Massachusetts Wealth Management Top Holdings and 13F Report (2025) About Massachusetts Wealth ManagementInvestment ActivityMassachusetts Wealth Management has $177.31 million in total holdings as of June 30, 2025.Massachusetts Wealth Management owns shares of 94 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 12.39% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Massachusetts Wealth Management has purchased 83 new stocks and bought additional shares in 52 stocks.Massachusetts Wealth Management sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings Technology Select Sector SPDR Fund $10,257,841JPMorgan Chase & Co. $5,908,076Industrial Select Sector SPDR Fund $4,874,208Microsoft $4,834,825Financial Select Sector SPDR Fund $4,830,399 Largest New Holdings this Quarter 037833100 - Apple $4,450,762 Holding060505104 - Bank of America $3,370,943 Holding46090E103 - Invesco QQQ $2,679,040 Holding084670702 - Berkshire Hathaway $2,563,408 Holding023135106 - Amazon.com $1,916,372 Holding Largest Purchases this Quarter Apple 21,693 shares (about $4.45M)Bank of America 71,237 shares (about $3.37M)Invesco QQQ 4,856 shares (about $2.68M)Berkshire Hathaway 5,277 shares (about $2.56M)Amazon.com 8,735 shares (about $1.92M) Largest Sales this Quarter JPMorgan Chase & Co. 445 shares (about $129.01K)Costco Wholesale 75 shares (about $74.25K)Vanguard Short-Term Corporate Bond ETF 700 shares (about $55.65K)SPDR S&P Oil & Gas Exploration & Production ETF 350 shares (about $44.03K)Vulcan Materials 165 shares (about $43.04K) 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$10,257,841$260,574 ▲2.6%40,5085.8%ETFJPMJPMorgan Chase & Co.$5,908,076$129,010 ▼-2.1%20,3793.3%FinanceXLIIndustrial Select Sector SPDR Fund$4,874,208$260,373 ▲5.6%33,0412.7%ETFMSFTMicrosoft$4,834,8250.0%9,7202.7%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$4,830,399$98,194 ▲2.1%92,2362.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,761,414$55,650 ▼-1.2%59,8922.7%ETFAAPLApple$4,450,762$4,450,762 ▲New Holding21,6932.5%Computer and TechnologyCCitigroup$4,272,769$22,982 ▲0.5%50,1972.4%Financial ServicesXOMExxon Mobil$3,966,609$35,035 ▼-0.9%36,7962.2%EnergyGEGE Aerospace$3,751,459$5,148 ▼-0.1%14,5752.1%AerospaceNVDANVIDIA$3,389,201$35,232 ▼-1.0%21,4521.9%Computer and TechnologyBACBank of America$3,370,943$3,370,943 ▲New Holding71,2371.9%FinanceGE VERNOVA INC$3,202,945$28,574 ▲0.9%6,0531.8%COMXLEEnergy Select Sector SPDR Fund$2,990,740$80,994 ▲2.8%35,2641.7%ETFCVXChevron$2,900,027$1,432 ▼0.0%20,2531.6%EnergyIGViShares Expanded Tech-Software Sector ETF$2,813,329$65,920 ▲2.4%25,6921.6%ETFWMTWalmart$2,787,121$88,980 ▲3.3%28,5041.6%Retail/WholesaleTTTrane Technologies$2,683,5100.0%6,1351.5%ConstructionQQQInvesco QQQ$2,679,040$2,679,040 ▲New Holding4,8561.5%FinanceXLVHealth Care Select Sector SPDR Fund$2,674,773$75,213 ▲2.9%19,8441.5%ETFJNJJohnson & Johnson$2,642,117$19,094 ▲0.7%17,2971.5%MedicalCOPConocoPhillips$2,610,178$179 ▼0.0%29,0861.5%EnergyEMREmerson Electric$2,597,668$62,932 ▲2.5%19,4831.5%IndustrialsCOSTCostco Wholesale$2,595,623$74,246 ▼-2.8%2,6221.5%Retail/WholesaleWFCWells Fargo & Company$2,589,238$16,024 ▲0.6%32,3171.5%FinanceDEDeere & Company$2,576,519$17,797 ▲0.7%5,0671.5%IndustrialsBRK.BBerkshire Hathaway$2,563,408$2,563,408 ▲New Holding5,2771.4%FinanceKOCocaCola$2,484,816$29,361 ▲1.2%35,1211.4%Consumer StaplesCATCaterpillar$2,430,971$44,644 ▲1.9%6,2621.4%IndustrialsIRIngersoll Rand$2,302,672$4,658 ▼-0.2%27,6831.3%IndustrialsMMM3M$2,291,060$11,418 ▼-0.5%15,0491.3%Multi-Sector ConglomeratesBSVVanguard Short-Term Bond ETF$2,276,555$44,072 ▲2.0%28,9271.3%ETFSTTState Street$2,255,365$18,609 ▲0.8%21,2091.3%FinancePFEPfizer$2,242,152$7,272 ▲0.3%92,4981.3%MedicalXLPConsumer Staples Select Sector SPDR Fund$2,202,141$55,060 ▲2.6%27,1971.2%ETFLLYEli Lilly and Company$2,057,959$27,284 ▲1.3%2,6401.2%MedicalHDHome Depot$1,979,856$27,498 ▲1.4%5,4001.1%Retail/WholesaleAMZNAmazon.com$1,916,372$1,916,372 ▲New Holding8,7351.1%Retail/WholesaleITWIllinois Tool Works$1,887,506$21,016 ▲1.1%7,6341.1%IndustrialsAMGNAmgen$1,819,976$1,819,976 ▲New Holding6,5181.0%MedicalABBVAbbVie$1,792,347$32,484 ▼-1.8%9,6561.0%MedicalPEPPepsiCo$1,781,654$24,692 ▲1.4%13,4931.0%Consumer StaplesMRKMerck & Co., Inc.