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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 $230.7M. In the most recent quarter, they have increased their positions in FCX (+47.1K shares, valued at $2.8M), SLB (+41.3K shares, valued at $2.1M), COP (+14.3K shares, valued at $1.9M); decreased their positions in XLK (-25.7K shares, valued at $3.4M), N/A (-299 shares, valued at $172.6K), MU (-470 shares, valued at $158.8K); initiated new positions in XOP (+3.5K shares, valued at $641.9K), FBTC (+8.9K shares, valued at $523.4K), HACK (+3.9K shares, valued at $295.9K).

1M P&L

+5.1M+2.31%

3M P&L

+8.5M+3.92%

HY P&L

+32.1M+16.61%

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/A59.7M

28.6%

2Drug Manufacturers - General15.0M

7.2%

3Oil & Gas Integrated13.5M

6.4%

Top Industries by Stock Count

1N/A20 stocks

22.5%

2Drug Manufacturers - General6 stocks

6.7%

3Banks - Diversified5 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPST J P MORGAN EXCHANGE TRADED F252.3K shares16.71%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR58.8K shares-30.37%2026-03-312026-04-15

XOM EXXON MOBIL CORP44.6K shares23.56%2026-03-312026-04-15

XLI SELECT SECTOR SPDR TR38.5K shares1.09%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO20.4K shares2.53%2026-03-312026-04-15

CVX CHEVRON CORPORATION28.5K shares41.03%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC51.5K shares0.51%2026-03-312026-04-15

COP CONOCOPHILLIPS43.3K shares49.44%2026-03-312026-04-15

Sponsored

AAPL APPLE INC21.6K shares-0.36%2026-03-312026-04-15

GEV GE VERNOVA INC6.1K shares0.40%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR104.4K shares0.26%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS63.1K shares-2.10%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR76.7K shares8.68%2026-03-312026-04-15

SLB SLB LIMITED89.9K shares84.96%2026-03-312026-04-15

CAT CATERPILLAR INC6.1K shares-3.30%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON17.8K shares0.97%2026-03-312026-04-15

Sponsored

GE AEROSPACE GE AEROSPACE14.7K shares-0.34%2026-03-312026-04-15

WMT WALMART INC30.7K shares0.99%2026-03-312026-04-15

BAC BANK AMERICA CORP75.6K shares0.51%2026-03-312026-04-15

MSFT MICROSOFT CORP9.7K shares1.19%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR23.9K shares2.67%2026-03-312026-04-15

NVDA NVIDIA CORPORATION19.1K shares-3.97%2026-03-312026-04-15

GLW CORNING INC23.5K shares0.86%2026-03-312026-04-15

FCX FREEPORT MCMORAN INC53.2K shares778.93%2026-03-312026-04-15

Sponsored

PFE PFIZER INC110.0K shares2.18%2026-03-312026-04-15

DE DEERE & CO5.1K shares-0.30%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC23.6K shares2.61%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC8.2K shares-5.40%2026-03-312026-04-15

LLY ELI LILLY & CO3.0K shares1.69%2026-03-312026-04-15

STT STATE STR CORP21.7K shares0.35%2026-03-312026-04-15

KO COCA COLA CO35.7K shares0.35%2026-03-312026-04-15

WFC WELLS FARGO & CO33.0K shares0.00%2026-03-312026-04-15

Sponsored

CMI CUMMINS INC4.9K shares-1.52%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION2.6K shares1.36%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR4.5K shares-6.23%2026-03-312026-04-15

EMR EMERSON ELEC CO19.7K shares-0.49%2026-03-312026-04-15

TT TRANE TECHNOLOGIES PLC6.0K shares-0.41%2026-03-312026-04-15

XLP SELECT SECTOR SPDR TR30.6K shares6.34%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.2K shares0.78%2026-03-312026-04-15

