Massachusetts Wealth Management Top Holdings and 13F Report (2024) → Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (From Colonial Metals) (Ad) About Massachusetts Wealth ManagementInvestment ActivityMassachusetts Wealth Management has $141.91 million in total holdings as of March 31, 2024.Massachusetts Wealth Management owns shares of 91 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 6.71% of the portfolio was purchased this quarter.About 0.41% of the portfolio was sold this quarter.This quarter, Massachusetts Wealth Management has purchased 88 new stocks and bought additional shares in 63 stocks.Massachusetts Wealth Management sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $6,716,916JPMorgan Chase & Co. $4,378,358Exxon Mobil $4,350,863Microsoft $4,045,223ConocoPhillips $4,023,066 Largest New Holdings this Quarter Visa $240,288 HoldingNovanta $205,180 HoldingAllegion $204,624 Holding Largest Purchases this Quarter Walmart 17,036 shares (about $1.03M)iShares U.S. Transportation ETF 10,891 shares (about $766.73K)iShares U.S. Pharmaceuticals ETF 9,840 shares (about $668.09K)Industrial Select Sector SPDR Fund 4,211 shares (about $530.42K)Health Care Select Sector SPDR Fund 3,458 shares (about $510.85K) Largest Sales this Quarter UnitedHealth Group 250 shares (about $123.68K)Biogen 300 shares (about $64.69K)Barclays 6,470 shares (about $61.14K)Vanguard Short-Term Bond ETF 709 shares (about $54.36K)UBS Group 1,766 shares (about $54.25K) 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$6,716,916$294,286 ▲4.6%32,2514.7%ETFJPMJPMorgan Chase & Co.$4,378,358$28,042 ▲0.6%21,8593.1%FinanceXOMExxon Mobil$4,350,863$152,739 ▲3.6%37,4303.1%Oils/EnergyMSFTMicrosoft$4,045,223$50,486 ▲1.3%9,6152.9%Computer and TechnologyCOPConocoPhillips$4,023,066$12,728 ▲0.3%31,6082.8%Oils/EnergyAAPLApple$3,792,458$47,672 ▲1.3%22,1162.7%Computer and TechnologyCVXChevron$3,492,521$110,418 ▲3.3%22,1412.5%Oils/EnergyVCSHVanguard Short-Term Corporate Bond ETF$3,471,760$158,485 ▲4.8%44,9072.4%ETFSLBSchlumberger$3,152,507$41,108 ▲1.3%57,5172.2%Oils/EnergyMRKMerck & Co., Inc.$2,876,378$29,689 ▲1.0%21,7992.0%MedicalJNJJohnson & Johnson$2,779,715$39,548 ▲1.4%17,5722.0%MedicalBACBank of America$2,729,184$34,356 ▲1.3%71,9721.9%FinanceIRIngersoll Rand$2,669,804$56,970 ▲2.2%28,1181.9%Industrial ProductsXLEEnergy Select Sector SPDR Fund$2,643,102$320,144 ▲13.8%27,9961.9%ETFCCitigroup$2,572,730$56,916 ▲2.3%40,6821.8%FinanceGEGeneral Electric$2,394,931$196,067 ▲8.9%13,6441.7%TransportationCATCaterpillar$2,382,528$100,768 ▲4.4%6,5021.7%Industrial ProductsXLFFinancial Select Sector SPDR Fund$2,325,698$197,164 ▲9.3%55,2161.6%ETFPEPPepsiCo$2,306,837$35,002 ▲1.5%13,1811.6%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$2,181,123$530,417 ▲32.1%17,3161.5%ETFHDHome Depot$2,125,144$86,310 ▲4.2%5,5401.5%Retail/WholesaleBSVVanguard Short-Term Bond ETF$2,102,675$54,359 ▼-2.5%27,4251.5%ETFCOSTCostco Wholesale$2,085,798$153,852 ▲8.0%2,8471.5%Retail/WholesaleAMGNAmgen$2,042,618$7,108 ▼-0.3%7,1841.4%MedicalDEDeere & Company$1,992,910$143,759 ▲7.8%4,8521.4%Industrial ProductsKOCoca-Cola$1,976,481$74,945 ▲3.9%32,3061.4%Consumer StaplesITWIllinois Tool Works$1,926,341$160,998 ▲9.1%7,1791.4%Industrial ProductsQQQInvesco QQQ$1,915,459$28,861 ▲1.5%4,3141.3%FinanceCVSCVS Health$1,914,160$3,988 ▲0.2%23,9991.3%Retail/WholesaleTTTrane Technologies$1,882,254$82,555 ▲4.6%6,2701.3%Business ServicesABBVAbbVie$1,869,439$36,420 ▼-1.9%10,2661.3%MedicalEMREmerson Electric$1,842,621$90,736 ▲5.2%16,2461.3%Industrial ProductsWFCWells Fargo & Company$1,830,203$31,878 ▲1.8%31,5771.3%FinancePGProcter & Gamble$1,783,290$16,225 ▲0.9%10,9911.3%Consumer StaplesBRK.BBerkshire Hathaway$1,724,132$346,929 ▲25.2%4,1001.2%FinanceSTTState Street$1,695,937$52,191 ▲3.2%21,9341.2%FinanceXLPConsumer Staples Select Sector SPDR Fund$1,606,614$131,721 ▲8.9%21,0401.1%ETFUBSUBS Group$1,584,015$54,252 ▼-3.3%51,5631.1%FinanceUNPUnion Pacific$1,583,051$73,779 ▲4.9%6,4371.1%TransportationVMCVulcan Materials$1,582,936$6,823 ▼-0.4%5,8001.1%ConstructionNVDANVIDIA$1,536,052$31,625 ▲2.1%1,7001.1%Computer and TechnologyNSCNorfolk Southern$1,520,554$82,833 ▲5.8%5,9661.1%TransportationPFEPfizer$1,464,700$86,025 ▲6.2%52,7821.0%MedicalWMTWalmart$1,424,765$1,025,056 ▲256.5%23,6791.0%Retail/WholesaleCMICummins$1,410,490$98,708 ▲7.5%4,7871.0%Auto/Tires/TrucksCSXCSX$1,391,608$74,140 ▲5.6%37,5401.0%TransportationGISGeneral Mills$1,368,543$20,991 ▲1.6%19,5591.0%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$1,359,264$510,850 ▲60.2%9,2011.0%ETFLLYEli Lilly and Company$1,275,854$213,939 ▲20.1%1,6400.9%MedicalSHWSherwin-Williams$1,241,705$34,733 ▲2.9%3,5750.9%ConstructionCLColgate-Palmolive$1,217,656$31,517 ▲2.7%13,5220.9%Consumer StaplesDOWDOW$1,192,547$18,306 ▼-1.5%20,5860.8%Basic MaterialsSPYSPDR S&P 500 ETF Trust$1,160,169$13,077 ▼-1.1%2,2180.8%FinanceHSYHershey$1,136,269$9,725 ▲0.9%5,8420.8%Consumer StaplesMMM3M$1,133,782$197,290 ▲21.1%10,6890.8%Multi-Sector ConglomeratesIHEiShares U.S. Pharmaceuticals ETF$1,007,222$668,087 ▲197.0%14,8350.7%ETFGEHCGE HealthCare Technologies$1,006,465$254,003 ▲33.8%11,0710.7%MedicalIYTiShares U.S. Transportation ETF$991,795$766,726 ▲340.7%14,0880.7%ETFTDToronto-Dominion Bank$952,072$7,548 ▼-0.8%15,7680.7%FinancePBEInvesco Biotechnology & Genome ETF$951,255$162,372 ▲20.6%14,6990.7%ETFUPSUnited Parcel Service$860,5680.0%5,7900.6%TransportationVZVerizon Communications$854,9080.0%20,3740.6%Computer and TechnologyRTXRTX$814,278$48,765 ▲6.4%8,3490.6%AerospaceKKellanova$809,680$5,729 ▼-0.7%14,1330.6%Consumer DiscretionaryHALHalliburton$722,372$11,826 ▲1.7%18,3250.5%Oils/EnergyAMZNAmazon.com$690,134$18,218 ▲2.7%3,8260.5%Retail/WholesaleFCXFreeport-McMoRan$669,659$32,914 ▼-4.7%14,2420.5%Basic MaterialsCARRCarrier Global$668,495$187,469 ▲39.0%11,5000.5%Computer and TechnologyBIIBBiogen$636,108$64,689 ▼-9.2%2,9500.4%MedicalSWXSouthwest Gas$619,6980.0%8,1400.4%UtilitiesITAiShares U.S. Aerospace & Defense ETF$618,356$117,682 ▲23.5%4,6870.4%ETFBABoeing$583,795$9,650 ▲1.7%3,0250.4%AerospaceGLWCorning$525,712$9,888 ▼-1.8%15,9500.4%Computer and TechnologyINTCIntel$455,746$112,280 ▲32.7%10,3180.3%Computer and TechnologyPYPLPayPal$441,598$13,398 ▼-2.9%6,5920.3%Computer and TechnologySCHWCharles Schwab$421,380$19,893 ▲5.0%5,8250.3%FinanceNVONovo Nordisk A/S$407,670$64,200 ▲18.7%3,1750.3%MedicalFDXFedEx$404,1870.0%1,3950.3%TransportationMETAMeta Platforms$386,522$24,279 ▲6.7%7960.3%Computer and TechnologyPEGPublic Service Enterprise Group$383,9850.0%5,7500.3%UtilitiesTAT&T$341,2130.0%19,3870.2%Computer and TechnologyBKRBaker Hughes$324,9500.0%9,7000.2%Oils/EnergyGOOGAlphabet$272,545$15,226 ▲5.9%1,7900.2%Computer and TechnologyDBDeutsche Bank Aktiengesellschaft$264,936$47,310 ▼-15.2%16,8000.2%FinanceXLBMaterials Select Sector SPDR Fund$258,2340.0%2,7800.2%ETFBCSBarclays$255,906$61,142 ▼-19.3%27,0800.2%FinanceTSLATesla$251,380$21,095 ▼-7.7%1,4300.2%Auto/Tires/TrucksVVisa$240,288$240,288 ▲New Holding8610.2%Business ServicesUNHUnitedHealth Group$226,078$123,675 ▼-35.4%4570.2%MedicalNOVTNovanta$205,180$205,180 ▲New Holding1,1740.1%Computer and TechnologyALLEAllegion$204,624$204,624 ▲New Holding1,5190.1%Industrial ProductsShowing largest 100 holdings. 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