Massachusetts Wealth Management

Q4 2025 13F-HR Holdings

Location
North Andover, MA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$214,917
Net value change ($000)
+13,392 (6.6%)
New positions
1
Sold out positions
4
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPST 7,369 206.6%
LLY 1,007 46.6%
MU 914 58.3%
C 792 15.3%
XLV 673 22.9%
GOOGL 624 32.7%
MRK 559 30.0%
CAT 548 17.7%
CMI 432 20.7%
JNJ 366 11.2%
Top Reduces (Value $000, Stocks/ETFs)
KEL -1,094 -100.0%
IGV -467 -14.8%
KTB -444 -20.3%
HD -324 -14.7%
NVDA -322 -8.0%
MSFT -320 -6.4%
XOP -231 -100.0%
TT -214 -8.3%
VPU -208 -100.0%
FBTC -206 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type