Massachusetts Wealth Management Top Holdings and 13F Report (2026) About Massachusetts Wealth ManagementInvestment ActivityMassachusetts Wealth Management has $230.75 million in total holdings as of March 31, 2026.Massachusetts Wealth Management owns shares of 98 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 7.22% of the portfolio was purchased this quarter.About 3.25% of the portfolio was sold this quarter.This quarter, Massachusetts Wealth Management has purchased 93 new stocks and bought additional shares in 57 stocks.Massachusetts Wealth Management sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $12,768,144Technology Select Sector SPDR Fund $7,819,570ExxonMobil $7,566,666Industrial Select Sector SPDR Fund $6,228,869JPMorgan Chase & Co. $6,014,101 Largest New Holdings this Quarter 78468R556 - SPDR S&P Oil & Gas Exploration & Production ETF $641,860 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $523,419 Holding032108664 - AMPLIFY ETF TR $295,855 HoldingG0593M107 - AstraZeneca $276,108 Holding260557103 - DOW $239,279 Holding Largest Purchases this Quarter Freeport-McMoRan 47,125 shares (about $2.77M)SLB 41,311 shares (about $2.12M)ConocoPhillips 14,327 shares (about $1.89M)JPMorgan Ultra-Short Income ETF 36,130 shares (about $1.83M)Chevron 8,285 shares (about $1.71M) Largest Sales this Quarter Technology Select Sector SPDR Fund 25,658 shares (about $3.41M)Invesco QQQ 299 shares (about $172.58K)Micron Technology 470 shares (about $158.78K)Caterpillar 210 shares (about $148.78K)NVIDIA 790 shares (about $137.78K) 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$12,768,144$1,828,539 ▲16.7%252,2855.5%ETFXLKTechnology Select Sector SPDR Fund$7,819,570$3,409,948 ▼-30.4%58,8383.4%ETFXOMExxonMobil$7,566,666$1,442,958 ▲23.6%44,5993.3%EnergyXLIIndustrial Select Sector SPDR Fund$6,228,869$66,956 ▲1.1%38,5142.7%ETFJPMJPMorgan Chase & Co.$6,014,101$148,551 ▲2.5%20,4452.6%FinanceCVXChevron$5,892,305$1,714,166 ▲41.0%28,4792.6%EnergyCCitigroup$5,837,780$29,487 ▲0.5%51,4752.5%Financial ServicesCOPConocoPhillips$5,716,260$1,891,164 ▲49.4%43,3052.5%EnergyAAPLApple$5,474,902$19,541 ▼-0.4%21,5732.4%Computer and TechnologyGE VERNOVA INC$5,307,232$20,950 ▲0.4%6,0802.3%COMXLFFinancial Select Sector SPDR Fund$5,152,944$13,478 ▲0.3%104,3742.