Massachusetts Wealth Management

Name: Massachusetts Wealth Management 13F holdings, Q2 2025
Creator: Massachusetts Wealth Management
Published: 2025-07-23

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Massachusetts Wealth Management reported 94 stock positions worth $177.3 million. Its top holding was SS Technology Select Sector (XLK) at 5.8% of the portfolio, followed by JPMorgan Chase (JPM, 3.3%) and SS Industrial Select Sector (XLI, 2.7%). Compared with Q1 2025, it opened 12 new positions, sold out of 1, added to 52 and reduced 21. The biggest buy was a new position in Apple (AAPL) and the biggest sale Exxon Mobil (XOM, shares −1%).

Most Recent 13F: Q2 2026
Location: NORTH ANDOVER, MA
CIK: 0001966011
Portfolio Value: $177.3M (Q2 2025)
SEC Filing: 0001085146-25-004083 ↗ filed Jul 23, 2025

Holdings Value

Holdings 94 stocks · $177.3M


XLK SS Technology Select Sector	5.79%	40,508	$10.3M	Add +2.6%
JPM JPMorgan Chase & Co.	3.33%	20,379	$5.9M	Reduce -2.1%
XLI SS Industrial Select Sector	2.75%	33,041	$4.9M	Add +5.6%
MSFT Microsoft Corp.	2.73%	9,720	$4.8M	No change
XLF SS Financial Select Sector	2.72%	92,236	$4.8M	Add +2.1%
VCSH Vanguard S/T Corp. Bond ETF	2.69%	59,892	$4.8M	Reduce -1.2%
AAPL Apple Inc.	2.51%	21,693	$4.5M	New
C Citigroup Inc.	2.41%	50,197	$4.3M	Add +0.5%
XOM Exxon Mobil Corp.	2.24%	36,796	$4.0M	Reduce -0.9%
GE General Electric filed as GE AEROSPACE	2.12%	14,575	$3.8M	Reduce -0.1%
NVDA Nvidia Corp.	1.91%	21,452	$3.4M	Reduce -1.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP	1.90%	71,237	$3.4M	New
GEV GE Vernova Inc.	1.81%	6,053	$3.2M	Add +0.9%
XLE SS Energy Select Sector	1.69%	35,264	$3.0M	Add +2.8%
CVX Chevron Corp.	1.64%	20,253	$2.9M	Reduce -0.1%
IGV iShares Expanded Tech-Softwa	1.59%	25,692	$2.8M	Add +2.4%
WMT Walmart Inc.	1.57%	28,504	$2.8M	Add +3.3%
TT Trane Technologies PLC	1.51%	6,135	$2.7M	No change
QQQ Invesco QQQ Trust Series 1	1.51%	4,856	$2.7M	New
XLV SS Health Care Select Sector	1.51%	19,844	$2.7M	Add +2.9%
JNJ Johnson & Johnson	1.49%	17,297	$2.6M	Add +0.7%
COP Conocophillips	1.47%	29,086	$2.6M	Reduce -0.0%
EMR Emerson Electric Co.	1.47%	19,483	$2.6M	Add +2.5%
COST Costco Wholesale Corp.	1.46%	2,622	$2.6M	Reduce -2.8%
WFC Wells Fargo & Co.	1.46%	32,317	$2.6M	Add +0.6%
DE Deere & Co.	1.45%	5,067	$2.6M	Add +0.7%
BRK.B Berkshire Hathaway Inc. Class B	1.45%	5,277	$2.6M	New
KO The Coca-Cola Co.	1.40%	35,121	$2.5M	Add +1.2%
CAT Caterpillar Inc.	1.37%	6,262	$2.4M	Add +1.9%
IR Ingersoll-Rand Inc.	1.30%	27,683	$2.3M	Reduce -0.2%
MMM 3M Co.	1.29%	15,049	$2.3M	Reduce -0.5%
BSV Vanguard Short-Term Bond ETF	1.28%	28,927	$2.3M	Add +2.0%
STT State Street Corp.	1.27%	21,209	$2.3M	Add +0.8%
PFE Pfizer Inc.	1.26%	92,498	$2.2M	Add +0.3%
XLP SS Consumer Staples Sel Sect	1.24%	27,197	$2.2M	Add +2.6%
LLY Eli Lilly & Co.	1.16%	2,640	$2.1M	Add +1.3%
HD Home Depot Inc.	1.12%	5,400	$2.0M	Add +1.4%
AMZN Amazon.com Inc.	1.08%	8,735	$1.9M	New
ITW Illinois Tool Works	1.06%	7,634	$1.9M	Add +1.1%
