
$0
$1.05 Billion 0.66% of portfolio
15,233
Q3 2024 Added 2.32%
$0
$1.03 Billion 0.65% of portfolio
14,550
Q3 2024 Reduced 1.92%
$1.2T
$1.04 Billion 0.65% of portfolio
6,201
Q3 2024 Added 237.01%
$0
$1 Billion 0.63% of portfolio
6,682
Q3 2024 Added 13.89%
$173B
$991 Million 0.62% of portfolio
8,176
Q3 2024 Reduced 0.88%
$118B
$929 Million 0.59% of portfolio
8,953
Q3 2024 New
$177B
$824 Million 0.52% of portfolio
4,848
Q3 2024 New
$99.9B
$713 Million 0.45% of portfolio
23,080
Q3 2024 Reduced 54.35%
$103B
$643 Million 0.41% of portfolio
4,230
Q3 2024 Added 23.87%
$4.75B
$584 Million 0.37% of portfolio
7,915
Q3 2024 Reduced 2.76%
$21.7B
$557 Million 0.35% of portfolio
2,875
Q3 2024 Reduced 0.86%
$28.6B
$522 Million 0.33% of portfolio
9,563
Q3 2024 Reduced 52.74%
$0
$511 Million 0.32% of portfolio
2,851
Q3 2024 Added 38.47%
$42.6B
$468 Million 0.3% of portfolio
5,250
Q3 2024 Reduced 6.25%
$58.1B
$461 Million 0.29% of portfolio
9,242
Q3 2024 Reduced 34.65%
$24.7B
$452 Million 0.28% of portfolio
15,550
Q3 2024 Reduced 14.44%
$1.52T
$374 Million 0.24% of portfolio
1,430
Q1 2024 Reduced 7.74%
$244B
$375 Million 0.24% of portfolio
3,150
Q3 2024 Reduced 0.79%
$72.2B
$364 Million 0.23% of portfolio
1,330
Q3 2024 Added 2.7%
$92.9B
$320 Million 0.2% of portfolio
2,345
Q3 2024 Reduced 59.5%
$41.5B
$323 Million 0.2% of portfolio
8,925
Q3 2024 Reduced 7.99%
$454B
$267 Million 0.17% of portfolio
457
Q1 2024 Reduced 35.36%
$458B
$247 Million 0.16% of portfolio
1,450
Q2 2024 New
$0
$259 Million 0.16% of portfolio
2,690
Q3 2024 Added 0.94%
$208B
$226 Million 0.14% of portfolio
2,900
Q2 2024 New
$520B
$220 Million 0.14% of portfolio
799
Q3 2024 Reduced 7.2%
$12B
$221 Million 0.14% of portfolio
1,519
Q3 2024 New

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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