Massachusetts Wealth Management Top Holdings and 13F Report (2026) About Massachusetts Wealth ManagementInvestment ActivityMassachusetts Wealth Management has $248.10 million in total holdings as of September 30, 2026.Massachusetts Wealth Management owns shares of 96 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 4.76% of the portfolio was purchased this quarter.About 8.71% of the portfolio was sold this quarter.This quarter, Massachusetts Wealth Management has purchased 98 new stocks and bought additional shares in 32 stocks.Massachusetts Wealth Management sold shares of 55 stocks and completely divested from 4 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $16,169,526Technology Select Sector SPDR Fund $11,465,078EXXONMOBIL HOLDINGS CORP $7,089,064Apple $6,625,623Industrial Select Sector SPDR Fund $6,503,203 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $7,089,064 Holding69608A108 - PALANTIR TECHNOLOGIES INC $217,165 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 43,558 shares (about $7.09M)JPMorgan Ultra-Short Income ETF 43,470 shares (about $2.19M)iShares Biotechnology ETF 1,585 shares (about $333.69K)Merck & Co., Inc. 1,785 shares (about $259.38K)PALANTIR TECHNOLOGIES INC 1,161 shares (about $217.17K) Largest Sales this Quarter Micron Technology 4,165 shares (about $4.44M)Freeport-McMoRan 13,650 shares (about $955.50K)JPMorgan Chase & Co. 2,773 shares (about $917.39K)Caterpillar 1,010 shares (about $818.90K)Citigroup 5,355 shares (about $693.37K) 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$16,169,526$2,189,584 ▲15.7%321,0156.5%ETFXLKTechnology Select Sector SPDR Fund$11,465,078$173,239 ▼-1.5%58,5704.6%ETFEXXONMOBIL HOLDINGS CORP$7,089,064$7,089,064 ▲New Holding43,5582.9%COM SHSAAPLApple$6,625,623$508,511 ▼-7.1%19,8962.7%TechnologyXLIIndustrial Select Sector SPDR Fund$6,503,203$37,237 ▼-0.6%38,9462.6%ETFCCitigroup$5,944,427$693,365 ▼-10.4%45,9102.4%FinanceJPMJPMorgan Chase & Co.$5,833,195$917,392 ▼-13.6%17,6322.4%FinanceXLFFinancial Select Sector SPDR Fund$5,693,775$24,724 ▲0.4%106,6252.3%ETFCVXChevron$5,642,118$148,052 ▼-2.6%27,6292.3%EnergyGE VERNOVA INC$5,403,536$408,711 ▼-7.0%5,6852.2%COMCOPConocoPhillips$5,181,836$184,596 ▼-3.4%41,4052.1%EnergyVCSHVanguard Short-Term Corporate Bond ETF$4,830,134$32,831 ▼-0.7%62,5261.9%ETFXLEEnergy Select Sector SPDR Fund$4,748,476$81,795 ▼-1.7%77,2111.9%ETFMSFTMicrosoft$4,738,863$261,589 ▼-5.2%9,2391.9%TechnologyJNJJohnson & Johnson$4,598,534$127,075 ▼-2.7%17,3701.9%HealthcareGEGE Aerospace$4,438,812$195,490 ▼-4.2%14,2141.8%IndustrialsXLVHealth Care Select Sector SPDR Fund$4,293,699$115,368 ▲2.8%25,4941.7%ETFSLBSLB$4,197,228$183,236 ▼-4.2%86,1501.7%EnergyCATCaterpillar$4,160,163$818,898 ▼-16.4%5,1311.7%IndustrialsMUMicron Technology$4,114,520$4,436,183 ▼-51.9%3,8631.7%TechnologyBACBank of America$3,935,298$189,961 ▼-4.6%72,3001.6%FinanceNVDANVIDIA$3,826,964$551,538 ▼-12.6%16,7571.5%TechnologyMRKMerck & Co., Inc.