Massachusetts Wealth Management as of March 31, 2025
Portfolio Holdings for Massachusetts Wealth Management
Massachusetts Wealth Management holds 83 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Select Sector Spdr Tr Technology (XLK) | 5.6 | $8.2M | 40k | 206.48 | |
| JPMorgan Chase & Co. (JPM) | 3.5 | $5.1M | 21k | 245.30 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.3 | $4.8M | 61k | 78.94 | |
| Select Sector Spdr Tr Financial (XLF) | 3.1 | $4.5M | 90k | 49.81 | |
| Exxon Mobil Corporation (XOM) | 3.0 | $4.4M | 37k | 118.93 | |
| Select Sector Spdr Tr Indl (XLI) | 2.8 | $4.1M | 31k | 131.07 | |
| Microsoft Corporation (MSFT) | 2.5 | $3.6M | 9.7k | 375.39 | |
| Citigroup Com New (C) | 2.4 | $3.5M | 50k | 70.99 | |
| Chevron Corporation (CVX) | 2.3 | $3.4M | 20k | 167.29 | |
| Select Sector Spdr Tr Energy (XLE) | 2.2 | $3.2M | 34k | 93.45 | |
| ConocoPhillips (COP) | 2.1 | $3.1M | 29k | 105.02 | |
| Ge Aerospace Com New (GE) | 2.0 | $2.9M | 15k | 200.15 | |
| Johnson & Johnson (JNJ) | 2.0 | $2.8M | 17k | 165.84 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.9 | $2.8M | 19k | 146.01 | |
| Costco Wholesale Corporation (COST) | 1.7 | $2.6M | 2.7k | 945.78 | |
| Coca-Cola Company (KO) | 1.7 | $2.5M | 35k | 71.62 | |
| Wal-Mart Stores (WMT) | 1.7 | $2.4M | 28k | 87.79 | |
| Deere & Company (DE) | 1.6 | $2.4M | 5.0k | 469.35 | |
| NVIDIA Corporation (NVDA) | 1.6 | $2.3M | 22k | 108.38 | |
| Pfizer (PFE) | 1.6 | $2.3M | 92k | 25.34 | |
| Wells Fargo & Company (WFC) | 1.6 | $2.3M | 32k | 71.79 | |
| Ishares Tr Expanded Tech (IGV) | 1.5 | $2.2M | 25k | 88.99 | |
| 3M Company (MMM) | 1.5 | $2.2M | 15k | 146.86 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.5 | $2.2M | 28k | 78.28 | |
| Ingersoll Rand (IR) | 1.5 | $2.2M | 28k | 80.03 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.5 | $2.2M | 27k | 81.67 | |
| Eli Lilly & Co. (LLY) | 1.5 | $2.2M | 2.6k | 825.91 | |
| Emerson Electric (EMR) | 1.4 | $2.1M | 19k | 109.64 | |
| Trane Technologies SHS (TT) | 1.4 | $2.1M | 6.1k | 336.92 | |
| Schlumberger Com Stk (SLB) | 1.4 | $2.1M | 49k | 41.80 | |
| Abbvie (ABBV) | 1.4 | $2.1M | 9.8k | 209.52 | |
| Caterpillar (CAT) | 1.4 | $2.0M | 6.1k | 329.80 | |
| Pepsi (PEP) | 1.4 | $2.0M | 13k | 149.94 | |
| Merck & Co (MRK) | 1.3 | $2.0M | 22k | 89.76 | |
| Home Depot (HD) | 1.3 | $2.0M | 5.3k | 366.49 | |
| State Street Corporation (STT) | 1.3 | $1.9M | 21k | 89.53 | |
| Illinois Tool Works (ITW) | 1.3 | $1.9M | 7.5k | 248.01 | |
| Ge Vernova (GEV) | 1.3 | $1.8M | 6.0k | 305.28 | |
| Procter & Gamble Company (PG) | 1.2 | $1.8M | 11k | 170.42 | |
| Union Pacific Corporation (UNP) | 1.0 | $1.5M | 6.3k | 236.24 | |
| Cummins (CMI) | 1.0 | $1.5M | 4.7k | 313.44 | |
