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Home > Institutional Investor > Massachusetts Wealth Management > Profile

Instuitional Investor - Massachusetts Wealth Management

Fund Profile
Filing Period:
Fund Name: Massachusetts Wealth Management
Portfolio Value $177,312,565
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 40,508 $10,257,841 5.79%
2.
Jpmorgan Chase & Co
 JPM 20,379 $5,908,076 3.33%
3.
Sector Spdr Trust
 XLB 33,041 $4,874,208 2.75%
4.
Microsoft Corp
 MSFT 9,720 $4,834,825 2.73%
5.
Sector Spdr Trust
 XLB 92,236 $4,830,399 2.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)