Massachusetts Wealth Management Top Holdings and 13F Report (2025) About Massachusetts Wealth ManagementInvestment ActivityMassachusetts Wealth Management has $161.98 million in total holdings as of December 31, 2024.Massachusetts Wealth Management owns shares of 90 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 4.30% of the portfolio was purchased this quarter.About 0.75% of the portfolio was sold this quarter.This quarter, Massachusetts Wealth Management has purchased 88 new stocks and bought additional shares in 41 stocks.Massachusetts Wealth Management sold shares of 32 stocks and completely divested from 2 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $9,069,210Apple $5,791,474JPMorgan Chase & Co. $5,152,327Vanguard Short-Term Corporate Bond ETF $4,670,615Microsoft $4,134,494 Largest New Holdings this Quarter SPDR S&P Oil & Gas Exploration & Production ETF $295,847 HoldingiShares Biotechnology ETF $270,369 HoldingBroadcom $252,706 HoldingMorgan Stanley $201,403 Holding Largest Purchases this Quarter Baker Hughes 20,550 shares (about $842.96K)Halliburton 28,125 shares (about $764.72K)Industrial Select Sector SPDR Fund 4,992 shares (about $657.75K)Financial Select Sector SPDR Fund 13,550 shares (about $654.87K)Technology Select Sector SPDR Fund 1,596 shares (about $371.10K) Largest Sales this Quarter Pfizer 2,834 shares (about $75.19K)Boeing 375 shares (about $66.38K)UBS Group 2,000 shares (about $60.64K)Novo Nordisk A/S 600 shares (about $51.61K)Apple 200 shares (about $50.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMassachusetts Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLKTechnology Select Sector SPDR Fund$9,069,210$371,102 ▲4.3%39,0045.6%ETFAAPLApple$5,791,474$50,084 ▼-0.9%23,1273.6%Computer and TechnologyJPMJPMorgan Chase & Co.$5,152,327$47,942 ▼-0.9%21,4943.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$4,670,615$39,005 ▲0.8%59,8722.9%ETFMSFTMicrosoft$4,134,494$32,456 ▼-0.8%9,8092.6%Computer and TechnologyXOMExxon Mobil$4,124,772$250,100 ▲6.5%38,3452.5%Oils/EnergyXLFFinancial Select Sector SPDR Fund$3,863,065$654,871 ▲20.4%79,9312.4%ETFXLIIndustrial Select Sector SPDR Fund$3,642,637$657,746 ▲22.0%27,6462.2%ETFBACBank of America$3,167,132$105,480 ▲3.4%72,0622.0%FinanceCCitigroup$3,062,458$181,254 ▲6.3%43,5071.9%FinanceCVXChevron$2,981,966$28,968 ▼-1.0%20,5881.8%Oils/EnergyNVDANVIDIA$2,972,778$6,715 ▲0.2%22,1371.8%Computer and TechnologyCOPConocoPhillips$2,926,308$39,668 ▼-1.3%29,5081.8%Oils/EnergyXLEEnergy Select Sector SPDR Fund$2,838,430$14,562 ▲0.5%33,1361.8%ETFGEGeneral Electric$2,565,564$108,414 ▲4.4%15,3821.6%TransportationIRIngersoll Rand$2,554,8620.0%28,2431.6%Industrial ProductsJNJJohnson & Johnson$2,548,494$32,540 ▼-1.3%17,6221.6%MedicalCOSTCostco Wholesale$2,526,1560.0%2,7571.6%Retail/WholesaleWMTWalmart$2,494,021$72,280 ▲3.0%27,6041.5%Retail/WholesalePFEPfizer$2,477,849$75,186 ▼-2.9%93,3981.5%MedicalQQQInvesco QQQ$2,454,926$7,668 ▼-0.3%4,8021.5%FinanceXLVHealth Care Select Sector SPDR Fund$2,446,132$186,820 ▲8.3%17,7811.5%ETFTTTrane Technologies$2,360,146$46,169 ▲2.0%6,3901.5%ConstructionCATCaterpillar$2,342,3410.0%6,4571.4%Industrial ProductsEMREmerson Electric$2,290,970$58,867 ▲2.6%18,4861.4%Industrial ProductsWFCWells Fargo & Company$2,281,184$86,044 ▲3.9%32,4771.4%FinanceMRKMerck & Co., Inc.