Massachusetts Wealth Management
RIA/Wealth
Massachusetts Wealth Management is a RIA/Wealth based in North Andover, MA led by Samuel James Conte, reporting $251.6M in AUM as of Q3 2025 with XLK as the largest holding (6% allocation).
PresidentSamuel James Conte
- Portfolio Value
- $201.5M
- Positions
- 96
- Top Holding
- XLK at 6.02%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Massachusetts Wealth Management's portfolio (29.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.1M | 6.02% | +$720.2K Bought | — 43.1K shares | |
Banks - Diversified Financial Services | $6.4M | 3.19% | — | 0.00% 20.4K shares | |
ETF ETF | $5.8M | 2.88% | +$714.1K Bought | — 37.7K shares | |
Consumer Electronics Technology | $5.5M | 2.75% | +$16.6K Bought | 0.00% 21.8K shares | |
ETF ETF | $5.5M | 2.74% | +$549.2K Bought | — 102.4K shares | |
Banks - Diversified Financial Services | $5.2M | 2.57% | +$88.8K Bought | 0.00% 51.1K shares | |
Software - Infrastructure Technology | $5.0M | 2.47% | -$59.6K Sold | 0.00% 9.6K shares | |
ETF ETF | $4.8M | 2.38% | +$16.8K Bought | — 60.1K shares | |
Aerospace & Defense Industrials | $4.4M | 2.20% | +$45.1K Bought | 0.00% 14.7K shares | |
Oil & Gas Integrated Energy | $4.2M | 2.08% | +$46.8K Bought | 0.00% 37.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Massachusetts Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+592.17% | |
+28.93% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-12.53% | |
-8.7% | |
-8.04% |
Analytics
Portfolio insights and performance metrics for Massachusetts Wealth Management
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