Massachusetts Wealth Management

Massachusetts Wealth Management as of June 30, 2026

Portfolio Holdings for Massachusetts Wealth Management

Massachusetts Wealth Management holds 98 positions in its portfolio as reported in the June 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) 5.3 $14M 278k 50.57
Select Sector Spdr Tr St Str Techn Etf (XLK) 4.3 $11M 60k 190.52
Micron Technology (MU) 3.5 $9.3M 8.0k 1154.29
Select Sector Spdr Tr St Str Indl Etf (XLI) 2.8 $7.3M 39k 185.23
Ge Vernova (GEV) 2.7 $7.2M 6.1k 1174.86
Citigroup Com New (C) 2.7 $7.2M 51k 139.96
JPMorgan Chase & Co. (JPM) 2.5 $6.7M 20k 327.33
Caterpillar (CAT) 2.5 $6.5M 6.1k 1064.90
Apple (AAPL) 2.4 $6.2M 21k 289.35
Exxon Mobil Corporation (XOM) 2.3 $6.1M 44k 136.72
Corning Incorporated (GLW) 2.3 $6.0M 24k 255.43
Select Sector Spdr Tr St Str Finl Etf (XLF) 2.2 $5.7M 106k 53.61
Ge Aerospace Com New (GE) 2.1 $5.5M 15k 373.72
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $5.0M 63k 79.03
Chevron Corporation (CVX) 1.8 $4.7M 28k 165.76
Johnson & Johnson (JNJ) 1.7 $4.5M 18k 253.97
ConocoPhillips (COP) 1.7 $4.5M 43k 103.96
Bank of America Corporation (BAC) 1.6 $4.3M 76k 56.98
SLB Com Stk (SLB) 1.6 $4.2M 90k 46.49
Select Sector Spdr Tr St Str Energ Etf (XLE) 1.6 $4.2M 79k 53.11
Select Sector Spdr Tr St Str Care Etf (XLV) 1.5 $3.9M 25k 158.66
NVIDIA Corporation (NVDA) 1.5 $3.8M 19k 200.09
State Street Corporation (STT) 1.4 $3.7M 22k 169.60
Microsoft Corporation (MSFT) 1.4 $3.6M 9.7k 373.03
Eli Lilly & Co. (LLY) 1.4 $3.6M 3.0k 1199.43
Wal-Mart Stores (WMT) 1.3 $3.5M 31k 113.26
Cummins (CMI) 1.3 $3.5M 4.9k 713.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $3.3M 4.5k 736.40
Freeport Mcmoran CL B (FCX) 1.3 $3.3M 53k 62.89
Deere & Company (DE) 1.2 $3.2M 5.1k 634.33
Merck & Co (MRK) 1.2 $3.0M 24k 128.50
Alphabet Cap Stk Cl C (GOOG) 1.1 $3.0M 8.4k 353.33
Coca-Cola Company (KO) 1.1 $2.9M 36k 81.27
Trane Technologies SHS (TT) 1.1 $2.9M 5.9k 491.16
Emerson Electric (EMR) 1.1 $2.8M 20k 143.15
Wells Fargo & Company (WFC) 1.0 $2.7M 33k 82.64
Pfizer (PFE) 1.0 $2.7M 111k 24.08
Select Sector Spdr Tr St Str Stapl Etf (XLP) 1.0 $2.6M 32k 83.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.6M 5.2k 500.39
3M Company (MMM) 1.0 $2.5M 16k 161.91
Kontoor Brands (KTB) 0.9 $2.4M 29k 83.34
Costco Wholesale Corporation (COST) 0.9 $2.4M 2.6k 935.47
Abbvie (ABBV) 0.9 $2.3M 9.3k 251.64
Amgen (AMGN) 0.9 $2.3M 6.3k 362.14
Ingersoll Rand (IR) 0.9 $2.3M 28k 81.99
Amazon (AMZN) 0.9 $2.3M 9.5k 238.34
Illinois Tool Works (ITW) 0.8 $2.1M 7.9k 270.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $2.1M 27k 77.91