ALPHABET INC ALPHABET INC8.2K shares1.30%2026-03-312026-04-15

Sponsored

MMM 3M CO15.4K shares1.02%2026-03-312026-04-15

AMGN AMGEN INC6.3K shares0.88%2026-03-312026-04-15

IR INGERSOLL RAND INC27.5K shares0.20%2026-03-312026-04-15

PEP PEPSICO INC14.0K shares1.66%2026-03-312026-04-15

BSV VANGUARD BD INDEX FDS27.7K shares-1.82%2026-03-312026-04-15

ITW ILLINOIS TOOL WKS INC7.9K shares-0.38%2026-03-312026-04-15

ABBV ABBVIE INC9.3K shares-1.22%2026-03-312026-04-15

KTB KONTOOR BRANDS INC28.8K shares1.05%2026-03-312026-04-15

Sponsored

AMZN AMAZON COM INC9.3K shares1.81%2026-03-312026-04-15

HD HOME DEPOT INC5.5K shares0.64%2026-03-312026-04-15

BKR BAKER HUGHES COMPANY28.6K shares5.64%2026-03-312026-04-15

NSC NORFOLK SOUTHN CORP6.1K shares1.09%2026-03-312026-04-15

ITA ISHARES TR7.9K shares-0.71%2026-03-312026-04-15

HAL HALLIBURTON CO41.5K shares5.06%2026-03-312026-04-15

CSX CSX CORP39.0K shares2.23%2026-03-312026-04-15

UNP UNION PAC CORP6.5K shares2.23%2026-03-312026-04-15

Sponsored

PG PROCTER & GAMBLE CO11.0K shares1.95%2026-03-312026-04-15

RTX RTX CORPORATION8.0K shares-3.04%2026-03-312026-04-15

META META PLATFORMS INC2.6K shares0.58%2026-03-312026-04-15

VMC VULCAN MATLS CO5.3K shares-1.68%2026-03-312026-04-15

PBE INVESCO EXCHANGE TRADED FD T17.8K shares-0.59%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T2.1K shares-0.58%2026-03-312026-04-15

HSY HERSHEY CO6.3K shares0.00%2026-03-312026-04-15

BA BOEING CO6.5K shares3.11%2026-03-312026-04-15

Sponsored

IHE ISHARES TR14.8K shares-2.69%2026-03-312026-04-15

CARR CARRIER GLOBAL CORPORATION22.7K shares1.00%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS5.2K shares2.68%2026-03-312026-04-15

SHW SHERWIN WILLIAMS CO3.6K shares2.24%2026-03-312026-04-15

IYT ISHARES TR15.3K shares-5.55%2026-03-312026-04-15

CL COLGATE PALMOLIVE CO13.2K shares2.52%2026-03-312026-04-15

GEHC GE HEALTHCARE TECHNOLOGIES I14.4K shares0.72%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.1K shares6.36%2026-03-312026-04-15

Sponsored

UBS UBS GROUP AG21.1K shares0.00%2026-03-312026-04-15

GIS GENERAL MILLS INC20.7K shares4.28%2026-03-312026-04-15

SWX SOUTHWEST GAS HLDGS INC8.2K shares1.60%2026-03-312026-04-15

IBB ISHARES TR4.2K shares5.18%2026-03-312026-04-15

TSLA TESLA INC1.9K shares0.00%2026-03-312026-04-15

XOP SPDR SERIES TRUST3.5K sharesnew addition2026-03-312026-04-15

BIIB BIOGEN INC3.2K shares6.04%2026-03-312026-04-15

QCOM QUALCOMM INC4.2K shares3.68%2026-03-312026-04-15

Sponsored

XLB SELECT SECTOR SPDR TR10.5K shares82.20%2026-03-312026-04-15

FBTC FIDELITY WISE ORIGIN BITCOIN8.9K sharesnew addition2026-03-312026-04-15

FDX FEDEX CORP1.3K shares0.00%2026-03-312026-04-15

PEG PUBLIC SVC ENTERPRISE GROUP5.5K shares3.81%2026-03-312026-04-15

CW CURTISS WRIGHT CORP545 shares0.00%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC435 shares16.00%2026-03-312026-04-15