$3,705,696$259,378 ▲7.5%25,5021.5%HealthcareSTTState Street$3,527,591$234,824 ▼-6.2%20,2051.4%FinanceLLYEli Lilly and Company$3,494,382$23,142 ▲0.7%3,0201.4%HealthcareWALMART INC$3,325,752$119,508 ▲3.7%32,0031.3%COMPFEPfizer$3,255,986$95,542 ▲3.0%114,1651.3%HealthcareDEDeere & Company$3,240,900$194,749 ▼-5.7%4,8261.3%IndustrialsKOCoca-Cola$3,211,910$107,600 ▲3.5%37,3131.3%Consumer StaplesQQQInvesco QQQ$3,182,491$140,556 ▼-4.2%4,3021.3%ETFGLWCorning$3,085,963$522,015 ▼-14.5%20,0701.2%TechnologyEMREmerson Electric$2,902,076$168,904 ▼-5.5%18,7111.2%IndustrialsGOOGAlphabet$2,862,557$15,333 ▼-0.5%8,4011.2%Communication ServicesAMGNAmgen$2,854,631$179,152 ▲6.7%6,7721.2%HealthcareFCXFreeport-McMoRan$2,719,500$955,500 ▼-26.0%38,8501.1%MaterialsBRK.BBerkshire Hathaway$2,620,213$29,877 ▲1.2%5,2621.1%FinanceXLPConsumer Staples Select Sector SPDR Fund$2,606,523$61,256 ▲2.4%32,3391.1%ETFWFCWells Fargo & Company$2,600,584$46,269 ▼-1.7%32,4871.0%FinanceTTTrane Technologies$2,472,331$210,171 ▼-7.8%5,4701.0%IndustrialsABBVAbbVie$2,419,708$19,619 ▼-0.8%9,2501.0%HealthcareMMM3M$2,392,158$147,735 ▼-5.8%14,5731.0%IndustrialsAMZNAmazon.com$2,284,706$84,711 ▼-3.6%9,1700.9%Consumer DiscretionaryCMICummins$2,267,742$250,536 ▼-9.9%4,3900.9%IndustrialsCOSTCostco Wholesale$2,139,299$191,171 ▼-8.2%2,3500.9%Consumer StaplesIRIngersoll Rand$2,063,873$14,121 ▼-0.7%27,4780.8%IndustrialsBSVVanguard Short-Term Bond ETF$2,054,090$42,478 ▼-2.0%26,8860.8%ETFITWIllinois Tool Works$2,031,997$12,864 ▼-0.6%7,8980.8%IndustrialsMETAMeta Platforms$1,980,467$47,137 ▲2.4%2,7310.8%Communication ServicesNSCNorfolk Southern$1,938,975$30,900 ▲1.6%6,2750.8%IndustrialsPEPPepsiCo$1,865,243$65,136 ▲3.6%14,7190.8%Consumer StaplesUNPUnion Pacific$1,812,386$4,626 ▲0.3%6,6600.7%IndustrialsCSXCSX$1,785,286$41,859 ▼-2.3%38,3850.7%IndustrialsITAiShares U.S. Aerospace & Defense ETF$1,730,575$71,477 ▲4.3%8,3530.7%ETFPBEInvesco Biotechnology & Genome ETF$1,698,565$31,619 ▼-1.8%17,4590.7%ETFKTBKontoor Brands$1,692,986$132,363 ▼-7.3%26,8600.7%Consumer DiscretionaryPGProcter & Gamble$1,683,069$61,744 ▲3.8%11,5850.7%Consumer StaplesBKRBaker Hughes$1,570,140$2,745 ▼-0.2%28,6000.6%EnergyHDHome Depot$1,516,332$28,449 ▼-1.8%5,3300.6%Consumer DiscretionaryIHEiShares U.S. Pharmaceuticals ETF$1,455,530$14,575 ▼-1.0%14,4800.6%ETFSPYSPDR S&P 500 ETF Trust$1,449,760$118,208 ▼-7.5%1,9010.6%ETFRTXRTX$1,410,940$88,184 ▼-5.9%7,6000.6%IndustrialsBABoeing$1,406,538$134,886 ▲10.6%7,5600.6%IndustrialsHALHalliburton$1,355,475$17,490 ▲1.3%42,6250.5%EnergyCARRCarrier Global$1,271,929$4,114 ▲0.3%23,1850.5%IndustrialsIBBiShares Biotechnology ETF$1,269,706$333,690 ▲35.7%6,0310.5%ETFIBMInternational Business Machines$1,260,859$106,666 ▲9.2%5,7330.5%TechnologyVMCVulcan Materials$1,219,481$47,703 ▼-3.8%4,9850.5%MaterialsIYTiShares U.S. Transportation ETF$1,211,564$12,563 ▲1.0%15,4300.5%ETFRSPInvesco S&P 500 Equal Weight ETF$1,197,571$68,647 ▲6.1%5,7570.5%ETFCLColgate-Palmolive$1,186,204$36,261 ▲3.2%13,9030.5%Consumer StaplesSHWSherwin-Williams$1,136,294$56,572 ▼-4.7%3,5150.5%MaterialsHSYHershey$1,027,617$35,462 ▲3.6%6,5200.4%Consumer StaplesGEHCGE HealthCare Technologies$979,635$19,742 ▲2.1%14,9860.4%HealthcareUBSUBS Group$834,093$180,488 ▼-17.8%17,3300.3%FinanceBIIBBiogen$780,415$50,823 ▲7.0%3,4550.3%HealthcareQCOMQualcomm$740,393$27,606 ▼-3.6%4,0230.3%TechnologyXOPSPDR S&P Oil & Gas Exploration & Production ETF$726,286$16,140 ▼-2.2%4,0500.3%ETFGISGeneral Mills$717,972$41,808 ▲6.2%22,3250.3%Consumer StaplesTSLATesla$678,7520.0%1,9130.3%Consumer DiscretionaryAMPLIFY ETF TR$674,094$59,408 ▲9.7%5,5600.3%AMPLIFY CYBERSECSWXSouthwest Gas$646,204$25,277 ▼-3.8%7,9250.3%UtilitiesFIDELITY WISE ORIGIN BITCOIN$636,8350.0%8,7670.3%SHSINTCIntel$574,218$24,046 ▼-4.0%4,7760.2%TechnologyXLBMaterials Select Sector SPDR Fund$514,272$12,175 ▼-2.3%10,5600.2%ETFGSThe Goldman Sachs Group$468,187$54,022 ▲13.0%5200.2%FinanceMSMorgan Stanley$451,392$51,722 ▲12.9%2,4000.2%FinanceFDXFedEx$360,639$7,127 ▼-1.9%1,2650.1%IndustrialsPEGPublic Service Enterprise Group$360,269$6,734 ▼-1.8%5,3500.1%UtilitiesVRTXVertex Pharmaceuticals$314,732$67,965 ▼-17.8%6020.1%HealthcareCWCurtiss-Wright$296,3820.0%5450.1%IndustrialsVVisa$287,0950.0%7990.1%FinanceTDToronto Dominion Bank$283,2470.0%2,4100.1%FinanceALLEAllegion$233,5770.0%1,5190.1%IndustrialsAZNCFAstraZeneca$226,0580.0%1,4000.1%HealthcarePALANTIR TECHNOLOGIES INC$217,165$217,165 ▲New Holding1,1610.1%CL AAVGOBroadcom$207,202$175,595 ▼-45.9%5900.1%TechnologyXOMExxonMobil$0$6,063,395 ▼-100.0%00.0%EnergyBBYBest Buy$0$825,271 ▼-100.0%00.0%Consumer DiscretionaryORCLOracle$0$212,498 ▼-100.0%00.0%TechnologyVPUVanguard Utilities ETF$0$210,410 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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