Norfolk Southern (NSC) 0.7 $1.9M 6.2k 314.59
Ishares Tr Us Aer Def Etf (ITA) 0.7 $1.9M 8.0k 242.42
Pepsi (PEP) 0.7 $1.9M 14k 135.40
Home Depot (HD) 0.7 $1.9M 5.4k 352.68
CSX Corporation (CSX) 0.7 $1.9M 39k 47.53
Union Pacific Corporation (UNP) 0.7 $1.8M 6.6k 272.00
Carrier Global Corporation (CARR) 0.6 $1.7M 23k 73.35
Procter & Gamble Company (PG) 0.6 $1.6M 11k 146.64
Invesco Exchange Traded Fd T Biotechnology (PBE) 0.6 $1.6M 18k 89.65
Baker Hughes Company Cl A (BKR) 0.6 $1.6M 29k 55.50
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $1.5M 2.1k 746.77
Raytheon Technologies Corp (RTX) 0.6 $1.5M 8.1k 189.73
Vulcan Materials Company (VMC) 0.6 $1.5M 5.2k 295.01
Meta Platforms Cl A (META) 0.6 $1.5M 2.7k 563.29
Boeing Company (BA) 0.6 $1.5M 6.8k 216.47
International Business Machines (IBM) 0.6 $1.5M 5.2k 281.21
Ishares Tr U.s. Pharma Etf (IHE) 0.6 $1.4M 15k 99.01
Halliburton Company (HAL) 0.5 $1.4M 42k 33.95
Ishares Tr Us Trsprtion (IYT) 0.5 $1.3M 15k 86.75
Sherwin-Williams Company (SHW) 0.5 $1.3M 3.7k 344.32
Colgate-Palmolive Company (CL) 0.5 $1.2M 14k 91.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.2M 5.4k 212.77
Hershey Company (HSY) 0.4 $1.1M 6.3k 175.45
Ubs Group SHS (UBS) 0.4 $1.0M 21k 49.56
Ge Healthcare Technologies I Common Stock (GEHC) 0.4 $940k 15k 64.01
Ishares Tr Ishares Biotech (IBB) 0.3 $846k 4.4k 190.19
Best Buy (BBY) 0.3 $825k 11k 75.88
Tesla Motors (TSLA) 0.3 $805k 1.9k 420.60
Qualcomm (QCOM) 0.3 $771k 4.2k 184.79
General Mills (GIS) 0.3 $732k 21k 34.80
Southwest Gas Corporation (SWX) 0.3 $730k 8.2k 88.68
Biogen Idec (BIIB) 0.3 $698k 3.2k 216.06
Intel Corporation (INTC) 0.3 $695k 5.0k 139.63
Spdr Series Trust Sp O&g Expl Pro (XOP) 0.2 $639k 4.1k 154.26
Select Sector Spdr Tr St Str Mater Etf (XLB) 0.2 $550k 11k 50.83
Amplify Etf Tr Amplify Cybersec (HACK) 0.2 $532k 5.1k 104.93
Goldman Sachs (GS) 0.2 $465k 460.00 1011.37
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $448k 8.8k 51.05
Morgan Stanley Com New (MS) 0.2 $444k 2.1k 209.04
Public Service Enterprise (PEG) 0.2 $442k 5.5k 81.16
Curtiss-Wright (CW) 0.2 $413k 545.00 757.76
Broadcom (AVGO) 0.2 $412k 1.1k 377.75
FedEx Corporation (FDX) 0.2 $404k 1.3k 313.13
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $364k 732.00 496.73
Toronto Dominion Bk Ont Com New (TD) 0.1 $293k 2.4k 121.43
Visa Com Cl A (V) 0.1 $274k 799.00 343.08
Astrazeneca Ord (AZN) 0.1 $266k 1.4k 189.62
Allegion Ord Shs (ALLE) 0.1 $213k 1.5k 140.49
Oracle Corporation (ORCL) 0.1 $213k 1.5k 146.55
Vanguard World Utilities Etf (VPU) 0.1 $210k 1.1k 195.73