Massachusetts Wealth Management Top Holdings and 13F Report (2026) About Massachusetts Wealth ManagementInvestment ActivityMassachusetts Wealth Management has $262.50 million in total holdings as of June 30, 2026.Massachusetts Wealth Management owns shares of 98 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 1.56% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, Massachusetts Wealth Management has purchased 98 new stocks and bought additional shares in 55 stocks.Massachusetts Wealth Management sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $14,035,451Technology Select Sector SPDR Fund $11,327,367Micron Technology $9,266,640Industrial Select Sector SPDR Fund $7,255,274GE VERNOVA INC $7,184,269 Largest New Holdings this Quarter 086516101 - Best Buy $825,271 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 25,260 shares (about $1.28M)Best Buy 10,876 shares (about $825.27K)Health Care Select Sector SPDR Fund 890 shares (about $141.21K)Industrial Select Sector SPDR Fund 655 shares (about $121.33K)AMPLIFY ETF TR 1,130 shares (about $118.57K) Largest Sales this Quarter Micron Technology 200 shares (about $230.86K)Trane Technologies 105 shares (about $51.57K)Costco Wholesale 50 shares (about $46.77K)ConocoPhillips 425 shares (about $44.18K)Apple 150 shares (about $43.40K) 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 PortfolioSectorJPSTJPMorgan Ultra-Short Income ETF$14,035,451$1,277,398 â–²10.0%277,5455.3%ETFXLKTechnology Select Sector SPDR Fund$11,327,367$117,551 â–²1.0%59,4554.3%ETFMUMicron Technology$9,266,640$230,858 â–¼-2.4%8,0283.5%TechnologyXLIIndustrial Select Sector SPDR Fund$7,255,274$121,326 â–²1.7%39,1692.8%ETFGE VERNOVA INC$7,184,269$41,120 â–²0.6%6,1152.7%COMCCitigroup$7,175,049$29,392 â–¼-0.4%51,2652.7%FinanceJPMJPMorgan Chase & Co.$6,679,169$13,093 â–¼-0.2%20,4052.5%FinanceCATCaterpillar$6,539,551$5,325 â–¼-0.1%6,1412.5%IndustrialsAAPLApple$6,198,835$43,403 â–¼-0.7%21,4232.4%TechnologyXOMExxonMobil$6,063,395$34,180 â–¼-0.6%44,3492.3%EnergyGLWCorning$5,993,6650.0%23,4652.3%TechnologyXLFFinancial Select Sector SPDR Fund$5,691,345$95,855 â–²1.7%106,1622.2%ETFGEGE Aerospace$5,546,060$44,847 â–²0.8%14,8402.1%IndustrialsVCSHVanguard Short-Term Corporate Bond ETF$4,975,018$7,903 â–¼-0.2%62,9511.9%ETFCVXChevron$4,699,959$20,720 â–¼-0.4%28,3541.8%EnergyJNJJohnson & Johnson$4,533,364$19,048 â–²0.4%17,8501.7%HealthcareCOPConocoPhillips$4,457,805$44,183 â–¼-1.0%42,8801.7%EnergyBACBank of America$4,318,524$9,972 â–²0.2%75,7901.6%FinanceSLBSLB$4,179,962$1,162 â–¼0.0%89,9111.6%EnergyXLEEnergy Select Sector SPDR Fund$4,171,313$98,944 â–²2.4%78,5411.6%ETFXLVHealth Care Select Sector SPDR Fund$3,936,196$141,207 â–²3.7%24,8091.5%ETFNVDANVIDIA$3,836,125$15,007 â–²0.4%19,1721.5%TechnologySTTState Street$3,654,880$25,440 â–¼-0.7%21,5501.4%FinanceMSFTMicrosoft$3,636,703$3,730 â–²0.1%9,7491.4%TechnologyLLYEli Lilly and Company$3,598,2900.0%3,0001.4%HealthcareWALMART INC$3,494,411$14,158 â–²0.4%30,8531.3%COMCMICummins$3,476,899$14,264 â–²0.4%4,8751.3%IndustrialsQQQInvesco QQQ$3,307,909$5,155 â–¼-0.2%4,4921.3%ETFFCXFreeport-McMoRan$3,301,725$42,451 â–¼-1.3%52,5001.3%MaterialsDEDeere & Company$3,245,232$31,716 â–²1.0%5,1161.2%IndustrialsMRKMerck & Co., Inc.