Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MASSACHUSETTS WEALTH MANAGEMENT | 04-19-2024 | 03-31-2024 | 91 | 141,914,732 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | TECHNOLOGY | 1 | $6,716,916 | 32,251 | 0.00 | 0.00 | 4,133 | 14.70 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 2 | $4,378,358 | 21,859 | 0.00 | 0.00 | 649 | 3.06 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 3 | $4,350,863 | 37,430 | 0.00 | 0.00 | 2,156 | 6.11 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $4,045,223 | 9,615 | 0.00 | 0.00 | 362 | 3.91 | 03-31-2024 |
