Massachusetts Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Massachusetts Wealth Management held in its portfolio 93 assets valued at $214,916,694 (i.e. $214.92M).
The most valuable assets in the portfolio included: SELECT SECTOR SPDR TR ($12.17M), J P MORGAN EXCHANGE TRADED F ($10.94M), and JPMORGAN CHASE & CO. ($6.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 93 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Massachusetts Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 84496 | 12164889 | STATE STREET TEC |
| J P MORGAN EXCHANGE TRADED F | 216155 | 10935281 | ULTRA SHRT ETF |
| JPMORGAN CHASE & CO. | 19940 | 6425067 | COM |
| CITIGROUP INC | 51215 | 5976278 | COM NEW |
| SELECT SECTOR SPDR TR | 38100 | 5910072 | STATE STREET IND |
| APPLE INC | 21650 | 5885651 | COM |
| SELECT SECTOR SPDR TR | 104101 | 5701612 | STATE STREET FIN |
| VANGUARD SCOTTSDALE FDS | 64401 | 5134692 | SHRT TRM CORP BD |
| MICROSOFT CORP | 9624 | 4654529 | COM |
| GE AEROSPACE | 14770 | 4549603 | COM NEW |
| EXXON MOBIL CORP | 36094 | 4343552 | COM |
| BANK AMERICA CORP | 75230 | 4137659 | COM |
| GE VERNOVA INC | 6056 | 3958020 | COM |
| NVIDIA CORPORATION | 19887 | 3708926 | COM |
| JOHNSON & JOHNSON | 17605 | 3643355 | COM |
| CATERPILLAR INC | 6356 | 3641162 | COM |
| SELECT SECTOR SPDR TR | 23298 | 3606530 | STATE STREET HEA |
| WALMART INC | 30428 | 3389983 | COM |
| ELI LILLY & CO | 2950 | 3170306 | COM |
| SELECT SECTOR SPDR TR | 70553 | 3154425 | STATE STREET ENE |
| WELLS FARGO CO NEW | 33050 | 3080260 | COM |
| CHEVRON CORP NEW | 20194 | 3077768 | COM |
| INVESCO QQQ TR | 4798 | 2947767 | UNIT SER 1 |
| STATE STR CORP | 21625 | 2789841 | COM |
| CONOCOPHILLIPS | 28978 | 2712631 | COM |
| ISHARES TR | 25428 | 2687432 | EXPANDED TECH |
| PFIZER INC | 107665 | 2680858 | COM |
| EMERSON ELEC CO | 19797 | 2627458 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5152 | 2589653 | CL B NEW |
| ALPHABET INC | 8066 | 2531111 | CAP STK CL C |
| CUMMINS INC | 4930 | 2516518 | COM |
| COCA COLA CO | 35538 | 2484467 | COM |
| MICRON TECHNOLOGY INC | 8698 | 2482496 | COM |
| 3M CO | 15247 | 2441045 | COM |
| MERCK & CO INC | 23007 | 2421717 | COM |
| DEERE & CO | 5081 | 2365561 | COM |
| TRANE TECHNOLOGIES PLC | 6065 | 2360498 | SHS |
| SELECT SECTOR SPDR TR | 28732 | 2231902 | STATE STREET CON |
| VANGUARD BD INDEX FDS | 28255 | 2226777 | SHORT TRM BOND |
| COSTCO WHSL CORP NEW | 2575 | 2220526 | COM |
| INGERSOLL RAND INC | 27470 | 2176173 | COM |
| ABBVIE INC | 9465 | 2162658 | COM |
| AMAZON COM INC | 9135 | 2108541 | COM |
| AMGEN INC | 6242 | 2043181 | COM |
| CORNING INC | 23265 | 2037083 | COM |
| PEPSICO INC | 13801 | 1980764 | COM |
| ILLINOIS TOOL WKS INC | 7968 | 1962518 | COM |
| HOME DEPOT INC | 5445 | 1873624 | COM |
| SLB LIMITED | 48625 | 1866228 | COM STK |
| KONTOOR BRANDS INC | 28510 | 1741676 | COM |
| NORFOLK SOUTHN CORP | 5990 | 1729433 | COM |
| ISHARES TR | 7992 | 1715802 | US AER DEF ETF |
| META PLATFORMS INC | 2596 | 1713594 | CL A |
| PROCTER AND GAMBLE CO | 10750 | 1540582 | COM |
| VULCAN MATLS CO | 5370 | 1531631 | COM |
| RTX CORPORATION | 8215 | 1506631 | COM |
| INTERNATIONAL BUSINESS MACHS | 5028 | 1489344 | COM |
| UNION PAC CORP | 6405 | 1481605 | COM |
| INVESCO EXCHANGE TRADED FD T | 17919 | 1472046 | BIOTECHNOLOGY |
| SPDR S&P 500 ETF TR | 2068 | 1410211 | TR UNIT |
| CSX CORP | 38160 | 1383300 | COM |
| BOEING CO | 6270 | 1361342 | COM |
| ISHARES TR | 15230 | 1291961 | U.S. PHARMA ETF |
| BAKER HUGHES COMPANY | 27025 | 1230718 | CL A |
| ISHARES TR | 16225 | 1208925 | US TRSPRTION |
| CARRIER GLOBAL CORPORATION | 22510 | 1189428 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 14331 | 1175429 | COMMON STOCK |
| SHERWIN WILLIAMS CO | 3570 | 1156787 | COM |
| HERSHEY CO | 6295 | 1145564 | COM |
| HALLIBURTON CO | 39500 | 1116270 | COM |
| COLGATE PALMOLIVE CO | 12878 | 1017620 | COM |
| UBS GROUP AG | 21080 | 976215 | SHS |
| GENERAL MLS INC | 19875 | 924188 | COM |
| INVESCO EXCHANGE TRADED FD T | 4824 | 924085 | S&P500 EQL WGT |
| TESLA INC | 1913 | 860314 | COM |
| QUALCOMM INC | 4073 | 696687 | COM |
| ISHARES TR | 4015 | 677612 | ISHARES BIOTECH |
| SOUTHWEST GAS HLDGS INC | 8105 | 648562 | COM |
| BIOGEN INC | 2999 | 527794 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 5250 | 421575 | COM |
| BROADCOM INC | 1090 | 377249 | COM |
| FEDEX CORP | 1290 | 372629 | COM |
| GOLDMAN SACHS GROUP INC | 375 | 329625 | COM |
| VERTEX PHARMACEUTICALS INC | 722 | 327326 | COM |
| FREEPORT-MCMORAN INC | 6050 | 307280 | CL B |
| MORGAN STANLEY | 1725 | 306239 | COM NEW |
| CURTISS WRIGHT CORP | 545 | 300442 | COM |
| ORACLE CORP | 1450 | 282620 | COM |
| VISA INC | 799 | 280208 | COM CL A |
| SELECT SECTOR SPDR TR | 5760 | 261216 | STATE STREET MAT |
| ASTRAZENECA PLC | 2800 | 257404 | SPONSORED ADR |
| ALLEGION PLC | 1519 | 241855 | ORD SHS |
| TORONTO DOMINION BK ONT | 2410 | 227022 | COM NEW |
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