$1,739,462$5,937 ▲0.3%21,9741.0%MedicalMETAMeta Platforms$1,721,226$44,285 ▲2.6%2,3321.0%Computer and TechnologyPGProcter & Gamble$1,717,788$27,881 ▲1.6%10,7821.0%Consumer StaplesSLBSchlumberger$1,675,365$5,070 ▲0.3%49,5670.9%EnergyCMICummins$1,590,668$44,213 ▲2.9%4,8570.9%Auto/Tires/TrucksCARRCarrier Global$1,548,700$40,986 ▲2.7%21,1600.9%ConstructionNSCNorfolk Southern$1,523,277$20,478 ▲1.4%5,9510.9%TransportationITAiShares U.S. Aerospace & Defense ETF$1,467,996$29,239 ▲2.0%7,7820.8%ETFUNPUnion Pacific$1,455,716$13,805 ▲1.0%6,3270.8%TransportationVMCVulcan Materials$1,416,253$43,035 ▼-2.9%5,4300.8%ConstructionIBMInternational Business Machines$1,412,881$19,161 ▼-1.3%4,7930.8%Computer and TechnologyGOOGAlphabet$1,322,620$37,252 ▲2.9%7,4560.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,269,0640.0%2,0540.7%FinanceCSXCSX$1,213,347$15,499 ▲1.3%37,1850.7%TransportationSHWSherwin-Williams$1,212,061$3,434 ▲0.3%3,5300.7%Basic MaterialsGLWCorning$1,206,940$13,147 ▲1.1%22,9500.7%Computer and TechnologyRTXRTX$1,204,811$1,204,811 ▲New Holding8,2510.7%AerospacePBEInvesco Biotechnology & Genome ETF$1,179,055$12,179 ▲1.0%18,3940.7%ETFCLColgate-Palmolive$1,165,520$20,453 ▲1.8%12,8220.7%Consumer StaplesMUMicron Technology$1,133,654$2,465 ▲0.2%9,1980.6%Computer and TechnologyBKRBaker Hughes$1,093,648$32,589 ▼-2.9%28,5250.6%EnergyIYTiShares U.S. Transportation ETF$1,092,048$16,107 ▲1.5%15,9330.6%ETFKKellanova$1,076,279$7,953 ▲0.7%13,5330.6%Consumer DiscretionaryIHEiShares U.S. Pharmaceuticals ETF$1,030,289$21,301 ▲2.1%15,7200.6%ETFHSYHershey$1,017,605$29,041 ▲2.9%6,1320.6%Consumer StaplesGISGeneral Mills$1,017,238$5,181 ▲0.5%19,6340.6%Consumer StaplesGEHCGE HealthCare Technologies$1,010,833$20,369 ▲2.1%13,6470.6%MedicalBABoeing$981,648$981,648 ▲New Holding4,6850.6%AerospaceHALHalliburton$867,678$20,380 ▼-2.3%42,5750.5%EnergyRSPInvesco S&P 500 Equal Weight ETF$850,361$31,804 ▲3.9%4,6790.5%ETFQCOMQUALCOMM$792,000$3,982 ▲0.5%4,9730.4%Computer and TechnologyUBSUBS Group$712,9260.0%21,0800.4%FinanceTSLATesla$606,095$635 ▲0.1%1,9080.3%Auto/Tires/TrucksSWXSouthwest Gas$589,913$4,835 ▲0.8%7,9300.3%UtilitiesPEGPublic Service Enterprise Group$431,422$10,522 ▲2.5%5,1250.2%UtilitiesBIIBBiogen$360,946$14,443 ▲4.2%2,8740.2%MedicalIBBiShares Biotechnology ETF$354,608$39,598 ▲12.6%2,8030.2%FinanceFCXFreeport-McMoRan$323,694$8,670 ▼-2.6%7,4670.2%Basic MaterialsORCLOracle$317,0140.0%1,4500.2%Computer and TechnologyAVGOBroadcom$300,458$300,458 ▲New Holding1,0900.2%Computer and TechnologyFDXFedEx$295,5030.0%1,3000.2%TransportationVVisa$283,6750.0%7990.2%Business ServicesCWCurtiss-Wright$266,260$266,260 ▲New Holding5450.2%AerospaceGSThe Goldman Sachs Group$265,4060.0%3750.1%FinanceXLBMaterials Select Sector SPDR Fund$263,8690.0%3,0050.1%ETFKTBKontoor Brands$261,241$261,241 ▲New Holding3,9600.1%Consumer DiscretionaryXOPSPDR S&P Oil & Gas Exploration & Production ETF$250,971$44,030 ▼-14.9%1,9950.1%ETFVRTXVertex Pharmaceuticals$249,312$16,472 ▼-6.2%5600.1%MedicalMSMorgan Stanley$242,984$3,803 ▼-1.5%1,7250.1%FinanceALLEAllegion$218,918$218,918 ▲New Holding1,5190.1%IndustrialsDOWDOW$213,800$7,123 ▼-3.2%8,0740.1%Basic MaterialsUPSUnited Parcel Service$201,375$10,094 ▼-4.8%1,9950.1%TransportationUNHUnitedHealth Group$0$213,166 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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