$3,047,634$14,135 â–²0.5%23,7171.2%HealthcareGOOGAlphabet$2,984,225$97,166 â–²3.4%8,4461.1%Communication ServicesKOCocaCola$2,930,846$32,508 â–²1.1%36,0631.1%Consumer StaplesTTTrane Technologies$2,915,035$51,572 â–¼-1.7%5,9351.1%IndustrialsEMREmerson Electric$2,834,370$14,315 â–²0.5%19,8001.1%IndustrialsWFCWells Fargo & Company$2,732,492$1,240 â–²0.0%33,0651.0%FinancePFEPfizer$2,668,425$19,264 â–²0.7%110,8151.0%HealthcareXLPConsumer Staples Select Sector SPDR Fund$2,623,268$85,147 â–²3.4%31,5791.0%ETFBRK.BBerkshire Hathaway$2,603,029$5,004 â–²0.2%5,2021.0%FinanceMMM3M$2,505,233$11,334 â–²0.5%15,4731.0%IndustrialsKTBKontoor Brands$2,413,526$12,501 â–²0.5%28,9600.9%Consumer DiscretionaryCOSTCostco Wholesale$2,394,803$46,773 â–¼-1.9%2,5600.9%Consumer StaplesABBVAbbVie$2,346,543$6,291 â–¼-0.3%9,3250.9%HealthcareAMGNAmgen$2,298,512$18,107 â–²0.8%6,3470.9%HealthcareIRIngersoll Rand$2,268,335$11,479 â–²0.5%27,6660.9%IndustrialsAMZNAmazon.com$2,266,613$50,051 â–²2.3%9,5100.9%Consumer DiscretionaryITWIllinois Tool Works$2,149,696$2,705 â–²0.1%7,9480.8%IndustrialsBSVVanguard Short-Term Bond ETF$2,138,006$23,373 â–¼-1.1%27,4420.8%ETFNSCNorfolk Southern$1,942,593$37,751 â–²2.0%6,1750.7%IndustrialsITAiShares U.S. Aerospace & Defense ETF$1,941,299$17,697 â–²0.9%8,0080.7%ETFPEPPepsiCo$1,923,409$23,696 â–²1.2%14,2050.7%Consumer StaplesHDHome Depot$1,915,052$17,634 â–¼-0.9%5,4300.7%Consumer DiscretionaryCSXCSX$1,867,216$13,071 â–²0.7%39,2850.7%IndustrialsUNPUnion Pacific$1,806,896$25,840 â–²1.5%6,6430.7%IndustrialsCARRCarrier Global$1,695,118$27,506 â–²1.6%23,1100.6%IndustrialsPGProcter & Gamble$1,636,502$29,328 â–²1.8%11,1600.6%Consumer StaplesPBEInvesco Biotechnology & Genome ETF$1,594,311$2,689 â–¼-0.2%17,7840.6%ETFBKRBaker Hughes$1,590,075$5,550 â–²0.4%28,6500.6%EnergySPYSPDR S&P 500 ETF Trust$1,535,3590.0%2,0560.6%ETFRTXRTX$1,532,070$20,870 â–²1.4%8,0750.6%IndustrialsVMCVulcan Materials$1,528,152$29,501 â–¼-1.9%5,1800.6%MaterialsMETAMeta Platforms$1,501,731$30,981 â–²2.1%2,6660.6%Communication ServicesBABoeing$1,479,572$80,094 â–²5.7%6,8350.6%IndustrialsIBMInternational Business Machines$1,475,790$23,903 â–²1.6%5,2480.6%TechnologyIHEiShares U.S. Pharmaceuticals ETF$1,448,021$19,307 â–¼-1.3%14,6250.6%ETFHALHalliburton$1,428,446$19,521 â–²1.4%42,0750.5%EnergyIYTiShares U.S. Transportation ETF$1,324,672$4,771 â–¼-0.4%15,2700.5%ETFSHWSherwin-Williams$1,270,541$13,773 â–²1.1%3,6900.5%MaterialsCLColgate-Palmolive$1,235,663$25,212 â–²2.1%13,4780.5%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$1,154,703$62,980 â–²5.8%5,4270.4%ETFHSYHershey$1,104,4580.0%6,2950.4%Consumer StaplesUBSUBS Group$1,044,7250.0%21,0800.4%FinanceGEHCGE HealthCare Technologies$939,923$16,003 â–²1.7%14,6840.4%HealthcareIBBiShares Biotechnology ETF$845,585$42,412 â–²5.3%4,4460.3%ETFBBYBest Buy$825,271$825,271 â–²New Holding10,8760.3%Consumer DiscretionaryTSLATesla$804,6080.0%1,9130.3%Consumer DiscretionaryQCOMQualcomm$771,129$9,240 â–¼-1.2%4,1730.3%TechnologyGISGeneral Mills$731,670$10,440 â–²1.4%21,0250.3%Consumer StaplesSWXSouthwest Gas$730,2800.0%8,2350.3%UtilitiesBIIBBiogen$697,874$10,803 â–²1.6%3,2300.3%HealthcareINTCIntel$694,7990.0%4,9760.3%TechnologyXOPSPDR S&P Oil & Gas Exploration & Production ETF$638,636$94,099 â–²17.3%4,1400.2%ETFXLBMaterials Select Sector SPDR Fund$549,472$16,011 â–²3.0%10,8100.2%ETFAMPLIFY ETF TR$531,995$118,571 â–²28.7%5,0700.2%AMPLIFY CYBERSECGSThe Goldman Sachs Group$465,230$25,284 â–²5.7%4600.2%FinanceFIDELITY WISE ORIGIN BITCOIN$447,555$5,105 â–¼-1.1%8,7670.2%SHSMSMorgan Stanley$444,210$15,678 â–²3.7%2,1250.2%FinancePEGPublic Service Enterprise Group$442,3220.0%5,4500.2%UtilitiesCWCurtiss-Wright$412,9790.0%5450.2%IndustrialsAVGOBroadcom$411,7480.0%1,0900.2%TechnologyFDXFedEx$403,9380.0%1,2900.2%IndustrialsVRTXVertex Pharmaceuticals$363,606$48,679 â–²15.5%7320.1%HealthcareTDToronto Dominion Bank$292,6460.0%2,4100.1%FinanceVVisa$274,1200.0%7990.1%FinanceAZNCFAstraZeneca$265,4680.0%1,4000.1%HealthcareALLEAllegion$213,4040.0%1,5190.1%IndustrialsORCLOracle$212,4980.0%1,4500.1%TechnologyVPUVanguard Utilities ETF$210,4100.0%1,0750.1%ETFDOWDOW$0$239,279 â–¼-100.0%00.0%MaterialsShowing largest 100 holdings. 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