SEC Form 13F

Massachusetts Wealth Management 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$262,498,726
Positions98

Largest disclosed positions

IssuerTickerClassReported valueReported amount
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$14,035,451277,545
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$11,327,36759,455
MICRON TECHNOLOGY INCMUCOM$9,266,6408,028
SELECT SECTOR SPDR TRXLIST STR INDL ETF$7,255,27439,169
GE VERNOVA INCGEVCOM$7,184,2696,115
CITIGROUP INCCCOM NEW$7,175,04951,265
JPMORGAN CHASE & COJPMCOM$6,679,16920,405
CATERPILLAR INCCATCOM$6,539,5516,141
APPLE INCAAPLCOM$6,198,83521,423
EXXON MOBIL CORPXOMCOM$6,063,39544,349

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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