Massachusetts Wealth Management
Massachusetts Wealth Management LLC is an SEC-registered investment adviser headquartered in North Andover, Massachusetts. Founded in Massachusetts, the firm manages investment portfolios primarily for individuals and high net worth individuals. As of early 2025, the firm manages over $251 million in assets with a small team of approximately 3 employees. The firm delivers personalized wealth management and investment advisory services focused on portfolio management, financial planning, and related services for their clients.
Investment Strategy
Massachusetts Wealth Management provides portfolio management and advisory services, focusing predominantly on individuals and high-net-worth individuals. Portfolios are typically allocated across major public equities (with large holdings in companies such as Apple, JPMorgan, and Microsoft) and diversified by sector to manage risk and align with client objectives. The firm emphasizes a client-centric, discretionary investment approach, custom-tailoring portfolios to client goals, risk tolerance, and financial circumstances.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | SELECT SECTOR SPDR TR | 6.02% | $12.1M | 43,063 | $174.84 | $281.86 | +$1.9M |
J JPM | JPMORGAN CHASE & CO. | 3.19% | $6.4M | 20,379 | $135.84 | $315.43 | +$520.1K |
X XLI | SELECT SECTOR SPDR TR | 2.88% | $5.8M | 37,671 | $123.22 | $154.23 | +$935.8K |
A AAPL | APPLE INC | 2.75% | $5.5M | 21,758 | $205.32 | $254.63 | +$1.1M |
X XLF | SELECT SECTOR SPDR TR | 2.74% | $5.5M | 102,431 | $41.31 | $53.87 | +$687.6K |