Massachusetts Wealth Management
CIK: 0001966011SEC EDGAR →
Portfolio Value
$214.9M
Holdings
93
As of
Q4 2025
New Positions
93
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SELECT SECTOR SPDR TR | 84,496 | $12.2M | 5.66% |
| 2 | J P MORGAN EXCHANGE TRADED F | 216,155 | $10.9M | 5.09% |
| 3 | JPMORGAN CHASE & CO. | 19,940 | $6.4M | 2.99% |
| 4 | CITIGROUP INC | 51,215 | $6.0M | 2.78% |
| 5 | SELECT SECTOR SPDR TR | 38,100 | $5.9M | 2.75% |
| 6 | APPLE INC | 21,650 | $5.9M | 2.74% |
| 7 | SELECT SECTOR SPDR TR | 104,101 | $5.7M | 2.65% |
| 8 | VANGUARD SCOTTSDALE FDS | 64,401 | $5.1M | 2.39% |
| 9 | MICROSOFT CORP | 9,624 | $4.7M | 2.17% |
| 10 | GE AEROSPACE | 14,770 | $4.5M | 2.12% |
Quarterly Changes
New Positions (93)
$12.2M · 84K shares
$10.9M · 216K shares
$6.4M · 20K shares
$6.0M · 51K shares
$5.9M · 38K shares
$5.9M · 22K shares
$5.7M · 104K shares
$5.1M · 64K shares
$4.7M · 10K shares
$4.5M · 15K shares
$4.3M · 36K shares
$4.1M · 75K shares
$4.0M · 6K shares
$3.7M · 20K shares
$3.6M · 18K shares
$3.6M · 6K shares
$3.6M · 23K shares
$3.4M · 30K shares
$3.2M · 3K shares
$3.2M · 71K shares
$3.1M · 33K shares
$3.1M · 20K shares
$2.9M · 5K shares
$2.8M · 22K shares
$2.7M · 29K shares
$2.7M · 25K shares
$2.7M · 108K shares
$2.6M · 20K shares
$2.6M · 5K shares
$2.5M · 8K shares
$2.5M · 5K shares
$2.5M · 36K shares
$2.5M · 9K shares
$2.4M · 15K shares
$2.4M · 23K shares
$2.4M · 5K shares
$2.4M · 6K shares
$2.2M · 29K shares
$2.2M · 28K shares
$2.2M · 3K shares
$2.2M · 27K shares
$2.2M · 9K shares
$2.1M · 9K shares
$2.0M · 6K shares
$2.0M · 23K shares
$2.0M · 14K shares
$2.0M · 8K shares
$1.9M · 5K shares
$1.9M · 49K shares
$1.7M · 29K shares
$1.7M · 6K shares
$1.7M · 8K shares
$1.7M · 3K shares
$1.5M · 11K shares
$1.5M · 5K shares
$1.5M · 8K shares
$1.5M · 5K shares
$1.5M · 6K shares
$1.5M · 18K shares
$1.4M · 2K shares
$1.4M · 38K shares
$1.4M · 6K shares
$1.3M · 15K shares
$1.2M · 27K shares
$1.2M · 16K shares
$1.2M · 23K shares
$1.2M · 14K shares
$1.2M · 4K shares
$1.1M · 6K shares
$1.1M · 40K shares
$1.0M · 13K shares
$976K · 21K shares
$924K · 20K shares
$924K · 5K shares
$860K · 2K shares
$696K · 4K shares
$677K · 4K shares
$648K · 8K shares
$527K · 3K shares
$421K · 5K shares
$377K · 1K shares
$372K · 1K shares
$329K · 375 shares
$327K · 722 shares
$307K · 6K shares
$306K · 2K shares
$300K · 545 shares
$282K · 1K shares
$280K · 799 shares
$261K · 6K shares
$257K · 3K shares
$241K · 2K shares
$227K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $77.0M | 35.8% |
| Industrials | 18 | $34.2M | 15.9% |
| Technology | 9 | $21.6M | 10.1% |
| Healthcare | 10 | $18.4M | 8.6% |
| Unknown | 6 | $15.8M | 7.3% |
| Consumer Defensive | 8 | $14.7M | 6.8% |
| Energy | 6 | $14.3M | 6.7% |
| Consumer Cyclical | 4 | $6.6M | 3.1% |
| Utilities | 3 | $5.0M | 2.3% |
| Communication Services | 2 | $4.2M | 2.0% |
| Basic Materials | 3 | $3.0M | 1.4% |