Massachusetts Wealth Management
CIK: 0001966011SEC EDGAR →
Portfolio Value
$214.9B
Holdings
93
As of
Q4 2025
New Positions
93
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SELECT SECTOR SPDR TR | 84,496 | $12.2B | 5.66% |
| 2 | J P MORGAN EXCHANGE TRADED F | 216,155 | $10.9B | 5.09% |
| 3 | JPMORGAN CHASE & CO. | 19,940 | $6.4B | 2.99% |
| 4 | CITIGROUP INC | 51,215 | $6.0B | 2.78% |
| 5 | SELECT SECTOR SPDR TR | 38,100 | $5.9B | 2.75% |
| 6 | APPLE INC | 21,650 | $5.9B | 2.74% |
| 7 | SELECT SECTOR SPDR TR | 104,101 | $5.7B | 2.65% |
| 8 | VANGUARD SCOTTSDALE FDS | 64,401 | $5.1B | 2.39% |
| 9 | MICROSOFT CORP | 9,624 | $4.7B | 2.17% |
| 10 | GE AEROSPACE | 14,770 | $4.5B | 2.12% |
Quarterly Changes
New Positions (93)
$12.2B · 84K shares
$10.9B · 216K shares
$6.4B · 20K shares
$6.0B · 51K shares
$5.9B · 38K shares
$5.9B · 22K shares
$5.7B · 104K shares
$5.1B · 64K shares
$4.7B · 10K shares
$4.5B · 15K shares
$4.3B · 36K shares
$4.1B · 75K shares
$4.0B · 6K shares
$3.7B · 20K shares
$3.6B · 18K shares
$3.6B · 6K shares
$3.6B · 23K shares
$3.4B · 30K shares
$3.2B · 3K shares
$3.2B · 71K shares
$3.1B · 33K shares
$3.1B · 20K shares
$2.9B · 5K shares
$2.8B · 22K shares
$2.7B · 29K shares
$2.7B · 25K shares
$2.7B · 108K shares
$2.6B · 20K shares
$2.6B · 5K shares
$2.5B · 8K shares
$2.5B · 5K shares
$2.5B · 36K shares
$2.5B · 9K shares
$2.4B · 15K shares
$2.4B · 23K shares
$2.4B · 5K shares
$2.4B · 6K shares
$2.2B · 29K shares
$2.2B · 28K shares
$2.2B · 3K shares
$2.2B · 27K shares
$2.2B · 9K shares
$2.1B · 9K shares
$2.0B · 6K shares
$2.0B · 23K shares
$2.0B · 14K shares
$2.0B · 8K shares
$1.9B · 5K shares
$1.9B · 49K shares
$1.7B · 29K shares
$1.7B · 6K shares
$1.7B · 8K shares
$1.7B · 3K shares
$1.5B · 11K shares
$1.5B · 5K shares
$1.5B · 8K shares
$1.5B · 5K shares
$1.5B · 6K shares
$1.5B · 18K shares
$1.4B · 2K shares
$1.4B · 38K shares
$1.4B · 6K shares
$1.3B · 15K shares
$1.2B · 27K shares
$1.2B · 16K shares
$1.2B · 23K shares
$1.2B · 14K shares
$1.2B · 4K shares
$1.1B · 6K shares
$1.1B · 40K shares
$1.0B · 13K shares
$976.0M · 21K shares
$924.0M · 20K shares
$924.0M · 5K shares
$860.0M · 2K shares
$696.0M · 4K shares
$677.0M · 4K shares
$648.0M · 8K shares
$527.0M · 3K shares
$421.0M · 5K shares
$377.0M · 1K shares
$372.0M · 1K shares
$329.0M · 375 shares
$327.0M · 722 shares
$307.0M · 6K shares
$306.0M · 2K shares
$300.0M · 545 shares
$282.0M · 1K shares
$280.0M · 799 shares
$261.0M · 6K shares
$257.0M · 3K shares
$241.0M · 2K shares
$227.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $77.0B | 35.8% |
| Industrials | 18 | $34.2B | 15.9% |
| Technology | 9 | $21.6B | 10.1% |
| Healthcare | 10 | $18.4B | 8.6% |
| Unknown | 6 | $15.8B | 7.3% |
| Consumer Defensive | 8 | $14.7B | 6.8% |
| Energy | 6 | $14.3B | 6.7% |
| Consumer Cyclical | 4 | $6.6B | 3.1% |
| Utilities | 3 | $5.0B | 2.3% |
| Communication Services | 2 | $4.2B | 2.0% |
| Basic Materials | 3 | $3.0B | 1.4% |