$2,233,227$2,487 ▼-0.1%22,4491.4%MedicalBRK.BBerkshire Hathaway$2,207,474$22,664 ▲1.0%4,8701.4%FinanceDEDeere & Company$2,172,310$10,593 ▲0.5%5,1271.3%Industrial ProductsKOCoca-Cola$2,163,913$7,783 ▲0.4%34,7561.3%Consumer StaplesHDHome Depot$2,125,830$29,174 ▼-1.4%5,4651.3%Retail/WholesaleSTTState Street$2,108,655$2,454 ▼-0.1%21,4841.3%FinancePEPPepsiCo$2,065,161$15,206 ▲0.7%13,5811.3%Consumer StaplesBSVVanguard Short-Term Bond ETF$2,035,215$37,167 ▼-1.8%26,3391.3%ETFXLPConsumer Staples Select Sector SPDR Fund$1,996,065$112,176 ▲6.0%25,3921.2%ETFLLYEli Lilly and Company$1,984,040$7,720 ▲0.4%2,5701.2%MedicalITWIllinois Tool Works$1,958,497$12,678 ▲0.7%7,7241.2%Industrial ProductsMMM3M$1,932,994$35,500 ▲1.9%14,9741.2%Multi-Sector ConglomeratesSLBSchlumberger$1,907,108$11,502 ▲0.6%49,7421.2%Oils/EnergyGE VERNOVA INC$1,848,587$164,465 ▲9.8%5,6201.1%COMAMGNAmgen$1,835,758$6,516 ▼-0.4%7,0431.1%MedicalAMZNAmazon.com$1,827,519$77,225 ▲4.4%8,3301.1%Retail/WholesalePGProcter & Gamble$1,825,8760.0%10,8911.1%Consumer StaplesABBVAbbVie$1,770,958$8,885 ▼-0.5%9,9661.1%MedicalCMICummins$1,677,463$10,458 ▲0.6%4,8121.0%Auto/Tires/TrucksVMCVulcan Materials$1,466,211$12,862 ▼-0.9%5,7000.9%ConstructionUNPUnion Pacific$1,463,333$11,402 ▼-0.8%6,4170.9%TransportationNSCNorfolk Southern$1,407,261$5,867 ▼-0.4%5,9960.9%TransportationGOOGAlphabet$1,328,509$147,591 ▲12.5%6,9760.8%Computer and TechnologyMETAMeta Platforms$1,301,003$8,783 ▲0.7%2,2220.8%Computer and TechnologyCARRCarrier Global$1,284,994$87,031 ▲7.3%18,8250.8%Computer and TechnologyGISGeneral Mills$1,260,0310.0%19,7590.8%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,245,4200.0%2,1250.8%FinancePBEInvesco Biotechnology & Genome ETF$1,225,058$15,302 ▲1.3%18,4140.8%ETFSHWSherwin-Williams$1,222,048$16,996 ▼-1.4%3,5950.8%Basic MaterialsBKRBaker Hughes$1,209,064$842,961 ▲230.3%29,4750.7%Oils/EnergyCSXCSX$1,205,607$8,067 ▼-0.7%37,3600.7%TransportationHALHalliburton$1,187,523$764,719 ▲180.9%43,6750.7%Oils/EnergyCLColgate-Palmolive$1,167,921$45,455 ▼-3.7%12,8470.7%Consumer StaplesITAiShares U.S. Aerospace & Defense ETF$1,161,637$190,408 ▲19.6%7,9920.7%ETFKKellanova$1,099,816$6,073 ▼-0.5%13,5830.7%Consumer DiscretionaryGLWCorning$1,097,712$4,752 ▼-0.4%23,1000.7%Computer and TechnologyIYTiShares U.S. Transportation ETF$1,085,039$55,745 ▲5.4%16,0580.7%ETFGEHCGE HealthCare Technologies$1,052,928$7,818 ▲0.7%13,4680.7%MedicalHSYHershey$1,017,2850.0%6,0070.6%Consumer StaplesIBMInternational Business Machines$969,450$142,889 ▲17.3%4,4100.6%Computer and TechnologyRTXRTX$954,806$8,679 ▲0.9%8,2510.6%AerospaceIHEiShares U.S. Pharmaceuticals ETF$950,311$5,915 ▼-0.6%14,4600.6%ETFTSLATesla$767,296$189,805 ▲32.9%1,9000.5%Auto/Tires/TrucksMUMicron Technology$753,4840.0%8,9530.5%Computer and TechnologyQCOMQUALCOMM$733,228$11,521 ▼-1.5%4,7730.5%Computer and TechnologyBABoeing$682,335$66,375 ▼-8.9%3,8550.4%AerospaceUBSUBS Group$639,146$60,640 ▼-8.7%21,0800.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$621,015$121,434 ▲24.3%3,5440.4%ETFSWXSouthwest Gas$559,6700.0%7,9150.3%UtilitiesPEGPublic Service Enterprise Group$430,899$12,674 ▼-2.9%5,1000.3%UtilitiesBIIBBiogen$419,001$20,644 ▼-4.7%2,7400.3%MedicalFDXFedEx$374,1690.0%1,3300.2%TransportationDOWDOW$373,851$9,912 ▼-2.6%9,3160.2%Basic MaterialsFCXFreeport-McMoRan$336,703$15,232 ▼-4.3%8,8420.2%Basic MaterialsXOPSPDR S&P Oil & Gas Exploration & Production ETF$295,847$295,847 ▲New Holding2,2350.2%ETFUPSUnited Parcel Service$292,552$3,153 ▼-1.1%2,3200.2%TransportationIBBiShares Biotechnology ETF$270,369$270,369 ▲New Holding2,0450.2%FinanceXLBMaterials Select Sector SPDR Fund$252,841$26,504 ▲11.7%3,0050.2%ETFAVGOBroadcom$252,706$252,706 ▲New Holding1,0900.2%Computer and TechnologyVVisa$252,5070.0%7990.2%Business ServicesORCLOracle$241,6280.0%1,4500.1%Computer and TechnologyUNHUnitedHealth Group$231,1780.0%4570.1%MedicalNVONovo Nordisk A/S$219,351$51,612 ▼-19.0%2,5500.1%MedicalMSMorgan Stanley$201,403$201,403 ▲New Holding1,6020.1%FinanceAZNAstraZeneca$0$225,939 ▼-100.0%00.0%MedicalALLEAllegion$0$221,379 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
