The Analysis of Massachusetts Wealth Management's Holdings


Currently, Massachusetts Wealth Management holds 96 types of securities in its portfolio with a total value $201.5M. In the most recent quarter, they have increased their positions in JPST (+70.3K shares, valued at $3.6M), KTB (+23.4K shares, valued at $1.9M), XLK (+2.6K shares, valued at $720.2K); decreased their positions in AMGN (-269 shares, valued at $75.9K), QCOM (-400 shares, valued at $66.5K), HAL (-2.7K shares, valued at $66.4K); initiated new positions in JPST (+70.3K shares, valued at $3.6M), AZN (+2.8K shares, valued at $214.8K), VPU (+1.1K shares, valued at $208.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
XLK SELECT SECTOR SPDR TR43.1K shares6.31%2025-09-302025-10-21history
JPM JPMORGAN CHASE & CO.20.4K shares0.00%2025-09-302025-10-21history
XLI SELECT SECTOR SPDR TR37.7K shares14.01%2025-09-302025-10-21history
AAPL APPLE INC21.8K shares0.30%2025-09-302025-10-21history
XLF SELECT SECTOR SPDR TR102.4K shares11.05%2025-09-302025-10-21history
C CITIGROUP INC51.1K shares1.74%2025-09-302025-10-21history
MSFT MICROSOFT CORP9.6K shares-1.18%2025-09-302025-10-21history
VCSH VANGUARD SCOTTSDALE FDS60.1K shares0.35%2025-09-302025-10-21history
Sponsored
GE GE AEROSPACE14.7K shares1.03%2025-09-302025-10-21history
XOM EXXON MOBIL CORP37.2K shares1.13%2025-09-302025-10-21history
NVDA NVIDIA CORPORATION21.6K shares0.70%2025-09-302025-10-21history
BAC BANK AMERICA CORP75.0K shares5.23%2025-09-302025-10-21history
GEV GE VERNOVA INC6.1K shares-0.03%2025-09-302025-10-21history
JPST J P MORGAN EXCHANGE TRADED F70.3K sharesnew addition2025-09-302025-10-21history
XLE SELECT SECTOR SPDR TR36.8K shares4.25%2025-09-302025-10-21history
JNJ JOHNSON & JOHNSON17.7K shares2.17%2025-09-302025-10-21history
Sponsored
IGV ISHARES TR27.4K shares6.73%2025-09-302025-10-21history
CVX CHEVRON CORP NEW20.2K shares-0.05%2025-09-302025-10-21history
CAT CATERPILLAR INC6.5K shares3.51%2025-09-302025-10-21history
WMT WALMART INC29.7K shares4.21%2025-09-302025-10-21history
QQQ INVESCO QQQ TR5.1K shares4.28%2025-09-302025-10-21history
XLV SELECT SECTOR SPDR TR21.1K shares6.25%2025-09-302025-10-21history
COP CONOCOPHILLIPS29.1K shares-0.09%2025-09-302025-10-21history
WFC WELLS FARGO CO NEW32.7K shares1.24%2025-09-302025-10-21history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL5.3K shares0.95%2025-09-302025-10-21history
EMR EMERSON ELEC CO19.9K shares2.05%2025-09-302025-10-21history
TT TRANE TECHNOLOGIES PLC6.1K shares-0.57%2025-09-302025-10-21history
PFE PFIZER INC100.6K shares8.81%2025-09-302025-10-21history
STT STATE STR CORP21.6K shares1.77%2025-09-302025-10-21history
COST COSTCO WHSL CORP NEW2.6K shares-0.19%2025-09-302025-10-21history
MMM 3M CO15.2K shares1.16%2025-09-302025-10-21history
DE DEERE & CO5.1K shares1.28%2025-09-302025-10-21history
Sponsored
KO COCA COLA CO35.3K shares0.64%2025-09-302025-10-21history
IR INGERSOLL RAND INC27.5K shares-0.54%2025-09-302025-10-21history
BSV VANGUARD BD INDEX FDS28.3K shares-2.18%2025-09-302025-10-21history
XLP SELECT SECTOR SPDR TR28.4K shares4.49%2025-09-302025-10-21history
ABBV ABBVIE INC9.5K shares-1.55%2025-09-302025-10-21history
HD HOME DEPOT INC5.4K shares0.46%2025-09-302025-10-21history
KTB KONTOOR BRANDS INC27.4K shares592.17%2025-09-302025-10-21history
LLY ELI LILLY & CO2.8K shares7.39%2025-09-302025-10-21history
Sponsored
CMI CUMMINS INC4.9K shares1.65%2025-09-302025-10-21history
ITW ILLINOIS TOOL WKS INC7.9K shares3.14%2025-09-302025-10-21history
AMZN AMAZON COM INC8.9K shares1.72%2025-09-302025-10-21history
