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CIK: 0001966011
Total reported value
$262.5M
$262.5M
83 檔
10.3%
As reported in its official Q1 2025 Form 13F filing, Massachusetts Wealth Management's tracked investment portfolio stood at $262.5M with 83 total positions.
In Q1 2025, Massachusetts Wealth Management adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 5.59% | +0.93% | +1.22% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.50% | -0.07% | -3.12% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.28% | -0.27% | +1.20% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 3.09% | -0.06% | +13.05% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 3.03% | -0.97% | -3.19% | |
| 6 | XLI | Ss Industrial Select Sector | ETF-Other | 2.81% | +0.06% | +13.13% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.17% | -0.91% | |
| 8 | C | Citigroup Inc | Stock-Financials | 2.43% | +0.20% | +14.76% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.32% | -0.76% | -1.58% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 2.20% | -0.45% | +3.54% | |
| 11 | COP | Conocophillips | Stock-Energy | 2.09% | -0.78% | -1.42% | |
| 12 | GE | General Electric | Stock-Industrials | 2.00% | +0.30% | -5.12% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.95% | -0.15% | -2.55% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.93% | -0.02% | +8.46% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.75% | -0.22% | -2.18% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.70% | -0.06% | -0.14% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.66% | -0.33% | -0.04% | |
| 18 | DE | Deere & Co | Stock-Industrials | 1.62% | — | -1.85% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.02% | -2.09% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.60% | -0.32% | -1.28% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 1.58% | -0.10% | -1.11% | |
| 22 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.53% | — | — | |
| 23 | MMM | 3m Co | Stock-Industrials | 1.52% | -0.02% | +1.00% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.52% | -0.13% | +7.70% | |
| 25 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.52% | -0.10% | -1.78% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.48% | -0.09% | +4.43% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.48% | +0.17% | +1.36% | |
| 28 | EMR | Emerson Electric Co | Stock-Industrials | 1.43% | -0.04% | +2.84% | |
| 29 | TT | Trane Technologies plc | Stock-Industrials | 1.42% | +0.02% | -3.99% | |
| 30 | SLB | Slb LTD | Stock-Energy | 1.42% | -0.41% | -0.65% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.41% | +0.01% | -1.35% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 1.39% | +0.60% | -4.80% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.37% | -0.21% | -2.02% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.35% | -0.07% | -2.45% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | -0.05% | -2.56% | |
| 36 | STT | State Street CORP | Stock-Financials | 1.29% | +0.20% | -2.09% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 1.28% | -0.08% | -2.27% | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 1.26% | +0.44% | +6.74% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.24% | -0.07% | -2.61% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 1.02% | — | -2.34% | |
| 41 | CMI | Cummins Inc | Stock-Industrials | 1.01% | +0.19% | -1.87% | |
| 42 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.95% | -0.01% | -2.08% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.08% | +2.25% | |
| 44 | CARR | Carrier Global CORP | Stock-Industrials | 0.90% | +0.10% | +9.43% | |
| 45 | VMC | Vulcan Materials Co | Stock-Materials | 0.90% | -0.04% | -1.84% | |
| 46 | BKR | Baker Hughes Co | Stock-Energy | 0.89% | -0.15% | -0.34% | |
| 47 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.84% | -0.03% | -2.09% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.83% | +0.02% | +10.16% | |