MS MORGAN STANLEY2.0K shares18.84%2026-03-312026-04-15

BROADCOM INC BROADCOM INC1.1K shares0.00%2026-03-312026-04-15

Sponsored

HACK AMPLIFY ETF TR3.9K sharesnew addition2026-03-312026-04-15

VRTX VERTEX PHARMACEUTICALS INC634 shares-12.19%2026-03-312026-04-15

ASTRAZENECA PLC ASTRAZENECA PLC1.4K sharesnew addition2026-03-312026-04-15

V VISA INC799 shares0.00%2026-03-312026-04-15

DOW DOW HLDGS INC5.7K sharesnew addition2026-03-312026-04-15

TD TORONTO DOMINION BK ONT2.4K shares0.00%2026-03-312026-04-15

ALLE ALLEGION PLC1.5K shares0.00%2026-03-312026-04-15

INTC INTEL CORP5.0K sharesnew addition2026-03-312026-04-15

Sponsored

ORCL ORACLE CORP1.4K shares0.00%2026-03-312026-04-15

VPU VANGUARD WORLD FD1.1K sharesnew addition2026-03-312026-04-15

JPST

J P MORGAN EXCHANGE TRADED F

16.71%

Shares252.3K

Event2026-03-31

Filed2026-04-15

XLK

SELECT SECTOR SPDR TR

-30.37%

Shares58.8K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

23.56%

Shares44.6K

Event2026-03-31

Filed2026-04-15

XLI

SELECT SECTOR SPDR TR

1.09%

Shares38.5K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

2.53%

Shares20.4K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

41.03%

Shares28.5K

Event2026-03-31

Filed2026-04-15

CITIGROUP INC

0.51%

Shares51.5K

Event2026-03-31

Filed2026-04-15

COP

CONOCOPHILLIPS

49.44%

Shares43.3K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-0.36%

Shares21.6K

Event2026-03-31

Filed2026-04-15

GEV

GE VERNOVA INC

0.40%

Shares6.1K

Event2026-03-31

Filed2026-04-15

XLF

SELECT SECTOR SPDR TR

0.26%

Shares104.4K

Event2026-03-31

Filed2026-04-15

VCSH

VANGUARD SCOTTSDALE FDS

-2.10%

Shares63.1K

Event2026-03-31

Filed2026-04-15

XLE

SELECT SECTOR SPDR TR

8.68%

Shares76.7K

Event2026-03-31

Filed2026-04-15

SLB

SLB LIMITED

84.96%

Shares89.9K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

-3.30%

Shares6.1K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

0.97%

Shares17.8K

Event2026-03-31

Filed2026-04-15

GE AEROSPACE

-0.34%

Shares14.7K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

0.99%

Shares30.7K

Event2026-03-31

Filed2026-04-15

BAC

BANK AMERICA CORP

0.51%

Shares75.6K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

1.19%

Shares9.7K

Event2026-03-31

Filed2026-04-15

XLV

SELECT SECTOR SPDR TR

2.67%

Shares23.9K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-3.97%

Shares19.1K

Event2026-03-31

Filed2026-04-15

GLW

CORNING INC

0.86%

Shares23.5K

Event2026-03-31

Filed2026-04-15

FCX

FREEPORT MCMORAN INC

778.93%

Shares53.2K

Event2026-03-31

Filed2026-04-15

PFE

PFIZER INC

2.18%

Shares110.0K

Event2026-03-31

Filed2026-04-15

DEERE & CO

-0.30%

Shares5.1K

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

2.61%

Shares23.6K

Event2026-03-31

Filed2026-04-15

MICRON TECHNOLOGY INC

-5.40%

Shares8.2K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

1.69%

Shares3.0K

Event2026-03-31

Filed2026-04-15

STT

STATE STR CORP

0.35%

Shares21.7K

Event2026-03-31

Filed2026-04-15

COCA COLA CO

0.35%

Shares35.7K

Event2026-03-31

Filed2026-04-15

WFC

WELLS FARGO & CO

0.00%

Shares33.0K

Event2026-03-31

Filed2026-04-15

CMI

CUMMINS INC

-1.52%

Shares4.9K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

1.36%

Shares2.6K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

-6.23%

Shares4.5K

Event2026-03-31

Filed2026-04-15

EMR

EMERSON ELEC CO

-0.49%

Shares19.7K

Event2026-03-31

Filed2026-04-15

TRANE TECHNOLOGIES PLC

-0.41%

Shares6.0K

Event2026-03-31

Filed2026-04-15

XLP

SELECT SECTOR SPDR TR

6.34%

Shares30.6K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

0.78%

Shares5.2K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

1.30%

Shares8.2K

Event2026-03-31

Filed2026-04-15

MMM

3M CO

1.02%

Shares15.4K

Event2026-03-31

Filed2026-04-15

AMGN

AMGEN INC

0.88%

Shares6.3K

Event2026-03-31

Filed2026-04-15

INGERSOLL RAND INC

0.20%

Shares27.5K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

1.66%

Shares14.0K

Event2026-03-31

Filed2026-04-15

BSV

VANGUARD BD INDEX FDS

-1.82%

Shares27.7K

Event2026-03-31

Filed2026-04-15

ITW

ILLINOIS TOOL WKS INC

-0.38%

Shares7.9K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

-1.22%

Shares9.3K

Event2026-03-31

Filed2026-04-15

KTB

KONTOOR BRANDS INC

1.05%

Shares28.8K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

1.81%

Shares9.3K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

0.64%

Shares5.5K

Event2026-03-31

Filed2026-04-15

BKR

BAKER HUGHES COMPANY

5.64%

Shares28.6K

Event2026-03-31

Filed2026-04-15

NSC

NORFOLK SOUTHN CORP

1.09%

Shares6.1K

Event2026-03-31

Filed2026-04-15

ITA

ISHARES TR

-0.71%

Shares7.9K

Event2026-03-31

Filed2026-04-15

HAL

HALLIBURTON CO

5.06%

Shares41.5K

Event2026-03-31

Filed2026-04-15

CSX

CSX CORP

2.23%

Shares39.0K

Event2026-03-31

Filed2026-04-15

UNP

UNION PAC CORP

2.23%

Shares6.5K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

1.95%

Shares11.0K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

-3.04%

Shares8.0K

Event2026-03-31

Filed2026-04-15