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CIK: 0001966011
Total reported value
$262.5M
$262.5M
94 檔
11.7%
During the Q2 2025 filing period, Massachusetts Wealth Management (CIK: 0001966011) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $262.5M across 94 reported positions.
In Q2 2025, Massachusetts Wealth Management displayed an active expansion posture, initiating 12 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 5.79% | +0.93% | +2.61% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.33% | -0.07% | -2.14% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-Other | 2.75% | +0.06% | +5.64% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.17% | — | |
| 5 | XLF | Ss Financial Select Sector | ETF-Other | 2.72% | -0.06% | +2.08% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.69% | -0.27% | -1.16% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.51% | -0.01% | — | |
| 8 | C | Citigroup Inc | Stock-Financials | 2.41% | +0.20% | +0.54% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.24% | -0.97% | -0.88% | |
| 10 | GE | General Electric | Stock-Industrials | 2.12% | +0.30% | -0.14% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.91% | +0.02% | -1.03% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.90% | +0.05% | — | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 1.81% | +0.44% | +0.90% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.69% | -0.45% | +2.78% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.64% | -0.76% | -0.05% | |
| 16 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.59% | — | +2.40% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.57% | -0.33% | +3.30% | |
| 18 | TT | Trane Technologies plc | Stock-Industrials | 1.51% | +0.02% | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.51% | +0.13% | — | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.51% | -0.02% | +2.89% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.15% | +0.73% | |
| 22 | COP | Conocophillips | Stock-Energy | 1.47% | -0.78% | -0.01% | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 1.47% | -0.04% | +2.48% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.46% | -0.22% | -2.78% | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 1.46% | -0.10% | +0.62% | |
| 26 | DE | Deere & Co | Stock-Industrials | 1.45% | — | +0.70% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.45% | -0.09% | — | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.40% | -0.06% | +1.20% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 1.37% | +0.60% | +1.87% | |
| 30 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.30% | -0.10% | -0.20% | |
| 31 | MMM | 3m Co | Stock-Industrials | 1.29% | -0.02% | -0.50% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.28% | -0.13% | +1.97% | |
| 33 | STT | State Street CORP | Stock-Financials | 1.27% | +0.20% | +0.83% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 1.26% | -0.32% | +0.33% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.24% | -0.09% | +2.56% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | +0.17% | +1.34% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.05% | +1.41% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.02% | — | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 1.06% | -0.08% | +1.13% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 1.03% | -0.08% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | +0.01% | -1.78% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.21% | +1.41% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | -0.07% | +0.34% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.08% | +2.64% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.97% | -0.07% | +1.65% | |
| 46 | SLB | Slb LTD | Stock-Energy | 0.94% | -0.41% | +0.30% | |
| 47 | CMI | Cummins Inc | Stock-Industrials | 0.90% | +0.19% | +2.86% | |
| 48 | CARR | Carrier Global CORP | Stock-Industrials | 0.87% | +0.10% | +2.72% | |
| 49 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.86% | -0.01% | +1.36% | |
| 50 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.83% | -0.01% | +2.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.5% | NEW | New buy |
| 2 | BAC | Bank Of America CORP | +1.9% | NEW | New buy |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +1.5% | NEW | New buy |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +1.5% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +1.1% | NEW | New buy |
| 6 | AMGN | Amgen Inc | +1% | NEW | New buy |
| 7 | RTX | Rtx CORP | +0.7% | NEW | New buy |
| 8 | GEV | GE Vernova Inc | +0.6% | +0.90% | Add |
| 9 | BA | Boeing Co/the | +0.6% | NEW | New buy |
| 10 | NVDA | Nvidia CORP | +0.3% | -1.03% | Trim |
| 11 | MSFT | Microsoft CORP | +0.2% | — | Unchanged |
| 12 | XLK | Ss Technology Select Sector | +0.2% | +2.61% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | NEW | New buy |
| 14 | CW | Curtiss-wright CORP | +0.2% | NEW | New buy |
| 15 | KTB | Kontoor Brands Inc | +0.2% | NEW | New buy |
| 16 | GE | General Electric | +0.1% | -0.14% | Trim |
| 17 | ALLE | Allegion plc | +0.1% | NEW | New buy |
| 18 | TT | Trane Technologies plc | +0.1% | — | Unchanged |
| 19 | MU | Micron Technology Inc | +0.1% | +0.22% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +2.64% | Add |
| 21 | IGV | Ishares Expanded Tech-softwa | +0.1% | +2.40% | Add |
| 22 | EMR | Emerson Electric Co | 0% | +2.48% | Add |
| 23 | ITA | Ishares U.s. Aerospace & Def | 0% | +2.03% | Add |
| 24 | C | Citigroup Inc | 0% | +0.54% | Add |
| 25 | CAT | Caterpillar Inc | 0% | +1.87% | Add |
| 26 | STT | State Street CORP | 0% | +0.83% | Add |
| 27 | CARR | Carrier Global CORP | 0% | +2.72% | Add |
| 28 | IBM | Intl Business Machines CORP | 0% | -1.34% | Trim |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +2.90% | Add |
| 30 | GLW | Corning Inc | 0% | +1.10% | Add |
| 31 | XLI | Ss Industrial Select Sector | -0.1% | +5.64% | Add |
| 32 | WMT | Walmart Inc | -0.1% | +3.30% | Add |
| 33 | WFC | Wells Fargo & Co | -0.1% | +0.62% | Add |
| 34 | UNH | Unitedhealth Group Inc | -0.2% | EXIT | Sold out |
| 35 | JPM | Jpmorgan Chase & Co | -0.2% | -2.14% | Trim |
| 36 | DE | Deere & Co | -0.2% | +0.70% | Add |
| 37 | GIS | General Mills Inc | -0.2% | +0.51% | Add |
| 38 | HAL | Halliburton Co | -0.3% | -2.29% | Trim |
| 39 | BKR | Baker Hughes Co | -0.3% | -2.89% | Trim |
| 40 | XLF | Ss Financial Select Sector | -0.4% | +2.08% | Add |
| 41 | MRK | Merck & Co. Inc. | -0.4% | +0.34% | Add |
| 42 | PEP | Pepsico Inc | -0.4% | +1.41% | Add |
| 43 | ABBV | Abbvie Inc | -0.4% | -1.78% | Trim |
| 44 | XLV | Ss Health Care Select Sector | -0.4% | +2.89% | Add |
| 45 | JNJ | Johnson & Johnson | -0.5% | +0.73% | Add |
| 46 | SLB | Slb LTD | -0.5% | +0.30% | Add |
| 47 | XLE | Ss Energy Select Sector | -0.5% | +2.78% | Add |
| 48 | COP | Conocophillips | -0.6% | -0.01% | Trim |
| 49 | CVX | Chevron CORP | -0.7% | -0.05% | Trim |
| 50 | XOM | Exxon Mobil CORP | -0.8% | -0.88% | Trim |
According to official SEC Form 13F filings, Massachusetts Wealth Management reported a total U.S. public equity portfolio value of $262.5M across 94 disclosed positions in Q2 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, XLI) accounted for 11.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
AAPL
市值: $4.5M
Top Position Liquidated / Trimmed
UNH
前期市值: $213.2K
During Q2 2025, Massachusetts Wealth Management's top holdings by market value included XLK (5.8%)、JPM (3.3%)、XLI (2.8%). The largest single position, XLK, represented 5.8% of total portfolio value.
In Q2 2025, Massachusetts Wealth Management made 48 total portfolio adjustments, initiating 12 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 1 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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