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,998,053$107,015 ▼-2.1%63,0512.2%ETFXLEEnergy Select Sector SPDR Fund$4,697,294$375,217 ▲8.7%76,6782.0%ETFSLBSLB$4,621,811$2,122,972 ▲85.0%89,9362.0%EnergyCATCaterpillar$4,354,195$148,777 ▼-3.3%6,1461.9%IndustrialsJNJJohnson & Johnson$4,344,921$41,555 ▲1.0%17,7751.9%MedicalGEGE Aerospace$4,177,023$14,188 ▼-0.3%14,7201.8%AerospaceWALMART INC$3,818,876$37,284 ▲1.0%30,7281.7%COMBACBank of America$3,686,239$18,769 ▲0.5%75,6151.6%FinanceMSFTMicrosoft$3,605,216$42,571 ▲1.2%9,7391.6%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$3,506,765$91,045 ▲2.7%23,9191.5%ETFNVDANVIDIA$3,330,517$137,776 ▼-4.0%19,0971.4%Computer and TechnologyGLWCorning$3,190,536$27,194 ▲0.9%23,4651.4%Computer and TechnologyFCXFreeport-McMoRan$3,125,626$2,770,007 ▲778.9%53,1751.4%Basic MaterialsPFEPfizer$3,089,221$65,988 ▲2.2%110,0151.3%MedicalDEDeere & Company$2,853,678$8,450 ▼-0.3%5,0661.2%IndustrialsMRKMerck & Co., Inc.$2,839,686$72,174 ▲2.6%23,6071.2%MedicalMUMicron Technology$2,779,748$158,785 ▼-5.4%8,2281.2%Computer and TechnologyLLYEli Lilly and Company$2,759,310$45,989 ▲1.7%3,0001.2%MedicalSTTState Street$2,746,352$9,492 ▲0.3%21,7001.2%FinanceKOCocaCola$2,712,177$9,506 ▲0.4%35,6631.2%Consumer StaplesWFCWells Fargo & Company$2,631,1100.0%33,0501.1%FinanceCMICummins$2,612,087$40,351 ▼-1.5%4,8551.1%Auto/Tires/TrucksCOSTCostco Wholesale$2,600,682$34,875 ▲1.4%2,6101.1%Retail/WholesaleQQQInvesco QQQ$2,596,733$172,577 ▼-6.2%4,4991.1%FinanceEMREmerson Electric$2,581,094$12,709 ▼-0.5%19,7001.1%IndustrialsTTTrane Technologies$2,517,110$10,419 ▼-0.4%6,0401.1%ConstructionXLPConsumer Staples Select Sector SPDR Fund$2,504,817$149,368 ▲6.3%30,5541.1%ETFBRK.BBerkshire Hathaway$2,488,006$19,168 ▲0.8%5,1921.1%FinanceGOOGAlphabet$2,343,933$30,120 ▲1.3%8,1711.0%Computer and TechnologyMMM3M$2,236,978$22,656 ▲1.0%15,4031.0%Multi-Sector ConglomeratesAMGNAmgen$2,215,726$19,353 ▲0.9%6,2971.0%MedicalIRIngersoll Rand$2,205,383$4,487 ▲0.2%27,5261.0%IndustrialsPEPPepsiCo$2,178,774$35,562 ▲1.7%14,0300.9%Consumer StaplesBSVVanguard Short-Term Bond ETF$2,175,250$40,224 ▼-1.8%27,7420.9%ETFITWIllinois Tool Works$2,066,182$7,809 ▼-0.4%7,9380.9%IndustrialsABBVAbbVie$2,033,532$25,011 ▼-1.2%9,3500.9%MedicalKTBKontoor Brands$2,025,055$21,087 ▲1.1%28,8100.9%Consumer DiscretionaryAMZNAmazon.com$1,936,911$34,365 ▲1.8%9,3000.8%Retail/WholesaleHDHome Depot$1,802,317$11,511 ▲0.6%5,4800.8%Retail/WholesaleBKRBaker Hughes$1,742,978$93,101 ▲5.6%28,5500.8%EnergyNSCNorfolk Southern$1,737,785$18,655 ▲1.1%6,0550.8%TransportationITAiShares U.S. Aerospace & Defense ETF$1,735,781$12,469 ▼-0.7%7,9350.8%ETFHALHalliburton$1,618,085$77,980 ▲5.1%41,5000.7%EnergyCSXCSX$1,601,360$34,892 ▲2.2%39,0100.7%TransportationUNPUnion Pacific$1,588,676$34,695 ▲2.2%6,5480.7%TransportationPGProcter & Gamble$1,583,062$30,332 ▲2.0%10,9600.7%Consumer StaplesRTXRTX$1,536,448$48,225 ▼-3.0%7,9650.7%AerospaceMETAMeta Platforms$1,493,831$8,582 ▲0.6%2,6110.6%Computer and