Massachusetts Wealth Management Top Holdings and 13F Report (2025) About Massachusetts Wealth ManagementInvestment ActivityMassachusetts Wealth Management has $145.84 million in total holdings as of March 31, 2025.Massachusetts Wealth Management owns shares of 83 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 14.65% of the portfolio was sold this quarter.This quarter, Massachusetts Wealth Management has purchased 90 new stocks and bought additional shares in 26 stocks.Massachusetts Wealth Management sold shares of 50 stocks and completely divested from 10 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $8,151,624JPMorgan Chase & Co. $5,108,127Vanguard Short-Term Corporate Bond ETF $4,783,132Financial Select Sector SPDR Fund $4,500,881Exxon Mobil $4,414,801 Largest New Holdings this Quarter 464287515 - iShares Expanded Tech-Software Sector ETF $2,232,759 Holding92532F100 - Vertex Pharmaceuticals $289,438 Holding38141G104 - The Goldman Sachs Group $204,859 Holding Largest Purchases this Quarter iShares Expanded Tech-Software Sector ETF 25,090 shares (about $2.23M)Financial Select Sector SPDR Fund 10,430 shares (about $519.52K)Industrial Select Sector SPDR Fund 3,630 shares (about $475.78K)Citigroup 6,420 shares (about $455.76K)Vertex Pharmaceuticals 597 shares (about $289.44K) Largest Sales this Quarter JPMorgan Chase & Co. 670 shares (about $164.35K)General Electric 787 shares (about $157.52K)Exxon Mobil 1,224 shares (about $145.57K)Caterpillar 310 shares (about $102.24K)Trane Technologies 255 shares (about $85.91K) 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$8,151,624$98,078 ▲1.2%39,4795.6%ETFJPMJPMorgan Chase & Co.$5,108,127$164,351 ▼-3.1%20,8243.5%FinanceVCSHVanguard Short-Term Corporate Bond ETF$4,783,132$56,837 ▲1.2%60,5923.3%ETFXLFFinancial Select Sector SPDR Fund$4,500,881$519,518 ▲13.0%90,3613.1%ETFXOMExxon Mobil$4,414,801$145,570 ▼-3.2%37,1213.0%EnergyXLIIndustrial Select Sector SPDR Fund$4,099,345$475,784 ▲13.1%31,2762.8%ETFMSFTMicrosoft$3,648,791$33,410 ▼-0.9%9,7202.5%Computer and TechnologyCCitigroup$3,544,318$455,756 ▲14.8%49,9272.4%FinanceCVXChevron$3,389,797$54,369 ▼-1.6%20,2632.3%EnergyXLEEnergy Select Sector SPDR Fund$3,206,176$109,617 ▲3.5%34,3092.2%ETFCOPConocoPhillips$3,054,822$44,108 ▼-1.4%29,0882.1%EnergyGEGeneral Electric$2,921,189$157,518 ▼-5.1%14,5952.0%TransportationJNJJohnson & Johnson$2,847,804$74,628 ▼-2.6%17,1722.0%MedicalXLVHealth Care Select Sector SPDR Fund$2,815,949$219,745 ▲8.5%19,2861.9%ETFCOSTCostco Wholesale$2,550,769$56,747 ▼-2.2%2,6971.7%Retail/WholesaleKOCoca-Cola$2,485,649$3,581 ▼-0.1%34,7061.7%Consumer StaplesWMTWalmart$2,422,477$878 ▼0.0%27,5941.7%Retail/WholesaleDEDeere & Company$2,361,769$44,588 ▼-1.9%5,0321.6%IndustrialsNVDANVIDIA$2,349,136$50,072 ▼-2.1%21,6751.6%Computer and TechnologyPFEPfizer$2,336,297$30,408 ▼-1.3%92,1981.6%MedicalWFCWells Fargo & Company$2,305,679$25,844 ▼-1.1%32,1171.6%FinanceIGViShares Expanded Tech-Software Sector ETF$2,232,759$2,232,759 ▲New Holding25,0901.5%ETFMMM3M$2,221,111$22,029 ▲1.0%15,1241.5%Multi-Sector ConglomeratesBSVVanguard Short-Term Bond ETF$2,220,569$158,752 ▲7.7%28,3671.5%ETFIRIngersoll Rand$2,219,952$40,335 ▼-1.8%27,7391.5%IndustrialsXLPConsumer Staples Select Sector SPDR Fund$2,165,643$91,879 ▲4.4%26,5171.5%ETFLLYEli Lilly and Company$2,151,496$28,907 ▲1.4%2,6051.5%MedicalEMREmerson Electric$2,084,366$57,561 ▲2.8%19,0111.4%IndustrialsTTTrane Technologies$2,067,004$85,915 ▼-4.0%6,1351.4%ConstructionSLBSchlumberger$2,065,631$13,585 ▼-0.7%49,4171.4%EnergyABBVAbbVie$2,059,791$28,285 ▼-1.4%9,8311.4%MedicalCATCaterpillar$2,027,281$102,238 ▼-4.8%6,1471.4%IndustrialsPEPPepsiCo$1,995,141$41,234 ▼-2.0%13,3061.4%Consumer StaplesMRKMerck & Co., Inc.