Massachusetts Wealth Management Top Holdings and 13F Report (2024) About Massachusetts Wealth ManagementInvestment ActivityMassachusetts Wealth Management has $158.61 million in total holdings as of September 30, 2024.Massachusetts Wealth Management owns shares of 88 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 6.40% of the portfolio was purchased this quarter.About 5.45% of the portfolio was sold this quarter.This quarter, Massachusetts Wealth Management has purchased 93 new stocks and bought additional shares in 48 stocks.Massachusetts Wealth Management sold shares of 30 stocks and completely divested from 9 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $8,445,230Apple $5,435,200Vanguard Short-Term Corporate Bond ETF $4,715,324JPMorgan Chase & Co. $4,574,397Microsoft $4,253,946 Largest New Holdings this Quarter Micron Technology $928,516 HoldingInternational Business Machines $831,261 HoldingQUALCOMM $824,402 HoldingAllegion $221,379 Holding Largest Purchases this Quarter Micron Technology 8,953 shares (about $928.52K)International Business Machines 3,760 shares (about $831.26K)QUALCOMM 4,848 shares (about $824.40K)Meta Platforms 1,361 shares (about $779.09K)Amazon.com 4,001 shares (about $745.51K) Largest Sales this Quarter UBS Group 27,483 shares (about $849.50K)DOW 10,673 shares (about $583.07K)United Parcel Service 3,445 shares (about $469.69K)Schlumberger 7,775 shares (about $326.16K)Chevron 1,803 shares (about $265.53K) 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$8,445,230$71,566 ▲0.9%37,4085.3%ETFAAPLApple$5,435,200$211,797 ▲4.1%23,3273.4%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$4,715,324$128,660 ▼-2.7%59,3723.0%ETFJPMJPMorgan Chase & Co.$4,574,397$50,606 ▼-1.1%21,6942.9%FinanceMSFTMicrosoft$4,253,946$105,854 ▲2.6%9,8862.7%Computer and TechnologyXOMExxon Mobil$4,222,264$161,177 ▼-3.7%36,0202.7%Oils/EnergyCOPConocoPhillips$3,148,714$155,288 ▼-4.7%29,9082.0%Oils/EnergyXLIIndustrial Select Sector SPDR Fund$3,068,258$194,763 ▲6.8%22,6541.9%ETFCVXChevron$3,061,449$265,528 ▼-8.0%20,7881.9%Oils/EnergyXLFFinancial Select Sector SPDR Fund$3,008,387$97,211 ▲3.3%66,3811.9%ETFXLEEnergy Select Sector SPDR Fund$2,894,415$91,312 ▲3.3%32,9661.8%ETFJNJJohnson & Johnson$2,892,285$32,412 ▲1.1%17,8471.8%MedicalPFEPfizer$2,784,954$717,712 ▲34.7%96,2321.8%MedicalGEGeneral Electric$2,778,161$26,024 ▲0.9%14,7321.8%TransportationIRIngersoll Rand$2,772,333$24,540 ▲0.9%28,2431.7%Industrial ProductsBACBank of America$2,764,195$77,773 ▼-2.7%69,6621.7%FinanceNVDANVIDIA$2,682,245$593,234 ▲28.4%22,0871.7%Computer and TechnologyCCitigroup$2,562,343$1,565 ▲0.1%40,9321.6%FinanceMRKMerck & Co., Inc.$2,552,147$11,356 ▲0.4%22,4741.6%MedicalXLVHealth Care Select Sector SPDR Fund$2,529,470$213,626 ▲9.2%16,4231.6%ETFCATCaterpillar$2,525,462$31,290 ▲1.3%6,4571.6%Industrial ProductsKOCoca-Cola$2,488,584$136,534 ▲5.8%34,6311.6%Consumer StaplesCOSTCostco Wholesale$2,444,136$35,461 ▼-1.4%2,7571.5%Retail/WholesaleTTTrane Technologies$2,435,393$1,944 ▼-0.1%6,2651.5%ConstructionQQQInvesco QQQ$2,351,033$73,210 ▲3.2%4,8171.5%FinancePEPPepsiCo$2,292,482$12,754 ▲0.6%13,4811.4%Consumer StaplesAMGNAmgen$2,277,462$45,433 ▼-2.0%7,0681.4%MedicalLLYEli Lilly and Company$2,268,006$305,649 ▲15.6%2,5601.4%MedicalHDHome Depot$2,244,808$30,390 ▲1.4%5,5401.4%Retail/WholesaleBRK.BBerkshire Hathaway$2,218,453$105,860 ▲5.0%4,8201.4%FinanceWMTWalmart$2,164,423$173,613 ▲8.7%26,8041.4%Retail/WholesaleDEDeere & Company$2,129,218$64,686 ▲3.1%5,1021.3%Industrial ProductsBSVVanguard Short-Term Bond ETF$2,110,466$35,804 ▼-1.7%26,8201.3%ETFSLBSchlumberger$2,074,092$326,161 ▼-13.6%49,4421.3%Oils/EnergyITWIllinois Tool Works$2,011,125$123,173 ▲6.5%7,6741.3%Industrial ProductsMMM3M$2,009,353$177,026 ▲9.7%14,6991.3%Multi-Sector ConglomeratesXLPConsumer Staples Select Sector