Massachusetts-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MU",
  "MMM",
  "ABBV",
  "CAT",
  null,
  "CMI",
  "FCX",
  "GIS",
  "HD",
  "UNP",
  "QCOM",
  "ITW",
  null,
  "EMR",
  "META",
  null,
  "MSFT",
  "MS",
  "GE",
  "HSY",
  "ORCL",
  null,
  "PEP",
  null,
  "DOW",
  "UNH",
  "SPY",
  "NVDA",
  "GS",
  "GEHC",
  "PFE",
  "PG",
  "MRK",
  null,
  null,
  "SHW",
  "SLB",
  null,
  "IBM",
  "UBS",
  "UPS",
  "XLB",
  null,
  null,
  "VRTX",
  "K",
  "TT",
  "SWX",
  "HAL",
  "IR",
  "BKR",
  "PEG",
  null,
  null,
  "BSV",
  "V",
  "WMT",
  "WFC",
  "BIIB",
  "NSC",
  null,
  "GEV",
  "FDX",
  "CARR",
  "CVX",
  "C",
  "KO",
  "CL",
  "COP",
  "COST",
  "GLW",
  "CSX",
  "DE",
  "RSP",
  "VMC",
  "STT",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 83
Total Value: 145835984
Accession Number: 0001085146-25-002134
Form Type: 13F-HR
CIK: massachusetts-wealth-management
Manager Name: Massachusetts-Wealth-Management

Data Enrichment

84% identified

70 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

83 positions • $145.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:375

Value:$204.9K

% of Portfolio:0.1% ($204.9K/$145.8M)

MORGAN STANLEY

MS|617446448

Shares:1.8K

Value:$204.4K

% of Portfolio:0.1% ($204.4K/$145.8M)

ORACLE CORP

ORCL|68389X105

Shares:1.4K

Value:$202.7K

% of Portfolio:0.1% ($202.7K/$145.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GOLDMAN SACHS GROUP INC(GScusip38141G104)	375	QoQ NEW(+375) YoY NEW(+375)	All Managers (Combined)	$204.9K	0.1% ($204.9K/$145.8M)	QoQ NEW(+$204.9K) YoY NEW(+$204.9K)
MORGAN STANLEY(MScusip617446448)	1.8K	QoQ +9.36% (+150) YoY NEW(+1.8K)	All Managers (Combined)	$204.4K	0.1% ($204.4K/$145.8M)	QoQ +1.49% (+$3.0K) YoY NEW(+$204.4K)
ORACLE CORP(ORCLcusip68389X105)	1.4K	QoQ 0.00% (-0) YoY NEW(+1.4K)	All Managers (Combined)	$202.7K	0.1% ($202.7K/$145.8M)	QoQ -16.10% (-$38.9K) YoY NEW(+$202.7K)