Massachusetts Wealth Management as of Dec. 31, 2025
Portfolio Holdings for Massachusetts Wealth Management
Massachusetts Wealth Management holds 93 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Select Sector Spdr Tr State Street Tec (XLK) | 5.7 | $12M | 85k | 143.97 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 5.1 | $11M | 216k | 50.59 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $6.4M | 20k | 322.22 | |
| Citigroup Com New (C) | 2.8 | $6.0M | 51k | 116.69 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 2.7 | $5.9M | 38k | 155.12 | |
| Apple (AAPL) | 2.7 | $5.9M | 22k | 271.85 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 2.7 | $5.7M | 104k | 54.77 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.4 | $5.1M | 64k | 79.73 | |
| Microsoft Corporation (MSFT) | 2.2 | $4.7M | 9.6k | 483.64 | |
| Ge Aerospace Com New (GE) | 2.1 | $4.5M | 15k | 308.03 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $4.3M | 36k | 120.34 | |
| Bank of America Corporation (BAC) | 1.9 | $4.1M | 75k | 55.00 | |
| Ge Vernova (GEV) | 1.8 | $4.0M | 6.1k | 653.57 | |
| NVIDIA Corporation (NVDA) | 1.7 | $3.7M | 20k | 186.50 | |
| Johnson & Johnson (JNJ) | 1.7 | $3.6M | 18k | 206.95 | |
| Caterpillar (CAT) | 1.7 | $3.6M | 6.4k | 572.87 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 1.7 | $3.6M | 23k | 154.80 | |
| Wal-Mart Stores (WMT) | 1.6 | $3.4M | 30k | 111.41 | |
| Eli Lilly & Co. (LLY) | 1.5 | $3.2M | 3.0k | 1074.68 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 1.5 | $3.2M | 71k | 44.71 | |
| Wells Fargo & Company (WFC) | 1.4 | $3.1M | 33k | 93.20 | |
| Chevron Corporation (CVX) | 1.4 | $3.1M | 20k | 152.41 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $2.9M | 4.8k | 614.37 | |
| State Street Corporation (STT) | 1.3 | $2.8M | 22k | 129.01 | |
| ConocoPhillips (COP) | 1.3 | $2.7M | 29k | 93.61 | |
| Ishares Tr Expanded Tech (IGV) | 1.3 | $2.7M | 25k | 105.69 | |
| Pfizer (PFE) | 1.2 | $2.7M | 108k | 24.90 | |
| Emerson Electric (EMR) | 1.2 | $2.6M | 20k | 132.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.6M | 5.2k | 502.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.5M | 8.1k | 313.80 | |
| Cummins (CMI) | 1.2 | $2.5M | 4.9k | 510.45 | |
| Coca-Cola Company (KO) | 1.2 | $2.5M | 36k | 69.91 | |
| Micron Technology (MU) | 1.2 | $2.5M | 8.7k | 285.41 | |
| 3M Company (MMM) | 1.1 | $2.4M | 15k | 160.10 | |
| Merck & Co (MRK) | 1.1 | $2.4M | 23k | 105.26 | |
| Deere & Company (DE) | 1.1 | $2.4M | 5.1k | 465.57 | |
| Trane Technologies SHS (TT) | 1.1 | $2.4M | 6.1k | 389.20 | |
| Select Sector Spdr Tr State Street Con (XLP) | 1.0 | $2.2M | 29k | 77.68 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $2.2M | 28k | 78.81 | |
| Costco Wholesale Corporation (COST) | 1.0 | $2.2M | 2.6k | 862.34 | |
| Ingersoll Rand (IR) | 1.0 | $2.2M | 28k | 79.22 | |
| Abbvie (ABBV) | 1.0 | $2.2M | 9.5k | 228.49 | |
| Amazon (AMZN) | 1.0 | $2.1M | 9.1k | 230.82 | |
| Amgen (AMGN) | 1.0 | $2.0M | 6.2k | 327.33 | |
| Corning Incorporated (GLW) | 0.9 | $2.0M | 23k | 87.56 | |
