Massachusetts Wealth Management as of March 31, 2026
Portfolio Holdings for Massachusetts Wealth Management
Massachusetts Wealth Management holds 98 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 5.5 | $13M | 252k | 50.61 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 3.4 | $7.8M | 59k | 132.90 | |
| Exxon Mobil Corporation (XOM) | 3.3 | $7.6M | 45k | 169.66 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 2.7 | $6.2M | 39k | 161.73 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $6.0M | 20k | 294.16 | |
| Chevron Corporation (CVX) | 2.6 | $5.9M | 29k | 206.90 | |
| Citigroup Com New (C) | 2.5 | $5.8M | 52k | 113.41 | |
| ConocoPhillips (COP) | 2.5 | $5.7M | 43k | 132.00 | |
| Apple (AAPL) | 2.4 | $5.5M | 22k | 253.78 | |
| Ge Vernova (GEV) | 2.3 | $5.3M | 6.1k | 872.90 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 2.2 | $5.2M | 104k | 49.37 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.2 | $5.0M | 63k | 79.27 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 2.0 | $4.7M | 77k | 61.26 | |
| SLB Com Stk (SLB) | 2.0 | $4.6M | 90k | 51.39 | |
| Caterpillar (CAT) | 1.9 | $4.4M | 6.1k | 708.46 | |
| Johnson & Johnson (JNJ) | 1.9 | $4.3M | 18k | 244.44 | |
| Ge Aerospace Com New (GE) | 1.8 | $4.2M | 15k | 283.77 | |
| Wal-Mart Stores (WMT) | 1.7 | $3.8M | 31k | 124.28 | |
| Bank of America Corporation (BAC) | 1.6 | $3.7M | 76k | 48.75 | |
| Microsoft Corporation (MSFT) | 1.6 | $3.6M | 9.7k | 370.18 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 1.5 | $3.5M | 24k | 146.61 | |
| NVIDIA Corporation (NVDA) | 1.4 | $3.3M | 19k | 174.40 | |
| Corning Incorporated (GLW) | 1.4 | $3.2M | 24k | 135.97 | |
| Freeport Mcmoran CL B (FCX) | 1.4 | $3.1M | 53k | 58.78 | |
| Pfizer (PFE) | 1.3 | $3.1M | 110k | 28.08 | |
| Deere & Company (DE) | 1.2 | $2.9M | 5.1k | 563.30 | |
| Merck & Co (MRK) | 1.2 | $2.8M | 24k | 120.29 | |
| Micron Technology (MU) | 1.2 | $2.8M | 8.2k | 337.84 | |
| Eli Lilly & Co. (LLY) | 1.2 | $2.8M | 3.0k | 919.77 | |
| State Street Corporation (STT) | 1.2 | $2.7M | 22k | 126.56 | |
| Coca-Cola Company (KO) | 1.2 | $2.7M | 36k | 76.05 | |
| Wells Fargo & Company (WFC) | 1.1 | $2.6M | 33k | 79.61 | |
| Cummins (CMI) | 1.1 | $2.6M | 4.9k | 538.02 | |
| Costco Wholesale Corporation (COST) | 1.1 | $2.6M | 2.6k | 996.43 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $2.6M | 4.5k | 577.18 | |
| Emerson Electric (EMR) | 1.1 | $2.6M | 20k | 131.02 | |
| Trane Technologies SHS (TT) | 1.1 | $2.5M | 6.0k | 416.74 | |
| Select Sector Spdr Tr State Street Con (XLP) | 1.1 | $2.5M | 31k | 81.98 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.5M | 5.2k | 479.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.3M | 8.2k | 286.86 | |
| 3M Company (MMM) | 1.0 | $2.2M | 15k | 145.23 | |
| Amgen (AMGN) | 1.0 | $2.2M | 6.3k | 351.87 | |
| Ingersoll Rand (IR) | 1.0 | $2.2M | 28k | 80.12 | |
| Pepsi (PEP) | 0.9 | $2.2M | 14k | 155.29 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.9 | $2.2M | 28k | 78.41 | |
| Illinois Tool Works (ITW) | 0.9 | $2.1M | 7.9k | 260.29 | |
| Abbvie (ABBV) | 0.9 | $2.0M | 9.4k | 217.49 | |
| Kontoor Brands (KTB) | 0.9 | $2.0M | 29k | 70.29 | |
