Sponsored

The Analysis of Massachusetts Wealth Management's Holdings & P&L

Currently, Massachusetts Wealth Management holds 98 types of securities in its portfolio with a total value $262.5M. In the most recent quarter, they have increased their positions in JPST (+25.3K shares, valued at $1.3M), BBY (+10.9K shares, valued at $825.3K), XLV (+890 shares, valued at $141.2K); decreased their positions in MU (-200 shares, valued at $230.9K), TT (-105 shares, valued at $51.6K), N/A (-50 shares, valued at $46.8K); initiated new positions in BBY (+10.9K shares, valued at $825.3K).

1M P&L

+6.2M+2.72%

3M P&L

+9.2M+4.10%

HY P&L

+20.5M+9.60%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A70.1M

30.1%

2Drug Manufacturers - General16.8M

7.2%

3Banks - Diversified15.6M

6.7%

Top Industries by Stock Count

1N/A21 stocks

25.0%

2Drug Manufacturers - General6 stocks

7.1%

3Banks - Diversified5 stocks

6.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPST J P MORGAN EXCHANGE TRADED F277.5K shares10.01%2026-06-302026-08-03

XLK SELECT SECTOR SPDR TR59.5K shares1.05%2026-06-302026-08-03

MU MICRON TECHNOLOGY INC8.0K shares-2.43%2026-06-302026-08-03

XLI SELECT SECTOR SPDR TR39.2K shares1.70%2026-06-302026-08-03

GEV GE VERNOVA INC6.1K shares0.58%2026-06-302026-08-03

C CITIGROUP INC51.3K shares-0.41%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO20.4K shares-0.20%2026-06-302026-08-03

CAT CATERPILLAR INC6.1K shares-0.08%2026-06-302026-08-03

Sponsored

AAPL APPLE INC21.4K shares-0.70%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP44.3K shares-0.56%2026-06-302026-08-03

GLW CORNING INC23.5K shares0.00%2026-06-302026-08-03

XLF SELECT SECTOR SPDR TR106.2K shares1.71%2026-06-302026-08-03

GE GE AEROSPACE14.8K shares0.82%2026-06-302026-08-03

VCSH VANGUARD SCOTTSDALE FDS63.0K shares-0.16%2026-06-302026-08-03

CVX CHEVRON CORPORATION28.4K shares-0.44%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON17.9K shares0.42%2026-06-302026-08-03

Sponsored

COP CONOCOPHILLIPS42.9K shares-0.98%2026-06-302026-08-03

BAC BANK OF AMER CORP75.8K shares0.23%2026-06-302026-08-03

SLB SLB LIMITED89.9K shares-0.03%2026-06-302026-08-03

XLE SELECT SECTOR SPDR TR78.5K shares2.43%2026-06-302026-08-03

XLV SELECT SECTOR SPDR TR24.8K shares3.72%2026-06-302026-08-03

NVDA NVIDIA CORPORATION19.2K shares0.39%2026-06-302026-08-03

STT STATE STR CORP21.6K shares-0.69%2026-06-302026-08-03

MSFT MICROSOFT CORP9.7K shares0.10%2026-06-302026-08-03

Sponsored

LLY ELI LILLY & CO3.0K shares0.00%2026-06-302026-08-03

WMT WALMART INC30.9K shares0.41%2026-06-302026-08-03

CMI CUMMINS INC4.9K shares0.41%2026-06-302026-08-03

QQQ INVESCO QQQ TR4.5K shares-0.16%2026-06-302026-08-03

FREEPORT MCMORAN INC FREEPORT MCMORAN INC52.5K shares-1.27%2026-06-302026-08-03

DE DEERE & CO5.1K shares0.99%2026-06-302026-08-03

MRK MERCK & CO INC23.7K shares0.47%2026-06-302026-08-03

GOOG ALPHABET INC8.4K shares3.37%2026-06-302026-08-03

Sponsored

KO COCA COLA CO36.1K shares1.12%2026-06-302026-08-03

TT TRANE TECHNOLOGIES PLC5.9K shares-1.74%2026-06-302026-08-03

EMR EMERSON ELEC CO19.8K shares0.51%2026-06-302026-08-03

WFC WELLS FARGO & CO33.1K shares0.05%2026-06-302026-08-03

PFE PFIZER INC110.8K shares0.73%2026-06-302026-08-03

XLP SELECT SECTOR SPDR TR31.6K shares3.35%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL5.2K shares0.19%2026-06-302026-08-03