TechnologyVMCVulcan Materials$1,437,744$24,507 ▼-1.7%5,2800.6%ConstructionPBEInvesco Biotechnology & Genome ETF$1,410,513$8,314 ▼-0.6%17,8140.6%ETFSPYSPDR S&P 500 ETF Trust$1,337,099$7,804 ▼-0.6%2,0560.6%FinanceHSYHershey$1,308,6680.0%6,2950.6%Consumer StaplesBABoeing$1,286,729$38,811 ▲3.1%6,4650.6%AerospaceIHEiShares U.S. Pharmaceuticals ETF$1,284,598$35,539 ▼-2.7%14,8200.6%ETFCARRCarrier Global$1,280,208$12,670 ▲1.0%22,7350.6%ConstructionIBMInternational Business Machines$1,251,460$32,723 ▲2.7%5,1630.5%Computer and TechnologySHWSherwin-Williams$1,170,008$25,644 ▲2.2%3,6500.5%Basic MaterialsIYTiShares U.S. Transportation ETF$1,143,245$67,140 ▼-5.5%15,3250.5%ETFCLColgate-Palmolive$1,125,292$27,700 ▲2.5%13,2030.5%Consumer StaplesGEHCGE HealthCare Technologies$1,027,412$7,332 ▲0.7%14,4340.4%MedicalRSPInvesco S&P 500 Equal Weight ETF$984,742$58,919 ▲6.4%5,1310.4%ETFUBSUBS Group$823,5960.0%21,0800.4%FinanceGISGeneral Mills$771,384$31,637 ▲4.3%20,7250.3%Consumer StaplesSWXSouthwest Gas$715,622$11,297 ▲1.6%8,2350.3%UtilitiesIBBiShares Biotechnology ETF$713,054$35,121 ▲5.2%4,2230.3%FinanceTSLATesla$711,1580.0%1,9130.3%Auto/Tires/TrucksXOPSPDR S&P Oil & Gas Exploration & Production ETF$641,860$641,860 ▲New Holding3,5300.3%ETFBIIBBiogen$582,989$33,183 ▲6.0%3,1800.3%MedicalQCOMQualcomm$543,838$19,317 ▲3.7%4,2230.2%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$524,435$236,608 ▲82.2%10,4950.2%ETFFIDELITY WISE ORIGIN BITCOIN$523,419$523,419 ▲New Holding8,8670.2%SHSFDXFedEx$459,4720.0%1,2900.2%TransportationPEGPublic Service Enterprise Group$441,178$16,190 ▲3.8%5,4500.2%UtilitiesCWCurtiss-Wright$371,2100.0%5450.2%AerospaceGSThe Goldman Sachs Group$368,006$50,759 ▲16.0%4350.2%FinanceMSMorgan Stanley$337,368$53,485 ▲18.8%2,0500.1%FinanceAVGOBroadcom$337,3660.0%1,0900.1%Computer and TechnologyAMPLIFY ETF TR$295,855$295,855 ▲New Holding3,9400.1%AMPLIFY CYBERSECVRTXVertex Pharmaceuticals$283,106$39,295 ▼-12.2%6340.1%MedicalAZNCFAstraZeneca$276,108$276,108 ▲New Holding1,4000.1%MedicalVVisa$241,4820.0%7990.1%Business ServicesDOWDOW$239,279$239,279 ▲New Holding5,7450.1%Basic MaterialsTDToronto Dominion Bank$224,8770.0%2,4100.1%FinanceALLEAllegion$220,6960.0%1,5190.1%IndustrialsINTCIntel$219,591$219,591 ▲New Holding4,9760.1%Computer and TechnologyORCLOracle$213,3100.0%1,4500.1%Computer and TechnologyVPUVanguard Utilities ETF$213,000$213,000 ▲New Holding1,0750.1%ETFIGViShares Expanded Tech-Software Sector ETF$0$2,687,432 ▼-100.0%00.0%ETFASTRAZENECA PLC$0$257,404 ▼-100.0%00.0%SPONSORED ADRShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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