HoldingsChannel.com
MA Private Wealth Top Holdings
As of  06/30/2022, below is a summary of the MA Private Wealth top holdings by largest position size, as per the latest 13f filing made by MA Private Wealth. In the MA Private Wealth-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by MA Private Wealth in that top holding, then the share count change between reporting periods, and finally the MA Private Wealth top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 224,658 -7,979 $78,262
     VOO224,658-7,979$78,262
VANGUARD BD INDEX FDS (BND) 573,282 -154,192 $43,323
     BND573,282-154,192$43,323
ISHARES TR (IEFA) 420,809 -88,818 $24,298
     IEFA420,809-88,818$24,298
ISHARES TR (ESGU) 270,132 +10,347 $22,799
     ESGU270,132+10,347$22,799
ISHARES TR (GOVT) 941,988 -287,722 $22,579
     GOVT941,988-287,722$22,579
ISHARES TR (ITOT) 222,612 -100,257 $18,742
     ITOT222,612-100,257$18,742
ISHARES TR (TIP) 117,776 +37,600 $13,455
     TIP117,776+37,600$13,455
ISHARES TR (IVV) 32,195 -10,375 $12,260
     IVV32,195-10,375$12,260
ISHARES TR (QUAL) 108,034 -14,631 $12,164
     QUAL108,034-14,631$12,164
VANGUARD INDEX FDS (VB) 63,814 -5,589 $11,342
     VB63,814-5,589$11,342
ISHARES TR (HDV) 108,528 +108,528 $10,776
     HDV108,528+108,528$10,776
APPLE INC 62,524 -3,625 $9,097
     AAPL62,524-3,625$9,097
ISHARES TR (IEI) 73,393 +43,148 $8,766
     IEI73,393+43,148$8,766
VANGUARD TAX MANAGED INTL FD (VEA) 216,307 -29,039 $8,650
     VEA216,307-29,039$8,650
ISHARES TR (IUSB) 182,783 +158,858 $8,589
     IUSB182,783+158,858$8,589
ISHARES TR (USMV) 107,556 -11,440 $7,567
     USMV107,556-11,440$7,567
SELECT SECTOR SPDR TR (XLE) 104,312 -72,603 $7,176
     XLE104,312-72,603$7,176
ISHARES TR (SIZE) 64,186 -9,275 $7,086
     SIZE64,186-9,275$7,086
VANGUARD INDEX FDS (VUG) 30,822 -21,829 $6,987
     VUG30,822-21,829$6,987
SPDR INDEX SHS FDS (SPEM) 201,208 +64,748 $6,751
     SPEM201,208+64,748$6,751
ISHARES U S ETF TR (COMT) 140,091 -189,160 $5,336
     COMT140,091-189,160$5,336
VANGUARD SCOTTSDALE FDS (VMBS) 110,824 -62,270 $5,324
     VMBS110,824-62,270$5,324
SPDR SER TR (SPTI) 171,238 -45,568 $5,058
     SPTI171,238-45,568$5,058
ISHARES INC (IEMG) 96,851 -29,086 $4,597
     IEMG96,851-29,086$4,597
ISHARES TR (FALN) 179,070 -61,710 $4,436
     FALN179,070-61,710$4,436
ISHARES TR (IFRA) 119,569 +119,569 $4,055
     IFRA119,569+119,569$4,055
VANGUARD INTL EQUITY INDEX F (VWO) 84,325 -7,460 $3,393
     VWO84,325-7,460$3,393
ISHARES TR (EFG) 40,143 -393 $3,215
     EFG40,143-393$3,215
ISHARES TR (VLUE) 31,132 -89,182 $2,821
     VLUE31,132-89,182$2,821
ISHARES TR (IXN) 60,792 -151,828 $2,807
     IXN60,792-151,828$2,807
VANGUARD INDEX FDS (VTV) 20,835 -12,770 $2,725
     VTV20,835-12,770$2,725
ISHARES TR (IXUS) 45,440 +45,440 $2,531
     IXUS45,440+45,440$2,531
MICROSOFT CORP 9,303 -738 $2,351
     MSFT9,303-738$2,351
SPDR SER TR (SPIP) 80,352 +80,352 $2,219
     SPIP80,352+80,352$2,219
ISHARES INC (EEMV) 30,051 -7,946 $1,629
     EEMV30,051-7,946$1,629
VANGUARD SPECIALIZED FUNDS (VIG) 10,800 -1,342 $1,548
     VIG10,800-1,342$1,548
SPDR S&P 500 ETF TR (SPY) 3,241 -80 $1,228
     SPY3,241-80$1,228
TESLA INC 1,553 -1,021 $1,104
     TSLA1,553-1,021$1,104
ISHARES TR (IVW) 16,471 -13,296 $1,008
     IVW16,471-13,296$1,008
ISHARES TR (IDV) 36,668 -3,093 $955
     IDV36,668-3,093$955
SPDR SER TR (SPHY) 40,930 +22,710 $929
     SPHY40,930+22,710$929
ISHARES TR (IWF) 4,021 -1,244 $893
     IWF4,021-1,244$893
ISHARES TR (LQD) 7,046 -29,186 $787
     LQD7,046-29,186$787
ISHARES TR (IHI) 13,052 -13,207 $651
     IHI13,052-13,207$651
ISHARES TR (MBB) 6,399 +6,399 $626
     MBB6,399+6,399$626
ISHARES TR (EEM) 14,738 -531 $572
     EEM14,738-531$572
ALPHABET INC 249 -10 $555
     GOOGL249-10$555
UNITED PARCEL SERVICE INC 3,110 -117 $553
     UPS3,110-117$553
ISHARES TR (EFV) 12,933 +46 $544
     EFV12,933+46$544
JOHNSON & JOHNSON 2,975 -235 $522
     JNJ2,975-235$522

See Full List: All Stocks Held By MA Private Wealth
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By MA Private Wealth

Size ($ in 1000's)
At 06/30/2022: $410,555
At 03/31/2022: $548,111

MA Private Wealth holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MA Private Wealth 13F filings. Link to 13F filings: SEC filings

MA Private Wealth Top Holdings 13F Filings | www.HoldingsChannel.com

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