Long-term investor
Massachusetts Wealth Management @massachusettswealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001966011).
Record
- Tracked since 2025-06-30 (479 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +3.2% · 1 year -3.1% · all -3.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46641Q837 · 6.5% · long · since 2025-09-30
- 81369Y803 · 4.6% · long · since 2025-09-30
- 30233Q108 · 2.9% · long · since 2026-09-30
- AAPL · 2.7% · long · since 2025-09-30
- 81369Y704 · 2.6% · long · since 2025-09-30
- C · 2.4% · long · since 2025-09-30
- JPM · 2.4% · long · since 2025-09-30
- 81369Y605 · 2.3% · long · since 2025-09-30
- CVX · 2.3% · long · since 2025-09-30
- GEV · 2.2% · long · since 2025-09-30
- COP · 2.1% · long · since 2025-09-30
- 92206C409 · 1.9% · long · since 2025-09-30