AMGN Amgen Inc.	1.03%	6,518	$1.8M	New
ABBV Abbvie Inc.	1.01%	9,656	$1.8M	Reduce -1.8%
PEP Pepsico Inc.	1.00%	13,493	$1.8M	Add +1.4%
MRK Merck & Co. Inc.	0.98%	21,974	$1.7M	Add +0.3%
META Meta Platforms Inc. Class A	0.97%	2,332	$1.7M	Add +2.6%
PG The Procter & Gamble Co.	0.97%	10,782	$1.7M	Add +1.6%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.94%	49,567	$1.7M	Add +0.3%
CMI Cummins Inc.	0.90%	4,857	$1.6M	Add +2.9%
CARR Carrier Global Corp.	0.87%	21,160	$1.5M	Add +2.7%
NSC Norfolk Southern Corp.	0.86%	5,951	$1.5M	Add +1.4%
ITA iShares U.S. Aerospace & Def	0.83%	7,782	$1.5M	Add +2.0%
UNP Union Pacific Corp.	0.82%	6,327	$1.5M	Add +1.0%
VMC Vulcan Materials Co.	0.80%	5,430	$1.4M	Reduce -3.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.80%	4,793	$1.4M	Reduce -1.3%
GOOG Alphabet Inc. Class C	0.75%	7,456	$1.3M	Add +2.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.72%	2,054	$1.3M	No change
CSX CSX Corp.	0.68%	37,185	$1.2M	Add +1.3%
SHW The Sherwin-Williams Co.	0.68%	3,530	$1.2M	Add +0.3%
GLW Corning Inc.	0.68%	22,950	$1.2M	Add +1.1%
RTX RTX Corp.	0.68%	8,251	$1.2M	New
PBE Invesco Biotechnology & Geno	0.67%	18,394	$1.2M	Add +1.0%
CL Colgate-Palmolive Co.	0.66%	12,822	$1.2M	Add +1.8%
MU Micron Technology Inc.	0.64%	9,198	$1.1M	Add +0.2%
BKR Baker Hughes Co.	0.62%	28,525	$1.1M	Reduce -2.9%
IYT iShares US Transportation Et	0.62%	15,933	$1.1M	Add +1.5%
K Kellanova	0.61%	13,533	$1.1M	Add +0.7%
IHE iShares US Pharmaceuticals E	0.58%	15,720	$1.0M	Add +2.1%
HSY The Hershey Co.	0.57%	6,132	$1.0M	Add +2.9%
GIS General Mills Inc.	0.57%	19,634	$1.0M	Add +0.5%
GEHC GE Healthcare Technology	0.57%	13,647	$1.0M	Add +2.1%
BA The Boeing Co.	0.55%	4,685	$982K	New
HAL Halliburton Co.	0.49%	42,575	$868K	Reduce -2.3%
RSP Invesco S&P 500 Equal Weight	0.48%	4,679	$850K	Add +3.9%
QCOM Qualcomm Inc.	0.45%	4,973	$792K	Add +0.5%
UBS UBS Group AG-Reg	0.40%	21,080	$713K	No change
TSLA Tesla Inc.	0.34%	1,908	$606K	Add +0.1%
SWX Southwest Gas Holdings Inc.	0.33%	7,930	$590K	Add +0.8%
PEG Public Service Enterprise GP	0.24%	5,125	$431K	Add +2.5%
BIIB Biogen Inc.	0.20%	2,874	$361K	Add +4.2%
IBB iShares Biotechnology ETF	0.20%	2,803	$355K	Add +12.6%
FCX Freeport-McMoran Inc.	0.18%	7,467	$324K	Reduce -2.6%
ORCL Oracle Corp.	0.18%	1,450	$317K	No change
AVGO Broadcom Inc.	0.17%	1,090	$300K	New
FDX FedEx Corp.	0.17%	1,300	$296K	No change
V Visa Inc. Class A	0.16%	799	$284K	No change
CW Curtiss-Wright Corp.	0.15%	545	$266K	New
GS Goldman Sachs Group Inc.	0.15%	375	$265K	No change
XLB SS Materials Select Sector	0.15%	3,005	$264K	No change
KTB Kontoor Brands Inc.	0.15%	3,960	$261K	New
XOP SS SPDR S&P Og Exp & Prod	0.14%	1,995	$251K	Reduce -14.9%
VRTX Vertex Pharmaceuticals Inc.	0.14%	560	$249K	Reduce -6.2%
MS Morgan Stanley	0.14%	1,725	$243K	Reduce -1.5%
ALLE Allegion PLC	0.12%	1,519	$219K	New
DOW Dow Inc.	0.12%	8,074	$214K	Reduce -3.2%
UPS United Parcel Service Class B	0.11%	1,995	$201K	Reduce -4.8%