3M CO 3M CO15.5K shares0.45%2026-06-302026-08-03

Sponsored

KTB KONTOOR BRANDS INC29.0K shares0.52%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.6K shares-1.92%2026-06-302026-08-03

ABBVIE INC ABBVIE INC9.3K shares-0.27%2026-06-302026-08-03

AMGN AMGEN INC6.3K shares0.79%2026-06-302026-08-03

IR INGERSOLL RAND INC27.7K shares0.51%2026-06-302026-08-03

AMZN AMAZON COM INC9.5K shares2.26%2026-06-302026-08-03

ITW ILLINOIS TOOL WKS INC7.9K shares0.13%2026-06-302026-08-03

BSV VANGUARD BD INDEX FDS27.4K shares-1.08%2026-06-302026-08-03

Sponsored

NSC NORFOLK SOUTHN CORP6.2K shares1.98%2026-06-302026-08-03

ITA ISHARES TR8.0K shares0.92%2026-06-302026-08-03

PEP PEPSICO INC14.2K shares1.25%2026-06-302026-08-03

HD HOME DEPOT INC5.4K shares-0.91%2026-06-302026-08-03

CSX CSX CORP39.3K shares0.70%2026-06-302026-08-03

UNP UNION PAC CORP6.6K shares1.45%2026-06-302026-08-03

CARR CARRIER GLOBAL CORPORATION23.1K shares1.65%2026-06-302026-08-03

PG PROCTER & GAMBLE CO11.2K shares1.82%2026-06-302026-08-03

Sponsored

PBE INVESCO EXCHANGE TRADED FD T17.8K shares-0.17%2026-06-302026-08-03

BKR BAKER HUGHES COMPANY28.6K shares0.35%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.1K shares0.00%2026-06-302026-08-03

RTX CORPORATION RTX CORPORATION8.1K shares1.38%2026-06-302026-08-03

VMC VULCAN MATLS CO5.2K shares-1.89%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC2.7K shares2.11%2026-06-302026-08-03

BA BOEING CO6.8K shares5.72%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS5.2K shares1.65%2026-06-302026-08-03

Sponsored

IHE ISHARES TR14.6K shares-1.32%2026-06-302026-08-03

HAL HALLIBURTON CO42.1K shares1.39%2026-06-302026-08-03

IYT ISHARES TR15.3K shares-0.36%2026-06-302026-08-03

SHW SHERWIN WILLIAMS CO3.7K shares1.10%2026-06-302026-08-03

CL COLGATE PALMOLIVE CO13.5K shares2.08%2026-06-302026-08-03

RSP INVESCO EXCHANGE TRADED FD T5.4K shares5.77%2026-06-302026-08-03

HSY HERSHEY CO6.3K shares0.00%2026-06-302026-08-03

UBS UBS GROUP AG21.1K shares0.00%2026-06-302026-08-03

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I14.7K shares1.73%2026-06-302026-08-03

IBB ISHARES TR4.4K shares5.28%2026-06-302026-08-03

BBY BEST BUY INC10.9K sharesnew addition2026-06-302026-08-03

TSLA TESLA INC1.9K shares0.00%2026-06-302026-08-03

QCOM QUALCOMM INC4.2K shares-1.18%2026-06-302026-08-03

GIS GENERAL MILLS INC21.0K shares1.45%2026-06-302026-08-03

SWX SOUTHWEST GAS HLDGS INC8.2K shares0.00%2026-06-302026-08-03

BIIB BIOGEN INC3.2K shares1.57%2026-06-302026-08-03

Sponsored

INTC INTEL CORP5.0K shares0.00%2026-06-302026-08-03

XOP SPDR SERIES TRUST4.1K shares17.28%2026-06-302026-08-03

XLB SELECT SECTOR SPDR TR10.8K shares3.00%2026-06-302026-08-03

HACK AMPLIFY ETF TR5.1K shares28.68%2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC460 shares5.75%2026-06-302026-08-03

