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CIK: 0001966011
Total reported value
$262.5M
$262.5M
96 檔
13.5%
According to the latest 13F quarterly dataset, Massachusetts Wealth Management managed an equity portfolio of $262.5M at the end of Q3 2025, spanning 96 distinct U.S. exchange-listed positions.
In Q3 2025, Massachusetts Wealth Management displayed an active expansion posture, initiating 13 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 6.02% | +0.93% | +6.31% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.19% | -0.07% | — | |
| 3 | XLI | Ss Industrial Select Sector | ETF-Other | 2.88% | +0.06% | +14.01% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.01% | +0.30% | |
| 5 | XLF | Ss Financial Select Sector | ETF-Other | 2.74% | -0.06% | +11.05% | |
| 6 | C | Citigroup Inc | Stock-Financials | 2.57% | +0.20% | +1.74% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.17% | -1.18% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.38% | -0.27% | +0.35% | |
| 9 | GE | General Electric | Stock-Industrials | 2.20% | +0.30% | +1.03% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.08% | -0.97% | +1.13% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +0.02% | +0.70% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.92% | +0.05% | +5.23% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 1.85% | +0.44% | -0.03% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.77% | -0.18% | — | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.63% | -0.45% | +4.25% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.63% | -0.15% | +2.17% | |
| 17 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.57% | — | +6.73% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.56% | -0.76% | -0.05% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.53% | +0.60% | +3.51% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.52% | -0.33% | +4.21% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.51% | +0.13% | +4.28% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.46% | -0.02% | +6.25% | |
| 23 | COP | Conocophillips | Stock-Energy | 1.36% | -0.78% | -0.09% | |
| 24 | WFC | Wells Fargo & Co | Stock-Financials | 1.36% | -0.10% | +1.24% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | -0.09% | +0.95% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.29% | -0.04% | +2.05% | |
| 27 | TT | Trane Technologies plc | Stock-Industrials | 1.28% | +0.02% | -0.57% | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 1.27% | -0.32% | +8.81% | |
| 29 | STT | State Street CORP | Stock-Financials | 1.24% | +0.20% | +1.77% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.22% | -0.19% | |
| 31 | MMM | 3m Co | Stock-Industrials | 1.17% | -0.02% | +1.16% | |
| 32 | DE | Deere & Co | Stock-Industrials | 1.16% | — | +1.28% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.16% | -0.06% | +0.64% | |
| 34 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.13% | -0.10% | -0.54% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.11% | -0.13% | -2.18% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.11% | -0.09% | +4.49% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 1.09% | +0.01% | -1.55% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | -0.05% | +0.46% | |
| 39 | KTB | Kontoor Brands Inc | Stock-Consumer Disc | 1.08% | +0.04% | +592.17% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.17% | +7.39% | |
| 41 | CMI | Cummins Inc | Stock-Industrials | 1.03% | +0.19% | +1.65% | |
| 42 | ITW | Illinois Tool Works | Stock-Industrials | 1.02% | -0.08% | +3.14% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.02% | +1.72% | |
| 44 | GLW | Corning Inc | Stock-Tech | 0.95% | +0.90% | +1.96% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.12% | +5.03% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | -0.21% | +0.56% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.07% | +1.02% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.08% | +5.79% | |
| 49 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.89% | -0.01% | +0.59% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | -0.08% | -4.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +0.6% | -0.03% | Add |
| 2 | XLK | Ss Technology Select Sector | +0.4% | +6.31% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | +0.70% | Trim |
| 4 | GLW | Corning Inc | +0.2% | +1.96% | Add |
| 5 | MU | Micron Technology Inc | +0.2% | +1.90% | Add |
| 6 | GE | General Electric | +0.2% | +1.03% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +5.03% | Add |
| 8 | C | Citigroup Inc | +0.1% | +1.74% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +3.51% | Add |
| 10 | TSLA | Tesla Inc | +0.1% | +0.26% | Add |
| 11 | XLI | Ss Industrial Select Sector | +0.1% | +14.01% | Add |
| 12 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +5.46% | Add |
| 13 | IGV | Ishares Expanded Tech-softwa | 0% | +6.73% | Add |
| 14 | CMI | Cummins Inc | 0% | +1.65% | Add |
| 15 | META | Meta Platforms Inc-class A | — | +5.79% | Add |
| 16 | UBS | UBS Group AG | 0% | — | Unchanged |
| 17 | MSFT | Microsoft CORP | 0% | -1.18% | Trim |
| 18 | STT | State Street CORP | -0.1% | +1.77% | Add |
| 19 | NSC | Norfolk Southern CORP | -0.1% | +0.59% | Add |
| 20 | VMC | Vulcan Materials Co | -0.1% | +0.74% | Trim |
| 21 | CSX | Csx CORP | -0.1% | +2.15% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.24% | Add |
| 23 | WMT | Walmart Inc | -0.1% | +4.21% | Add |
| 24 | EMR | Emerson Electric Co | -0.1% | +2.05% | Add |
| 25 | TT | Trane Technologies plc | -0.1% | -0.57% | Trim |
| 26 | WFC | Wells Fargo & Co | -0.2% | +1.24% | Add |
| 27 | HD | Home Depot Inc | -0.3% | +0.46% | Add |
| 28 | JPM | Jpmorgan Chase & Co | -0.3% | — | Trim |
| 29 | JNJ | Johnson & Johnson | -0.3% | +2.17% | Add |
| 30 | PFE | Pfizer Inc | -0.3% | +8.81% | Add |
| 31 | XLF | Ss Financial Select Sector | -0.4% | +11.05% | Add |
| 32 | SLB | Slb LTD | -0.6% | -0.81% | Trim |
| 33 | COP | Conocophillips | -0.7% | -0.09% | Trim |
| 34 | CVX | Chevron CORP | -0.8% | -0.05% | Trim |
| 35 | XOM | Exxon Mobil CORP | -1% | +1.13% | Add |
| 36 | AAPL | Apple Inc | — | NEW | New buy |
| 37 | BAC | Bank Of America CORP | — | NEW | New buy |
| 38 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 39 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 41 | KTB | Kontoor Brands Inc | — | NEW | New buy |
| 42 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 43 | AMGN | Amgen Inc | — | NEW | New buy |
| 44 | RTX | Rtx CORP | — | NEW | New buy |
| 45 | BA | Boeing Co/the | — | NEW | New buy |
| 46 | AVGO | Broadcom Inc | — | NEW | New buy |
| 47 | CW | Curtiss-wright CORP | — | NEW | New buy |
| 48 | DOW | Dow Inc | — | EXIT | Sold out |
| 49 | ALLE | Allegion plc | — | NEW | New buy |
| 50 | UPS | United Parcel Service-cl B | — | 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 96 disclosed positions in Q3 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 13.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
AAPL
市值: $5.5M
Top Position Liquidated / Trimmed
DOW
前期市值: $291.3K
During Q3 2025, Massachusetts Wealth Management's top holdings by market value included XLK (6.0%)、JPM (3.2%)、XLI (2.9%). The largest single position, XLK, represented 6.0% of total portfolio value.
In Q3 2025, Massachusetts Wealth Management made 49 total portfolio adjustments, initiating 13 new buys, adding to 26 positions, trimming 8 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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