SPDR Fund$1,989,095$126,575 ▲6.8%23,9651.3%ETFABBVAbbVie$1,977,960$24,685 ▼-1.2%10,0161.2%MedicalEMREmerson Electric$1,969,863$184,835 ▲10.4%18,0111.2%Industrial ProductsSTTState Street$1,902,901$2,212 ▼-0.1%21,5091.2%FinancePGProcter & Gamble$1,886,321$4,330 ▲0.2%10,8911.2%Consumer StaplesWFCWells Fargo & Company$1,765,425$14,122 ▼-0.8%31,2521.1%FinanceUNPUnion Pacific$1,593,986$7,394 ▲0.5%6,4671.0%TransportationCMICummins$1,548,364$30,760 ▲2.0%4,7821.0%Auto/Tires/TrucksNSCNorfolk Southern$1,496,218$19,880 ▲1.3%6,0210.9%TransportationAMZNAmazon.com$1,486,541$745,506 ▲100.6%7,9780.9%Retail/WholesaleGISGeneral Mills$1,459,2020.0%19,7590.9%Consumer StaplesVMCVulcan Materials$1,439,972$12,521 ▼-0.9%5,7500.9%ConstructionCARRCarrier Global$1,412,600$94,576 ▲7.2%17,5500.9%Computer and TechnologySHWSherwin-Williams$1,391,187$26,717 ▲2.0%3,6450.9%Basic MaterialsCLColgate-Palmolive$1,385,552$7,786 ▼-0.6%13,3470.9%Consumer StaplesGE VERNOVA INC$1,305,498$85,418 ▲7.0%5,1200.8%COMCSXCSX$1,298,673$9,323 ▲0.7%37,6100.8%TransportationPBEInvesco Biotechnology & Genome ETF$1,269,607$86,577 ▲7.3%18,1840.8%ETFMETAMeta Platforms$1,263,375$779,091 ▲160.9%2,2070.8%Computer and TechnologyGEHCGE HealthCare Technologies$1,254,587$13,796 ▲1.1%13,3680.8%MedicalSPYSPDR S&P 500 ETF Trust$1,219,2400.0%2,1250.8%FinanceHSYHershey$1,152,022$14,383 ▲1.3%6,0070.7%Consumer StaplesKKellanova$1,102,337$42,373 ▼-3.7%13,6580.7%Consumer DiscretionaryIYTiShares U.S. Transportation ETF$1,049,706$23,774 ▲2.3%15,2330.7%ETFGLWCorning$1,047,480$334,110 ▲46.8%23,2000.7%Computer and TechnologyGOOGAlphabet$1,036,745$729,115 ▲237.0%6,2010.7%Computer and TechnologyIHEiShares U.S. Pharmaceuticals ETF$1,027,376$20,124 ▼-1.9%14,5500.6%ETFITAiShares U.S. Aerospace & Defense ETF$999,894$121,957 ▲13.9%6,6820.6%ETFRTXRTX$990,604$8,845 ▼-0.9%8,1760.6%AerospaceMUMicron Technology$928,516$928,516 ▲New Holding8,9530.6%Computer and TechnologyIBMInternational Business Machines$831,261$831,261 ▲New Holding3,7600.5%Computer and TechnologyQCOMQUALCOMM$824,402$824,402 ▲New Holding4,8480.5%Computer and TechnologyUBSUBS Group$713,403$849,500 ▼-54.4%23,0800.4%FinanceBABoeing$643,129$123,913 ▲23.9%4,2300.4%AerospaceSWXSouthwest Gas$583,810$16,596 ▼-2.8%7,9150.4%UtilitiesBIIBBiogen$557,290$4,846 ▼-0.9%2,8750.4%MedicalDOWDOW$522,427$583,066 ▼-52.7%9,5630.3%Basic MaterialsRSPInvesco S&P 500 Equal Weight ETF$510,785$141,895 ▲38.5%2,8510.3%ETFPEGPublic Service Enterprise Group$468,352$31,223 ▼-6.3%5,2500.3%UtilitiesFCXFreeport-McMoRan$461,361$244,608 ▼-34.6%9,2420.3%Basic MaterialsHALHalliburton$451,728$76,256 ▼-14.4%15,5500.3%Oils/EnergyNVONovo Nordisk A/S$375,070$2,977 ▼-0.8%3,1500.2%MedicalTSLATesla$374,1310.0%1,4300.2%Auto/Tires/TrucksFDXFedEx$363,994$9,579 ▲2.7%1,3300.2%TransportationBKRBaker Hughes$322,639$28,016 ▼-8.0%8,9250.2%Oils/EnergyUPSUnited Parcel Service$319,717$469,691 ▼-59.5%2,3450.2%TransportationUNHUnitedHealth Group$267,1990.0%4570.2%MedicalXLBMaterials Select Sector SPDR Fund$259,262$2,409 ▲0.9%2,6900.2%ETFORCLOracle$247,0800.0%1,4500.2%Computer and TechnologyAZNAstraZeneca$225,9390.0%2,9000.1%MedicalALLEAllegion$221,379$221,379 ▲New Holding1,5190.1%Industrial ProductsVVisa$219,678$17,046 ▼-7.2%7990.1%Business ServicesCVSCVS Health$0$1,327,314 ▼-100.0%00.0%Retail/WholesaleTDToronto-Dominion Bank$0$851,495 ▼-100.0%00.0%FinanceVZVerizon Communications$0$739,799 ▼-100.0%00.0%Computer and TechnologySCHWCharles Schwab$0$451,351 ▼-100.0%00.0%FinancePYPLPayPal$0$373,829 ▼-100.0%00.0%Computer and TechnologyINTCIntel$0$319,548 ▼-100.0%00.0%Computer and TechnologyTAT&T$0$310,628 ▼-100.0%00.0%Computer and TechnologyBCSBarclays$0$290,027 ▼-100.0%00.0%FinanceDBDeutsche Bank Aktiengesellschaft$0$243,882 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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