Portfolio Sells Q1 2025 → Q2 2025


XOM Exxon Mobil Corp.	Reduce -0.9%	2.24%	−0.79
CVX Chevron Corp.	Reduce -0.1%	1.64%	−0.69
COP Conocophillips	Reduce -0.0%	1.47%	−0.62
VCSH Vanguard S/T Corp. Bond ETF	Reduce -1.2%	2.69%	−0.59
ABBV Abbvie Inc.	Reduce -1.8%	1.01%	−0.40
COST Costco Wholesale Corp.	Reduce -2.8%	1.46%	−0.29
HAL Halliburton Co.	Reduce -2.3%	0.49%	−0.27
BKR Baker Hughes Co.	Reduce -2.9%	0.62%	−0.27
MMM 3M Co.	Reduce -0.5%	1.29%	−0.23
IR Ingersoll-Rand Inc.	Reduce -0.2%	1.30%	−0.22
JPM JPMorgan Chase & Co.	Reduce -2.1%	3.33%	−0.17
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.15
VMC Vulcan Materials Co.	Reduce -3.0%	0.80%	−0.10
DOW Dow Inc.	Reduce -3.2%	0.12%	−0.08
XOP SS SPDR S&P Og Exp & Prod	Reduce -14.9%	0.14%	−0.07
VRTX Vertex Pharmaceuticals Inc.	Reduce -6.2%	0.14%	−0.06
UPS United Parcel Service Class B	Reduce -4.8%	0.11%	−0.04
IBM Intl Business Machines Corp.	Reduce -1.3%	0.80%	−0.03
FCX Freeport-McMoran Inc.	Reduce -2.6%	0.18%	−0.02
MS Morgan Stanley	Reduce -1.5%	0.14%	−0.00
GE General Electric	Reduce -0.1%	2.12%	+0.11
NVDA Nvidia Corp.	Reduce -1.0%	1.91%	+0.30

