The Analysis of Massachusetts Wealth Management's Holdings
Currently, Massachusetts Wealth Management holds 93 types of securities in its portfolio with a total value $214.9M. In the most recent quarter, they have increased their positions in JPST (+145.9K shares, valued at $7.4M), XLK (+41.4K shares, valued at $6.0M), XLE (+33.8K shares, valued at $1.5M); decreased their positions in NVDA (-1.7K shares, valued at $319.8K), IGV (-2.0K shares, valued at $210.7K), MU (-675 shares, valued at $192.7K); initiated new positions in TD (+2.4K shares, valued at $227.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
XLK SELECT SECTOR SPDR TR84.5K shares96.21%2025-12-312026-01-26
JPST J P MORGAN EXCHANGE TRADED F216.2K shares207.48%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.19.9K shares-2.15%2025-12-312026-01-26 XLI SELECT SECTOR SPDR TR38.1K shares1.14%2025-12-312026-01-26 AAPL APPLE INC21.6K shares-0.50%2025-12-312026-01-26 XLF SELECT SECTOR SPDR TR104.1K shares1.63%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS64.4K shares7.15%2025-12-312026-01-26 MSFT MICROSOFT CORP9.6K shares0.20%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE14.8K shares0.31%2025-12-312026-01-26 XOM EXXON MOBIL CORP36.1K shares-3.00%2025-12-312026-01-26 BAC BANK AMERICA CORP75.2K shares0.36%2025-12-312026-01-26 GEV GE VERNOVA INC6.1K shares0.08%2025-12-312026-01-26 NVDA NVIDIA CORPORATION19.9K shares-7.94%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON17.6K shares-0.38%2025-12-312026-01-26 CAT CATERPILLAR INC6.4K shares-1.94%2025-12-312026-01-26 XLV SELECT SECTOR SPDR TR23.3K shares10.50%2025-12-312026-01-26 WMT WALMART INC30.4K shares2.44%2025-12-312026-01-26 LLY ELI LILLY & CO3.0K shares4.06%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR70.6K shares91.91%2025-12-312026-01-26 WFC WELLS FARGO CO NEW33.0K shares1.02%2025-12-312026-01-26 CVX CHEVRON CORP NEW20.2K shares-0.24%2025-12-312026-01-26 STT STATE STR CORP21.6K shares0.19%2025-12-312026-01-26 COP CONOCOPHILLIPS29.0K shares-0.29%2025-12-312026-01-26 IGV ISHARES TR25.4K shares-7.27%2025-12-312026-01-26 PFE PFIZER INC107.7K shares6.97%2025-12-312026-01-26 EMR EMERSON ELEC CO19.8K shares-0.43%2025-12-312026-01-26 ALPHABET INC ALPHABET INC8.1K shares3.00%2025-12-312026-01-26 CMI CUMMINS INC4.9K shares-0.14%2025-12-312026-01-26 KO COCA COLA CO35.5K shares0.54%2025-12-312026-01-26 MU MICRON TECHNOLOGY INC8.7K shares-7.20%2025-12-312026-01-26 MMM 3M CO15.2K shares0.15%2025-12-312026-01-26 DE DEERE & CO5.1K shares-0.99%2025-12-312026-01-26 TT TRANE TECHNOLOGIES PLC6.1K shares-0.57%2025-12-312026-01-26 XLP SELECT SECTOR SPDR TR28.7K shares1.11%2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS28.3K shares-0.14%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW2.6K shares-1.60%2025-12-312026-01-26 IR INGERSOLL RAND INC27.5K shares-0.23%2025-12-312026-01-26 ABBV ABBVIE INC9.5K shares-0.43%2025-12-312026-01-26 AMZN AMAZON COM INC9.1K