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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 $123,905,965
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 30,838 $5,935,698 4.79%
2.
Apple Inc.
 AAPL 21,838 $4,204,476 3.39%
3.
Jpmorgan Chase & Co
 JPM 21,719 $3,694,402 2.98%
4.
Conocophillips
 COP 31,508 $3,657,134 2.95%
5.
Exxon Mobil Corp
 XOM 36,116 $3,610,878 2.91%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)