| 49 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.81% | -0.02% | -1.95% | |
| 50 | GIS | General Mills Inc | Stock-Consumer Staples | 0.80% | -0.05% | -1.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGV | Ishares Expanded Tech-softwa | +1.5% | NEW | New buy |
| 2 | XLF | Ss Financial Select Sector | +0.7% | +13.05% | Add |
| 3 | XLI | Ss Industrial Select Sector | +0.6% | +13.13% | Add |
| 4 | C | Citigroup Inc | +0.5% | +14.76% | Add |
| 5 | CVX | Chevron CORP | +0.5% | -1.58% | Trim |
| 6 | XOM | Exxon Mobil CORP | +0.5% | -3.19% | Trim |
| 7 | XLE | Ss Energy Select Sector | +0.5% | +3.54% | Add |
| 8 | XLV | Ss Health Care Select Sector | +0.4% | +8.46% | Add |
| 9 | GE | General Electric | +0.4% | -5.12% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.4% | -2.55% | Trim |
| 11 | KO | Coca-cola Co/the | +0.4% | -0.14% | Trim |
| 12 | MMM | 3m Co | +0.3% | +1.00% | Add |
| 13 | ABBV | Abbvie Inc | +0.3% | -1.35% | Trim |
| 14 | DE | Deere & Co | +0.3% | -1.85% | Trim |
| 15 | COP | Conocophillips | +0.3% | -1.42% | Trim |
| 16 | BSV | Vanguard Short-term Bond ETF | +0.3% | +7.70% | Add |
| 17 | LLY | Eli Lilly & Co | +0.3% | +1.36% | Add |
| 18 | XLP | Ss Consumer Staples Sel Sect | +0.3% | +4.43% | Add |
| 19 | SLB | Slb LTD | +0.2% | -0.65% | Trim |
| 20 | IBM | Intl Business Machines CORP | +0.2% | +10.16% | Add |
| 21 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | NEW | New buy |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +27.09% | Add |
| 23 | IHE | Ishares US Pharmaceuticals E | +0.2% | +6.47% | Add |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 25 | PFE | Pfizer Inc | +0.1% | -1.28% | Trim |
| 26 | HD | Home Depot Inc | 0% | -2.56% | Trim |
| 27 | EMR | Emerson Electric Co | 0% | +2.84% | Add |
| 28 | CSX | Csx CORP | — | -1.74% | Trim |
| 29 | XLK | Ss Technology Select Sector | 0% | +1.22% | Add |
| 30 | STT | State Street CORP | 0% | -2.09% | Trim |
| 31 | VMC | Vulcan Materials Co | 0% | -1.84% | Trim |
| 32 | MRK | Merck & Co. Inc. | 0% | -2.45% | Trim |
| 33 | CMI | Cummins Inc | 0% | -1.87% | Trim |
| 34 | TT | Trane Technologies plc | 0% | -3.99% | Trim |
| 35 | GOOG | Alphabet Inc-cl C | 0% | +3.87% | Add |
| 36 | MSFT | Microsoft CORP | -0.1% | -0.91% | Trim |
| 37 | IR | Ingersoll-rand Inc | -0.1% | -1.78% | Trim |
| 38 | CAT | Caterpillar Inc | -0.1% | -4.80% | Trim |
| 39 | TSLA | Tesla Inc | -0.1% | +0.32% | Add |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | EXIT | Sold out |
| 41 | AVGO | Broadcom Inc | -0.2% | EXIT | Sold out |
| 42 | NVDA | Nvidia CORP | -0.2% | -2.09% | Trim |
| 43 | BA | Boeing Co/the | -0.4% | EXIT | Sold out |
| 44 | RTX | Rtx CORP | -0.6% | EXIT | Sold out |
| 45 | AMGN | Amgen Inc | -1.1% | EXIT | Sold out |
| 46 | AMZN | Amazon.com Inc | -1.1% | EXIT | Sold out |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -1.4% | EXIT | Sold out |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -1.5% | EXIT | Sold out |
| 49 | BAC | Bank Of America CORP | -2% | EXIT | Sold out |
| 50 | AAPL | Apple Inc | -3.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Massachusetts Wealth Management reported a total U.S. public equity portfolio value of $262.5M across 83 disclosed positions in Q1 2025.
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, JPM, VCSH) accounted for 10.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IGV
市值: $2.2M
Top Position Liquidated / Trimmed
AAPL
前期市值: $5.8M
During Q1 2025, Massachusetts Wealth Management's top holdings by market value included XLK (5.6%)、JPM (3.5%)、VCSH (3.3%). The largest single position, XLK, represented 5.6% of total portfolio value.
In Q1 2025, Massachusetts Wealth Management made 50 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 21 holdings, and fully liquidating 10 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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