Massachusetts Wealth Management Top Holdings and 13F Report (2025) About Massachusetts Wealth ManagementInvestment ActivityMassachusetts Wealth Management has $201.52 million in total holdings as of September 30, 2025.Massachusetts Wealth Management owns shares of 96 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 5.63% of the portfolio was purchased this quarter.About 0.49% of the portfolio was sold this quarter.This quarter, Massachusetts Wealth Management has purchased 94 new stocks and bought additional shares in 59 stocks.Massachusetts Wealth Management sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $12,137,737JPMorgan Chase & Co. $6,428,148Industrial Select Sector SPDR Fund $5,809,998Apple $5,540,252Financial Select Sector SPDR Fund $5,517,958 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $3,566,319 Holding046353108 - AstraZeneca $214,816 Holding92204A876 - Vanguard Utilities ETF $208,351 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $206,307 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 70,300 shares (about $3.57M)Kontoor Brands 23,450 shares (about $1.87M)Technology Select Sector SPDR Fund 2,555 shares (about $720.15K)Industrial Select Sector SPDR Fund 4,630 shares (about $714.08K)Financial Select Sector SPDR Fund 10,195 shares (about $549.20K) Largest Sales this Quarter Amgen 269 shares (about $75.92K)QUALCOMM 400 shares (about $66.54K)Halliburton 2,700 shares (about $66.42K)Microsoft 115 shares (about $59.56K)Vanguard Short-Term Bond ETF 632 shares (about $49.87K) 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$12,137,737$720,152 ▲6.3%43,0636.0%ETFJPMJPMorgan Chase & Co.$6,428,1480.0%20,3793.2%FinanceXLIIndustrial Select Sector SPDR Fund$5,809,998$714,085 ▲14.0%37,6712.9%ETFAAPLApple$5,540,252$16,551 ▲0.3%21,7582.7%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$5,517,958$549,205 ▲11.1%102,4312.7%ETFCCitigroup$5,183,808$88,813 ▲1.7%51,0722.6%Financial ServicesMSFTMicrosoft$4,974,910$59,564 ▼-1.2%9,6052.5%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$4,803,953$16,785 ▲0.4%60,1022.4%ETFGEGE Aerospace$4,429,574$45,123 ▲1.0%14,7252.2%AerospaceXOMExxon Mobil$4,195,540$46,791 ▲1.1%37,2112.1%EnergyNVDANVIDIA$4,030,501$27,987 ▲0.7%21,6022.0%Computer and TechnologyBACBank of America$3,867,298$192,173 ▲5.2%74,9621.9%FinanceGE VERNOVA INC$3,720,760$1,230 ▼0.0%6,0511.8%COMJPSTJPMorgan Ultra-Short Income ETF$3,566,319$3,566,319 ▲New Holding70,3001.8%ETFXLEEnergy Select Sector SPDR Fund$3,284,496$134,010 ▲4.3%36,7641.6%ETFJNJJohnson & Johnson$3,276,742$69,532 ▲2.2%17,6721.6%MedicalIGViShares Expanded Tech-Software Sector ETF$3,153,862$198,971 ▲6.7%27,4221.6%ETFCVXChevron$3,143,535$1,553 ▼0.0%20,2431.6%EnergyCATCaterpillar$3,092,886$104,973 ▲3.5%6,4821.5%IndustrialsWMTWalmart$3,061,294$123,672 ▲4.2%29,7041.5%Retail/WholesaleQQQInvesco QQQ$3,039,974$124,865 ▲4.3%5,0641.5%FinanceXLVHealth Care Select Sector SPDR Fund$2,934,260$172,571 ▲6.2%21,0841.5%ETFCOPConocoPhillips$2,748,880$2,365 ▼-0.1%29,0611.4%EnergyWFCWells Fargo & Company$2,742,339$33,528 ▲1.2%32,7171.4%FinanceBRK.BBerkshire Hathaway$2,678,096$25,137 ▲0.9%5,3271.3%FinanceEMREmerson Electric$2,608,252$52,472 ▲2.1%19,8831.3%IndustrialsTTTrane Technologies$2,573,956$14,769 ▼-0.6%6,1001.3%ConstructionPFEPfizer$2,564,511$207,662 ▲8.8%100,6481.3%MedicalSTTState Street$2,503,960$43,504 ▲1.8%21,5841.2%FinanceCOSTCostco Wholesale$2,422,374$4,628 ▼-0.2%2,6171.2%Retail/WholesaleMMM3M$2,362,460$27,156 ▲1.2%15,2241.2%Multi-Sector ConglomeratesDEDeere & Company$2,346,658$29,722 ▲1.3%5,1321.2%IndustrialsKOCocaCola$2,344,152$14,922 ▲0.6%35,3461.2%Consumer StaplesIRIngersoll Rand$2,274,776$12,393 ▼-0.5%27,5331.1%IndustrialsBSVVanguard Short-Term Bond ETF$2,232,758$49,871 ▼-2.2%28,2951.1%ETFXLPConsumer Staples Select Sector SPDR Fund$2,227,040$95,611 ▲4.5%28,4171.1%ETFABBVAbbVie$2,201,019$34,731 ▼-1.6%9,5061.1%MedicalHDHome Depot$2,198,156$10,130 ▲0.5%5,4251.1%Retail/WholesaleKTBKontoor Brands$2,186,496$1,870,607 ▲592.2%27,4101.1%Consumer DiscretionaryLLYEli Lilly and Company$2,163,105$148,785 ▲7.4%2,8351.1%MedicalCMICummins$2,085,241$33,790 ▲1.6%4,9371.0%Auto/Tires/TrucksITWIllinois Tool Works$2,053,224$62,582 ▲3.1%7,8741.0%IndustrialsAMZNAmazon.com$1,950,879$32,935 ▲1.7%8,8851.0%Retail/WholesaleGLWCorning$1,919,502$36,914 ▲2.0%23,4001.0%Computer and TechnologyGOOGAlphabet$1,907,240$91,331 ▲5.0%7,8310.9%Computer and TechnologyPEPPepsiCo$1,905,534$10,533 ▲0.6%13,5680.9%Consumer StaplesMRKMerck & Co., Inc.$1,863,162$18,884 ▲1.0%22,1990.9%MedicalMETAMeta Platforms$1,811,715$99,141 ▲5.8%2,4670.9%Computer and TechnologyNSCNorfolk Southern$1,798,254$10,514 ▲0.6%5,9860.9%TransportationAMGNAmgen$1,763,560$75,916 ▼-4.1%6,2490.9%MedicalITAiShares U.S. Aerospace & Defense ETF$1,717,397$88,936 ▲5.5%8,2070.9%ETFSLBSLB$1,689,870$13,748 ▼-0.8%49,1670.8%EnergyVMCVulcan Materials$1,682,681$12,305 ▲0.7%5,4700.8%ConstructionPGProcter & Gamble$1,635,912$20,743 ▼-1.3%10,6470.8%Consumer StaplesMUMicron Technology$1,568,290$29,281 ▲1.9%9,3730.8%Computer and TechnologyUNPUnion Pacific$1,509,695$14,182 ▲0.9%6,3870.7%TransportationIBMInternational Business Machines$1,394,717$42,324 ▲3.1%4,9430.7%Computer and TechnologyRTXRTX$1,372,273$8,366 ▼-0.6%8,2010.7%AerospaceSPYSPDR S&P 500 ETF Trust$1,371,665$3,331 ▲0.2%2,0590.7%FinanceBKRBaker Hughes$1,355,634$34,104 ▼-2.5%27,8250.7%EnergyCARRCarrier Global$1,349,817$86,565 ▲6.9%22,6100.7%ConstructionCSXCSX$1,348,847$28,408 ▲2.2%37,9850.7%TransportationBABoeing$1,286,347$275,183 ▲27.2%5,9600.6%AerospacePBEInvesco Biotechnology & Genome ETF$1,281,695$3,493 ▼-0.3%18,3440.6%ETFSHWSherwin-Williams$1,230,954$8,656 ▲0.7%3,5550.6%Basic MaterialsIYTiShares U.S. Transportation ETF$1,180,562$38,006 ▲3.3%16,4630.6%ETFHSYHershey$1,154,473$7,482 ▲0.7%6,1720.6%Consumer StaplesIHEiShares U.S. Pharmaceuticals ETF$1,122,866$17,777 ▼-1.6%15,4750.6%ETFKKellanova$1,093,573$16,404 ▼-1.5%13,3330.5%Consumer DiscretionaryGEHCGE HealthCare Technologies$1,068,748$43,858 ▲4.3%14,2310.5%MedicalCLColgate-Palmolive$1,020,994$3,997 ▼-0.4%12,7720.5%Consumer StaplesGISGeneral Mills$994,988$5,042 ▲0.5%19,7340.5%Consumer StaplesHALHalliburton$980,925$66,420 ▼-6.3%39,8750.5%EnergyRSPInvesco S&P 500 Equal Weight ETF$895,194$7,588 ▲0.9%4,7190.4%ETFUBSUBS Group$864,2800.0%21,0800.4%FinanceTSLATesla$850,749$2,224 ▲0.3%1,9130.4%Auto/Tires/TrucksQCOMQUALCOMM$760,764$66,544 ▼-8.0%4,5730.4%Computer and TechnologySWXSouthwest Gas$632,987$11,751 ▲1.9%8,0800.3%UtilitiesIBBiShares Biotechnology ETF$469,636$64,967 ▲16.1%3,2530.2%FinancePEGPublic Service Enterprise Group$436,078$8,346 ▲2.0%5,2250.2%UtilitiesORCLOracle$407,7980.0%1,4500.2%Computer and TechnologyBIIBBiogen$402,5900.0%2,8740.2%MedicalAVGOBroadcom$359,6020.0%1,0900.2%Computer and TechnologyFDXFedEx$306,5530.0%1,3000.2%TransportationGSThe Goldman Sachs Group$298,6310.0%3750.1%FinanceCWCurtiss-Wright$295,9020.0%5450.1%AerospaceVRTXVertex Pharmaceuticals$282,764$63,446 ▲28.9%7220.1%MedicalMSMorgan Stanley$278,180$3,974 ▲1.4%1,7500.1%FinanceVVisa$272,7530.0%7990.1%Business ServicesALLEAllegion$269,3950.0%1,5190.1%IndustrialsXLBMaterials Select Sector SPDR Fund$269,3080.0%3,0050.1%ETFFCXFreeport-McMoRan$267,363$25,493 ▼-8.7%6,8170.1%Basic MaterialsXOPSPDR S&P Oil & Gas Exploration & Production ETF$230,689$33,050 ▼-12.5%1,7450.1%ETFAZNAstraZeneca$214,816$214,816 ▲New Holding2,8000.1%MedicalVPUVanguard Utilities ETF$208,351$208,351 ▲New Holding1,1000.1%ETFFIDELITY WISE ORIGIN BITCOIN$206,307$206,307 ▲New Holding2,0670.1%SHSDOWDOW$0$213,800 ▼-100.0%00.0%Basic MaterialsUPSUnited Parcel Service$0$201,375 ▼-100.0%00.0%TransportationShowing largest 100 holdings. 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