Massachusetts Wealth Management

Massachusetts Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Massachusetts Wealth Management

Massachusetts Wealth Management holds 96 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Select Sector Spdr Tr Technology (XLK) 6.0 $12M 43k 281.86
JPMorgan Chase & Co. (JPM) 3.2 $6.4M 20k 315.43
Select Sector Spdr Tr Indl (XLI) 2.9 $5.8M 38k 154.23
Apple (AAPL) 2.7 $5.5M 22k 254.63
Select Sector Spdr Tr Financial (XLF) 2.7 $5.5M 102k 53.87
Citigroup Com New (C) 2.6 $5.2M 51k 101.50
Microsoft Corporation (MSFT) 2.5 $5.0M 9.6k 517.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.4 $4.8M 60k 79.93
Ge Aerospace Com New (GE) 2.2 $4.4M 15k 300.82
Exxon Mobil Corporation (XOM) 2.1 $4.2M 37k 112.75
NVIDIA Corporation (NVDA) 2.0 $4.0M 22k 186.58
Bank of America Corporation (BAC) 1.9 $3.9M 75k 51.59
Ge Vernova (GEV) 1.8 $3.7M 6.1k 614.90
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.8 $3.6M 70k 50.73
Select Sector Spdr Tr Energy (XLE) 1.6 $3.3M 37k 89.34
Johnson & Johnson (JNJ) 1.6 $3.3M 18k 185.42
Ishares Tr Expanded Tech (IGV) 1.6 $3.2M 27k 115.01
Chevron Corporation (CVX) 1.6 $3.1M 20k 155.29
Caterpillar (CAT) 1.5 $3.1M 6.5k 477.15
Wal-Mart Stores (WMT) 1.5 $3.1M 30k 103.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $3.0M 5.1k 600.31
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $2.9M 21k 139.17
ConocoPhillips (COP) 1.4 $2.7M 29k 94.59
Wells Fargo & Company (WFC) 1.4 $2.7M 33k 83.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.7M 5.3k 502.74
Emerson Electric (EMR) 1.3 $2.6M 20k 131.18
Trane Technologies SHS (TT) 1.3 $2.6M 6.1k 421.96
Pfizer (PFE) 1.3 $2.6M 101k 25.48
State Street Corporation (STT) 1.2 $2.5M 22k 116.01
Costco Wholesale Corporation (COST) 1.2 $2.4M 2.6k 925.63
3M Company (MMM) 1.2 $2.4M 15k 155.18
Deere & Company (DE) 1.2 $2.3M 5.1k 457.26
Coca-Cola Company (KO) 1.2 $2.3M 35k 66.32
Ingersoll Rand (IR) 1.1 $2.3M 28k 82.62
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $2.2M 28k 78.91
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.1 $2.2M 28k 78.37
Abbvie (ABBV) 1.1 $2.2M 9.5k 231.54
Home Depot (HD) 1.1 $2.2M 5.4k 405.19
Kontoor Brands (KTB) 1.1 $2.2M 27k 79.77
Eli Lilly & Co. (LLY) 1.1 $2.2M 2.8k 763.00
Cummins (CMI) 1.0 $2.1M 4.9k 422.37
Illinois Tool Works (ITW) 1.0 $2.1M 7.9k 260.76
Amazon (AMZN) 1.0 $2.0M 8.9k 219.57
Corning Incorporated (GLW) 1.0 $1.9M 23k 82.03
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.9M 7.8k 243.55
Pepsi (PEP) 0.9 $1.9M 14k 140.44
Merck & Co (MRK) 0.9 $1.9M 22k 83.93
Meta Platforms Cl A (META) 0.9 $1.8M 2.5k 734.38
Norfolk Southern (NSC) 0.9 $1.8M 6.0k 300.41
Amgen (AMGN) 0.9 $1.8M 6.2k 282.21
Ishares Tr Us Aer Def Etf (ITA) 0.9 $1.7M 8.2k 209.26
Schlumberger Com Stk (SLB) 0.8 $1.7M 49k 34.37
Vulcan Materials Company (VMC) 0.8 $1.7M 5.5k 307.62
Procter & Gamble Company (PG) 0.8 $1.6M 11k 153.65
Micron Technology (MU) 0.8 $1.6M 9.4k 167.32
Union Pacific Corporation (UNP) 0.7 $1.5M 6.4k 236.37
International Business Machines (IBM) 0.7 $1.4M 4.9k 282.16
Raytheon Technologies Corp (RTX) 0.7 $1.4M 8.2k 167.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.4M 2.1k 666.18
Baker Hughes Company Cl A (BKR) 0.7 $1.4M 28k 48.72
Carrier Global Corporation (CARR) 0.7 $1.3M 23k 59.70
CSX Corporation (CSX) 0.7 $1.3M 38k 35.51
Boeing Company (BA) 0.6 $1.3M 6.0k 215.83
Invesco Exchange Traded Fd T Biotechnology (PBE) 0.6 $1.3M 18k 69.87
Sherwin-Williams Company (SHW) 0.6 $1.2M 3.6k 346.26
Ishares Tr Us Trsprtion (IYT) 0.6 $1.2M 17k 71.71
Hershey Company (HSY) 0.6 $1.2M 6.2k 187.05
Ishares Tr U.s. Pharma Etf (IHE) 0.6 $1.1M 16k 72.56
Kellogg Company (K) 0.5 $1.1M 13k 82.02
Ge Healthcare Technologies I Common Stock (GEHC) 0.5 $1.1M 14k 75.10
Colgate-Palmolive Company (CL) 0.5 $1.0M 13k 79.94
General Mills (GIS) 0.5 $995k 20k 50.42
Halliburton Company (HAL) 0.5 $981k 40k 24.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $895k 4.7k 189.70
Ubs Group SHS (UBS) 0.4 $864k 21k 41.00
Tesla Motors (TSLA) 0.4 $851k 1.9k 444.72
Qualcomm (QCOM) 0.4 $761k 4.6k 166.36
Southwest Gas Corporation (SWX) 0.3 $633k 8.1k 78.34
Ishares Tr Ishares Biotech (IBB) 0.2 $470k 3.3k 144.37
Public Service Enterprise (PEG) 0.2 $436k 5.2k 83.46
Oracle Corporation (ORCL) 0.2 $408k 1.5k 281.24
Biogen Idec (BIIB) 0.2 $403k 2.9k 140.08
Broadcom (AVGO) 0.2 $360k 1.1k 329.91
FedEx Corporation (FDX) 0.2 $307k 1.3k 235.81
Goldman Sachs (GS) 0.1 $299k 375.00 796.35
Curtiss-Wright (CW) 0.1 $296k 545.00 542.94
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $283k 722.00 391.64
Morgan Stanley Com New (MS) 0.1 $278k 1.8k 158.96
Visa Com Cl A (V) 0.1 $273k 799.00 341.37
Allegion Ord Shs (ALLE) 0.1 $269k 1.5k 177.35
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $269k 3.0k 89.62
Freeport-mcmoran CL B (FCX) 0.1 $267k 6.8k 39.22
Spdr Series Trust S&p Oilgas Exp (XOP) 0.1 $231k 1.7k 132.20
Astrazeneca Sponsored Adr (AZN) 0.1 $215k 2.8k 76.72
Vanguard World Utilities Etf (VPU) 0.1 $208k 1.1k 189.41
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $206k 2.1k 99.81