shares2.81%2025-12-312026-01-26 AMGN AMGEN INC6.2K shares-0.11%2025-12-312026-01-26 GLW CORNING INC23.3K shares-0.58%2025-12-312026-01-26 PEP PEPSICO INC13.8K shares1.72%2025-12-312026-01-26 ITW ILLINOIS TOOL WKS INC8.0K shares1.19%2025-12-312026-01-26 HD HOME DEPOT INC5.4K shares0.37%2025-12-312026-01-26 SLB SLB LIMITED48.6K shares-1.10%2025-12-312026-01-26 KTB KONTOOR BRANDS INC28.5K shares4.01%2025-12-312026-01-26 NSC NORFOLK SOUTHN CORP6.0K shares0.07%2025-12-312026-01-26 ITA ISHARES TR8.0K shares-2.62%2025-12-312026-01-26 META META PLATFORMS INC2.6K shares5.23%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO10.8K shares0.97%2025-12-312026-01-26 VMC VULCAN MATLS CO5.4K shares-1.83%2025-12-312026-01-26 RTX RTX CORPORATION8.2K shares0.17%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS5.0K shares1.72%2025-12-312026-01-26 UNP UNION PAC CORP6.4K shares0.28%2025-12-312026-01-26 PBE INVESCO EXCHANGE TRADED FD T17.9K shares-2.32%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR2.1K shares0.44%2025-12-312026-01-26 CSX CSX CORP38.2K shares0.46%2025-12-312026-01-26 BA BOEING CO6.3K shares5.20%2025-12-312026-01-26 IHE ISHARES TR15.2K shares-1.58%2025-12-312026-01-26 BKR BAKER HUGHES COMPANY27.0K shares-2.88%2025-12-312026-01-26 IYT ISHARES TR16.2K shares-1.45%2025-12-312026-01-26 CARR CARRIER GLOBAL CORPORATION22.5K shares-0.44%2025-12-312026-01-26 GEHC GE HEALTHCARE TECHNOLOGIES I14.3K shares0.70%2025-12-312026-01-26 SHW SHERWIN WILLIAMS CO3.6K shares0.42%2025-12-312026-01-26 HSY HERSHEY CO6.3K shares1.99%2025-12-312026-01-26 HAL HALLIBURTON CO39.5K shares-0.94%2025-12-312026-01-26 CL COLGATE PALMOLIVE CO12.9K shares0.83%2025-12-312026-01-26 UBS UBS GROUP AG21.1K shares0.00%2025-12-312026-01-26 GIS GENERAL MLS INC19.9K shares0.71%2025-12-312026-01-26 TSLA TESLA INC1.9K shares0.00%2025-12-312026-01-26 QCOM QUALCOMM INC4.1K shares-10.93%2025-12-312026-01-26 IBB ISHARES TR4.0K shares23.42%2025-12-312026-01-26 SWX SOUTHWEST GAS HLDGS INC8.1K shares0.31%2025-12-312026-01-26 BIIB BIOGEN INC3.0K shares4.35%2025-12-312026-01-26 PEG PUBLIC SVC ENTERPRISE GRP IN5.3K shares0.48%2025-12-312026-01-26 BROADCOM INC BROADCOM INC1.1K shares0.00%2025-12-312026-01-26 FDX FEDEX CORP1.3K shares-0.77%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC375 shares0.00%2025-12-312026-01-26 VRTX VERTEX PHARMACEUTICALS INC722 shares0.00%2025-12-312026-01-26 FCX FREEPORT-MCMORAN INC6.0K shares-11.25%2025-12-312026-01-26 MS MORGAN STANLEY1.7K shares-1.43%2025-12-312026-01-26 CW CURTISS WRIGHT CORP545 shares0.00%2025-12-312026-01-26 ORCL ORACLE CORP1.4K shares0.00%2025-12-312026-01-26 V VISA INC799 shares0.00%2025-12-312026-01-26 XLB SELECT SECTOR SPDR TR5.8K shares91.68%2025-12-312026-01-26 AZN ASTRAZENECA PLC2.8K shares0.00%2025-12-312026-01-26 ALLE ALLEGION PLC1.5K shares0.00%2025-12-312026-01-26 TD TORONTO DOMINION BK ONT2.4K sharesnew addition2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available