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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 $145,835,984
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 39,479 $8,151,624 5.59%
2.
Jpmorgan Chase & Co
 JPM 20,824 $5,108,127 3.5%
3.
Vanguard Scottsdale Funds
 60,592 $4,783,132 3.28%
4.
Sector Spdr Trust
 XLB 90,361 $4,500,881 3.09%
5.
Exxon Mobil Corp
 XOM 37,121 $4,414,801 3.03%
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)