Massachusetts Wealth Management
Latest statistics and disclosures from Massachusetts Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001966011
Tip: Access up to 7 years of quarterly data
Positions held by Massachusetts Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Massachusetts Wealth Management
Massachusetts Wealth Management holds 80 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 4.4 | $4.6M | 39k | 116.01 | ||
| ConocoPhillips (COP) | 4.2 | $4.3M | 36k | 121.87 | ||
| Chevron Corporation (CVX) | 3.9 | $4.0M | 23k | 174.02 | ||
| Schlumberger Com Stk (SLB) | 3.5 | $3.6M | 63k | 56.98 | ||
| Apple (AAPL) | 3.1 | $3.2M | 22k | 144.29 | ||
| JPMorgan Chase & Co. (JPM) | 3.0 | $3.1M | 22k | 139.96 | ||
| Bank of America Corporation (BAC) | 2.5 | $2.6M | 73k | 35.48 | ||
| Johnson & Johnson (JNJ) | 2.4 | $2.5M | 16k | 163.42 | ||
| Pepsi (PEP) | 2.3 | $2.4M | 14k | 171.02 | ||
| Merck & Co (MRK) | 2.3 | $2.4M | 22k | 107.41 | ||
| Microsoft Corporation (MSFT) | 2.2 | $2.3M | 9.3k | 247.81 | ||
| Citigroup Com New (C) | 2.0 | $2.1M | 40k | 52.22 | ||
| Pfizer (PFE) | 1.9 | $2.0M | 45k | 44.16 | ||
| Select Sector Spdr Tr Energy (XLE) | 1.9 | $2.0M | 22k | 89.93 | ||
Setup an alertMassachusetts Wealth Management will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
||||||
| CVS Caremark Corporation (CVS) | 1.9 | $2.0M | 23k | 88.22 | ||
| Amgen (AMGN) | 1.9 | $2.0M | 7.9k | 252.40 | ||
| Deere & Company (DE) | 1.9 | $1.9M | 4.6k | 422.84 | ||
| Coca-Cola Company (KO) | 1.8 | $1.9M | 31k | 61.32 | ||
| State Street Corporation (STT) | 1.8 | $1.9M | 21k | 91.33 | ||
| Home Depot (HD) | 1.7 | $1.8M | 5.4k | 324.17 | ||
| Abbvie (ABBV) | 1.6 | $1.7M | 12k | 147.75 | ||
| Dow (DOW) | 1.6 | $1.7M | 28k | 59.35 | ||
| Procter & Gamble Company (PG) | 1.6 | $1.6M | 11k | 142.38 | ||
| General Mills (GIS) | 1.6 | $1.6M | 21k | 78.36 | ||
| Norfolk Southern (NSC) | 1.4 | $1.5M | 6.0k | 245.81 | ||
| Caterpillar (CAT) | 1.4 | $1.5M | 5.8k | 252.29 | ||
| Hershey Company (HSY) | 1.4 | $1.5M | 6.5k | 224.60 | ||
| Select Sector Spdr Tr Financial (XLF) | 1.4 | $1.4M | 40k | 36.56 | ||
| Illinois Tool Works (ITW) | 1.4 | $1.4M | 6.1k | 236.04 | ||
| Wells Fargo & Company (WFC) | 1.4 | $1.4M | 31k | 46.87 | ||
| Costco Wholesale Corporation (COST) | 1.3 | $1.4M | 2.7k | 511.14 | ||
| Ingersoll Rand (IR) | 1.3 | $1.3M | 24k | 56.00 | ||
| Emerson Electric (EMR) | 1.3 | $1.3M | 15k | 90.22 | ||
| Union Pacific Corporation (UNP) | 1.2 | $1.3M | 6.3k | 204.19 | ||
| Select Sector Spdr Tr Technology (XLK) | 1.2 | $1.3M | 9.5k | 135.96 | ||
| Ubs Group SHS (UBS) | 1.2 | $1.2M | 58k | 21.46 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.2 | $1.2M | 16k | 73.74 | ||
| Toronto Dominion Bk Ont Com New (TD) | 1.1 | $1.2M | 17k | 69.22 | ||
| CSX Corporation (CSX) | 1.1 | $1.2M | 38k | 30.92 | ||
