Massachusetts Wealth Management

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
North Andover, MA
CIK
0001966011
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 88 123,905 XLK, AAPL, JPM, COP 13F-HR 1/24/2024 000108514624000475
Q3 2023 85 108,908 XLK, XOM, COP, AAPL 13F-HR 10/24/2023 000108514623003905
Q2 2023 82 104,535 XLK, AAPL, XOM, COP 13F-HR 8/3/2023 000108514623003062
Q1 2023 80 96,977 XOM, XLK, AAPL, CVX 13F-HR 4/26/2023 000108514623001892
Q4 2022 80 103,521 XOM, COP, CVX, SLB 13F-HR 2/16/2023 000108514623001409