$1,965,654$49,368 ▼-2.4%21,8991.3%MedicalHDHome Depot$1,951,559$51,309 ▼-2.6%5,3251.3%Retail/WholesaleSTTState Street$1,883,174$40,288 ▼-2.1%21,0341.3%FinanceITWIllinois Tool Works$1,872,227$43,402 ▼-2.3%7,5491.3%IndustrialsGE VERNOVA INC$1,831,375$115,701 ▲6.7%5,9991.3%COMPGProcter & Gamble$1,807,645$48,399 ▼-2.6%10,6071.2%Consumer StaplesUNPUnion Pacific$1,480,516$35,436 ▼-2.3%6,2671.0%TransportationCMICummins$1,480,064$28,210 ▼-1.9%4,7221.0%Auto/Tires/TrucksNSCNorfolk Southern$1,390,546$29,606 ▼-2.1%5,8711.0%TransportationMETAMeta Platforms$1,309,490$28,818 ▲2.3%2,2720.9%Computer and TechnologyCARRCarrier Global$1,306,040$112,535 ▲9.4%20,6000.9%Computer and TechnologyVMCVulcan Materials$1,305,314$24,497 ▼-1.8%5,5950.9%ConstructionBKRBaker Hughes$1,291,031$4,395 ▼-0.3%29,3750.9%EnergySHWSherwin-Williams$1,229,149$26,189 ▼-2.1%3,5200.8%Basic MaterialsIBMInternational Business Machines$1,207,990$111,400 ▲10.2%4,8580.8%Computer and TechnologyCLColgate-Palmolive$1,180,339$23,425 ▼-1.9%12,5970.8%Consumer StaplesGISGeneral Mills$1,167,938$13,453 ▼-1.1%19,5340.8%Consumer StaplesITAiShares U.S. Aerospace & Defense ETF$1,167,694$55,882 ▼-4.6%7,6270.8%ETFPBEInvesco Biotechnology & Genome ETF$1,154,862$13,322 ▼-1.1%18,2040.8%ETFSPYSPDR S&P 500 ETF Trust$1,148,987$39,717 ▼-3.3%2,0540.8%FinanceGOOGAlphabet$1,132,043$42,182 ▲3.9%7,2460.8%Computer and TechnologyKKellanova$1,108,088$12,373 ▼-1.1%13,4330.8%Consumer DiscretionaryHALHalliburton$1,105,498$2,537 ▼-0.2%43,5750.8%EnergyIHEiShares U.S. Pharmaceuticals ETF$1,086,271$65,974 ▲6.5%15,3950.7%ETFCSXCSX$1,080,375$19,129 ▼-1.7%36,7100.7%TransportationGEHCGE HealthCare Technologies$1,079,254$7,748 ▼-0.7%13,3720.7%MedicalGLWCorning$1,039,206$18,312 ▼-1.7%22,7000.7%Computer and TechnologyHSYHershey$1,018,826$8,552 ▼-0.8%5,9570.7%Consumer StaplesIYTiShares U.S. Transportation ETF$1,005,143$23,051 ▼-2.2%15,6980.7%ETFMUMicron Technology$797,476$19,550 ▲2.5%9,1780.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$780,228$166,301 ▲27.1%4,5040.5%ETFQCOMQUALCOMM$760,062$26,882 ▲3.7%4,9480.5%Computer and TechnologyUBSUBS Group$645,6800.0%21,0800.4%FinanceSWXSouthwest Gas$564,707$3,590 ▼-0.6%7,8650.4%UtilitiesTSLATesla$493,959$1,555 ▲0.3%1,9060.3%Auto/Tires/TrucksPEGPublic Service Enterprise Group$411,500$8,230 ▼-2.0%5,0000.3%UtilitiesBIIBBiogen$377,542$2,600 ▲0.7%2,7590.3%MedicalIBBiShares Biotechnology ETF$318,471$56,916 ▲21.8%2,4900.2%FinanceFDXFedEx$316,914$7,313 ▼-2.3%1,3000.2%TransportationXOPSPDR S&P Oil & Gas Exploration & Production ETF$308,860$14,488 ▲4.9%2,3450.2%ETFDOWDOW$291,338$33,977 ▼-10.4%8,3430.2%Basic MaterialsFCXFreeport-McMoRan$290,273$44,486 ▼-13.3%7,6670.2%Basic MaterialsVRTXVertex Pharmaceuticals$289,438$289,438 ▲New Holding5970.2%MedicalVVisa$280,0080.0%7990.2%Business ServicesXLBMaterials Select Sector SPDR Fund$258,3700.0%3,0050.2%ETFUPSUnited Parcel Service$230,429$24,748 ▼-9.7%2,0950.2%TransportationUNHUnitedHealth Group$213,166$26,187 ▼-10.9%4070.1%MedicalGSThe Goldman Sachs Group$204,859$204,859 ▲New Holding3750.1%FinanceMSMorgan Stanley$204,406$17,501 ▲9.4%1,7520.1%FinanceORCLOracle$202,7240.0%1,4500.1%Computer and TechnologyAAPLApple$0$5,791,474 ▼-100.0%00.0%Computer and TechnologyBACBank of America$0$3,167,132 ▼-100.0%00.0%FinanceQQQInvesco QQQ$0$2,454,926 ▼-100.0%00.0%FinanceBRK.BBerkshire Hathaway$0$2,207,474 ▼-100.0%00.0%FinanceAMGNAmgen$0$1,835,758 ▼-100.0%00.0%MedicalAMZNAmazon.com$0$1,827,519 ▼-100.0%00.0%Retail/WholesaleRTXRTX$0$954,806 ▼-100.0%00.0%AerospaceBABoeing$0$682,335 ▼-100.0%00.0%AerospaceAVGOBroadcom$0$252,706 ▼-100.0%00.0%Computer and TechnologyNVONovo Nordisk A/S$0$219,351 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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