| Vulcan Materials Company (VMC) | 1.1 | $1.1M | 6.0k | 183.33 | ||
| United Parcel Service CL B (UPS) | 1.1 | $1.1M | 5.9k | 185.23 | ||
| Trane Technologies SHS (TT) | 1.0 | $1.1M | 6.0k | 179.12 | ||
| Cummins (CMI) | 1.0 | $1.0M | 4.1k | 249.54 | ||
| Colgate-Palmolive Company (CL) | 1.0 | $1.0M | 14k | 74.53 | ||
| Kellogg Company (K) | 1.0 | $1000k | 15k | 68.58 | ||
| Biogen Idec (BIIB) | 1.0 | $989k | 3.4k | 290.90 | ||
| Ishares Tr U.s. Pharma Etf (IHE) | 1.0 | $989k | 5.3k | 185.56 | ||
| Sherwin-Williams Company (SHW) | 0.9 | $961k | 4.1k | 236.59 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.8 | $856k | 8.4k | 101.85 | ||
| Verizon Communications (VZ) | 0.8 | $784k | 19k | 41.57 | ||
| Freeport-mcmoran CL B (FCX) | 0.7 | $773k | 17k | 44.62 | ||
| Halliburton Company (HAL) | 0.7 | $762k | 19k | 41.22 | ||
| Raytheon Technologies Corp (RTX) | 0.7 | $739k | 7.4k | 99.85 | ||
| General Electric Com New (GE) | 0.7 | $735k | 9.1k | 80.48 | ||
| Corning Incorporated (GLW) | 0.7 | $732k | 21k | 34.61 | ||
| Wal-Mart Stores (WMT) | 0.6 | $669k | 4.7k | 143.87 | ||
| 3M Company (MMM) | 0.6 | $667k | 5.8k | 115.08 | ||
| Invesco Exchange Traded Fd T Dynmc Biotech (PBE) | 0.6 | $609k | 9.1k | 66.78 | ||
| Southwest Gas Corporation (SWX) | 0.6 | $602k | 9.0k | 66.93 | ||
| Paypal Holdings (PYPL) | 0.6 | $589k | 7.2k | 81.49 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $468k | 1.6k | 294.62 | ||
| Barclays Adr (BCS) | 0.4 | $464k | 50k | 9.28 | ||
| Ishares Tr Us Trsprtion (IYT) | 0.4 | $462k | 2.0k | 232.19 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $423k | 1.0k | 406.48 | ||
| Public Service Enterprise (PEG) | 0.4 | $393k | 6.4k | 61.93 | ||
| Amazon (AMZN) | 0.4 | $384k | 3.7k | 103.13 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $375k | 1.2k | 311.52 | ||
| UnitedHealth (UNH) | 0.3 | $353k | 707.00 | 499.19 | ||
| Boeing Company (BA) | 0.3 | $352k | 1.7k | 213.00 | ||
| NVIDIA Corporation (NVDA) | 0.3 | $345k | 1.8k | 195.37 | ||
| At&t (T) | 0.3 | $326k | 16k | 20.37 | ||
| Baker Hughes Company Cl A (BKR) | 0.3 | $308k | 9.7k | 31.74 | ||
| Deutsche Bank A G Namen Akt (DB) | 0.3 | $301k | 23k | 13.38 | ||
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $269k | 3.2k | 84.65 | ||
| FedEx Corporation (FDX) | 0.3 | $265k | 1.4k | 193.86 | ||
| Tesla Motors (TSLA) | 0.2 | $251k | 1.5k | 173.22 | ||
| Lowe's Companies (LOW) | 0.2 | $242k | 1.2k | 208.25 | ||
| Ge Healthcare Technologies I Common Stock | 0.2 | $240k | 3.5k | 69.52 | ||
| Intel Corporation (INTC) | 0.2 | $207k | 7.3k | 28.26 | ||
| Credit Suisse Group Sponsored Adr (CS) | 0.1 | $90k | 26k | 3.51 | ||
Past Filings by Massachusetts Wealth Management
SEC 13F filings are viewable for Massachusetts Wealth Management going back to 2022
- Massachusetts Wealth Management 2022 Q4 filed Feb. 17, 2023