Massachusetts Wealth Management

Massachusetts Wealth Management as of June 30, 2025

Portfolio Holdings for Massachusetts Wealth Management

Massachusetts Wealth Management holds 94 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Select Sector Spdr Tr Technology (XLK) 5.8 $10M 41k 253.23
JPMorgan Chase & Co. (JPM) 3.3 $5.9M 20k 289.91
Select Sector Spdr Tr Indl (XLI) 2.7 $4.9M 33k 147.52
Microsoft Corporation (MSFT) 2.7 $4.8M 9.7k 497.41
Select Sector Spdr Tr Financial (XLF) 2.7 $4.8M 92k 52.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.7 $4.8M 60k 79.50
Apple (AAPL) 2.5 $4.5M 22k 205.17
Citigroup Com New (C) 2.4 $4.3M 50k 85.12
Exxon Mobil Corporation (XOM) 2.2 $4.0M 37k 107.80
Ge Aerospace Com New (GE) 2.1 $3.8M 15k 257.39
NVIDIA Corporation (NVDA) 1.9 $3.4M 22k 157.99
Bank of America Corporation (BAC) 1.9 $3.4M 71k 47.32
Ge Vernova (GEV) 1.8 $3.2M 6.1k 529.15
Select Sector Spdr Tr Energy (XLE) 1.7 $3.0M 35k 84.81
Chevron Corporation (CVX) 1.6 $2.9M 20k 143.19
Ishares Tr Expanded Tech (IGV) 1.6 $2.8M 26k 109.50
Wal-Mart Stores (WMT) 1.6 $2.8M 29k 97.78
Trane Technologies SHS (TT) 1.5 $2.7M 6.1k 437.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $2.7M 4.9k 551.70
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $2.7M 20k 134.79
Johnson & Johnson (JNJ) 1.5 $2.6M 17k 152.75
ConocoPhillips (COP) 1.5 $2.6M 29k 89.74
Emerson Electric (EMR) 1.5 $2.6M 20k 133.33
Costco Wholesale Corporation (COST) 1.5 $2.6M 2.6k 989.94
Wells Fargo & Company (WFC) 1.5 $2.6M 32k 80.12
Deere & Company (DE) 1.5 $2.6M 5.1k 508.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.6M 5.3k 485.77
Coca-Cola Company (KO) 1.4 $2.5M 35k 70.75
Caterpillar (CAT) 1.4 $2.4M 6.3k 388.21
Ingersoll Rand (IR) 1.3 $2.3M 28k 83.18
3M Company (MMM) 1.3 $2.3M 15k 152.24
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $2.3M 29k 78.70
State Street Corporation (STT) 1.3 $2.3M 21k 106.34
Pfizer (PFE) 1.3 $2.2M 93k 24.24
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.2 $2.2M 27k 80.97
Eli Lilly & Co. (LLY) 1.2 $2.1M 2.6k 779.53
Home Depot (HD) 1.1 $2.0M 5.4k 366.64
Amazon (AMZN) 1.1 $1.9M 8.7k 219.39
Illinois Tool Works (ITW) 1.1 $1.9M 7.6k 247.25
Amgen (AMGN) 1.0 $1.8M 6.5k 279.22
Abbvie (ABBV) 1.0 $1.8M 9.7k 185.62
Pepsi (PEP) 1.0 $1.8M 14k 132.04
Merck & Co (MRK) 1.0 $1.7M 22k 79.16
Meta Platforms Cl A (META) 1.0 $1.7M 2.3k 738.09
Procter & Gamble Company (PG) 1.0 $1.7M 11k 159.32
Schlumberger Com Stk (SLB) 0.9 $1.7M 50k 33.80
Cummins (CMI) 0.9 $1.6M 4.9k 327.50
Carrier Global Corporation (CARR) 0.9 $1.5M 21k 73.19
Norfolk Southern (NSC) 0.9 $1.5M 6.0k 255.97
Ishares Tr Us Aer Def Etf (ITA) 0.8 $1.5M 7.8k 188.64
Union Pacific Corporation (UNP) 0.8 $1.5M 6.3k 230.08
Vulcan Materials Company (VMC) 0.8 $1.4M 5.4k 260.82
International Business Machines (IBM) 0.8 $1.4M 4.8k 294.78
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.3M 7.5k 177.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.3M 2.1k 617.85
CSX Corporation (CSX) 0.7 $1.2M 37k 32.63
Sherwin-Williams Company (SHW) 0.7 $1.2M 3.5k 343.36
Corning Incorporated (GLW) 0.7 $1.2M 23k 52.59
Raytheon Technologies Corp (RTX) 0.7 $1.2M 8.3k 146.02
Invesco Exchange Traded Fd T Biotechnology (PBE) 0.7 $1.2M 18k 64.10
Colgate-Palmolive Company (CL) 0.7 $1.2M 13k 90.90
Micron Technology (MU) 0.6 $1.1M 9.2k 123.25
Baker Hughes Company Cl A (BKR) 0.6 $1.1M 29k 38.34
Ishares Tr Us Trsprtion (IYT) 0.6 $1.1M 16k 68.54
Kellogg Company (K) 0.6 $1.1M 14k 79.53
Ishares Tr U.s. Pharma Etf (IHE) 0.6 $1.0M 16k 65.54
Hershey Company (HSY) 0.6 $1.0M 6.1k 165.95
General Mills (GIS) 0.6 $1.0M 20k 51.81
Ge Healthcare Technologies I Common Stock (GEHC) 0.6 $1.0M 14k 74.07
Boeing Company (BA) 0.6 $982k 4.7k 209.53
Halliburton Company (HAL) 0.5 $868k 43k 20.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $850k 4.7k 181.74
Qualcomm (QCOM) 0.4 $792k 5.0k 159.26
Ubs Group SHS (UBS) 0.4 $713k 21k 33.82
Tesla Motors (TSLA) 0.3 $606k 1.9k 317.66
Southwest Gas Corporation (SWX) 0.3 $590k 7.9k 74.39
Public Service Enterprise (PEG) 0.2 $431k 5.1k 84.18
Biogen Idec (BIIB) 0.2 $361k 2.9k 125.59
Ishares Tr Ishares Biotech (IBB) 0.2 $355k 2.8k 126.51
Freeport-mcmoran CL B (FCX) 0.2 $324k 7.5k 43.35
Oracle Corporation (ORCL) 0.2 $317k 1.5k 218.63
Broadcom (AVGO) 0.2 $301k 1.1k 275.65
FedEx Corporation (FDX) 0.2 $296k 1.3k 227.31
Visa Com Cl A (V) 0.2 $284k 799.00 355.04
Curtiss-Wright (CW) 0.2 $266k 545.00 488.55
Goldman Sachs (GS) 0.1 $265k 375.00 707.75
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $264k 3.0k 87.81
Kontoor Brands (KTB) 0.1 $261k 4.0k 65.97
Spdr Series Trust S&p Oilgas Exp (XOP) 0.1 $251k 2.0k 125.80
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $249k 560.00 445.20
Morgan Stanley Com New (MS) 0.1 $243k 1.7k 140.86
Allegion Ord Shs (ALLE) 0.1 $219k 1.5k 144.12
Dow (DOW) 0.1 $214k 8.1k 26.48
United Parcel Service CL B (UPS) 0.1 $201k 2.0k 100.94