FBTC FIDELITY WISE ORIGIN BITCOIN8.8K shares-1.13%2026-06-302026-08-03

MS MORGAN STANLEY2.1K shares3.66%2026-06-302026-08-03

PEG PUBLIC SVC ENTERPRISE GROUP5.5K shares0.00%2026-06-302026-08-03

Sponsored

CW CURTISS WRIGHT CORP545 shares0.00%2026-06-302026-08-03

BROADCOM INC BROADCOM INC1.1K shares0.00%2026-06-302026-08-03

FDX FEDEX CORP1.3K shares0.00%2026-06-302026-08-03

VRTX VERTEX PHARMACEUTICALS INC732 shares15.46%2026-06-302026-08-03

TD TORONTO DOMINION BK ONT2.4K shares0.00%2026-06-302026-08-03

VISA INC VISA INC799 shares0.00%2026-06-302026-08-03

ASTRAZENECA PLC ASTRAZENECA PLC1.4K shares0.00%2026-06-302026-08-03

ALLEGION PLC ALLEGION PLC1.5K shares0.00%2026-06-302026-08-03

Sponsored

ORACLE CORP ORACLE CORP1.4K shares0.00%2026-06-302026-08-03

VPU VANGUARD WORLD FD1.1K shares0.00%2026-06-302026-08-03

JPST

J P MORGAN EXCHANGE TRADED F

10.01%

Shares277.5K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

1.05%

Shares59.5K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC

-2.43%

Shares8.0K

Event2026-06-30

Filed2026-08-03

XLI

SELECT SECTOR SPDR TR

1.70%

Shares39.2K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

0.58%

Shares6.1K

Event2026-06-30

Filed2026-08-03

CITIGROUP INC

-0.41%

Shares51.3K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

-0.20%

Shares20.4K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

-0.08%

Shares6.1K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

-0.70%

Shares21.4K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

-0.56%

Shares44.3K

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC

0.00%

Shares23.5K

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

1.71%

Shares106.2K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

0.82%

Shares14.8K

Event2026-06-30

Filed2026-08-03

VCSH

VANGUARD SCOTTSDALE FDS

-0.16%

Shares63.0K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

-0.44%

Shares28.4K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

0.42%

Shares17.9K

Event2026-06-30

Filed2026-08-03

COP

CONOCOPHILLIPS

-0.98%

Shares42.9K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

0.23%

Shares75.8K

Event2026-06-30

Filed2026-08-03

SLB

SLB LIMITED

-0.03%

Shares89.9K

Event2026-06-30

Filed2026-08-03

XLE

SELECT SECTOR SPDR TR

2.43%

Shares78.5K

Event2026-06-30

Filed2026-08-03

XLV

SELECT SECTOR SPDR TR

3.72%

Shares24.8K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

0.39%

Shares19.2K

Event2026-06-30

Filed2026-08-03

STT

STATE STR CORP

-0.69%

Shares21.6K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

0.10%

Shares9.7K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

0.41%

Shares30.9K

Event2026-06-30

Filed2026-08-03

CMI

CUMMINS INC

0.41%

Shares4.9K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

-0.16%

Shares4.5K

Event2026-06-30

Filed2026-08-03

FREEPORT MCMORAN INC

-1.27%

Shares52.5K

Event2026-06-30

Filed2026-08-03

DEERE & CO

0.99%

Shares5.1K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

0.47%

Shares23.7K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

3.37%

Shares8.4K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

1.12%

Shares36.1K

Event2026-06-30

Filed2026-08-03

TRANE TECHNOLOGIES PLC

-1.74%

Shares5.9K

Event2026-06-30

Filed2026-08-03

EMR

EMERSON ELEC CO

0.51%

Shares19.8K

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

0.05%

Shares33.1K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

0.73%

Shares110.8K

Event2026-06-30

Filed2026-08-03

XLP

SELECT SECTOR SPDR TR

3.35%

Shares31.6K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.19%

Shares5.2K

Event2026-06-30

Filed2026-08-03

3M CO

0.45%

Shares15.5K

Event2026-06-30

Filed2026-08-03

KTB

KONTOOR BRANDS INC

0.52%

Shares29.0K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

-1.92%

Shares2.6K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

-0.27%