| Pepsi (PEP) | 0.9 | $2.0M | 14k | 143.52 | |
| Illinois Tool Works (ITW) | 0.9 | $2.0M | 8.0k | 246.30 | |
| Home Depot (HD) | 0.9 | $1.9M | 5.4k | 344.10 | |
| SLB Com Stk (SLB) | 0.9 | $1.9M | 49k | 38.38 | |
| Kontoor Brands (KTB) | 0.8 | $1.7M | 29k | 61.09 | |
| Norfolk Southern (NSC) | 0.8 | $1.7M | 6.0k | 288.72 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.8 | $1.7M | 8.0k | 214.69 | |
| Meta Platforms Cl A (META) | 0.8 | $1.7M | 2.6k | 660.09 | |
| Procter & Gamble Company (PG) | 0.7 | $1.5M | 11k | 143.31 | |
| Vulcan Materials Company (VMC) | 0.7 | $1.5M | 5.4k | 285.22 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $1.5M | 8.2k | 183.40 | |
| International Business Machines (IBM) | 0.7 | $1.5M | 5.0k | 296.21 | |
| Union Pacific Corporation (UNP) | 0.7 | $1.5M | 6.4k | 231.32 | |
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.7 | $1.5M | 18k | 82.15 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $1.4M | 2.1k | 681.92 | |
| CSX Corporation (CSX) | 0.6 | $1.4M | 38k | 36.25 | |
| Boeing Company (BA) | 0.6 | $1.4M | 6.3k | 217.12 | |
| Ishares Tr U.s. Pharma Etf (IHE) | 0.6 | $1.3M | 15k | 84.83 | |
| Baker Hughes Company Cl A (BKR) | 0.6 | $1.2M | 27k | 45.54 | |
| Ishares Tr Us Trsprtion (IYT) | 0.6 | $1.2M | 16k | 74.51 | |
| Carrier Global Corporation (CARR) | 0.6 | $1.2M | 23k | 52.84 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.5 | $1.2M | 14k | 82.02 | |
| Sherwin-Williams Company (SHW) | 0.5 | $1.2M | 3.6k | 324.03 | |
| Hershey Company (HSY) | 0.5 | $1.1M | 6.3k | 181.98 | |
| Halliburton Company (HAL) | 0.5 | $1.1M | 40k | 28.26 | |
| Colgate-Palmolive Company (CL) | 0.5 | $1.0M | 13k | 79.02 | |
| Ubs Group SHS (UBS) | 0.5 | $976k | 21k | 46.31 | |
| General Mills (GIS) | 0.4 | $924k | 20k | 46.50 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $924k | 4.8k | 191.56 | |
| Tesla Motors (TSLA) | 0.4 | $860k | 1.9k | 449.72 | |
| Qualcomm (QCOM) | 0.3 | $697k | 4.1k | 171.05 | |
| Ishares Tr Ishares Biotech (IBB) | 0.3 | $678k | 4.0k | 168.77 | |
| Southwest Gas Corporation (SWX) | 0.3 | $649k | 8.1k | 80.02 | |
| Biogen Idec (BIIB) | 0.2 | $528k | 3.0k | 175.99 | |
| Public Service Enterprise (PEG) | 0.2 | $422k | 5.3k | 80.30 | |
| Broadcom (AVGO) | 0.2 | $377k | 1.1k | 346.10 | |
| FedEx Corporation (FDX) | 0.2 | $373k | 1.3k | 288.86 | |
| Goldman Sachs (GS) | 0.2 | $330k | 375.00 | 879.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $327k | 722.00 | 453.36 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $307k | 6.1k | 50.79 | |
| Morgan Stanley Com New (MS) | 0.1 | $306k | 1.7k | 177.53 | |
| Curtiss-Wright (CW) | 0.1 | $300k | 545.00 | 551.27 | |
| Oracle Corporation (ORCL) | 0.1 | $283k | 1.5k | 194.91 | |
| Visa Com Cl A (V) | 0.1 | $280k | 799.00 | 350.70 | |
| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $261k | 5.8k | 45.35 | |
| Astrazeneca Sponsored Adr | 0.1 | $257k | 2.8k | 91.93 | |
| Allegion Ord Shs (ALLE) | 0.1 | $242k | 1.5k | 159.22 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $227k | 2.4k | 94.20 |
