Massachusetts Wealth Management Portfolio Holdings - 13F Filings | 13F Fund Database
Massachusetts Wealth Management 13F Holdings
CIK 0001966011 · NORTH ANDOVER, MA
As of Sep 30, 2025, Massachusetts Wealth Management reported
96 positions worth $201.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 43,063 |
|
2.1M6.02% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 20,379 | $6.4M | 3.19% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 37,671 | $5.8M | 2.88% |
| APPLE INC | AAPL | Technology | 21,758 | $5.5M | 2.75% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 102,431 | $5.5M | 2.74% |
| CITIGROUP INC | C | Financial Services | 51,072 | $5.2M | 2.57% |
| MICROSOFT CORP | MSFT | Technology | 9,605 | $5.0M | 2.47% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 60,102 | $4.8M | 2.38% |
| GE AEROSPACE | GE | Industrials | 14,725 | $4.4M | 2.20% |
| EXXON MOBIL CORP | XOM | Energy | 37,211 | $4.2M | 2.08% |
| NVIDIA CORP | NVDA | Technology | 21,602 | $4.0M | 2.00% |
| BANK OF AMERICA CORP | BAC | Financial Services | 74,962 | $3.9M | 1.92% |
| GE VERNOVA INC | GEV | Utilities | 6,051 | $3.7M | 1.85% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 70,300 | $3.6M | 1.77% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 36,764 | $3.3M | 1.63% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 17,672 | $3.3M | 1.63% |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | IGV | — | 27,422 | $3.2M | 1.57% |
| CHEVRON CORP | CHV | Energy | 20,243 | $3.1M | 1.56% |
| CATERPILLAR INC | CAT | Industrials | 6,482 | $3.1M | 1.53% |
| WALMART INC | WMT | Consumer Defensive | 29,704 | $3.1M | 1.52% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,064 | $3.0M | 1.51% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 21,084 | $2.9M | 1.46% |
| CONOCOPHILLIPS | COP | Energy | 29,061 | $2.7M | 1.36% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 32,717 | $2.7M | 1.36% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,327 | $2.7M | 1.33% |