Institutions / Massachusetts Wealth Management
Massachusetts Wealth Management
CIK 1966011 · Institution · as of Dec 31, 2025
Portfolio value
$214.92M
Positions
93
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 93 →
| Company | Value | % of portfolio |
|---|---|---|
| Select Sector SPDR Tr | $12.16M | 5.7% |
| J P Morgan Exchange Traded F | $10.94M | 5.1% |
| JPMorgan Chase & Co | $6.43M | 3.0% |
| Citigroup Inc | $5.98M | 2.8% |
| Select Sector SPDR Tr | $5.91M | 2.7% |
| Apple Inc. | $5.89M | 2.7% |
| Select Sector SPDR Tr | $5.70M | 2.7% |
| Vanguard Scottsdale Fds | $5.13M | 2.4% |
| Microsoft Corp | $4.65M | 2.2% |
| General Electric Co | $4.55M | 2.1% |
| Exxon Mobil Corp | $4.34M | 2.0% |
| Bank of America Corp /De | $4.14M | 1.9% |
| GE Vernova Inc. | $3.96M | 1.8% |
| NVIDIA Corp | $3.71M | 1.7% |
| Johnson & Johnson | $3.64M | 1.7% |
| Caterpillar Inc | $3.64M | 1.7% |
| Select Sector SPDR Tr | $3.61M | 1.7% |
| Walmart Inc. | $3.39M | 1.6% |
| ELI LILLY & Co | $3.17M | 1.5% |
| Select Sector SPDR Tr | $3.15M | 1.5% |
| Wells Fargo & COMPANY/MN | $3.08M | 1.4% |
| Chevron Corp | $3.08M | 1.4% |
| Invesco Qqq Tr | $2.95M | 1.4% |
| State Street Corporation | $2.79M | 1.3% |
| ConocoPhillips | $2.71M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.