| Norfolk Southern (NSC) | 1.0 | $1.4M | 5.9k | 236.85 | |
| Meta Platforms Cl A (META) | 0.9 | $1.3M | 2.3k | 576.36 | |
| Carrier Global Corporation (CARR) | 0.9 | $1.3M | 21k | 63.40 | |
| Vulcan Materials Company (VMC) | 0.9 | $1.3M | 5.6k | 233.30 | |
| Baker Hughes Company Cl A (BKR) | 0.9 | $1.3M | 29k | 43.95 | |
| Sherwin-Williams Company (SHW) | 0.8 | $1.2M | 3.5k | 349.19 | |
| International Business Machines (IBM) | 0.8 | $1.2M | 4.9k | 248.66 | |
| Colgate-Palmolive Company (CL) | 0.8 | $1.2M | 13k | 93.70 | |
| General Mills (GIS) | 0.8 | $1.2M | 20k | 59.79 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.8 | $1.2M | 7.6k | 153.10 | |
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.8 | $1.2M | 18k | 63.44 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.1M | 2.1k | 559.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.1M | 7.2k | 156.23 | |
| Kellogg Company (K) | 0.8 | $1.1M | 13k | 82.49 | |
| Halliburton Company (HAL) | 0.8 | $1.1M | 44k | 25.37 | |
| Ishares Tr U.s. Pharma Etf (IHE) | 0.7 | $1.1M | 15k | 70.56 | |
| CSX Corporation (CSX) | 0.7 | $1.1M | 37k | 29.43 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.7 | $1.1M | 13k | 80.71 | |
| Corning Incorporated (GLW) | 0.7 | $1.0M | 23k | 45.78 | |
| Hershey Company (HSY) | 0.7 | $1.0M | 6.0k | 171.03 | |
| Ishares Tr Us Trsprtion (IYT) | 0.7 | $1.0M | 16k | 64.03 | |
| Micron Technology (MU) | 0.5 | $798k | 9.2k | 86.89 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $780k | 4.5k | 173.23 | |
| Qualcomm (QCOM) | 0.5 | $760k | 4.9k | 153.61 | |
| Ubs Group SHS (UBS) | 0.4 | $646k | 21k | 30.63 | |
| Southwest Gas Corporation (SWX) | 0.4 | $565k | 7.9k | 71.80 | |
| Tesla Motors (TSLA) | 0.3 | $494k | 1.9k | 259.16 | |
| Public Service Enterprise (PEG) | 0.3 | $412k | 5.0k | 82.30 | |
| Biogen Idec (BIIB) | 0.3 | $378k | 2.8k | 136.84 | |
| Ishares Tr Ishares Biotech (IBB) | 0.2 | $319k | 2.5k | 127.90 | |
| FedEx Corporation (FDX) | 0.2 | $317k | 1.3k | 243.78 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.2 | $309k | 2.3k | 131.71 | |
| Dow (DOW) | 0.2 | $291k | 8.3k | 34.92 | |
| Freeport-mcmoran CL B (FCX) | 0.2 | $290k | 7.7k | 37.86 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $289k | 597.00 | 484.82 | |
| Visa Com Cl A (V) | 0.2 | $280k | 799.00 | 350.45 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $258k | 3.0k | 85.98 | |
| United Parcel Service CL B (UPS) | 0.2 | $230k | 2.1k | 109.99 | |
| UnitedHealth (UNH) | 0.1 | $213k | 407.00 | 523.75 | |
| Goldman Sachs (GS) | 0.1 | $205k | 375.00 | 546.29 | |
| Morgan Stanley Com New (MS) | 0.1 | $204k | 1.8k | 116.67 | |
| Oracle Corporation (ORCL) | 0.1 | $203k | 1.5k | 139.81 |