GLW CORNING INC23.4K shares1.96%2025-09-302025-10-21history
GOOG ALPHABET INC7.8K shares5.03%2025-09-302025-10-21history
PEP PEPSICO INC13.6K shares0.56%2025-09-302025-10-21history
MRK MERCK & CO INC22.2K shares1.02%2025-09-302025-10-21history
META META PLATFORMS INC2.5K shares5.79%2025-09-302025-10-21history
Sponsored
NSC NORFOLK SOUTHN CORP6.0K shares0.59%2025-09-302025-10-21history
AMGN AMGEN INC6.2K shares-4.13%2025-09-302025-10-21history
ITA ISHARES TR8.2K shares5.46%2025-09-302025-10-21history
SLB SCHLUMBERGER LTD49.2K shares-0.81%2025-09-302025-10-21history
VMC VULCAN MATLS CO5.5K shares0.74%2025-09-302025-10-21history
PG PROCTER AND GAMBLE CO10.6K shares-1.25%2025-09-302025-10-21history
MU MICRON TECHNOLOGY INC9.4K shares1.90%2025-09-302025-10-21history
UNP UNION PAC CORP6.4K shares0.95%2025-09-302025-10-21history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS4.9K shares3.13%2025-09-302025-10-21history
RTX RTX CORPORATION8.2K shares-0.61%2025-09-302025-10-21history
SPY SPDR S&P 500 ETF TR2.1K shares0.24%2025-09-302025-10-21history
BKR BAKER HUGHES COMPANY27.8K shares-2.45%2025-09-302025-10-21history
CARR CARRIER GLOBAL CORPORATION22.6K shares6.85%2025-09-302025-10-21history
CSX CSX CORP38.0K shares2.15%2025-09-302025-10-21history
BA BOEING CO6.0K shares27.21%2025-09-302025-10-21history
PBE INVESCO EXCHANGE TRADED FD T18.3K shares-0.27%2025-09-302025-10-21history
Sponsored
SHW SHERWIN WILLIAMS CO3.6K shares0.71%2025-09-302025-10-21history
IYT ISHARES TR16.5K shares3.33%2025-09-302025-10-21history
HSY HERSHEY CO6.2K shares0.65%2025-09-302025-10-21history
IHE ISHARES TR15.5K shares-1.56%2025-09-302025-10-21history
K KELLANOVA13.3K shares-1.48%2025-09-302025-10-21history
GEHC GE HEALTHCARE TECHNOLOGIES I14.2K shares4.28%2025-09-302025-10-21history
CL COLGATE PALMOLIVE CO12.8K shares-0.39%2025-09-302025-10-21history
GIS GENERAL MLS INC19.7K shares0.51%2025-09-302025-10-21history
Sponsored
HAL HALLIBURTON CO39.9K shares-6.34%2025-09-302025-10-21history
RSP INVESCO EXCHANGE TRADED FD T4.7K shares0.85%2025-09-302025-10-21history
UBS UBS GROUP AG21.1K shares0.00%2025-09-302025-10-21history
TSLA TESLA INC1.9K shares0.26%2025-09-302025-10-21history
QCOM QUALCOMM INC4.6K shares-8.04%2025-09-302025-10-21history
SWX SOUTHWEST GAS HLDGS INC8.1K shares1.89%2025-09-302025-10-21history
IBB ISHARES TR3.3K shares16.05%2025-09-302025-10-21history
PEG PUBLIC SVC ENTERPRISE GRP IN5.2K shares1.95%2025-09-302025-10-21history
Sponsored
ORCL ORACLE CORP1.4K shares0.00%2025-09-302025-10-21history
BIIB BIOGEN INC2.9K shares0.00%2025-09-302025-10-21history
AVGO BROADCOM INC1.1K shares0.00%2025-09-302025-10-21history
FDX FEDEX CORP1.3K shares0.00%2025-09-302025-10-21history
GS GOLDMAN SACHS GROUP INC375 shares0.00%2025-09-302025-10-21history
CW CURTISS WRIGHT CORP545 shares0.00%2025-09-302025-10-21history
VRTX VERTEX PHARMACEUTICALS INC722 shares28.93%2025-09-302025-10-21history
MS MORGAN STANLEY1.8K shares1.45%2025-09-302025-10-21history
Sponsored
V VISA INC799 shares0.00%2025-09-302025-10-21history
ALLE ALLEGION PLC1.5K shares0.00%2025-09-302025-10-21history
XLB SELECT SECTOR SPDR TR3.0K shares0.00%2025-09-302025-10-21history
FCX FREEPORT-MCMORAN INC6.8K shares-8.70%2025-09-302025-10-21history
XOP SPDR SERIES TRUST1.7K shares-12.53%2025-09-302025-10-21history
AZN ASTRAZENECA PLC2.8K sharesnew addition2025-09-302025-10-21history
VPU VANGUARD WORLD FD1.1K sharesnew addition2025-09-302025-10-21history
FBTC FIDELITY WISE ORIGIN BITCOIN2.1K sharesnew addition2025-09-302025-10-21history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available