Shares9.3K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

0.79%

Shares6.3K

Event2026-06-30

Filed2026-08-03

INGERSOLL RAND INC

0.51%

Shares27.7K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

2.26%

Shares9.5K

Event2026-06-30

Filed2026-08-03

ITW

ILLINOIS TOOL WKS INC

0.13%

Shares7.9K

Event2026-06-30

Filed2026-08-03

BSV

VANGUARD BD INDEX FDS

-1.08%

Shares27.4K

Event2026-06-30

Filed2026-08-03

NSC

NORFOLK SOUTHN CORP

1.98%

Shares6.2K

Event2026-06-30

Filed2026-08-03

ITA

ISHARES TR

0.92%

Shares8.0K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

1.25%

Shares14.2K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

-0.91%

Shares5.4K

Event2026-06-30

Filed2026-08-03

CSX

CSX CORP

0.70%

Shares39.3K

Event2026-06-30

Filed2026-08-03

UNP

UNION PAC CORP

1.45%

Shares6.6K

Event2026-06-30

Filed2026-08-03

CARR

CARRIER GLOBAL CORPORATION

1.65%

Shares23.1K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

1.82%

Shares11.2K

Event2026-06-30

Filed2026-08-03

PBE

INVESCO EXCHANGE TRADED FD T

-0.17%

Shares17.8K

Event2026-06-30

Filed2026-08-03

BKR

BAKER HUGHES COMPANY

0.35%

Shares28.6K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION

1.38%

Shares8.1K

Event2026-06-30

Filed2026-08-03

VMC

VULCAN MATLS CO

-1.89%

Shares5.2K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

2.11%

Shares2.7K

Event2026-06-30

Filed2026-08-03

BOEING CO

5.72%

Shares6.8K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

1.65%

Shares5.2K

Event2026-06-30

Filed2026-08-03

IHE

ISHARES TR

-1.32%

Shares14.6K

Event2026-06-30

Filed2026-08-03

HAL

HALLIBURTON CO

1.39%

Shares42.1K

Event2026-06-30

Filed2026-08-03

IYT

ISHARES TR

-0.36%

Shares15.3K

Event2026-06-30

Filed2026-08-03

SHW

SHERWIN WILLIAMS CO

1.10%

Shares3.7K

Event2026-06-30

Filed2026-08-03

COLGATE PALMOLIVE CO

2.08%

Shares13.5K

Event2026-06-30

Filed2026-08-03

RSP

INVESCO EXCHANGE TRADED FD T

5.77%

Shares5.4K

Event2026-06-30

Filed2026-08-03

HSY

HERSHEY CO

0.00%

Shares6.3K

Event2026-06-30

Filed2026-08-03

UBS

UBS GROUP AG

0.00%

Shares21.1K

Event2026-06-30

Filed2026-08-03

GEHC

GE HEALTHCARE TECHNOLOGIES I

1.73%

Shares14.7K

Event2026-06-30

Filed2026-08-03

IBB

ISHARES TR

5.28%

Shares4.4K

Event2026-06-30

Filed2026-08-03

BBY

BEST BUY INC

New

Shares10.9K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

QCOM

QUALCOMM INC

-1.18%

Shares4.2K

Event2026-06-30

Filed2026-08-03

GIS

GENERAL MILLS INC

1.45%

Shares21.0K

Event2026-06-30

Filed2026-08-03

SWX

SOUTHWEST GAS HLDGS INC

0.00%

Shares8.2K

Event2026-06-30

Filed2026-08-03

BIIB

BIOGEN INC

1.57%

Shares3.2K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-03

XOP

SPDR SERIES TRUST

17.28%

Shares4.1K

Event2026-06-30

Filed2026-08-03

XLB

SELECT SECTOR SPDR TR

3.00%

Shares10.8K

Event2026-06-30

Filed2026-08-03

HACK

AMPLIFY ETF TR

28.68%

Shares5.1K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

5.75%

Shares460

Event2026-06-30

Filed2026-08-03

FBTC

FIDELITY WISE ORIGIN BITCOIN

-1.13%

Shares8.8K

Event2026-06-30

Filed2026-08-03

MORGAN STANLEY

3.66%

Shares2.1K

Event2026-06-30

Filed2026-08-03

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-03

CURTISS WRIGHT CORP

0.00%

Shares545

Event2026-06-30

Filed2026-08-03

BROADCOM INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

FDX

FEDEX CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

VRTX

VERTEX PHARMACEUTICALS INC

15.46%

Shares732

Event2026-06-30

Filed2026-08-03

TORONTO DOMINION BK ONT

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-03

VISA INC

0.00%

Shares799

Event2026-06-30

Filed2026-08-03

ASTRAZENECA PLC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

ALLEGION PLC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

ORACLE CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

VPU

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available