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CIK: 0001966011
Total reported value
$262.5M
$262.5M
93 檔
10.1%
At the close of Q2 2024, Massachusetts Wealth Management disclosed equity holdings valued at approximately $262.5M, spread across 93 reported holdings.
During Q2 2024, Massachusetts Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 5.63% | +0.93% | +15.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.17% | -0.01% | +1.37% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.16% | -0.27% | +35.82% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.98% | -0.07% | +0.34% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | -0.17% | +0.26% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.89% | -0.97% | -0.09% | |
| 7 | COP | Conocophillips | Stock-Energy | 2.41% | -0.78% | -0.71% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 2.37% | -0.76% | +2.03% | |
| 9 | XLE | Ss Energy Select Sector | ETF-Other | 1.95% | -0.45% | +14.04% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 1.91% | +0.05% | -0.49% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.86% | -0.07% | +2.64% | |
| 12 | SLB | Slb LTD | Stock-Energy | 1.81% | -0.41% | -0.52% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.77% | -0.06% | +16.34% | |
| 14 | C | Citigroup Inc | Stock-Financials | 1.74% | +0.20% | +0.55% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 1.74% | +0.06% | +22.52% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | -0.15% | +0.43% | |
| 17 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.71% | -0.10% | -0.44% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.60% | -0.22% | -1.76% | |
| 19 | GE | General Electric | Stock-Industrials | 1.56% | +0.30% | +6.96% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.51% | -0.08% | +0.35% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.50% | +0.13% | +8.18% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.48% | -0.21% | +1.71% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.47% | -0.02% | +63.42% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | +0.02% | +911.88% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 1.43% | +0.60% | -1.92% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.40% | -0.13% | -0.55% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.40% | -0.06% | +1.32% | |
| 28 | TT | Trane Technologies plc | Stock-Industrials | 1.38% | +0.02% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.17% | +35.06% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 1.34% | -0.32% | +35.33% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | -0.05% | -1.35% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 1.26% | -0.10% | -0.24% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | -0.09% | +11.95% | |
| 34 | DE | Deere & Co | Stock-Industrials | 1.24% | — | +1.96% | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 1.21% | -0.04% | +0.46% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | -0.07% | -1.14% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 1.17% | +0.01% | -1.22% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.15% | -0.09% | +6.65% | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 1.15% | -0.08% | +0.35% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 1.12% | -0.33% | +4.12% | |
| 41 | STT | State Street CORP | Stock-Financials | 1.07% | +0.20% | -1.82% | |
| 42 | UBS | UBS Group AG | Stock-Financials | 1.00% | +0.04% | -1.94% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.98% | — | — | |
| 44 | VMC | Vulcan Materials Co | Stock-Materials | 0.97% | -0.04% | — | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.92% | -0.02% | +25.40% | |
| 46 | CVS | Cvs Health CORP | Stock-Healthcare | 0.89% | — | -6.35% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.87% | -0.02% | -0.74% | |
| 48 | CMI | Cummins Inc | Stock-Industrials | 0.87% | +0.19% | -2.09% | |
| 49 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.86% | -0.01% | -0.42% | |
| 50 | GIS | General Mills Inc | Stock-Consumer Staples | 0.84% | -0.05% | +1.02% |
According to official SEC Form 13F filings, Massachusetts Wealth Management reported a total U.S. public equity portfolio value of $262.5M across 93 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including XLK, AAPL, VCSH) accounted for 10.1% of total reported equity market value during Q2 2024.
During Q2 2024, Massachusetts Wealth Management's top holdings by market value included XLK (5.6%)、AAPL (3.2%)、VCSH (3.2%). The largest single position, XLK, represented 5.6% of total portfolio value.
In Q2 2024, Massachusetts Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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