Portfolio Buys Q1 2025 → Q2 2025


AAPL Apple Inc.	New	2.51%	+2.51
BAC Bank of America Corp.	New	1.90%	+1.90
QQQ Invesco QQQ Trust Series 1	New	1.51%	+1.51
BRK.B Berkshire Hathaway Inc. Class B	New	1.45%	+1.45
AMZN Amazon.com Inc.	New	1.08%	+1.08
AMGN Amgen Inc.	New	1.03%	+1.03
RTX RTX Corp.	New	0.68%	+0.68
BA The Boeing Co.	New	0.55%	+0.55
GEV GE Vernova Inc.	Add +0.9%	1.81%	+0.55
XLK SS Technology Select Sector	Add +2.6%	5.79%	+0.20
AVGO Broadcom Inc.	New	0.17%	+0.17
CW Curtiss-Wright Corp.	New	0.15%	+0.15
KTB Kontoor Brands Inc.	New	0.15%	+0.15
ALLE Allegion PLC	New	0.12%	+0.12
MU Micron Technology Inc.	Add +0.2%	0.64%	+0.09
META Meta Platforms Inc. Class A	Add +2.6%	0.97%	+0.07
IGV iShares Expanded Tech-Softwa	Add +2.4%	1.59%	+0.06
EMR Emerson Electric Co.	Add +2.5%	1.47%	+0.04
ITA iShares U.S. Aerospace & Def	Add +2.0%	0.83%	+0.03
TSLA Tesla Inc.	Add +0.1%	0.34%	+0.00
IBB iShares Biotechnology ETF	Add +12.6%	0.20%	−0.02
CAT Caterpillar Inc.	Add +1.9%	1.37%	−0.02
STT State Street Corp.	Add +0.8%	1.27%	−0.02
C Citigroup Inc.	Add +0.5%	2.41%	−0.02
CARR Carrier Global Corp.	Add +2.7%	0.87%	−0.02
GOOG Alphabet Inc. Class C	Add +2.9%	0.75%	−0.03
GLW Corning Inc.	Add +1.1%	0.68%	−0.03
PEG Public Service Enterprise GP	Add +2.5%	0.24%	−0.04
SWX Southwest Gas Holdings Inc.	Add +0.8%	0.33%	−0.05
BIIB Biogen Inc.	Add +4.2%	0.20%	−0.06
RSP Invesco S&P 500 Equal Weight	Add +3.9%	0.48%	−0.06
CSX CSX Corp.	Add +1.3%	0.68%	−0.06
XLI SS Industrial Select Sector	Add +5.6%	2.75%	−0.06
IYT iShares US Transportation Et	Add +1.5%	0.62%	−0.07
QCOM Qualcomm Inc.	Add +0.5%	0.45%	−0.07
WMT Walmart Inc.	Add +3.3%	1.57%	−0.09
NSC Norfolk Southern Corp.	Add +1.4%	0.86%	−0.09
CMI Cummins Inc.	Add +2.9%	0.90%	−0.12
WFC Wells Fargo & Co.	Add +0.6%	1.46%	−0.12
HSY The Hershey Co.	Add +2.9%	0.57%	−0.12
PBE Invesco Biotechnology & Geno	Add +1.0%	0.67%	−0.13
CL Colgate-Palmolive Co.	Add +1.8%	0.66%	−0.15
K Kellanova	Add +0.7%	0.61%	−0.15
SHW The Sherwin-Williams Co.	Add +0.3%	0.68%	−0.16
IHE iShares US Pharmaceuticals E	Add +2.1%	0.58%	−0.16
DE Deere & Co.	Add +0.7%	1.45%	−0.17
GEHC GE Healthcare Technology	Add +2.1%	0.57%	−0.17
UNP Union Pacific Corp.	Add +1.0%	0.82%	−0.19
ITW Illinois Tool Works	Add +1.1%	1.06%	−0.22
HD Home Depot Inc.	Add +1.4%	1.12%	−0.22

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	98	$262.5M	JPST, XLK, MU, XLI, GEV
Q1 2026	98	$230.7M	JPST, XLK, XOM, XLI, JPM
Q4 2025	93	$214.9M	XLK, JPST, JPM, C, XLI
Q3 2025	96	$201.5M	XLK, JPM, XLI, AAPL, XLF
Q2 2025	94	$177.3M	XLK, JPM, XLI, MSFT, XLF
Q1 2025	83	$145.8M	XLK, JPM, VCSH, XLF, XOM
Q4 2024	90	$162.0M	XLK, AAPL, JPM, VCSH, MSFT
Q3 2024	88	$158.6M	XLK, AAPL, VCSH, JPM, MSFT
Q2 2024	93	$149.0M	XLK, AAPL, VCSH, JPM, MSFT
Q1 2024	91	$141.9M	XLK, JPM, XOM, MSFT, COP