| Amazon (AMZN) | 0.8 | $1.9M | 9.3k | 208.27 | |
| Home Depot (HD) | 0.8 | $1.8M | 5.5k | 328.89 | |
| Baker Hughes Company Cl A (BKR) | 0.8 | $1.7M | 29k | 61.05 | |
| Norfolk Southern (NSC) | 0.8 | $1.7M | 6.1k | 287.00 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.8 | $1.7M | 7.9k | 218.75 | |
| Halliburton Company (HAL) | 0.7 | $1.6M | 42k | 38.99 | |
| CSX Corporation (CSX) | 0.7 | $1.6M | 39k | 41.05 | |
| Union Pacific Corporation (UNP) | 0.7 | $1.6M | 6.5k | 242.62 | |
| Procter & Gamble Company (PG) | 0.7 | $1.6M | 11k | 144.44 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $1.5M | 8.0k | 192.90 | |
| Meta Platforms Cl A (META) | 0.6 | $1.5M | 2.6k | 572.13 | |
| Vulcan Materials Company (VMC) | 0.6 | $1.4M | 5.3k | 272.30 | |
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.6 | $1.4M | 18k | 79.18 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $1.3M | 2.1k | 650.34 | |
| Hershey Company (HSY) | 0.6 | $1.3M | 6.3k | 207.89 | |
| Boeing Company (BA) | 0.6 | $1.3M | 6.5k | 199.03 | |
| Ishares Tr U.s. Pharma Etf (IHE) | 0.6 | $1.3M | 15k | 86.68 | |
| Carrier Global Corporation (CARR) | 0.6 | $1.3M | 23k | 56.31 | |
| International Business Machines (IBM) | 0.5 | $1.3M | 5.2k | 242.39 | |
| Sherwin-Williams Company (SHW) | 0.5 | $1.2M | 3.7k | 320.55 | |
| Ishares Tr Us Trsprtion (IYT) | 0.5 | $1.1M | 15k | 74.60 | |
| Colgate-Palmolive Company (CL) | 0.5 | $1.1M | 13k | 85.23 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.4 | $1.0M | 14k | 71.18 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $985k | 5.1k | 191.92 | |
| Ubs Group SHS (UBS) | 0.4 | $824k | 21k | 39.07 | |
| General Mills (GIS) | 0.3 | $771k | 21k | 37.22 | |
| Southwest Gas Corporation (SWX) | 0.3 | $716k | 8.2k | 86.90 | |
| Ishares Tr Ishares Biotech (IBB) | 0.3 | $713k | 4.2k | 168.85 | |
| Tesla Motors (TSLA) | 0.3 | $711k | 1.9k | 371.75 | |
| Spdr Series Trust State Street Spd (XOP) | 0.3 | $642k | 3.5k | 181.83 | |
| Biogen Idec (BIIB) | 0.3 | $583k | 3.2k | 183.33 | |
| Qualcomm (QCOM) | 0.2 | $544k | 4.2k | 128.78 | |
| Select Sector Spdr Tr State Street Mat (XLB) | 0.2 | $524k | 11k | 49.97 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $523k | 8.9k | 59.03 | |
| FedEx Corporation (FDX) | 0.2 | $460k | 1.3k | 356.18 | |
| Public Service Enterprise (PEG) | 0.2 | $441k | 5.5k | 80.95 | |
| Curtiss-Wright (CW) | 0.2 | $371k | 545.00 | 681.12 | |
| Goldman Sachs (GS) | 0.2 | $368k | 435.00 | 845.99 | |
| Morgan Stanley Com New (MS) | 0.1 | $337k | 2.1k | 164.57 | |
| Broadcom (AVGO) | 0.1 | $337k | 1.1k | 309.51 | |
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $296k | 3.9k | 75.09 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $283k | 634.00 | 446.54 | |
| Astrazeneca Ord (AZN) | 0.1 | $276k | 1.4k | 197.22 | |
| Visa Com Cl A (V) | 0.1 | $242k | 799.00 | 302.23 | |
| Dow (DOW) | 0.1 | $239k | 5.7k | 41.65 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $225k | 2.4k | 93.31 | |
| Allegion Ord Shs (ALLE) | 0.1 | $221k | 1.5k | 145.29 | |
| Intel Corporation (INTC) | 0.1 | $220k | 5.0k | 44.13 | |
| Oracle Corporation (ORCL) | 0.1 | $213k | 1.5k | 147.11 | |
| Vanguard World Utilities Etf (VPU) | 0.1 | $213k | 1.1k | 198.14 |
