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CIK: 0001966011
Total reported value
$262.5M
$262.5M
90 檔
11.0%
According to the latest 13F quarterly dataset, Massachusetts Wealth Management managed an equity portfolio of $262.5M at the end of Q4 2024, spanning 90 distinct U.S. exchange-listed positions.
In Q4 2024, Massachusetts Wealth Management displayed an active expansion posture, initiating 4 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 5.60% | +0.93% | +4.27% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.58% | -0.01% | -0.86% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.18% | -0.07% | -0.92% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.88% | -0.27% | +0.84% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.17% | -0.78% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.55% | -0.97% | +6.45% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 2.38% | -0.06% | +20.41% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 2.25% | +0.06% | +22.04% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 1.96% | +0.05% | +3.45% | |
| 10 | C | Citigroup Inc | Stock-Financials | 1.89% | +0.20% | +6.29% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.84% | -0.76% | -0.96% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | +0.02% | +0.23% | |
| 13 | COP | Conocophillips | Stock-Energy | 1.81% | -0.78% | -1.34% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.75% | -0.45% | +0.52% | |
| 15 | GE | General Electric | Stock-Industrials | 1.58% | +0.30% | +4.41% | |
| 16 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.58% | -0.10% | — | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | -0.15% | -1.26% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.56% | -0.22% | — | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.54% | -0.33% | +2.98% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.53% | -0.32% | -2.94% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.52% | +0.13% | -0.31% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.51% | -0.02% | +8.27% | |
| 23 | TT | Trane Technologies plc | Stock-Industrials | 1.46% | +0.02% | +2.00% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.45% | +0.60% | — | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.41% | -0.04% | +2.64% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 1.41% | -0.10% | +3.92% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.38% | -0.07% | -0.11% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.09% | +1.04% | |
| 29 | DE | Deere & Co | Stock-Industrials | 1.34% | — | +0.49% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.34% | -0.06% | +0.36% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 1.31% | -0.05% | -1.35% | |
| 32 | STT | State Street CORP | Stock-Financials | 1.30% | +0.20% | -0.12% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.27% | -0.21% | +0.74% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.26% | -0.13% | -1.79% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.23% | -0.09% | +5.95% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.22% | +0.17% | +0.39% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 1.21% | -0.08% | +0.65% | |
| 38 | MMM | 3m Co | Stock-Industrials | 1.19% | -0.02% | +1.87% | |
| 39 | SLB | Slb LTD | Stock-Energy | 1.18% | -0.41% | +0.61% | |
| 40 | GEV | GE Vernova Inc | Stock-Industrials | 1.14% | +0.44% | +9.77% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 1.13% | -0.08% | -0.35% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.02% | +4.41% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.13% | -0.07% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 1.09% | +0.01% | -0.50% | |
| 45 | CMI | Cummins Inc | Stock-Industrials | 1.04% | +0.19% | +0.63% | |
| 46 | VMC | Vulcan Materials Co | Stock-Materials | 0.91% | -0.04% | -0.87% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.90% | — | -0.77% | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.87% | -0.01% | -0.42% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.12% | +12.50% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.08% | +0.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKR | Baker Hughes Co | +0.6% | +230.25% | Add |
| 2 | XLF | Ss Financial Select Sector | +0.5% | +20.41% | Add |
| 3 | HAL | Halliburton Co | +0.5% | +180.87% | Add |
| 4 | XLI | Ss Industrial Select Sector | +0.3% | +22.04% | Add |
| 5 | GEV | GE Vernova Inc | +0.3% | +9.77% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -0.92% | Trim |
| 7 | WFC | Wells Fargo & Co | +0.3% | +3.92% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.3% | +4.27% | Add |
| 9 | C | Citigroup Inc | +0.3% | +6.29% | Add |
| 10 | TSLA | Tesla Inc | +0.2% | +32.87% | Add |
| 11 | BAC | Bank Of America CORP | +0.2% | +3.45% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | +4.41% | Add |
| 13 | WMT | Walmart Inc | +0.2% | +2.98% | Add |
| 14 | XOP | Ss Spdr S&p Og Exp & Prod | +0.2% | NEW | New buy |
| 15 | EMR | Emerson Electric Co | +0.2% | +2.64% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | +12.50% | Add |
| 17 | IBB | Ishares Biotechnology ETF | +0.2% | NEW | New buy |
| 18 | AVGO | Broadcom Inc | +0.2% | NEW | New buy |
| 19 | AAPL | Apple Inc | +0.2% | -0.86% | Trim |
| 20 | NVDA | Nvidia CORP | +0.2% | +0.23% | Add |
| 21 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 22 | STT | State Street CORP | +0.1% | -0.12% | Trim |
| 23 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +19.60% | Add |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +17.29% | Add |
| 25 | CMI | Cummins Inc | +0.1% | +0.63% | Add |
| 26 | BIIB | Biogen Inc | -0.1% | -4.70% | Trim |
| 27 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -19.05% | Trim |
| 28 | DOW | Dow Inc | -0.1% | -2.58% | Trim |
| 29 | HSY | Hershey Co/the | -0.1% | — | Unchanged |
| 30 | UNP | Union Pacific CORP | -0.1% | -0.77% | Trim |
| 31 | MU | Micron Technology Inc | -0.1% | — | Unchanged |
| 32 | SHW | Sherwin-williams Co/the | -0.1% | -1.37% | Trim |
| 33 | SLB | Slb LTD | -0.1% | +0.61% | Add |
| 34 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | EXIT | Sold out |
| 35 | ALLE | Allegion plc | -0.1% | EXIT | Sold out |
| 36 | GEHC | GE Healthcare Technology | -0.1% | +0.75% | Add |
| 37 | GIS | General Mills Inc | -0.1% | — | Unchanged |
| 38 | CAT | Caterpillar Inc | -0.1% | — | Unchanged |
| 39 | CL | Colgate-palmolive Co | -0.2% | -3.75% | Trim |
| 40 | ABBV | Abbvie Inc | -0.2% | -0.50% | Trim |
| 41 | IR | Ingersoll-rand Inc | -0.2% | — | Unchanged |
| 42 | GE | General Electric | -0.2% | +4.41% | Add |
| 43 | PEP | Pepsico Inc | -0.2% | +0.74% | Add |
| 44 | COP | Conocophillips | -0.2% | -1.34% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.2% | +0.39% | Add |
| 46 | KO | Coca-cola Co/the | -0.2% | +0.36% | Add |
| 47 | MRK | Merck & Co. Inc. | -0.2% | -0.11% | Trim |
| 48 | PFE | Pfizer Inc | -0.2% | -2.94% | Trim |
| 49 | JNJ | Johnson & Johnson | -0.3% | -1.26% | Trim |
| 50 | AMGN | Amgen Inc | -0.3% | -0.35% | Trim |
According to official SEC Form 13F filings, Massachusetts Wealth Management reported a total U.S. public equity portfolio value of $262.5M across 90 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLK, AAPL, JPM) accounted for 11.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
XOP
市值: $295.8K
Top Position Liquidated / Trimmed
AZNN
前期市值: $225.9K
During Q4 2024, Massachusetts Wealth Management's top holdings by market value included XLK (5.6%)、AAPL (3.6%)、JPM (3.2%). The largest single position, XLK, represented 5.6% of total portfolio value.
In Q4 2024, Massachusetts Wealth Management made 45 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 15 holdings, and fully liquidating 2 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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