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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Massachusetts Wealth Management LLC
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| CRD # | 160235 |
| SEC # | 801-112083 |
| CIK # | 0001966011 |
| AUM | $251.6 M (2025-02-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 978-685-1050 |
| Address | 807 Turnpike Street North Andover, MA 01845 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 5.9 | ||
| Microsoft Corp | 4.8 | ||
| Apple Inc | 4.5 | ||
| Citigroup Inc | 4.3 | ||
| Exxon Mobil Corp | 4.0 | ||
| General Electric Co | 3.8 | ||
| Nvidia Corp | 3.4 | ||
| Bank of America Corp /DE/ | 3.4 | ||
| GE Vernova Inc | 3.2 | ||
| Chevron Corp | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 79.1 |
| (b) Individuals (high net worth individuals) | 77 | 159.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.4 |
| (h) Charitable organizations | 0 | 9.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 499 | 251.6 |
| By Discretionary | ||
| Discretionary | 499 | 251.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 499 | 251.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.6 | |
| Total | 499 | 251.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001966011] |
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