Massachusetts Wealth Management - Portfolio overview

Massachusetts Wealth Management has 100 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Energy.

Largest reported holdings by portfolio allocation

1. JPST - J P MORGAN EXCHANGE TRADED F, 5.43%
2. XLK - SELECT SECTOR SPDR TR, 3.33%
3. XOM - EXXON MOBIL CORP, 3.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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